CloudTalk Phone
Navigate our softphone for desktop and mobile
By Shelby and 3 others4 authors28 articles
- CloudTalk Phone guideLearn how to navigate and optimize CloudTalk Phone on desktop and mobile with this guide, covering key features, call management, messaging, and advanced settings.
- Using CloudTalk PhoneLearn how to navigate CloudTalk Phone efficiently for your daily communication tasks.
- Headset StatusLearn how to use the headset icon to check the status of your audio connection while using the app.
- User Status in CloudTalk PhoneUnderstand the different user statuses in CloudTalk Phone and how they affect your calling experience
- Call Quality FeedbackRating the quality of a call helps us improve our services, making things better for your business
- Anonymous CallingMake outbound calls without disclosing your number and business identity.
- Start / Stop RecordingsChange the recording status of a call in progress to stay compliant and ensure customer trust.
- Call TransfersUse call transfers to seamlessly connect callers with the right agent, team, or external contact without dropping the call.
- Instant AI NotesAutomatically generate call summaries using AI, directly in call notes
- Network DiagnosticsMonitor call quality in real time and quickly identify connection issues
- How to Use Voicemail DropsA concise explanation on using the Voicemail Drops feature in CloudTalk
- Minimize Calling ScreenAnswer incoming calls right away, or hide the call screen to continue other tasks.
- Desktop NotificationsLearn about CloudTalk Phone Desktop Notifications and how to change settings
- URL Previews for CloudTalk PhoneLearn about how URL Previews will display through the CloudTalk Phone mobile app
- Embedding CloudTalk Phone in a Web ApplicationEmbed the CloudTalk Phone via iframe and handle events like ringing and hangup.
- CloudTalk CTICall directly from your CRM or helpdesk with CloudTalk CTI
- Automatic Call Pick-UpLearn what automatic call pick-up does, where to enable it, and how to troubleshoot calls that are still being answered automatically even when the setting is turned off.
Messaging
Use CloudTalk to send, receive, and manage SMS, MMS, and WhatsApp messages.
- Message Inbox FiltersBoost your unread messages and sort inbound message channels
- How to Send MMS MessagesUse the MMS feature to deliver photos and mini picture slideshows to clients
- Text MessagingHow to use the SMS feature to read or send text messages
- Starting WhatsApp ChatsWhatsApp outbound guidelines for agents
- WhatsApp Outbound MessagesInitiate WhatsApp chats with your prospects using approved templates.
CloudTalk Go
Use CloudTalk mobile app on the go to make and receive calls, manage contacts, and stay connected from your mobile device.
- Add and Edit Contacts in CloudTalk GoAssign unsaved numbers to existing contacts or add new prospects to your Contacts list with our mobile app
- CloudTalk Go for Android: Requirements and SetupTake your business on the road with our mobile app for Android
- Incoming Call Notifications in CloudTalk GoLearn when CloudTalk Go will ring for incoming calls based on your app state, login status, and notification settings.
- Pause Mobile NotificationsSet times for pausing your CloudTalk Go app notifications without having to log out
- Switch to Carrier Network in CloudTalk GoEasily maintain call stability by automatically switching to your mobile carrier when internet connection is weak.
- Using CloudTalk Go (Mobile App)Your CloudTalk workspace on iOS and Android