How can agents set up forwarding from Zendesk Talk to a personal, mobile, or desk phone?
- You must have a Talk Team plan or higher. If you need to confirm your plan level, contact the owner of your account and have them view the plan subscription.
- You must be an administrator in the account.
Agents with Talk enabled see an option to add a forwarding number on the left-hand side of their user profile. From there, agents have the option whenever they go online to select if they take calls via their browser or via their phone. For detailed instructions on how to forward calls to your phone, see the article: Setting up your browser or phone for calls.
Agents using Agent forwarding need to be logged into Zendesk and available Via Phone. If you are not logged into Zendesk and online in a browser, calls don't flow through to agents. If your network is unstable, this may cause issues to the agent forwarded calls
Calls forwarded using agent forwarding are still successfully recorded in Zendesk. When placing outbound calls using your personal phone, you still need to dial out of the browser to connect with your phone before the call connects with the customer.
To determine if Talk is configured to take calls Via Browser () or Via Phone (), the corresponding icon is displayed next to the status bar of the Talk dropdown.
If you are new to Talk and configuring settings for the first time, see the articles: