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Building with Talkdesk
Getting Started
Starting Local Development
Talkdesk® APIs
Authentication
Scopes
Client Credentials
Signed JWT
Authorization Code
Ending a User Session
Paging Results
App and Data Types
Compatibility
Developer FAQs
CUSTOMIZING CHAT WIDGET
Chat Widget V1
Chat Widget V2
Migrating from Chat Widget v1 to v2
Integrating a Partner App
Overview
Partner Starting Point
Guides
Talkdesk® Partner Developer
Partner App Requirements
Connecting an App to AppConnect™
Single Sign-On and Sign-Out
Partner App Authentication
Talkdesk Partner Project™
Accessing Partner Project
Creating a New OAuth Client
Registering a Partner App
Creating/Managing App Versions
Managing/Editing an App
Technical & Marketplace Certification
Installing an App
Listing an App on AppConnect
FAQs
App Launch and Enablement
SSO: App Access and Launch
Authenticating Users
Apps API
Events API
Managing Trials and User Roles
Testing and Submitting an App
App Lifecycle Communication
App and Talkdesk Regions
Talkdesk Header
Billing
Talkdesk Integrations
Overview
Custom Integration
Configuring an Integration
Authorization Validator
Action Executor
Agent Synchronization
Contact Synchronization
Contact Activity
Talkdesk Embedded for Custom Integrations
Connections
What Connections Supports
Custom Connection
Custom Action
Saving or Publishing an Action
Executing an Action
Testing an Action
Editing a Custom Connection
Editing an Action
Copying an Action
Connections - Property Types
Connections - Encoding types
OAuth2 Authorization Code Flow
OAuth2 Client Credentials with Private Key JWT
Automations
Automations Filters
FAQs
Blueprints
Trigger a Salesforce Flow
Do a Zendesk Data Dip
Talkdesk Workspace Designer
Overview
Cards
Panels
Importing and Exporting Panels
Canvas
Conversations App Canvas Tab
Secondary App Canvas
Cards App Canvas
Embedded App Canvas
SMS Canvas Tab
Email Canvas Tab
WhatsApp Canvas Tab
Components
Render Form
Render View
Card Preview
The Code Editor
Common Use Cases
Simple Render View
Render Iframe
Fetch Data
Render Panel
Render State
Split Flow
Execute Action
Functions
Card Trigger
Canvas Trigger
Variables
Blueprints
Creating a Card with an Iframe
Create a Card - Different Outcomes
Displaying Different Panels
Product Details
Clinic Locator
FAQs
Contact Center
Overview
Attributes API
Billing Insights API
Callback API
Campaign Management API
Contacts API
Do Not Call Lists API
Fallback Experience API
Financial Services Experience Cloud for Insurance
Financial Services Experience Cloud for Banking
Flows API
Identity API
Identity Insights API
Phone Validation API
Voice Biometrics Opt-In API
Voice Biometrics Opt-Out API
Patient Omni-Channel Interactions Report API
Prompts API
Recordings API
Ring Groups API
Appointment Scheduler External API
Record Lists API
Digital Connect API
Simulated Email API
Data Platform
Overview
Live API
Advanced Dialer Calls Report API
Explore API
AI Conversation Markers Report
Audit Logs Report
Available Report Types
Calls Report
Calls Report All Data Status
Cases Explore API
Case SLA Report
Case History Report
Contacts Report
Contacts Report All Data Status
Customer Omnichannel Report
Explore Calls Report
Feedback Flow Report
Interaction Custom Fields Report
Messaging Contacts Report
Messaging Traffic Report
Outbound Dialer Calls Report
Quality Management Evaluation Analysis Report
Ring Attempts Report
Studio Flow Execution Report
User Status Report
WFM Schedule Adherence Report
WFM Team Schedule Report API
WFM Timeseries Report
Reporting Custom Fields API
Guardian API
Guardian Sessions API
Guardian Users API
Guardian Cases API
Guardian Call Quality API
Data Dictionary
Advanced Dialer Cloud API Documentation
Agent API
Agent Management
Agent Details Management
Agent Skills Management
Agent Permissions Management
Campaign API
Customer API
Standard Response Format
Error Handling
Data and Report Availability
Best Practices
Troubleshooting
DNC Management API
Telephony SDK API
Team API
Skill API
Queue API
User Management API (Enhanced)
API Integration Patterns
Management
Overview
Users API
SCIM API
SCIM User Management for OKTA
SCIM User Management for OneLogin
SCIM User Management for Microsoft Entra ID
Accounts API
Usage-Manager API
Case API
Webhook Trigger API
Retail Experience Cloud - Retail E-commerce Integration
Bulk Import API
CFM API
Express API
Talkdesk Workforce Management
Overview
Time-Off Sync with HR Systems
A Time-Off is Created in WFM
A Time-Off is Updated in WFM
A Time-Off is Deleted in WFM
Scheduled Time-Off API
Time-Off Balance
Resources
Contacts
Additional Documentation
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