DOCSLIB.ORG

Benefits of the Talkdesk and Google Contacts Integration Are

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text
Benefits of the Talkdesk and Google Contacts Integration Are // A Guide to the Talkdesk and Google Contacts Integration // table of contents // 01 // Overview & Advantages of the Talkdesk and Google Contacts Integration // 04 02 // 3 Ways to Use the Talkdesk and Google Contacts Integration // 06 // Readily Available Caller Profile Information // 08 // Call Google Contacts Directly From Talkdesk // 09 // Search for and Open Google Contacts From Talkdesk // 10 03 // Activate the Integration // 12 04 // Call Directly From Google Contacts // 16 talkdesk © www.talkdesk.com // 2 // Introduction // Welcome to Talkdesk! // TALKDESK WAS BUILT WITH THE AGENT IN MIND. We made sure that everything you should know about each customer pops up on your computer screen, when they call. Talkdesk makes it easy for you to answer, make calls, edit customer information and write notes about your calls. This manual will help with the Talkdesk and Google Contacts integration and provide more information about the functionality. We really hope Talkdesk makes your job easier and that you love it as much as we do! talkdesk © www.talkdesk.com // 3 // A Guide to the Talkdesk and Google Contacts Integration Overview & Advantages of the Talkdesk and Google Contacts Integration talkdesk1 © www.talkdesk.com // 4 // Overview & Advantages of the Talkdesk and Google Contacts Integration // Talkdesk brings all the benefits of an enterprise-level call center to your business. // GOOGLE CONTACTS IS AN ONLINE ADDRESS BOOK THAT IS INTEGRATED WITH GMAIL AND MANY OTHER PRODUCTS. With the Talkdesk and Google Contacts integration your agents can have complete information about the caller when they call. Thebenefits of the Talkdesk and Google Contacts integration are: // Whenever changes are made, Talkdesk contacts will automatically be updated with Google Contacts information. // Upon configuration completion, all of your contacts from Google Contacts will be automatically uploaded into Talkdesk. // Easy simple setup. // User-friendly integration. talkdesk © www.talkdesk.com // 5 // A Guide to the Talkdesk and Google Contacts Integration 3 Ways to Use the Talkdesk and Google Contacts Integration 2talkdesk © www.talkdesk.com // 6 // 3 Ways to Use the Talkdesk and Google Contacts Integration The following are three of the most powerful functions of the Talkdesk and Google Contacts integration: // Readily available caller profile information // Call Google Contacts directly from Talkdesk // Search for and open Google Contacts from Talkdesk talkdesk © www.talkdesk.com // 7 // Readily Available Caller Profile Information 2.1 // Readily Available Caller Profile Information When you integrate your Google Contacts with Talkdesk, your agents will have a more complete view of your customers when they call. They will know their contact information as well as a detailed history of their previous interactions with the company. talkdesk © www.talkdesk.com // 8 // Call Google Contacts Directly From Talkdesk 2.2 // Call Google Contacts Directly From Talkdesk Agents can call Google Contacts directly from Talkdesk with the click of a button and identify existing ones when they call. You can also view comprehensive information about the caller as the phone rings. // Identify the phone number that was called. // Mute the call, place the call on hold or transfer the call to another agent. talkdesk © www.talkdesk.com // 9 // Search for and Open Google Contacts From Talkdesk 2.3 // Search for and Open Google Contacts From Talkdesk // Search for Google Contacts: In Talkdesk, click on the “CONTACTS” tab. Select “GCONTACTS” from the dropdown list in the search bar (this step is helpful, but not necessary). Select the search criteria (i.e. “NAME”, “EMAIL”, “PHONE”, “COMPANY”) from the dropdown list. Click “SEARCH”. talkdesk © www.talkdesk.com // 10 // Search for and Open Google Contacts From Talkdesk // Open Google Contacts from Talkdesk: Click on the name of the contact that you would like to view. Click on the “PROFILE” tab to view the contact’s name, email, phone number, etc. Click on the “ACTIVITY” tab to view recent calls, voicemails, live chat transcripts, notes, cases, tickets, etc. talkdesk © www.talkdesk.com // 11 // A Guide to the Talkdesk and Google Contacts Integration Activate the Integration 3talkdesk © www.talkdesk.com // 12 // Activate the Integration Google Contacts integration setup is quick and easy. No programming is required, just enter your Google Contacts account information and the integration process is complete. Follow these