sales-talkdesk
- Repo stars 25
- License MIT
- Author updated Live
- Author repo sales
- Domain
- Engineering · sales · contact-center · ccaas
- Compatible agents
-
- Claude Code
- Cursor
- Cline
- Codex
- Windsurf
- Gemini CLI
- +20
- Trust score
- 100 / 100 · audit passed
- Author / version / license
- @sales-skills · v1.0.0 · MIT
- Token usage
- Lean
- Setup complexity
- Guided setup
- External API key
- Not required
- Operating systems
- macOS · Linux · Windows
- Runtime requirements
- No special requirements
- Permissions
-
- Read-only
- Write / modify
- Shell exec
- Network behavior
- External requests
- Install commands
- 26 variants
Profile is derived at build time from SKILL.md and install vectors. Subject to drift from author intent.
---
name: sales-talkdesk
description: Talkdesk platform help — cloud contact center (CCaaS) with AI virtual agents, omnichannel routin…
category: engineering
runtime: no special runtime
---
# sales-talkdesk output preview
## PART A: Task fit
- Use case: Talkdesk platform help — cloud contact center (CCaaS) with AI virtual agents, omnichannel routing, workforce management, and quality management. Use when setting up Talkdesk ACD routing or Studio IVR, calls keep dropping or audio quality is bad, AI features like Autopilot and CoPilot are expensive add-ons, comparing Talkdesk pricing tiers (Digital $85 to Industry $225/agent/mo), integrating Talkdesk with Salesforce Service Cloud Voice, Talkdesk reporting is hard to customize, WFM forecasting or scheduling not working, or implementation taking too long. Do NOT use for building a general coaching program (use /sales-coaching) or reviewing a specific call transcript (use /sales-call-review)..
- Inputs: target material, constraints, expected output, and acceptance criteria.
- Evidence boundary: follow “Step 1 — Gather context / Step 2 — Route or answer directly / Step 3 — Talkdesk platform reference” and do not present inference as author intent.
## PART B: Execution result
- **01** The card summarizes the use case; runtime output centers on “Talkdesk platform help — cloud contact center (CCaaS) with AI virtual agents, omnichannel routing, workforce management, and quality management. Use when setting up Talkdesk ACD routing or Studio IVR, calls keep dropping or audio quality is bad, AI features like Autopilot and CoPilot are expensive add-ons, comparing Talkdesk pricing tiers (Digital $85 to Industry $225/agent/mo), integrating Talkdesk with Salesforce Service Cloud Voice, Talkdesk reporting is hard to customize, WFM forecasting or scheduling not working, or implementation taking too long. Do NOT use for building a general coaching program (use /sales-coaching) or reviewing a specific call transcript (use /sales-call-review).”.
- **02** When the source has headings, the agent prioritizes “Step 1 — Gather context / Step 2 — Route or answer directly / Step 3 — Talkdesk platform reference” so the result follows the author’s structure.
- **03** Typical output includes task judgment, concrete steps, required commands or file edits, validation, and follow-up options.
- **04** Risk context follows the fingerprint: read files, write/modify files, run shell commands; may access external network resources; usually needs no extra API key.
## Running Rules
- read files, write/modify files, run shell commands; may access external network resources; usually needs no extra API key.
- Validate with a small sample before expanding scope.
- Return the result, validation criteria, and next iteration options. The source mentions slash commands such as `/sales-coaching`, `/sales-call-review`, `/sales-note-taker`, `/sales-integration`, `/sales-observe-ai`; use them first when your agent supports command triggers.
Name target files or source material, expected output, forbidden changes, and whether network or shell access is allowed. Permission fingerprint: read files, write/modify files, run shell commands.
Start with a small task and check whether the result follows “Step 1 — Gather context / Step 2 — Route or answer directly / Step 3 — Talkdesk platform reference”. Inspect diffs, logs, previews, or tests before expanding scope.
Confirm the final output includes a concrete result, evidence, and next action. If it stays generic, tighten inputs, boundaries, and acceptance criteria.
---
name: sales-talkdesk
description: Talkdesk platform help — cloud contact center (CCaaS) with AI virtual agents, omnichannel routin…
category: engineering
source: sales-skills/sales
---
# sales-talkdesk
## When to use
- Talkdesk platform help — cloud contact center (CCaaS) with AI virtual agents, omnichannel routing, workforce managemen…
- Use it when the task has clear inputs, repeatable steps, and validation criteria.
