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How to Join Your Organization’s Taalk Workspace

Best for: 🟧 New Users on the Taalk Platform

Taalk supports seamless onboarding and workspace management through a name-based registration model. When users sign up, they’re given access to a limited demo experience. Full activation requires assignment to a client workspace by an administrator or team lead.

🔗 Login Portal: https://lets.taalk.ai/login


🆕 New Registration Flow (Name-Based Onboarding)

When a new user registers, here’s what to expect:

1. Register Your Free Account

  • 🏢  Enterprise Domain-Based Workspace Matching

    If your organization is part of an Enterprise Workspace, domain-based assignment is still supported.

    Registration Options:

    Register with Company Email

    • Use an official company email (e.g., user@wxycompany.com)

    • After registration, please reach out to success@taalk.ai or your workspace admin to be added to your organization’s account and gain full access

    🔐 Sign in with Google or Microsoft

    • Authenticate with your Google or Microsoft account tied to your work domain

    • If your domain matches a registered workspace, you will be routed accordingly

Once registered, users can:

  • Log in

  • Access the Demo Page (limited view only)

  • Not yet access any live campaigns or call data


2. Client Workspace Setup (Admin Required)

To fully activate a user:

  • An admin or team lead must create a Client Workspace inside Taalk

  • Then, the new user must be manually assigned to that client within the settings

  • Once assigned, the user will gain full access to campaigns, routing, and AI Playbooks

🔒 Until assigned to a client, the user remains in “demo-only” mode. please reach out to success@taalk.ai or your workspace admin to be added to your organization’s account and gain full access

📌 Domain must be registered in advance. For support, contact success@taalk.ai.


🧭 What Happens After Registration?

Step

Access Level

Notes

Sign up

✅ Demo Page only

Can explore interface but not interact with live data

Added to Client

✅ Full Access

Campaigns, call flows, routing rules, AI Playbooks become available

Domain-Matched

✅ Auto-Assigned

Instant access if part of enterprise deployment

 


🆘 Need Help?

If you’re stuck in demo mode or need to be added to a client workspace, reach out to your team lead or email us directly: 📩 success@taalk.ai