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Using CloudTalk with LiveAgent

Integrate CloudTalk with LiveAgent and optimize your communication processes

Written by Monika Machová
Updated today

In this article, we will show you how to use LiveAgent integration together with CloudTalk. The LiveAgent integration allows you to see the ticket detail associated with caller even before picking up the phone.

User level: Agent, Supervisor, Admin


Ready to configure the CloudTalk + LiveAgent integration?
Follow the step-by-step instructions in our Configure LiveAgent guide.

Calling from LiveAgent

Receive Inbound Calls

When you receive a call in the CloudTalk Phone app, you can view the caller's LiveAgent tickets with a single click before picking up. Based on this information, you can prepare for the conversation and tailor your support.

Viewing LiveAgent tickets during a call

  • When you receive a call in the CloudTalk Phone app, you can view the caller’s LiveAgent tickets with a single click before picking up the call.

  • Based on this information, you can prepare for the conversation and tailor your support.

Call Logging and Data Exchange

Contact Sync

Contacts from LiveAgent are imported into CloudTalk. When multiple LiveAgent contacts share the same phone number, email address, or name, they are merged into a single CloudTalk contact. See Contact Merging for details.

Note: LiveAgent contacts do not have a direct link back to their LiveAgent profile within the CloudTalk contact view. This is a current limitation on LiveAgent's side.

Call Logging & Export

During or after a call, you can:

  • Add custom tags to categorize calls and leads

  • Write call notes for future reference

  • Evaluate the customer's mood or call quality

All of this information is automatically logged into the relevant LiveAgent ticket once the call ends. Whether a call creates a new ticket in LiveAgent depends on your integration settings.

The following information is stored for each call in the ticket:

CloudTalk Field

LiveAgent Ticket Field

Agent name

Agent name

Caller phone number

Caller phone number

Call date

Call date

Call duration

Duration

Call tags

Call tags

Call notes

Call notes

Call recording

Recording

Note: The call is always assigned to the agent who handled it. It is important that the agent is registered in both CloudTalk and LiveAgent using the same email address.

Verifying Ticket Synchronization

To check that tickets from LiveAgent are properly imported into CloudTalk:

  1. Open the CloudTalk Dashboard

  2. Go to Contacts > Search and click the magnifying glass

  3. Select the contact to view all call records tied to them

  4. Click the LiveAgent icon to open the associated ticket

The integration ensures that all LiveAgent tickets linked to a contact are visible in CloudTalk, including:

  • Ticket subject

  • Department

  • Assignee

  • Status

  • Tags

  • Message body

SMS and WhatsApp Logging

Text and WhatsApp messages are not exportable to LiveAgent.


Need help or have a question? Just reach out through our Support portal — we’re here for you.

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