Using CloudTalk Go (Mobile App)

User level: Admin, Agent, Supervisor

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Install the CloudTalk Mobile App

You can download and install the app on your phone from the official app stores:

• For iPhone (iOS):
  Open the App Store and search for CloudTalk or go here.

• For Android:
  Open Google Play, search for CloudTalk and install the app. For Android setup details, see: CloudTalk Go for Android: Requirements and Setup.

Once the app is installed, sign in with your CloudTalk account. You will see your workspace and phone options as soon as you open the app.

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What You Can Do in the Mobile App

With the CloudTalk mobile app, you can:

• Make and receive calls
• Send and manage SMS messages
• View and manage contacts
• Access recent calls and conversations
• Monitor unread messages
• Adjust call and notification settings
• Assign or update contact details

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Dialpad

The Dialpad allows you to manually enter a phone number and place an outbound call. As soon as you start typing a new number, two quick action buttons appear at the top of the screen:

• Send message
• Add contact

These actions are available immediately, so you can decide what to do next without leaving the dialpad.

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Send a Message

Tap Send message to start a new message to the number you entered.
The recipient field is automatically filled in, so you can begin typing right away.

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Add the Number to Contacts

If the number is not yet saved, tap Add contact. You will then be able to choose between:

• Create new contact
• Assign to existing contact

Select Create new contact if you are adding someone new to your contact list. Select Assign to existing contact if the number belongs to a contact already saved in CloudTalk.

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Call History

Tap History to view your recent calls. Each entry shows:

• Contact name or phone number
• Call direction
• Call type such as inbound, outbound, missed, voicemail, or internal
• Time and date

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Filter Calls

Tap the triangle icon in the top-right corner to filter calls:

• All
• Missed
• Inbound
• Outbound
• Voicemail
• Internal

After selecting a filter, tap Apply to update the list.

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Call Details

To see more information about a call, tap the info icon next to the call entry. The call details screen includes:

• Recording – Play and navigate the call recording (if available).
• Tags – View or edit call tags.
• Rating – Rate the call.
• Note – Add or edit a note.
• Agent – See who handled the call.
• Call ID – View the unique call reference number.
• Assign to existing contact – Link the number to a saved contact.

At the bottom of the screen, you can also:

• Send message
• Call back

You can add or edit notes, tags, and ratings for any call from this screen, including after the call has ended. If the note and tag prompt closes when your call ends, open the call in History and add them here.

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Contacts

The Contacts section allows you to manage both external and internal contacts. At the top of the screen, you can switch between:

• External
• Internal

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External Contacts

Here you can:

• Search for contacts
• View uncategorized contacts
• Call contacts directly
• Add a new contact using the + button

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Internal Contacts

Internal contacts are organized into groups such as departments or teams. You can see:

• Group names
• Extension numbers
• Availability status

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Messages

In the Messages tab, you can view and manage your SMS, MMS, and WhatsApp conversations. To filter your messages:

1. Tap the filter icon in the top-right corner.
2. Select:
   • My messages or All messages
   • Message status: All or Unread
   • Channel: All channels, SMS/MMS, or WhatsApp
3. Tap Apply

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Settings

You can access Settings from the Profile tab. Here you can manage how the app handles calls, notifications, and device-level behavior.

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Calling

These settings control how calls are placed and displayed on your device.

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Default Country Prefix

The app automatically selects a country prefix based on your assigned number. You can change it manually if needed.

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Switch to Carrier Network

Transfer calls to your mobile carrier instead of using internet data. This is useful if your mobile data connection is unstable or if you prefer to continue calls through your network provider.

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Hide CloudTalk Calls (iOS)

iPhone users can control whether CloudTalk calls appear in the device’s native call history. Use the toggle:

• When turned on, CloudTalk calls will not appear in the iPhone Recents list.
• When turned off, CloudTalk calls will appear alongside regular phone calls.

Existing entries in the iPhone call history will remain visible. This setting does not affect your CloudTalk call history inside the app.

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Language

You can change the app language directly from the Language section. The change applies immediately and updates the language of the CloudTalk app.

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Appearance

Choose how CloudTalk Go looks. The app can follow your phone’s light or dark display setting, or stay on the theme you pick. To change it:

1. Open the Profile tab and tap Appearance under Settings.
2. Choose System, Light, or Dark.

The change applies immediately. There is nothing to save and no need to restart the app.

• System (default): matches your phone’s display setting, including any automatic day/night schedule.
• Light: keeps the app light, whatever your phone is set to.
• Dark: keeps the app dark, whatever your phone is set to.

Your choice is saved on that device. It does not carry over to CloudTalk on your computer or to a second phone, and it stays set after you close the app or log out and back in.

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Notifications

Manage how you receive mobile notifications. If needed, you can temporarily pause notifications directly from the app.

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Use CloudTalk Go as Your Default Calling App (iOS)

iPhone users can set CloudTalk as their default calling app. When enabled, tapping a phone number anywhere on your device routes the call through CloudTalk instead of the native Phone app. This works across apps like Contacts, Safari, Messages, and more. To set this up:

1. Open your iPhone Settings
2. Tap Apps
3. Tap Default Apps
4. Tap Calling
5. Select CloudTalk Go

What to expect:

• When you tap a phone number, CloudTalk opens automatically
• iOS may show a confirmation before placing the call
• If no confirmation appears, the number is pre-filled and ready to call

Additional behavior:

• If you are logged out, you will be asked to log in first. The number will be ready after login
• If a call is already in progress, the active call screen will be shown instead of starting a new call

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Make and Receive Calls

You can place calls directly from the Dialpad, Contacts, or Call History.

• Use the Dialpad to enter a number manually and tap Call.
• Call a saved contact from the Contacts tab.
• Tap Call back from a previous entry in History.

When someone calls your assigned CloudTalk number, an incoming call screen appears on your device. You can accept or decline the call. Once connected, the active call screen displays the call duration and recording status (if enabled).

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Need help or have a question? Just reach out through our Support portal — we’re here for you.