--- title: "Get started with 8x8 Work for Desk.com" slug: "get-started-with-8x8-work-for-desk-com" updated: 2026-07-23T10:07:41Z published: 2026-07-23T10:07:41Z canonical: "help.8x8.com/get-started-with-8x8-work-for-desk-com" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.8x8.com/llms.txt > Use this file to discover all available pages before exploring further. # Get started with 8x8 Work for Desk.com Once you have access to **[Desk.com](http://Desk.com)**, go through the following steps to get started: - [Launch **Desk.com**](/documentation/docs/get-started-with-8x8-work-for-desk-com#launch-8x8-work-for-deskcom) - [Define settings](/documentation/docs/get-started-with-8x8-work-for-desk-com#define-settings) - [Tour the interface](/documentation/docs/get-started-with-8x8-work-for-desk-com#tour-the-interface) - [Set your status](/documentation/docs/get-started-with-8x8-work-for-desk-com#set-your-status) ## Launch 8x8 Work for [Desk.com](http://Desk.com) 1. Log in to **[Desk.com](http://Desk.com)**. 2. Change your role to NextGen Agent. From the header, click ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image(132).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A27Z&se=2026-11-03T22%3A52%3A27Z&sr=c&sp=r&sig=ssHMDQUBCM5X1LobEjkVYyBdMW3NdpOj2skvVB%2BrAAA%3D). **8x8 Work for [Desk.com](http://Desk.com)** launches. 3. Enter the credentials of **8x8 Work** extension and sign in. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/DeskAppLogin.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A27Z&se=2026-11-03T22%3A52%3A27Z&sr=c&sp=r&sig=ssHMDQUBCM5X1LobEjkVYyBdMW3NdpOj2skvVB%2BrAAA%3D) > [!NOTE] > Note: > > You can move and position the app window within the browser. You are now logged into the app in Ready status. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/DeskAppLaunch.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A27Z&se=2026-11-03T22%3A52%3A27Z&sr=c&sp=r&sig=ssHMDQUBCM5X1LobEjkVYyBdMW3NdpOj2skvVB%2BrAAA%3D) > [!WARNING] > Important: > > Your status does not impact call activity in the **8x8 Work** extension. ## Define settings You can access **[Desk.com](http://Desk.com)** if your administrator has granted permissions. Before you begin using the **8x8 Work** app, you can - [Import contacts from the 8x8 **contact directory**.](/documentation/docs/get-started-with-8x8-work-for-desk-com#desk-import-contact) - [Determine if you wish to preview contact records.](/documentation/docs/get-started-with-8x8-work-for-desk-com#desk-screen-pop) - [Specify settings on previewing call activity](/documentation/docs/get-started-with-8x8-work-for-desk-com#desk-call-history). To define these settings, click ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image(133).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A27Z&se=2026-11-03T22%3A52%3A27Z&sr=c&sp=r&sig=ssHMDQUBCM5X1LobEjkVYyBdMW3NdpOj2skvVB%2BrAAA%3D) from the navigation menu. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/DeskDefineSettings(1).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A27Z&se=2026-11-03T22%3A52%3A27Z&sr=c&sp=r&sig=ssHMDQUBCM5X1LobEjkVYyBdMW3NdpOj2skvVB%2BrAAA%3D) ### Import contacts You can import contacts from the **8x8 Work contact directory** for a quick calling access. You can even search from the list. Check to import contacts from the **contact directory**. ### Determine screen pop-up During an inbound call, the **8x8 Work** app tracks if the caller is an existing user by searching the **[Desk.com](http://Desk.com)** contacts database. On finding a matching record, it presents the record for you to preview and prepare for the call. This process is commonly referred to as **screen pop**. Based on your preferences, you can select one of the following options: - When call is offered: Opens contact record when a call is offered. - When call is connected: Opens contact when a call is connected. - Do not open contact ### Access call history If you wish to access call activity associated with the contact, you can enable the option to **Open call history** in the Settings. It lists call history under Recent Calls ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image(134).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A27Z&se=2026-11-03T22%3A52%3A27Z&sr=c&sp=r&sig=ssHMDQUBCM5X1LobEjkVYyBdMW3NdpOj2skvVB%2BrAAA%3D). ### Search phone for screen pop By default, the phone number is matched against phone numbers in customer record. If you wish to search for phone number in company record, you can change it in Settings. ## Tour the interface The **8x8 Work** application interface consists of a navigation menu at the footer bar with the following menu items: ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/DeskInterface.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A27Z&se=2026-11-03T22%3A52%3A27Z&sr=c&sp=r&sig=ssHMDQUBCM5X1LobEjkVYyBdMW3NdpOj2skvVB%2BrAAA%3D) ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/SFDC_Interface.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A27Z&se=2026-11-03T22%3A52%3A27Z&sr=c&sp=r&sig=ssHMDQUBCM5X1LobEjkVYyBdMW3NdpOj2skvVB%2BrAAA%3D) - Dial Pad ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image(135).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A27Z&se=2026-11-03T22%3A52%3A27Z&sr=c&sp=r&sig=ssHMDQUBCM5X1LobEjkVYyBdMW3NdpOj2skvVB%2BrAAA%3D) : Opens your phone dial pad. - Recent Calls ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image(136).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A27Z&se=2026-11-03T22%3A52%3A27Z&sr=c&sp=r&sig=ssHMDQUBCM5X1LobEjkVYyBdMW3NdpOj2skvVB%2BrAAA%3D) : Lists all historic inbound and outbound calls to the extension. - Contacts ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image(137).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A27Z&se=2026-11-03T22%3A52%3A27Z&sr=c&sp=r&sig=ssHMDQUBCM5X1LobEjkVYyBdMW3NdpOj2skvVB%2BrAAA%3D) : Lists contacts from the **8x8 Work contact directory**. - Settings ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image(138).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A27Z&se=2026-11-03T22%3A52%3A27Z&sr=c&sp=r&sig=ssHMDQUBCM5X1LobEjkVYyBdMW3NdpOj2skvVB%2BrAAA%3D) : Allows you to specify **screen pop** events, and load contacts. - More ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image(139).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A27Z&se=2026-11-03T22%3A52%3A27Z&sr=c&sp=r&sig=ssHMDQUBCM5X1LobEjkVYyBdMW3NdpOj2skvVB%2BrAAA%3D) : Displays a menu with the following options. - Help opens the comprehensive online help that answers your questions about the app. - Send Feedback allows you to send feedback on the app to our team. The dial pad interface provides status keys to set your status to receive calls or suspend call activity when working in **[Desk.com](http://Desk.com)**. ## Set your status The next step is to set your status. By setting your status in the app, you can allow or suspend phone calls in the **[Desk.com](http://Desk.com)** environment. By default, you are set to Ready status. - Ready: allows inbound and outbound calls - Not Ready: Suspends call activity from the app > [!NOTE] > Note: > > Changing status to **Not Ready** does not prevent call activity on your extension phone. You can continue to handle calls from your extension phone.