With Talkdesk, you can define and edit team roles (i.e., agent, support manager, sales manager, supervisor, administrator, etc.) and then configure unique settings for each role. This enables the team members assigned to specific roles to have dashboards customized to their needs to increase their productivity. This also makes it simple to limit individual access to certain features when necessary.
Talkdesk provides out-of-the-box custom dashboards so your team can be productive immediately, without having to spend time setting up customizations that may be unnecessary for you. The following are the current options:
Create custom team roles to limit access to certain Talkdesk features and customize the data displayed in the reporting interface. For example, you could provide the support team with access to real-time metrics, service-level metrics and inbound metrics while the sales team has access to real-time metrics, inbound metrics and outbound metrics. You can also configure admin functionality so different Talkdesk administrators (i.e., sales admin, operations admin and support admin) can have access to different account settings and functionality. Talkdesk makes it simple to customize your dashboards based off of your team’s unique needs.
After you define team roles and the permissions associated with each role, you can easily alter these permissions at any time. When you do, the dashboards of all associated agents will change immediately. You can also reassign agents to different roles and their dashboards will adjust in real-time. This makes it easy to customize Talkdesk according to your changing business needs.
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