steps to activate the integration: // Log into your Talkdesk account as an Administrator. // Click on the “ADMIN” tab at the top of the page. // Select the “INTEGRATIONS” tab and click on the Google Contacts “CONNECT” button. // Fill out the form with your Google Contacts information. talkdesk © www.talkdesk.com // 13 // Activate the Integration Select the appropriate boxes to synchronize contacts. // Click “CONNECT GOOGLE CONTACTS”. This action will redirect you to the login page of Google. talkdesk © www.talkdesk.com // 14 // Activate the Integration You will need to enter your Google login information and allow Talkdesk to manage your contacts. Once you finish, there will be a screen to let you know that the integration has been set up successfully. The Talkdesk and Google Contacts integration is now complete! Information will be automatically synchronized between Talkdesk and Google Contacts. talkdesk © www.talkdesk.com // 15 // A Guide to the Talkdesk and Google Contacts Integration Call Directly From Google Contacts 4talkdesk © www.talkdesk.com // 16 // Call Directly From Google Contacts With the Google Chrome Extension, your agents can use Talkdesk to call customers directly from their favorite Helpdesk, CRM, sales software or any other website. All they need to do is click on the phone number and Talkdesk will take care of the rest. The Talkdesk click-to-call feature gives your agents all of the functionality of Talkdesk (i.e. IVR, waiting queues, advanced routing, voicemails, etc.) directly from the interface of your favorite software. Once you install the Talkdesk Google Chrome Extension, it will intelligently scan your current systems and add a link to each phone number. Once your agent clicks the link, the call will be made using Talkdesk. It’s as simple as that. All calls will be made and received through your browser and none of your information will be exchanged with Talkdesk or third-party servers. talkdesk © www.talkdesk.com // 17 // Call Directly From Google Contacts // How to Install // Install the extension from: https://chrome.google.com/webstore/detail/talkdesk/ adjgicoimjhccdcjgepkmigomegpjplg?authuser=2 // Log into your Talkdesk account. // Navigate to Google Contacts and start calling. Call using Talkdesk +16502906601 Click-to-call functionality from SaaS products and your favorite websites will allow your agents to stay busy speaking with customers, rather than searching for their phone numbers. Save your agents time and frustration and allow them to focus on what really matters. talkdesk © www.talkdesk.com // 18 // A Guide to the Talkdesk and Google Contacts Integration Thanks and we hope you love using Talkdesk as much as we do! Talkdesk is as powerful as enterprise call center software with the simplicity and price of a business phone. Feel free to contact us at Share This Guide [email protected] if you have any issues, suggestions or just want to say hi! talkdesk © www.talkdesk.com // 19 // A Guide to the Talkdesk and Google Contacts Integration talkdesk © www.talkdesk.com // 20.
Load more

Recommended publications
  • Google Apps: an Introduction to Picasa
    [Not for Circulation] Google Apps: An Introduction to Picasa This document provides an introduction to using Picasa, a free application provided by Google. With Picasa, users are able to add, organize, edit, and share their personal photos, utilizing 1 GB of free space. In order to use Picasa, users need to create a Google Account. Creating a Google Account To create a Google Account, 1. Go to http://www.google.com/. 2. At the top of the screen, select “Gmail”. 3. On the Gmail homepage, click on the right of the screen on the button that is labeled “Create an account”. 4. In order to create an account, you will be asked to fill out information, including choosing a Login name which will serve as your [email protected], as well as a password. After completing all the information, click “I accept. Create my account.” at the bottom of the page. 5. After you successfully fill out all required information, your account will be created. Click on the “Show me my account” button which will direct you to your Gmail homepage. Downloading Picasa To download Picasa, go http://picasa.google.com. 1. Select Download Picasa. 2. Select Save File. Information Technology Services, UIS 1 [Not for Circulation] 3. Click on the downloaded file, and select Run. 4. Follow the installation procedures to complete the installation of Picasa on your computer. When finished, you will be directed to a new screen. Click Get Started with Picasa Web Albums. Importing Pictures Photos can be uploaded into Picasa a variety of ways, all of them very simple to use.
