Effectively managing users, groups, and contacts is key to ensuring smooth operations and seamless communication in CloudTalk. This collection provides essential guides to help you configure user roles, organize contacts, and optimize call handling. Below is an overview of the topics covered and how they interrelate.
User Management
Users – Understand user roles and access privileges in CloudTalk.
How to Add New Users – Learn how to add and configure new users in CloudTalk, including assigning roles, permissions, and advanced settings.
Copy User Settings – Quickly create new users and groups using the "load existing" function.
Bulk Upload Users – Save time by adding multiple users at once, whether they are admins, agents, supervisors, or analysts.
Contact Management
Managing Contacts – Locate, organize, and manage your CloudTalk contacts efficiently.
Contact Tags – Use custom tags to categorize and filter contacts for campaigns or data analysis.
Custom Attributes – Store and manage customer data relevant to your business needs.
Contact Merging – Learn how CloudTalk integrates new contacts with existing matches to keep your contact list clean.
Outbound Calling
Power Dialer Automatic Outbound ID – Let CloudTalk automatically select the best outbound number based on customer location.
Automatic Caller ID – Automatically set caller IDs for outgoing calls to improve local presence and increase answer rates.
Call Supervision and Monitoring
Call Monitor – Join live calls to assist agents and improve customer interactions.
Call Tags – Learn the difference between call and contact tags and how to manage them.
Conference Calling – Set up conference rooms for internal and external meetings.
Call Routing and Handling
Phone Extension – Assign 4-digit extensions to users, teams, or offices for easier call routing.
Unlimited Concurrent Calls – Set up unlimited concurrent calls to improve customer experience and ensure availability.
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