## What to provide
- Target material, scope, expected result, and forbidden changes.
- Whether network, commands, file writes, or external services are allowed.
## Execution rules
- Organize steps around “Step 1 — Gather context / Step 2 — Route or answer directly / Step 3 — Talkdesk platform reference” and keep inference separate from source facts.
- read files, write/modify files, run shell commands; may access external network resources; usually needs no extra API key.
- Validate with a small sample before expanding the task.
## Output requirements
- Return the deliverable, key evidence, validation method, and next action.
- Mark missing information as unknown; do not invent commands, platforms, or dependencies. The author source anchors workflow facts; repository files anchor sources and commands; Fluxly only adds fit, limitations, and quality judgment.
skill "sales-talkdesk" {
input -> user goal + target files + boundaries + acceptance criteria
context -> Step 1 — Gather context / Step 2 — Route or answer directly / Step 3 — Talkdesk platform reference
rules -> SKILL.md triggers / order / output contract
runtime -> no special runtime | read files, write/modify files, run shell commands | may access external network resources
guardrails -> usually needs no extra API key + small-sample validation + diff/log review
output -> copyable result + checklist + next iteration
} Talkdesk Platform Help
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated platform knowledge.
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
What's your current setup?
- A) Evaluating whether to buy
- B) New — haven't started implementation
- C) In implementation
- D) Running but having issues
- E) Expanding to new modules
Contact center size?
- A) Small (< 25 agents — consider Express free tier)
- B) Mid-size (25-200 agents)
- C) Large (200-1,000 agents)
- D) Enterprise (1,000+ agents)
Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.
Step 2 — Route or answer directly
| Problem domain | Route to |
|---|---|
| Building a coaching program or training cadence | /sales-coaching {user's question} |
| Reviewing a specific call transcript for coaching | /sales-call-review {user's question} |
| Choosing between note-taker/conversation intelligence platforms | /sales-note-taker {user's question} |
| General CRM/tool integration patterns (Zapier, webhooks) | /sales-integration {user's question} |
| Overlay QA tools for Talkdesk (Observe.AI, Balto, Cresta) | /sales-observe-ai or /sales-balto or /sales-cresta |
| Comparing to NICE CXone | /sales-nice-cxone {user's question} |
Otherwise, answer directly using the platform reference below.
Step 3 — Talkdesk platform reference
Read references/platform-guide.md for the full platform reference — modules, pricing, integrations, data model, workflows.
Answer the user's question using only the relevant section. Don't dump the full reference.
Step 4 — Actionable guidance
You no longer need the platform guide — focus on the user's specific situation.
Tier selection framework:
- Small US/Canada team (< 25 agents) → Express (free, 25 licenses)
- Digital-only → Digital Essentials ($85/agent/mo)
- Voice-only → Voice Essentials ($105/agent/mo)
- Omnichannel + WFM + screen recording → Elite ($165/agent/mo)
- Industry-specific (healthcare, banking, retail) → Experience Cloud ($225/agent/mo)
- AI features (Autopilot, CoPilot, Navigator) are paid add-ons on all tiers — budget 20-60% above base price
- All pricing assumes 3-year contract — negotiate 15-25% below list
When comparing to competitors:
- vs Five9: Five9 stronger on intelligent IVR and virtual agents, concurrent pricing model (cheaper for shift-based teams). Talkdesk deploys faster, more flexible with smaller teams, better industry-specific clouds.
- vs NICE CXone: CXone has deeper WFM, more mature QM, broader digital channels. Talkdesk easier to implement, better for mid-market. CXone stronger at enterprise scale.
- vs Genesys Cloud CX: Genesys stronger on AI-driven routing and predictive engagement. Talkdesk easier to deploy. Both Gartner Leaders. Similar enterprise pricing range.
If you discover a gotcha, workaround, or tip not covered in references/learnings.md, append it there.
Gotchas
Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.
- AI features are all expensive add-ons. Autopilot, CoPilot, Navigator, and Interaction Analytics require separate quotes even on Elite ($165/agent/mo). Total costs typically climb 20-60% above listed per-agent price. Get an all-in quote before committing.
- 3-year contract required for listed pricing. Shorter terms cost more. No publicly advertised volume discounts.
