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CloudTalk Phone guide
CloudTalk Phone guide

Learn how to navigate and optimize CloudTalk Phone on desktop and mobile with this guide, covering key features, call management, messaging, and advanced settings.

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Written by Valeriia Volobrinskaia
Updated this week

The CloudTalk Phone collection is your comprehensive resource for mastering our softphone applications on both desktop and mobile platforms. This suite of articles is designed to help you navigate the features and functionalities of CloudTalk Phone, ensuring you leverage its full potential for your business communications.

We recommend starting with the "Using CloudTalk Phone" guide to familiarize yourself with the basics before exploring the more advanced features outlined in the subsequent articles.

Getting Started with CloudTalk Phone

  • Using CloudTalk Phone: Begin with this guide to understand the core functionalities of the CloudTalk Phone app, including making and receiving calls, managing contacts, and customizing settings.

Enhancing Call Quality and Feedback

  • Call Quality Feedback: Learn how to rate call quality to help us improve our services, ensuring optimal performance for your business communications.

Managing Contacts Efficiently

  • Add or Edit Contact - CloudTalk Go: Discover how to assign unsaved numbers to existing contacts or add new prospects directly through the mobile app, streamlining your contact management process.

Customizing User Status and Notifications

  • Custom Idle Status for Desktop: Find out how to personalize your idle status on the desktop app and understand how these settings reflect in your data analytics.

  • Pause Mobile Notifications: Set specific times to pause notifications on your CloudTalk Go app without logging out, helping you manage your availability effectively.

Advanced Communication Features

  • How to Send MMS Messages: Utilize the MMS feature to send photos and mini picture slideshows to clients, enhancing your communication methods.

  • Text Messaging: Explore how to use the SMS feature to read and send text messages, keeping your client interactions versatile.

  • WhatsApp Outbound Messages: Initiate WhatsApp chats with your prospects using approved templates, expanding your communication channels.

Optimizing Call Handling

  • How to Use Campaigns on CloudTalk Phone: Learn how to run calling campaigns directly from the CloudTalk Phone desktop app, allowing agents to operate without navigating the dashboard.

  • How to Use Voicemail Drops: Understand how to efficiently use the Voicemail Drops feature to leave pre-recorded messages, saving time and ensuring consistency.

  • Start / Stop Recordings: Manage the recording status of calls in progress to stay compliant and maintain customer trust.

User Interface and Experience

Additional Functionalities

  • Headset Status: Monitor your audio connection status using the headset icon within the app, ensuring your hardware is functioning correctly.

  • Anonymous Calling: Make outbound calls without disclosing your number or business identity, maintaining privacy when necessary.

  • Minimize Calling Screen: Learn how to answer incoming calls promptly or hide the call screen to continue other tasks seamlessly.

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