You can use CloudTalk Phone in your internet browser or as a desktop app which can be downloaded here (currently available for Mac, Windows and Linux). For optimum functionality and stability, we recommend you to use the desktop app.
Signing in to the app is easy, just use the same log in details that you use for the admin interface.
Once you sign in, you can immediately start receiving and making phone calls.
Tip: You need to allow CloudTalk Phone to use your microphone in the browser. We recommend to enable notifications of inbound calls. For more information on how to configure your microphone, read our post Configuring Microphone and Speakers.
Dialer (Keyboard)
Use the dialer to make phone calls. You can enter phone numbers by pressing the number keys on the keyboard in the app’s interface or by entering them on an external keyboard [1]. If the app recognizes a number with an international area code, it will automatically select the right country [2]. The user can choose the outbound number that will be used to make the call from your list of numbers [3].
History
Users can view the list of all phone calls. Calls are listed in the history based on the user’s role:
- Agent - history is displayed based on your settings – "Visibility of Calls and Recordings" for the specific agent
- Supervisor - can see phone calls made by him and his agents
- Administrator - can see all calls made within the company
In the top menu, you can either view all calls or filter them to see only missed calls [1]. Each phone call contains the name of the contact and call duration in the upper part and the time of the call and the agent’s name (or ring group) in the lower part [2]. Hover over the call to see a phone icon which allows you to dial the number again [3]. If you wish to see call details, simply click on the call.
Contacts
The list of your company’s contacts. You can search and view call history here.
Contact details
Click on a contact to see contact details. This includes more detailed contact information, such as phone number, email, company, position, website, city or country [3].
You can also view call history here [1]. Click on the view button to display contact details in the web admin interface. [2].
Sound settings
You can configure sound devices to be used by CloudTalk Phone (by clicking on the menu in the top right corner). You can also test your sound settings here. This will allow you to configure devices that will be used by the app during phone calls. These settings cannot be changed while you are on the phone. To configure your microphone and speakers correctly, please read this article.
Keyboard shortcuts
This feature is available just for desktop apps. You can use keyboard shortcuts even when the app is running in the background. Available shortcuts:
- Alt + A – answer a call
- Alt + H – end a call
- Alt + C - insert a copied number into the dialer. You can call the number by clicking Enter
Phone Call
The app is running even when minimized, so you will be notified by the OS when a new call comes in. This notification displays the phone number or the contact’s name. You can answer the call simply by clicking on the notification.
The call contains the outbound phone number that is currently being used [1]. The app also displays contact information – name, phone number and a button that will transfer you to the admin interface and contact details [2]. You can also use functional buttons to control the call – Keyboard, Mute the call, Hold the call, Transfer the call [3]. More information on these buttons follow bellow. Buttons to answer or refuse a phone call [4].
Keyboard
This button will display the keyboard. You can press keys to navigate the call even while on the phone (by pressing 1, you will redirect the call to another agent).
Mute
The app will mute the microphone, so the caller will not hear you.
Hold
This feature allows you to temporarily place the call on hold. You will not hear the caller and he will not hear you.
Call transfer
During an inbound or outbound call, you can transfer the call to another agent or an external phone number. You just need to select an agent from the list of agents. If no agent is available, you can simply redirect the call to an external number in a single click.