> ## Documentation Index
> Fetch the complete documentation index at: https://help.cloudtalk.io/llms.txt
> Use this file to discover all available pages before exploring further.

# CloudTalk Express Onboarding

> A quick guide with useful links to get you started with CloudTalk!

> [!NOTE]
>
> 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

***

> [!WARNING]
>
> **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](https://www.cloudtalk.io/onboarding-portal/)**, which includes:
>
> * Setup videos
>
> * Best-practice recommendations
>
> * Helpful getting-started resources
>
> 👉 **Book an onboarding call:**\
> [https://www.cloudtalk.io/onboarding-sessions/](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](https://www.cloudtalk.io/download-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](https://help.cloudtalk.io/en/articles/2145454-porting-requests-and-process.md) 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:

* [Custom greetings and messages](https://help.cloudtalk.io/en/articles/5412332-configure-sounds-and-greetings.md)

* [Business hours](https://help.cloudtalk.io/en/articles/2144270-business-hours.md)

* 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](https://help.cloudtalk.io/en/articles/2144676-configuring-your-microphone-and-speakers.md)** are configured correctly so you can hear calls clearly.

We also recommend reviewing:

* [System and network requirements](https://help.cloudtalk.io/en/articles/2144647-system-network-requirements.md)

* [Quality of Service (QoS)](https://help.cloudtalk.io/en/articles/4384112-setting-quality-of-service-qos.md) 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:

* [Adding users](https://help.cloudtalk.io/en/articles/2144066-how-to-add-new-users.md)

* [Teams and groups](https://help.cloudtalk.io/en/articles/2144031-create-and-manage-ring-groups.md)

## 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:

* [Enabling or disabling call recording](https://help.cloudtalk.io/en/articles/2144945-call-recordings.md)

* [Enhancing account security](https://help.cloudtalk.io/en/articles/2144840-improving-security.md)

* [Configuring callbacks](https://help.cloudtalk.io/en/articles/2144889-configure-callback.md)

* [Setting up custom contact fields](https://help.cloudtalk.io/en/articles/2144934-custom-attributes.md)

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](https://help.cloudtalk.io/en/articles/10570091-integrations-guide.md), such as:

* CRM systems

* Helpdesk tools

* E-commerce platforms

Integrations help streamline workflows and improve customer experience by syncing call data automatically.

***

*Need help or have a question?* Just reach out through our [Support portal](https://support.cloudtalk.io/hc/en-us/requests/new?ticket_form_id=26305535257884) — we’re here for you.


## Related topics

- [Getting Started with CloudTalk guide](https://help.cloudtalk.io/en/articles/10558672-getting-started-with-cloudtalk-guide.md)
- [Onboarding for New Users](https://help.cloudtalk.io/en/articles/8065091-onboarding-for-new-users.md)
- [Using CloudTalk with noCRM](https://help.cloudtalk.io/en/articles/11494280-using-cloudtalk-with-nocrm.md)


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