Page tree
Skip to end of metadata
Go to start of metadata

Use the the Daktela Desktop App to control certain Daktela features from a dedicated always-on-top window.

You can:


Download the Windows or MacOS version below. Follow the installation instructions and open the app when done.

Windows:


MacOS:


The Daktela Desktop App does not substitute a software phone. We recommend using the Daktela SW phone.




 Log in

Log in

When you open the Daktela Desktop App, log in just like you would in your browser.

  1. Enter your user name.
  2. Enter your password
  3. Enter you Daktela URL. The format of the URL is "yourcompany.daktela.com" or similar. If you don't know your URL, ask your Supervisor or Team Leader.

Click Log In or press Enter to log in.




 Go Ready

Go Ready

Once you have logged in, click the Go Ready button to start processing activities.




 Make a call

Make a call

  1. Type a number or a CRM contact.
  2. Click the green call button.

A new tab with your call will open:

When your call is finished, close the tab. If your queue has a mandatory status, select one from the list and click OK.




 Receive a call

Receive a call

Your incoming call notification displays the customer's name or number, the queue name and activity type. Accept the call using the green button.

A new tab with your call will open:

When your call is finished, close the tab. If your queue has a mandatory status, select one from the list and click OK.




 Accept other activity types and open them in Daktela

Accept other activity types and open them in Daktela

Your incoming activity notification displays the customer's name or number, the queue name and activity type. Accept the activity using the green button.

A new tab with your activity will open:

Once you accept an activity, click Open in Daktela. A new browser tab with the activity will open. You can manage the activity there.

When your activity is finished, close the tab. If your queue has a mandatory status, select one from the list and click OK. You can close the activity the standard way in Daktela – the changes will be visible in Daktela Desktop too.




 Log in and out of queues and devices

Log in and out of queues and devices

Click and select Settings.

The Settings window will open.

In the Queues tab, select which queues you want to log in to.

  1. Filter queues by type.

When you have selected you queues, click Ok or go to the Devices tab to select your devices.


In the Devices tab, select your devices or set up call forwarding.

  1. Select a device from the dropdown list.
  2. Log in to the selected device.
  3. Log out of device. You cannot log out of devices with a lock.
  4. If you want to forward your calls, enter the forwarding number.
  5. Activate call forwarding. The Save button will turn into a Delete button. Click it to deactivate call forwarding.

When you have selected your devices and/or set up call forwarding, click Ok.




 Select a pause

Select a pause

  1. Click No pause to open a dropdown list with available pauses.
  2. Select a pause. Some pauses are started automatically – you cannot select them.
  3. Your pause type and elapsed time will be displayed in red in the bottom left corner.

To end your pause, click on the pause name and select No pause from the dropdown list.




 Switch to Unready, Log out, Exit

Switch to Unready, Log out, Exit

Click and select:

  • Switch to unready to stop processing activities.
  • Log out to log out of Daktela.
  • Exit to quit the Daktela Desktop App.

Warning!

If you exit the app without first switching to unready or logging out, you will remain in the state you were in before exiting the app.





  • No labels