---
title: "WFM + Talkdesk"
slug: "wfm-talkdesk"
updated: 2024-12-13T22:45:00Z
published: 2024-12-13T22:45:00Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.dialpad.com/llms.txt
> Use this file to discover all available pages before exploring further.

# WFM + Talkdesk

Dialpad WFM's Talkdesk integration seamlessly pulls historical data from Talkdesk to provide valuable insights within your Dialpad WFM dashboard.

Connecting Dialpad and Talkdesk is a 2-step process. First, you’ll need to create a Talkdesk OAuth client, and then you’ll connect Dialpad WFM to Talkdesk.

Let’s dive into the details.

> [!NOTE]
> Who can use this
> 
> Dialpad WFM is available to all Dialpad users.
> 
> Contact your Customer Success Manager to discuss adding Dialpad WFM to your plan.

## Create a Talkdesk OAuth client

A Talkdesk OAuth client is required to connect Dialpad WFM to your Talkdesk account, which can be generated by a Talkdesk admin.

To generate a Talkdesk OAuth client, head to your **Talkdesk Settings.**

1. Navigate to the **Builder** section
2. Select **OAuth client**
3. Select **New OAuth client**
4. Name your new OAuth client
  1. We recommend you name this client 'Dialpad WFM' to make it easy to identify.
5. Navigate to **Grant Type**, then check the box beside **Client credentials**
6. Select**Add scopes**
7. Add the following 2 scopes:
  1. **data-reports:write**- Create new data reports.
  2. **data-reports:read** - Download previously generated data reports.
8. Select **Save scopes**
9. Select **Create** ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/create-talkdesk-oauth.png)

A modal will now open with your OAuth IDs — you'll only be able to view this once, so **leave this tab open** and open Dialpad WFM in a new tab. You’ll need to remember your subdomain, Client ID and Client Secret.

## Connect Dialpad WFM to Talkdesk

Now that you have your Talkdesk OAuth details, its time to connect Dialpad WFM to Talkdesk.

To connect Talkdesk, head to your **Dialpad WFM Settings.**

1. Navigate to **Integrations**
2. Select **Customer service**
3. Select **Connect to Talkdesk** ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/connect-talkdesk(1).png)
4. Enter the following OAuth client details:
  1. Subdomain
  2. Client ID
  3. Client Secret
5. Select **Save**

That’s it! Your Talkdesk account will be connected and ready for forecasting.

​

## Related

- [Forecasting with CSV Uploads](/forecasting-with-csv-uploads.md)
- [Forecasting 101](/forecasting-101.md)
- [WFM Forecasting](/forecasting.md)