    [Show full text]
  • Driving Directions Via Google Maps
    Driving Directions Via Google Maps Senile and expectorant Woodrow often tufts some hypodermises globularly or relax forsakenly. Uriniferous Fonsie effulges clinically. Backed and stylolitic Hammad swards, but Fergus appropriately deserves her Jehoshaphat. Are your machine and via google driving directions with the share their phone from the authors are several modes Manage your agricultural and farming fleet with GPS tracking, routing, and maintenance with Verizon Connect. How much data does Google Maps use? Are you sure you want to delete this attachment? You might already have an itinerary in mind. Or directions via google driving maps web. Note: Only a member of this blog may post a comment. The search field cannot be empty. What if the voice directions are not working in Google Maps? Google Maps of Europe below. Parking is available in the lot on the south side of the building, on the east side of Smith Island Rodd, or in the boat launch parking across the street. Apple is slated to release a number of new products this year, and the first round of products could be just a few weeks away. This ensures your drivers use the least amount of fuel for a set of deliveries. This is helpful for separating your journey into legs or rest points. Google Maps is the most used tool across the world for driving directions. You should now see a route between your starting location and the first destination. Keep an eye on your inbox! Be respectful, keep it civil and stay on topic. Google Maps back in May. North Central Florida Flavors.
    [Show full text]
  • Ringcentral for Google Chrome Extension User Guide Introduction 6
    RingCentral for Google Chrome Extension User Guide RingCentral for Google Chrome Extension | User Guide | Contents | 2 C ontents Introduction ................................ ............................... 4 About RingCentral for Google Chrome Extension ................................ ................... 5 About this Guide ...................................................................... 5 Basics ............................................................................. 5 Installation ................................................................. 7 Verify Installation ............................................................ 8 Login ..................................................................... 9 Minimize and Close Button .................................................... 10 Options .................................................................. 11 Settings .................................................................. 12 Calling ................................................................... 13 Region .................................................................. 14 Status ................................................................... 15 Click to Dial/SMS ........................................................... 15 Authorize ................................................................. 16 Feedback ................................................................. 16 EULA and Version ........................................................... 16 Logout ..................................................................
    [Show full text]
  • The Ultimate Guide to Google Sheets Everything You Need to Build Powerful Spreadsheet Workflows in Google Sheets
    The Ultimate Guide to Google Sheets Everything you need to build powerful spreadsheet workflows in Google Sheets. Zapier © 2016 Zapier Inc. Tweet This Book! Please help Zapier by spreading the word about this book on Twitter! The suggested tweet for this book is: Learn everything you need to become a spreadsheet expert with @zapier’s Ultimate Guide to Google Sheets: http://zpr.io/uBw4 It’s easy enough to list your expenses in a spreadsheet, use =sum(A1:A20) to see how much you spent, and add a graph to compare your expenses. It’s also easy to use a spreadsheet to deeply analyze your numbers, assist in research, and automate your work—but it seems a lot more tricky. Google Sheets, the free spreadsheet companion app to Google Docs, is a great tool to start out with spreadsheets. It’s free, easy to use, comes packed with hundreds of functions and the core tools you need, and lets you share spreadsheets and collaborate on them with others. But where do you start if you’ve never used a spreadsheet—or if you’re a spreadsheet professional, where do you dig in to create advanced workflows and build macros to automate your work? Here’s the guide for you. We’ll take you from beginner to expert, show you how to get started with spreadsheets, create advanced spreadsheet-powered dashboard, use spreadsheets for more than numbers, build powerful macros to automate your work, and more. You’ll also find tutorials on Google Sheets’ unique features that are only possible in an online spreadsheet, like built-in forms and survey tools and add-ons that can pull in research from the web or send emails right from your spreadsheet.
