Talkdesk Email API

Get the accounts that are under the organization calling the rest API will be returned. The IDs of the accounts can later be used to retrieve information on those accounts. The results are paged.👍Access and RegistrationAuthentication🚧If you're a reseller, please check how to get entitled to this API here.express-accounts:readParameterTypeDescriptioncountintegerThe number of results on the current page.Example: 50pageintegerThe number of the current page.Example: 2per_pageintegerThe number of results per page.Example: 50totalintegerThe total number of results for all pages.Example: 425total_pagesintegerThe total number of pages.Example: 9_embeddedobject"_embedded" subdivides into:1 - "accounts" (array[object]). Required.1.1 - "id" (string) - the ID of the Talkdesk account. Required.Example: 5ea75fe7aa224700012eae401.2 - "name"(string) - the name of the Talkdesk account.Example: josephpinetrees1.3 - "company_name" - The name of the customer in Talkdesk CRM.Example: Joseph Pinetrees Inc.1.4 - "status" string- The status of the Talkdesk account.Allowed values:ACTIVECHURNEDIN_TRIALINACTIVEPROSPECTTRIAL_LOSTOTHERExample:ACTIVE_linksobject"_links" subdivides into:1 - "first" (object)1.1 - "href" (string) - The link to the first page.2. - "last" (object)2.1 - "href" (string) - The link to the last page.3. - "next" (object)3.1 - "href" (string) - The link to the next page.4. - "prev" (object)4.1 - "href" (string) - The link to the previous page.5 - "self" (object)5.1 - "href" (string) - The link to the current page.ParameterTypeDescriptionRequiredcodestringn/ayesmessagestringn/ayesdescriptionstringn/anofields array[object]"fields" subdivides into:"name" (string)"description" (string)yes (name and description)❗️API AvailabilityThe Billing Insights API becomes available on January 31st, 2024.🚧TroubleshootingIf you have any questions regarding the usage of this API, or if you’re having any technical issues, please open a ticket using this form.Click Try It! to start a request and

In the fields, following the instructions:Email: the email address is used to match Teams users with Talkdesk agents. If an agent and a Teams user have the same email address, then Talkdesk will create one single person on the Talkdesk Directory, and add the contact details from both Talkdesk and Teams to that person. If the email addresses are different, they will be considered as two distinct persons and two entries will be created on the Talkdesk Directory. If the email address is not filled in, no information will be imported from Teams into Talkdesk.Business Phone: the Business Phone is used by Talkdesk to support on-net calls to Teams. Please ensure that the Business Phone matches the phone number assigned to the user on Teams. If the business phone is not configured or is incorrect, it will not be possible to call the Teams user from Talkdesk.Display Name: the Display Name field is imported to Talkdesk as the Teams user name.Mobile Phone: if configured, it will also be imported to the Talkdesk Directory as an “External Number”. Then, it’s possible to call Teams’ users using their Mobile Phone, but the calls will be off-net.2. Make sure you log out of your Microsoft account(s) before setting up the integration on the Talkdesk side.On Talkdesk:3. Log into your Talkdesk account as an Admin. 4. Click on the Builder app in the menu [1] > Select the option Integrations [2] > Click on Add Integration > Scroll down until you find the Microsoft

“Member”. Guests, inactive users, calling groups, and auto-attendants will not be imported.Status View: Overview & ConfigurationTalkdesk subscribes to and actively integrates presence updates from Teams, enabling Talkdesk agents to stay informed about the availability of Teams users.As an Admin, please follow these steps to configure this feature:1. Find the “Microsoft Teams Status Management” app under Admin [1] > MS Teams Connector [2].2. Enable access for specific Users, Roles, or Autoinstall. Go to My Apps [3] > Microsoft Teams Status Management app and click the cog to access the settings [4].3. Select the users and roles allowed to access the application. 4. The first time you enter the app, the status synchronization will be disabled and it requires proper configuration to be enabled, as described below.5. Talkdesk subscribes to status updates using the “Microsoft Graph API”. This API has some known limitations that require customers to perform a few actions to ensure a resilient experience, namely the creation of “Virtual Users” to receive presence information from Teams:You will need to create at least 1 subscription (“Virtual User”) to obtain the presence status of Microsoft Teams users.If you enable presence synchronization between Microsoft Teams and Talkdesk, 1 subscription (“Virtual User”) is required for each batch of 650 users that are configured as agents on Talkdesk and have a corresponding Microsoft Teams account.You may need to create new subscriptions as the number of users that are configured as agents on Talkdesk and have a corresponding Microsoft Teams account increases.These users are required to

