The Agent Dashboard

The Agent Dashboard

Talkdesk Agents Certification

Summary

Learn about the availability status, as well as the default sections and areas visible in the dashboard of an agent in Talkdesk main web application: Call History (Calls), Contacts, Voicemails, and the Keypad.

Estimated time: ~35 min

Additional resources:

Not registered yet? Hover over the lessons to see a description.

Note: The 'Calls' section was previously called 'Recent Calls’ and ‘Call History’, and the Keypad was named ‘Call Bar’, so you may find these references in the videos and quizzes.

Lessons~35 min

  • The Agent Dashboard
  • Call History (Calls)

    Using the 'Calls' section.

  • Call History (Calls) Quiz
  • Contacts

    Overview of the 'Contacts' section.

  • Contacts Quiz
  • Creating and Deleting Contacts

    How to add and delete contacts.

  • Creating and Deleting Contacts Quiz
  • Contact Profile & Activity

    What's on the profile of a contact.

  • Contact Profile & Activity Quiz
  • Voicemails

    Overview of the 'Voicemails' section and how to use it.

  • Voicemails Quiz
  • Status and Availability

    How the agent status works.

  • Status and Availability Quiz
  • Keypad

    Using the Keypad in the browser to handle calls.

  • Keypad Quiz
  • What's next?

    See which course you should take next.

Summary

Learn about the availability status, as well as the default sections and areas visible in the dashboard of an agent in Talkdesk main web application: Call History (Calls), Contacts, Voicemails, and the Keypad.

Estimated time: ~35 min

Additional resources:

Not registered yet? Hover over the lessons to see a description.

Note: The 'Calls' section was previously called 'Recent Calls’ and ‘Call History’, and the Keypad was named ‘Call Bar’, so you may find these references in the videos and quizzes.

Lessons~35 min

  • The Agent Dashboard
  • Call History (Calls)

    Using the 'Calls' section.

  • Call History (Calls) Quiz
  • Contacts

    Overview of the 'Contacts' section.

  • Contacts Quiz
  • Creating and Deleting Contacts

    How to add and delete contacts.

  • Creating and Deleting Contacts Quiz
  • Contact Profile & Activity

    What's on the profile of a contact.

  • Contact Profile & Activity Quiz
  • Voicemails

    Overview of the 'Voicemails' section and how to use it.

  • Voicemails Quiz
  • Status and Availability

    How the agent status works.

  • Status and Availability Quiz
  • Keypad

    Using the Keypad in the browser to handle calls.

  • Keypad Quiz
  • What's next?

    See which course you should take next.