Talkdesk
Filament

Ask questions about your Talkdesk data

Connect Talkdesk to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Talkdesk tracks agent performance and campaign activity, but understanding which call center interactions lead to revenue or how contact quality affects customer lifetime value requires connecting to your CRM and payment systems. Filament links Talkdesk data to your sales and marketing tools so you can analyze campaign effectiveness, agent impact on conversions, and contact segment performance in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Talkdesk KPIs with Filament Analytics

Connect your Talkdesk account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

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Key Talkdesk metrics you can track in Filament:

CONTACT
Track customer profiles and interaction history with contact_id, phone_number, email, first_interaction_date, last_contact_date, and total_interactions. Connect contacts to call outcomes and campaign responses.
records:
contact_idphone_numberemailfirst_interaction_datelast_contact_datetotal_interactions
USERS
Monitor agent performance and availability with user_id, agent_name, role, status, team_assignment, and login_time. Track which agents handle specific contact segments or campaigns.
records:
user_idagent_namerolestatusteam_assignmentlogin_time
CAMPAIGN
Analyze outbound calling initiatives with campaign_id, campaign_name, start_date, end_date, target_list_size, and completion_rate. See which campaigns generate the most qualified leads or conversions.
records:
campaign_idcampaign_namestart_dateend_datetarget_list_sizecompletion_rate
RING_GROUP
Understand call routing and team structures with ring_group_id, group_name, member_count, routing_strategy, and average_wait_time. Identify bottlenecks in call distribution.
records:
ring_group_idgroup_namemember_countrouting_strategyaverage_wait_time
ATTRIBUTE
Access custom contact fields with attribute_id, attribute_name, attribute_value, contact_reference, and last_updated. Segment contacts by custom properties for targeted analysis.
records:
attribute_idattribute_nameattribute_valuecontact_referencelast_updated
RECORD_LIST
Work with organized contact segments using list_id, list_name, record_count, creation_date, and list_type. Compare performance across different contact segments or calling lists.
records:
list_idlist_namerecord_countcreation_datelist_type
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Combine Talkdesk with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Talkdesk lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Talkdesk data gets even more powerful when combined with other tools:

Talkdesk
Salesforce

Talkdesk + Salesforce

Connect Talkdesk campaign data with Salesforce opportunities to see which outbound calling initiatives generate the most qualified leads and closed revenue. Track how agent interactions affect deal velocity and win rates.

Talkdesk
HubSpot

Talkdesk + HubSpot

Connect Talkdesk contact records with HubSpot deal stages to analyze how call center touchpoints influence conversion rates. Build a kpi dashboard showing which contact segments and campaigns drive the highest customer value.

Talkdesk
Stripe

Talkdesk + Stripe

Connect Talkdesk campaign outcomes with Stripe revenue to calculate the actual ROI of your outbound calling efforts. See which contact segments and agent interactions lead to paying customers and recurring revenue.

Benefits of Filament's Talkdesk Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Talkdesk account

Connect your Talkdesk account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Talkdesk data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Talkdesk dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Talkdesk integration FAQ

Everything you need to know about connecting Talkdesk with Filament and getting the most out of your data.