How to set up a Talkdesk inbox in Front
You can set up your Talkdesk to send messages to Front, so you can manage your call activity along with email, chat, and other channels in one place.
The Talkdesk integration allows you to sync your call history and data to Front. With Talkdesk's Callbar app and Click-to-call Chrome extension, you can also initiate calls right from Front.
Front Inbox setup
Part 1: Create inbox in Front
Go into your Company or Team Settings, select Inboxes, and Add a team inbox. Fill in the name and description of this inbox.
Select Talkdesk from the channels menu. Fill in your unique Talkdesk URL for your account, such as https://front-partner.mytalkdesk.com.
Once the channel is created, expand the Talkdesk menu and Copy the Channel token so that you can enter it into your Talkdesk account.
Part 2: Set up integration in Talkdesk
Log in to your Talkdesk account. Select Admin, and choose the Integrations tab. Find Front and click Connect.
Click Configuration in the upper right corner.
Paste your Channel token that you copied from Front and click Save.
Now, choose what triggers in Talkdesk (like new voicemail available, missed call, etc.) you’d like to generate messages in Front. Find your desired Automated Tasks from the list, click the gear on the far right, and click Edit.
On the next screen, scroll down to the lower left corner, and flip the switch to On. Then click Save.
You will see all automations you’ve enabled highlighted in green in the list. To disable them, return to Steps 6 and 7 to turn the switch to Off, and Save.
Front supports the following automated tasks in Talkdesk:
- When a call is missed and no voicemail is left in Talkdesk then Send a message in Front
- When an inbound call ends in Talkdesk then Send a message in Front
- When an inbound call starts in Talkdesk then Send a message in Front
- When an outbound call ends in Talkdesk then Send a message in Front
- When an outbound call starts in Talkdesk then Send a message in Front
- When there a voicemail is transcribed in Talkdesk then Send a voicemail transcript to Front
- When there is a new voicemail in Talkdesk then Send the voicemail recording to Front
Other automation triggers, such as a transferred call is answered or a call is abandoned will not create messages in Front.
To use the voicemail recording automation, you need to set your Public Recordings Enabled option to Yes in Talkdesk, under your Admin Preferences. If this is set to No, you will not receive voicemail recordings in Front.
For any enabled automations, you will begin to see messages arrive in your Talkdesk channel in Front.
All messages related a phone number will be threaded together. The subject of the conversation will dynamically change to reflect the most recent activity. For example, if you've set up both inbound call automations, the conversation subject will be "Talkdesk inbound call started" when the call begins and will change to "Talkdesk inbound call ended" when the call ends.
Part 3: Finish inbox setup in Front
Step 12 (optional)
Add any additional channels and rules on the next screens that the setup will take you through, or skip them if they are not applicable.
On the Teammate access submenu, select the teammates who should have access to the inbox and who should see the inbox show in their workspace.
Complete any additional inbox settings, and click Finish.
Set up Click-to-call from Front
With Talkdesk's Callbar app and Click-to-call Chrome extension, you can initiate calls from Front's browser-based web app by clicking on a phone number.
You will need to use Google Chrome as your web browser. This workflow is not yet supported for Safari, Internet Explorer, or other web browsers.
Select Click-to-call in your Chrome extensions menu, and choose Options.
In the Options menu, set the Talkdesk Logo setting to Hide and Extended Detection to Yes.
You will need to change both of these settings for Click-to-call to work with the Front web app. Once you've changed these settings, click Save at the bottom of the page.
Open the Talkdesk web app, and make sure Callbar is set to Widget Mode. If not, choose Widget Mode from the dropdown menu.
You can then close the Talkdesk web app.
Quit Chrome. Re-start Chrome and log into the Front web app. Make sure the Callbar app is also open, or launch Callbar if it's not.
Now, phone numbers that Talkdesk Click-to-call detects will be highlighted blue in Front. Click the number to initiate a call in Callbar.
Contact sync between Talkdesk and Front is not supported, so you may want to request a contact import or add contacts to Front from Talkdesk manually. However, Front will display contact names for call activity from any phone numbers with a matching Front contact.
This feature is available on the Prime plan or above. Some legacy plans with different names may also have this feature.