Teams Directory > Select Add Integration [3]. 5. Once you are in the “Microsoft Teams Directory” integration, tick next to Synchronize Contacts and Contact Types [4] and click on the Connect Microsoft Teams Directory option [5].6. The Microsoft login page will pop up. Enter your credentials and sign in to your Teams account by clicking Next.Note: This credential must belong to a user with a “Microsoft Global Administrator role”.7. Review the permissions, check the consent box [6], and click Accept [7].Note: if you encounter the following error, please use the Web Browser instead of Talkdesk Electron Desktop application:8. Directory sync is now configured. Go to the Contacts app [8] and choose the Colleagues tab [9]. Talkdesk agents can use the search box in the upper-right corner, to search for anyone within the organization.Important notes:The synchronization process may take a while, depending on the number of Teams users in your account. Any changes made to Teams users will be synced every 30 minutes.Teams users' names are imported from the “Display name” field on Microsoft Azure. If the Teams user is also a Talkdesk agent, the name defined in Talkdesk will take precedence over the name defined in Microsoft Azure.The Email field on Microsoft Azure should be filled with the user’s email on Talkdesk, otherwise, the Talkdesk Directory will consider that these are two different persons. Users need to have a valid email address, otherwise, they will not appear on the Talkdesk Directory.Make sure the Teams users have the type defined as

Talkdesk CRORead the announcement on the appointment of Jeff Haslem as Talkdesk CIO Learn more about the Talkdesk executive leadership teamSee Talkdesk named a Leader by Gartner in the 2022 Magic Quadrant for Contact Center as a Service (CCaaS) and as a Customers’ Choice in the 2023 Gartner Peer Insights “Voice of the Customer” for CCaaSSocial Networks:Talkdesk Community: Blog: Twitter: LinkedIn: Facebook: Instagram: About TalkdeskTalkdesk® is a global cloud contact center leader for customer-obsessed companies. Our automation-first customer experience solutions optimize our customers’ most critical customer service processes. Our speed of innovation, vertical expertise, and global footprint reflect our commitment to ensuring that businesses can deliver better experiences across any industry and through any channel, resulting in higher customer satisfaction and accelerated business outcomes.Talkdesk is a registered trademark of Talkdesk, Inc. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.Media Contact:Talkdesk Public Relations[email protected]

New, exciting SPIFF for channel partners!Talkdesk is excited to announce a Q2 promotion for channel partners! Effective May 1, 2024, partners can earn 3x commissions on qualified opportunities through July 31, 2024!Eligible opportunities will qualify for a one-time payout based on the average MRR of Talkdesk core + Talkdesk add-on licenses and Talkdesk bundles. TSB & TSD partners must register an approved opportunity through the Talkdesk partner portal.A 36-month term contract is required and the SPIFF applies to new logos and initial contract commitments.Demo must be scheduled within 30 days of accepted deal registration.Deals must be closed by July 31 to be eligible for the following:10+ Talkdesk core licenses or named/contracted bundles = 3x SPIFF (MAX $100K)Terms & ConditionsMinimum 36 month term.New logo opportunities only.Opportunity must be registered, approved, and accepted through the Talkdesk partner portal to qualify.Eligible only on the initial contract commitment signed by the customer (no expansions, cross-sells, add-on contracts, or renewals).Paid as a multiplier of the average MRR for the Talkdesk services.Qualifying Products include Talkdesk core licenses, Talkdesk add-ons, and Talkdesk bundles. Excludes xConnect, AppConnect products, and Usage (telco charges & product usage).Minimum Talkdesk core license seat count of 10.Standard rules of engagement and payment of commissions under current partner agreement apply.SPIFF is paid upfront after customer signs contract.Talkdesk reserves the right to reduce or negotiate the value of the spiff to be paid based on special pricing provided to the customer.SPIFF may not apply or may be capped for any transactions completed through AWS Marketplace. Partner should engage their Talkdesk Partner Manager/Director for any questions around spiffs for MP transactions.SPIFF is only applicable on partner sourced & registered/accepted opps.Register an opportunity today!Or, contact your Channel Manager for more details.