Talkdesk Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

1. What do you need help with?
   • A) ACD routing, IVR (Studio), or call flow setup
   • B) Digital channels (email, chat, SMS, social messaging)
   • C) AI features — Autopilot (virtual agents), CoPilot (agent assist), Navigator (routing)
   • D) Quality management — QA scoring, evaluations
   • E) Workforce management — forecasting, scheduling, adherence
   • F) Outbound dialer or campaign management
   • G) Reporting and analytics
   • H) API integration or Connections setup
   • I) Pricing comparison or tier selection
   • J) Salesforce or CRM integration
   • K) Comparing Talkdesk to another platform (Five9, NICE CXone, Genesys)
   • L) Other