TalentLynk Onboarding Guide
This is a step by step guide to help you get started with TalentLynk.
23 articles
- 🗝️ Logging into TalentLynkHow to find your invite and log in for the first time.
- 📞 Installing the Chrome ExtensionThe TalentLynk Chrome extension lets you call and message contacts without leaving your CRM - saving time and keeping all communication tracked inside TalentLynk.
- ✉️ Connecting Your Email & Enabling NotificationsHow to Connect Your Email, explaining how the emails sync with TalentLynk, enabling notifications and why they are important.
- ⚙️ Settings & IntegrationsFind account settings, connect integrations and troubleshoot CRM activity sync.
- 📥 Smart Inbox NavigationOpen contacts, start messages, use filters and find archived conversations.
- 📞 Handling Missed Calls & Voicemails on Mainlines (Shared Lines)Explains what Mainlines are and how to utilise them
- 💬 Using WhatsApp in TalentLynk
- 🇺🇸 Starting an SMS Conversation with US Contacts (Opt-In Required)How to Send SMS to US contacts
- ☎️ Recorded Calls, Transcriptions & AI SummaryPlay or download recordings, create summaries, and report missing or incorrect call notes.
- 🤖 AI Automated Workflows (Smart Actions)Use Smart Actions to apply AI Automated Workflows after calls, generating Job Descriptions, Screening Questions, and more from your call transcript.
- ✍️ AI Suggested RepliesTalentLynk’s AI Assistant helps you reply faster across Email, WhatsApp and SMS by generating message drafts based on the conversation context.
- 📊 Reports & Call LogsUse Reports to track activity KPIs across calls and messaging (SMS, WhatsApp and Email). Use Call Logs to drill into individual calls, search by contact, replay recordings, and access transcripts…
- 🏠 DashboardThe Dashboard, or the home page, gives you a live view of your team’s daily activity - including who’s on the phone, call volumes, total call time, and messaging across…
- 🎧 Call Monitoring in TalentLynkCall Monitoring lets admins and managers listen, whisper, or join live calls to support coaching and live assistance.
- 📞 Dialler and Call TransfersUse the Dialler to make outbound calls, manage dial settings (like auto-dial), and transfer live calls to teammates.
- 💻 Saving TalentLynk as an AppIf you’re juggling lots of browser tabs (CRM, LinkedIn, etc.), you can install TalentLynk as a desktop app so it opens in its own window — separate from Chrome/Edge tabs.
- 🔊 Sound Settings (Windows)If you can’t hear calls (or others can’t hear you), it’s usually because Windows isn’t using the correct headset for input (microphone) and output (speakers). This guide shows the recommended…
- 🎙️ Microphone PermissionsHow to reset permissions and re-enable your microphone. After updating your browser you might see the following message: “Call blocked by your browser or headset. Allow microphone permission or disconnect…
- 👥 Microsoft Teams Integration
- 🌐 Update Chrome / Edge to the Latest VersionHow to update your browser to the latest version of Google Chrome or Microsoft Edge. This helps avoid issues with calling, permissions, and performance.
- 📱 Setting up TalentLynk on your phone (Mobile Apps)Install the TalentLynk mobile apps on your smartphone to make and receive calls on your mobile
- 💬 Creating Email & SMS TemplatesEveryone can create and edit personal and global email & SMS templates.
- 📬 Emails in TalentLynkUnderstand email syncing, replies, aliases and visibility.