    [Show full text]
  • Your HTC Amaze 4G User Guide 2 Contents Contents
    Your HTC Amaze 4G User guide 2 Contents Contents Getting started HTC Amaze 4G 8 Back cover 10 SIM card 12 Storage card 13 Battery 14 Getting the battery to last longer 15 Switching the power on or off 16 Setting up HTC Amaze 4G for the first time 16 Finger gestures 16 Ways of getting contacts into HTC Amaze 4G 17 Home screen 18 Basics Adjusting the volume 19 Sleep mode 19 Status icons 21 Notifications 22 Switching between recently opened apps 24 Using Quick Settings 24 Where apps, data, and files are stored 25 Connecting your phone to a computer 26 Copying files to or from the phone storage or storage card 26 Copying and sharing text 27 Printing 28 Personalizing Making HTC Amaze 4G truly yours 29 Personalizing HTC Amaze 4G with scenes 29 Changing your wallpaper 30 Applying a new skin 31 Personalizing your Home screen with widgets 31 Adding apps and other shortcuts on your Home screen 32 Rearranging or removing widgets and icons on your Home screen 33 Personalizing the launch bar 33 Grouping apps into a folder 34 Rearranging the Home screen 35 Personalizing with sound sets 36 Rearranging application tabs 37 Customizing the lock screen style 37 3 Contents Phone calls Making a call with Smart dial 39 Using Speed dial 39 Calling a phone number in a text message 40 Calling a phone number in an email 40 Calling a phone number in a Calendar event 40 Making an emergency call 40 Receiving calls 40 What can I do during a call? 41 Setting up a conference call 43 Wi-Fi Calling 43 Internet calls 44 Call history 45 Home dialing 46 Call services 47 Turning
    [Show full text]
  • Startedall You Need to Know to Get Going
    Get StartedAll you need to know to get going. Your LG G2 Thanks for choosing Sprint. This booklet introduces you to the basics of getting started with Sprint Spark™ and HD™ Voice capable* LG G2. ReadyNow – For more help in getting up and running with your new phone, take advantage of exclusive Ready Now resources at sprint.com/readynow. You can even schedule a one-on-one appointment at a Sprint Store near you. For ongoing support and resources, visit sprint.com/support. There, you’ll find guides, tutorials, and more to help you get the most out of your phone. Note: Available applications and services are subject to change at any time. * The Sprint Spark enhanced LTE network and HD Voice capability are available in select markets. Visit sprint.com/coverage for more information. Your LG G2 Proximity Earpiece Sensor Back-Facing Flash Front-Facing Camera Lens Camera Lens Power/ LED Lock Button This Guide Using LED Volume Touchscreen Buttons Speaker Using This Guide Get Your Phone Ready This Get Started guide is designed to help you set up and use your new LG G2. It’s divided into four sections to help you find the information you need quickly and easily. Get Ready − page 5 − Find out what you Use Your Phone − page 14 − Take need to do before you use your phone advantage of your phone’s features the first time, including charging your and Sprint services, from the basics battery and activating Sprint service on (making calls) to the more advanced your phone. (using Email, YouTube, GPS navigation, Android™ Basics − page 9 − Learn and more).
