Talkdesk Studio

Talkdesk Studio Advanced Documentation

Welcome to Talkdesk Studio Advanced Documentation. Here you can find comprehensive documentation to help you deep dive and learn how to make the most of Talkdesk Studio.

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Getting Started

Studio can be accessed from Talkdesk main web application, in the browser:

  1. Click on Admin [1] and then on Studio [2].
  2. Hit Create flow [3].
  1. Type in a name and, if necessary, a brief description of your new flow’s main actions [4], so you can easily identify it when assigning phone numbers later on. For example, we’ve named ours “Inbound EMEA” and used "Inbound support flow for EMEA region" as the description.

  2. Click on Create Flow [5].

Now you can start defining your new flow and configuring its componentscomponents - Components are the basic building blocks of a call flow. There are multiple components available that you can add and configure to suit your needs. Check the full list of available components in the "Studio Components" section of this guide..

Each flow consists of a number of building blocks, called components (or steps), which are started by an interaction trigger that defines the actions that the components will execute. For example, the Play Audio component provides the ability to receive an input text and transform it into voice in one of the available languages.

You can also use a variable in a Play Audio component to play a personalized greeting message for a caller: e.g., you can configure the waiting music that your customer listens to when they call you, so that you can be consistent in your brand management, or take advantage of the time your customers are waiting to promote goods or services.

Use the result of a data dipdata dip - Data dips are search points that collect data from external platforms (like a CRM) or within the call flow. For example, if you ask a caller to input their customer number, this number will be verified against a database. in Salesforce to route VIP customers to an assignment component with a higher priority. Configure a set of actions to be triggered during a flow execution according to time rules, or any other conditions, to automate communications to be sent to customers during or after a call, etc. The possibilities are endless!

Updated 2 months ago

Getting Started

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