Welcome to this CloudTalk quick setup guide. Here you’ll find tips on how to achieve the best possible CloudTalk experience, along with useful links to improve your knowledge and experience.
User Level: All users
Need help getting started?
If you prefer guided onboarding, you can book a 30-minute onboarding session with one of our specialists.
You can also explore our Onboarding Portal, which includes:
Setup videos
Best-practice recommendations
Helpful getting-started resources
👉 Book an onboarding call:
https://www.cloudtalk.io/onboarding-sessions/
If you already work with a CloudTalk Customer Success Manager, your onboarding will be handled directly by them.
Step 1: Sign in to the app
CloudTalk offers several ways to make and receive calls, depending on your workflow.
The most commonly used option is the Desktop App, but you can also use CloudTalk via:
Web App
Mobile App
Browser-based calling options
Choose the app that best suits your needs and sign in to get started.
Step 2: Set up your phone numbers
After signing up, each CloudTalk account receives its first phone number, which you can use for testing or keep for production use.
If you need additional numbers, you can:
Purchase new numbers from over 60 available countries
Transfer existing numbers from your current carrier to CloudTalk
Choose the option that works best for your business.
Step 3: Personalize your phone setup
Once your numbers are ready, you can customize how incoming calls are handled.
You can configure:
IVR and call menus
These settings help ensure callers are routed correctly and receive the right information at the right time.
Step 4: Make your first call
Before placing your first call, make sure your audio and sound settings are configured correctly so you can hear calls clearly.
We also recommend reviewing:
Quality of Service (QoS) configuration on your router
These steps help improve call quality and reduce connection issues.
Once everything is set up, try making your first call by calling a teammate or a test contact.
Step 5: Invite your teammates
Before going live, invite your teammates to CloudTalk so you can start collaborating.
With multiple users, you can take advantage of features such as:
Shared phone numbers
Ring groups
IVR menus
Team-based call handling
Learn more:
Step 6: Review account preferences (optional)
After completing the basic setup, you may want to adjust additional settings to better match your workflow.
Common options include:
These settings are optional but can help tailor CloudTalk to your needs.
Step 7: Connect integrations (optional)
To get even more value from CloudTalk, connect it with the tools you already use, such as:
CRM systems
Helpdesk tools
E-commerce platforms
Integrations help streamline workflows and improve customer experience by syncing call data automatically.
You’re all set! You’re now ready to start using CloudTalk. If you have any further questions regarding implementation, don’t hesitate to contact our Support team.