Setting up a new tool can take time, and it's easy to miss important features when you're just getting started. The onboarding checklist helps you stay on track by guiding you through the most relevant steps based on your role and use case.
User Level:
Admin, Agent, Supervisor
When new users first arrive in the CloudTalk Dashboard after onboarding, they’ll see a role- and use-case-specific checklist displayed right on the homepage. This interactive widget helps you complete key setup tasks so you can start seeing value from CloudTalk as quickly as possible.
The checklist is personalized based on:
Your role: Admin, Agent, or Supervisor
Your selected use case: Sales, Support, HR, Customer Success, or Other (selected during sign-up by the first Admin)
Why your checklist might look different from others
The checklist is tailored based on your role (like Admin or Agent) and your company’s selected use case (such as Sales or Support). This means:
Admins will see setup tasks like inviting users or connecting CRMs.
Agents will see more usage-focused tasks like downloading the app or making calls.
If your company is using CloudTalk mainly for Sales or Support, we personalize the checklist to match that goal.
If your role changes later (for example, if you’re upgraded from Agent to Admin, your checklist will remain based on your original setup for now).
Where to find the checklist
The checklist appears as a fixed widget on the Dashboard homepage. It contains two collapsible sections:
Getting Started - with essential early tasks
Advanced Setup - with more powerful, feature-rich steps
Once all tasks in the Getting Started section are completed, that section will collapse automatically and the Advanced Setup section will expand.
You can choose to hide the checklist at any time by clicking "Hide this widget" at the bottom of the panel.
When hidden:
The checklist collapses and disappears from the Dashboard homepage
You’ll still be able to reopen it later from your profile menu (top right corner of the screen), under "Onboarding checklist"
Task tracking and completion
Tasks in the checklist are automatically marked as complete when the corresponding action is performed in the app. You don’t need to check anything off manually. If you’ve already completed a task earlier, for example, during the onboarding stepper, it will appear as completed when you first land in the Dashboard.
There are two types of tasks in the checklist:
Repeatable tasks: Each user needs to complete these individually. For example, downloading the CloudTalk Phone app.
Non-repeatable tasks: These are shared across all users in the company. Once one person completes the task, it’s marked as done for everyone.
This tracking helps you and your team stay aligned during setup. As you complete more tasks, the checklist will reflect your progress in real time, making it easy to see what’s left and what’s already done. Whether you're working solo or onboarding as a team, the checklist keeps everyone on track toward a successful CloudTalk setup.
If you have any further questions please do not hesitate to reach out to our Support team. We are always happy to help!