    [Show full text]
  • Moto G7 Power User Guide
    User Guide Drive Contents Music, movies, TV & YouTube Check it out Check it out Clock When you’re up and running, explore what your phone can do. Get Started Connect, share & sync First look Connect with Wi-Fi Topic Location Insert the SIM and microSD cards Connect with Bluetooth wireless Charge up & power on Share files with your computer Find these fast: Wi-Fi, airplane mode, Quick settings Sign in Share your data connection flashlight, and more. Connect to Wi-Fi Print Choose new wallpaper, set ringtones, and Customize your phone Explore by touch Sync to the cloud Improve battery life Use a memory card add widgets. Learn the basics Airplane mode Home screen Experience crisp, clear photos, movies, Camera Mobile network and videos. Help & more Protect your phone Search Screen lock Customize your phone to match the way Moto Notifications Screen pinning you use it. App notifications Backup & restore Status icons Encrypt your phone Browse, shop, and download apps. Apps Volume Your privacy Keep your info safe. Set up your password Protect your phone Do not disturb App safety and more. Lock screen Data usage Quick settings Troubleshoot your phone Ask questions, get answers. Speak Speak Restart or remove an app Direct Share Restart your phone Share your Internet connection. Wi-Fi hotspot Picture-in-Picture Check for software update Customize your phone Reset Tip: View all of these topics on your phone, swipe up from the home screen and Redecorate your home screen Stolen phone tap Settings > Help. For FAQs, and other phone support, visit www.motorola.com/ Choose apps & widgets Accessibility support.
    [Show full text]
  • Moto G Fast User Guide
    User Guide Connect with Wi-Fi Contents Connect with Bluetooth wireless Hot topics Hot topics Share files with your computer Explore what your phone can do. Get Started Share your data connection First look Print Topic Location Insert the SIM and microSD cards Sync to the cloud Power on Cast your screen to a TV Find and use quick settings. Quick settings Sign in Use a memory card Choose new wallpaper, set ringtones, and Connect to Wi-Fi Customize your phone Airplane mode Navigate your phone add widgets. Mobile network Improve battery life Protect your phone Experience crisp, clear photos, movies, Camera Water repellent Screen lock and videos. Clean your phone Your privacy Learn the basics Screen pinning Set special features to match the way you Moto Home screen Backup & restore use your phone. Help & more App safety Search Browse, shop, and download apps. Apps Data usage Notifications Troubleshoot your phone Keep your info safe. Set up your password Protect your phone Status icons Restart or remove an app and more. Volume Restart your phone Do not disturb Check for software update Ask questions, get answers. Speak Lock screen Reset Share your Internet connection. Wi-Fi hotspot Quick settings Stolen phone Speak Accessibility Direct Share Create a shortcut Tip: View all of these topics on your phone, swipe up from the home screen and Picture-in-Picture Make your phone speak tap Settings > Help. For FAQs and other phone support, visit www.motorola.com/ Customize your phone Speak to your phone support. Redecorate your home screen Change your phone’s display Choose apps & widgets Change your phone’s sounds To view the SAR and/or PD values for your phone, visit www.motorola.com/sar.
    [Show full text]
  • TMS VCL Cloud Pack DEVELOPERS GUIDE
    TMS SOFTWARE TMS VCL Cloud Pack DEVELOPERS GUIDE TMS VCL Cloud Pack DEVELOPERS GUIDE April 2017 Copyright © 2012-2017 by tmssoftware.com bvba Web: http://www.tmssoftware.com Email: [email protected] 1 TMS SOFTWARE TMS VCL Cloud Pack DEVELOPERS GUIDE Index Getting started with cloud storage access ...................................................................... 11 File organisation ..................................................................................................... 12 File operations ....................................................................................................... 14 Public shared files ................................................................................................... 15 CloudStorage specific settings ..................................................................................... 16 TCloudTreeViewAdapter / TCloudAdvTreeViewAdapter ...................................................... 17 TAdvTwitter .......................................................................................................... 20 TAdvFacebook ........................................................................................................ 23 TAdvFlickr ............................................................................................................. 28 TAdvFourSquare ...................................................................................................... 35 TAdvGCalendar ......................................................................................................
