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CloudTalk Phone is your all-in-one calling workspace that allows you to make and receive calls, manage contacts, and handle customer interactions directly from your computer or browser. It’s designed to streamline your daily communication, giving you everything you need in one place.

CloudTalk Phone can be used in three ways:

For the best performance and reliability, we recommend using the CloudTalk Desktop app. CloudTalk Phone is available for:

To install the CloudTalk Desktop app:

If your account is newly created, you might receive a welcome email with instructions to set up your password.

Getting started is simple:

Before taking calls, make sure everything is configured properly

Once everything is set up, you’re all set to start using CloudTalk Phone and handle your calls with ease 🚀

After logging into the app, you will land on the Dialer page, which serves as your main workspace for making calls.

During everyday use, you can navigate between key sections of the app using the bottom navigation bar. This allows you to quickly switch between the most important areas of CloudTalk Phone:

The Call History section provides an overview of all calls made within CloudTalk Phone. It allows you to review past interactions, access recordings, and manage call details.

What you see in Call History depends on your role and account settings:

You can filter your call history using the filter icon in the top-right corner.

Available filters include:

Click on any call to view its detailed information. Each call entry includes key information such as:

Within the call detail, you can review all relevant information about the interaction and take follow-up actions, such as playing the recording, working with notes and tags, exploring conversation intelligence insights (if enabled), or reaching out to the contact again by calling or sending a message.

The Contacts section gives you access to all contacts available in your CloudTalk account, based on your visibility and permissions.

Here, you can search, browse, and manage both internal and external contacts, as well as quickly access their previous interactions.This is a list of your company’s contacts.

Click on a contact to see contact details. This includes more detailed contact information, such as a phone number, email address, tags, company name and position (1).

Here, you can also view call history (2). Click on the Details button to display contact details in the CloudTalk Dashboard (3).

The Dialer is the main screen of the CloudTalk Phone app and your primary workspace for making outbound calls and managing your calling setup.

At the top of the screen, you can see the outbound number that will be used for your calls, along with your assigned team. You can either select a specific number or choose between different dialing modes:

These options help improve local presence and reduce the chances of calls being filtered.

Just below, you’ll find access to Campaign Dialers, which allow you to switch between different campaing calling modes. There are 3 types of dialers available:

Above the keypad, the app displays the local time of the destination number, which updates automatically based on the country or area code of the number called. This helps you avoid calling contacts outside of their working hours.

The center of the screen is occupied by the keypad, where you can manually enter a phone number using either your mouse or keyboard. The selected country code is displayed with a flag and can be adjusted if needed. Once a number is entered, you can start the call using the call button at the bottom.

In the top-right corner, you’ll also see the audio status indicator, which shows whether your microphone and speakers are correctly configured and ready for use.

The Messages section allows you to view and manage all conversations with your contacts in one place. This includes SMS, MMS, and WhatsApp messages (depending on what is enabled for your account).

Here, you can browse message threads, open individual conversations, and review the full history of communication with each contact. This helps you keep track of ongoing interactions and maintain context when following up.

The Profile section gives you access to your account information and allows you to configure how the CloudTalk Phone app works for you.

Here, you can view details such as your name, email, team, current credit balance, and status (e.g. Online or Offline). From this section, you can also manage your availability and log out of the app.

From here, you can access and configure several Settings sections:

This section ensures your app is set up according to your workflow and that your devices are properly configured for calls.

CloudTalk Phone allows you to easily handle both outbound and inbound calls directly from the app.

You can place a call in several ways:

Before starting a call, you can choose the outbound number you want to use. The app will automatically detect the country code and display the correct flag, which you can adjust if needed.

During the call, you’ll have access to controls that help you manage the conversation, such as muting your microphone, placing the call on hold, transferring the call, or adding another participant.

When an incoming call arrives, you will receive a system notification, even if the app is minimized. The notification displays the caller’s number or contact name (if available), and you can answer the call directly from it.

Once connected, you’ll see call details such as the contact information and the number being used for the call. From here, you can manage the call using the same controls as during outbound calls.

The app is running even when minimized, so you will be notified by the OS when a new call comes in. This notification displays the phone number or the contact’s name. You can answer the call simply by clicking on the notification.

While on a call, CloudTalk Phone provides several controls to help you manage the conversation efficiently.

The calling screen contains the internal phone number that is currently being used (1). The app also displays contact information – name, phone number, and a button that will transfer you to the admin interface and contact details (2). You can also use functional buttons, keypad, to control the call (3):

You can open the keypad at any time to interact with IVR systems (e.g. press numbers to navigate automated menus) and add notes and tags during conversation.

Under the More menu, you can find additional features:

You can end the call at any time using the end call button.

Once a call ends, you will be redirected to the call summary screen, where you can complete your post-call actions.

At the top of the screen, you will see the wrap-up time, which indicates how much time you have to finalize the call before moving on to the next activity. This time is configured by your admin and helps ensure your work is not interrupted by another incoming call while you complete your post-call tasks.

During the wrap-up period, you can:

Once the wrap-up time ends (or after you finish your updates), you can continue with your next call or task.

If you need any further assistance please do not hesitate to reach out to our Support team, we are always happy to help!