Managing your CloudTalk account settings is essential for tailoring the platform to meet your business's specific needs. This collection provides comprehensive articles to help you configure and optimize various aspects of your account. Below is an overview of the topics covered and how they interrelate:
Business Operations
Business Hours: Define your operating hours to inform clients when you're available to accept calls.
Configure Callback: Activate the Callback feature to reduce missed calls and enhance customer satisfaction.
Configure Voicemail Settings: Set up voicemail to capture messages from missed calls, including those outside business hours.
Call Management
Blacklist a Number: Learn how to block unsolicited or spam calls to maintain call quality.
Call Recordings: Manage who can record and access call recordings to keep important records and improve conversations.
Create and Manage Ring Groups: Organize agents into ring groups to ensure calls are directed to the appropriate team members.
Configure Sounds and Greetings: Customize the audio experience for callers with personalized sounds and greetings.
User Access and Security
How to Use SSO: Set up Single Sign-On (SSO) for streamlined and secure access to CloudTalk applications.
Microsoft Azure SSO Setup: Find the necessary values for configuring SSO with Microsoft Azure.
Okta SSO Setup: Retrieve the required information to set up SSO via your Okta developer account.
OneLogin SSO Setup: Learn how to input redirect URIs and other values needed for OneLogin SSO setup.
Change Email: Update your company or user email addresses within the platform.
Access Settings for Call Data: Set access limits at the company or user level to manage who can view call recordings and statistics.
Advanced Configurations
Set Up Skill Groups for Skill-Based Routing: Configure skill groups to utilize skill-based routing in your call flows.
Export Voicemail Speech-to-Text: Learn how to export voicemails as text files via workflows for easier review and storage.
How Can I Handle My Missed Calls?: Explore various methods provided by CloudTalk to ensure all abandoned calls are addressed.
Each article is designed to guide you through the setup and management of these features, ensuring that your CloudTalk account is configured to support your business operations effectively. We recommend starting with the Business Operations section to establish your foundational settings and then exploring the other sections as needed.
If you have any further questions or require assistance, please reach out to our Support team, we are always happy to help!