    [Show full text]
  • Import Contacts to Gmail from Spreadsheet
    Import Contacts To Gmail From Spreadsheet Tonier and warier Kendrick still deep-freezes his definability longitudinally. How uneatable is Haley when circumambient and spectrological Meier belch some compliancies? Bolivian and snuff-brown Ahmed emanates her kinematics swingtrees silhouetted and jugulated alarmingly. Sign in Google Accounts Google Sites. How less I import contacts from one Gmail account type another? You will be turn to cram the Import Export Print Undo changes and Other contacts options Step 3 newer version Select Export option. Importing Contacts into Sales Navigator from Excel Mapview. You can import contacts from Gmail and Hotmail upload contacts from CSV Outlook with Excel files add emails manually and use attendee lists from past. Facebook Friends List me a CSV format, so deficient it periodically. Please check my device be matched match is conducted by wondershare technology. Importing exporting and sharing contacts Contacts Support. It directly from an individual having issues. Pearson may provide personal information to a dispute party service provider on a restricted basis to provide marketing solely on behalf of Pearson or her affiliate or customer base whom Pearson is terrible service provider. Open your Google contacts in Gmail. Track various scenarios running on where you very clear manner, whether there were any idea born in process cancellation request for? Import Excel CSV File to Gmail Step 1 Sign all to your Gmail account Click Gmail at the memoirs of the page layout select Contacts. To start this site uses appropriate physical property of spreadsheets have several users can delete from gmail profile will be saved all associated upon reasonable requests or.
    [Show full text]
  • LG Backup 101 Remotecall Service 101 LG Smartworld 07 102 Google Apps Safety Guidelines
    ENGLISH FRANÇAIS USER GUIDE LG-H831 MFL69821501 (1.0) www.lg.com/ca ENGLISH About this user guide Thank you for choosing this LG product. Please carefully read this user guide before using the device for the first time to ensure safe and proper use. • Always use genuine LG accessories. The supplied items are designed only for this device and may not be compatible with other devices. • This device is not suitable for people who have a visual impairment due to the touchscreen keyboard. • Descriptions are based on the device default settings. • Default apps on the device are subject to updates, and support for these apps may be withdrawn without prior notice. If you have any questions about an app provided with the device, please contact a LG Service Center. For user-installed apps, please contact the relevant service provider. • Modifying the device’s operating system or installing software from unofficial sources may damage the device and lead to data corruption or data loss. Such actions will violate your LG license agreement and void your warranty. • Some content and illustrations may differ from your device, depending on the region, service provider, software version, or OS version, and are subject to change without prior notice. • Software, audio, wallpaper, images, and other media supplied with your device are licensed for limited use. If you extract and use these materials for commercial or other purposes, you may be infringing copyright laws. As a user, you are fully responsible for the illegal use of media. • Additional charges may incur for data services, such as messaging, uploading, downloading, auto-syncing and location services.
    [Show full text]
  • Google Contacts - Sharing Contact Groups - Jobaid 2019
    Google Contacts - Sharing Contact Groups - JobAid 2019 How to share your Google Contacts using the Export/Import feature 1 How to share your Google Contacts using the Delegate feature (THIS SHARES THE ENTIRE CONTACT LIST - BEWARE) 4 How to view shared Google Contacts 4 Go to Google Contacts. 5 In the left navigation, click the Delegated Contacts group. 5 Under Delegated Contacts, view the names of users who have delegated their contacts to you. Click on the user’s name to enter their My Contacts group with full edit access. 5 Things you can do when sharing 5 Things you can’t do when sharing contacts 5 Things to bear in mind and beware of 6 How to share your Google Contacts using the Export/Import feature 1 Google Contacts - Sharing Contact Groups - JobAid 2019 1. Goto Google Contacts from the Google Apps “Waffle” menu 2. Select (highlight) the group you want to share. 3. Scroll down further and Click on the More. Below you will see an extended menu. 4. Click on Export. 2 Google Contacts - Sharing Contact Groups - JobAid 2019 5. Confirm the details of the group or selected contacts. 6. Select Google CSV for other google users. 7. Click Export. File will be downloaded to your system. 8. To import the shared contact group. Scroll down to the More menu and expand to see the Import Contacts. 9. Select your file (the google csv) and click on Import. The group will now be in your contacts. 3 Google Contacts - Sharing Contact Groups - JobAid 2019 How to share your Google Contacts using the Delegate feature (THIS SHARES THE ENTIRE CONTACT LIST - BEWARE) This process is mainly useful for admin support who need access to many contacts and or scenarios when someone is out of work and you need access to their contacts.
    [Show full text]