eDesk Talk is a simple phone solution for small support teams to enable them to provide call support to their customers without having to invest in an expensive complicated phone solution.

eDesk Talk allows you to consolidate your caller information in your eDesk mailbox, so you can keep a consistent thread of all your customer interactions in a single place.

Before you start

  • You’ll need an Admin login to eDesk. If you don’t have an Admin login, you can request one from an Admin user within your business.

01 Intro video

02 How do I connect eDesk Talk?

It's very easy to get started with eDesk Talk, simply follow the instructions below.

  1. Go to the App Store and click the eDesk Talk tile.
  2. The App page for eDesk Talk provides an Overview of how the channel works with eDesk. Click Install App to continue.
  3. After that, select the country you want your number to be based in - if you want to do call forwarding you’ll need to buy this number and forward to it. 

    Note: eDesk Talk currently only supports US, UK and Canada phone numbers. 

    For US/CA customers: you must have filled in your company address in the Company Settings section to proceed to the next step. 

    For UK customers: you must have filled in your company's UK address in the Company Settings section to proceed to the next step. 

    Also, don’t forget to add your county in the State section. To find out more about company settings, click here.

  4. In the next step, you need to decide which users have access to eDesk Talk. You can give them access individually or select Enable All. These users will automatically be Available and ready to receive calls. Scroll down to the bottom and click Complete Setup when finished.
  5. Congratulations! You’ve now successfully set up eDesk Talk in your eDesk account, it’s time to test your number! When you’re done, simply click Exit.

03 Where do I see data from eDesk Talk ?

You can access eDesk Talk within your account by clicking on the phone icon in the left hand navigation. This will then open the eDesk Talk pop-up window, where you’ll be able to make and answer calls etc.Also, all eDesk Talk calls are tracked via tickets in the eDesk mailbox, allowing you to have a full perspective on what needs action! You can then attach orders, add notes etc.

Further Readings

If you would like to find out how to use eDesk Talk, click here.

If you would be interested in learning more about making and receiving calls with eDesk Talk, click here.