- Customizing your Account
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Time Settings
Adding time zones, business hours and the After Hours IVR.
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Time Settings Quiz
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Call Settings
Configuring settings like call recording.
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Call Settings Quiz
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Dispositions
Configuring the call dispositions that can be used by your agents.
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Dispositions Quiz
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Routing and Device Settings
Customizing how and when your agents receive calls.
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Routing and Device Settings Quiz
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Queue Settings
Customizing the waiting queue.
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Queue Settings Quiz
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Voicemail Settings
Configuring voicemail and voicemail transcriptions.
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Voicemail Settings Quiz
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Metrics Settings
Customizing metrics settings, like the Service Level Threshold.
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Metrics Settings Quiz
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Agent Status
Configuring the availability statuses that your agents can use.
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Agent Status Quiz
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Other Number Settings
Configuring a blocklist and a favorites list of phone numbers.
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Other Number Settings Quiz
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Holiday Hours
Configuring holidays for your account.
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Holiday Hours Quiz
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What's next?
See which course you should take next.
Admins: Customizing your Account
Learn how to customize the main settings of your account to streamline the day-to-day of your team, specifically the settings related to: time, calls, dispositions, routing, queue, voicemail, metrics, agent status, other number settings, holiday hours.
Estimated time: ~45 min
Additional resources:
- Configuring Talkdesk > Customizing your Call Center
- Configuring Talkdesk > Waiting queue
- Voicemail settings
- Configuring Talkdesk > Queue management and features
- After hours IVR
- Numbers custom settings
- Dispositions
- Setting a default agent status
- Compiling a blocklist of phone numbers
- Creating a hotlist of external favorite phone numbers
- Account settings that impact Studio
Not registered yet? Hover over the lessons to see a description.