Skip to main content
Account Settings Guide

This guide helps you set up and manage your account for smooth operations.

V
Written by Valeriia Volobrinskaia
Updated over a week ago

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

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

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!

Did this answer your question?