- Telecom costs are separate. PSTN usage, toll-free, and inbound numbers are billed in addition to per-user monthly fees. Budget for these on top of the agent license.
- Implementation can take months. Multiple reviews report 6-12+ months to go live with full implementation, with continued charges during setup. Define clear milestones and go-live criteria in contract.
- Support tickets take 3-4 days. For a call-center solution, this response time is unusually slow. Dedicated TAM add-on improves this but costs extra.
- Call quality issues. Dropped calls, crackling audio, and unclear error messages are consistently reported. Often related to WebRTC/browser issues — test in Chrome with cleared cache.
- API access is restricted. Only enterprise customers and AppConnect partners get API access — not included in base plans. Submit a request with account info.
Related skills
/sales-nice-cxone— NICE CXone platform help (primary CCaaS competitor)/sales-observe-ai— Observe.AI platform help (QA overlay that integrates with Talkdesk)/sales-balto— Balto platform help (real-time AI guidance for contact centers)/sales-cresta— Cresta platform help (enterprise contact center AI)/sales-call-review— Review specific calls and extract coaching insights/sales-coaching— Build coaching programs for contact center agents/sales-note-taker— Compare conversation intelligence tools or wire APIs into CRM/sales-do— Not sure which skill to use? The router matches any sales objective to the right skill. Install:npx skills add sales-skills/sales --skill sales-do
Examples
Example 1: Choosing the right Talkdesk tier
User says: "We have 80 agents handling phone and chat. Which Talkdesk plan do we need and what will it actually cost?" Skill does:
- Identifies Elite ($165/agent/mo) as baseline for omnichannel
- Warns that AI features (Autopilot, CoPilot) are add-ons — budget $200-260/agent/mo all-in
- Calculates annual cost range and suggests negotiation targets
- Notes 3-year contract requirement and separate telecom fees
- Compares to Five9 and NICE CXone pricing for context Result: Clear tier recommendation with realistic all-in cost estimate
Example 2: Talkdesk calls keep dropping
User says: "Our agents keep getting disconnected mid-call and the audio quality is terrible" Skill does:
- Confirms call quality issues are a known Talkdesk problem across reviews
- Troubleshoots: browser cache/cookies, Chrome version, incognito mode test
- Checks WebRTC and firewall configuration requirements
- Recommends bandwidth verification (100 Kbps per concurrent call minimum)
- Suggests opening a support ticket with browser console logs Result: Systematic troubleshooting plan with fallback options
Example 3: Comparing Talkdesk to Five9
User says: "We're evaluating Talkdesk vs Five9 for our 200-agent contact center with heavy outbound calling" Skill does:
- Notes Five9 is stronger for outbound-heavy (progressive dialer, TCPA compliance built-in)
- Five9 concurrent pricing saves money for shift-based teams vs Talkdesk per-user
- Talkdesk deploys faster and has industry-specific clouds (healthcare, banking)
- Both Gartner Leaders — decision is about fit, not quality
- Recommends POC criteria Result: Side-by-side comparison tailored to their outbound-heavy use case
Troubleshooting
Calls dropping or audio quality issues
Symptom: Agents get disconnected, crackling audio, customers can't hear clearly Cause: WebRTC issues, browser cache corruption, or network configuration Solution: Clear browser cache and cookies. Test in incognito mode. Use Chrome (recommended). Check bandwidth (100 Kbps per concurrent call). Verify WebRTC isn't blocked by firewall. Check Talkdesk status page (status.talkdesk.com) for active incidents.
Reporting is hard to customize
Symptom: Managers can't build useful reports, advanced features feel hidden Cause: Reporting UI has a steep learning curve with non-intuitive navigation Solution: Start with prebuilt reports before building custom. Use Explore API for programmatic data extraction to BI tools (Tableau, Power BI). Use Live API for real-time dashboards. Consider Data Extraction APIs for external analytics.
Implementation taking too long
Symptom: Months into implementation, still not live, being charged during setup Cause: Complex enterprise deployments with many modules, integrations, and customizations Solution: Define clear go-live milestones in contract. Start with core voice before adding digital channels. Phase AI add-ons after core stabilization. Escalate to executive sponsor if timeline slips past contracted milestones. Get written go-live date commitment.
Decide Fit First
Design Intent
How To Use It
Boundaries And Review