You can use the CloudTalk Phone in your internet browser or as a desktop app that can be downloaded here (currently available for Mac, Windows, and Linux).

For optimum functionality and stability, we recommend that you 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.

Pro Tip: You need to allow CloudTalk Phone to use your microphone in the browser. We recommend enabling notifications of inbound calls. For more information on how to configure your microphone, read our post Configuring Microphone and Speakers.

Dialer (Keyboard)

Before you dial a number, choose the phone number you want to call from (1). You can select any number assigned to your account. If you have several numbers with the same area code, you can also choose between two smart number modes:

Automatic – always uses the same number (usually the first match).
Random – rotates between available numbers from the same country or area code.

This helps avoid using the same number repeatedly, which can be useful when managing local presence or preventing number-based filtering.

To dial, either click on the number keys inside the app or use your external keyboard (2). The app will automatically detect international area codes and display the correct country flag next to the number. You can also manually change the country code by clicking the flag icon next to the phone number field.

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 themselves and their 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, 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 and an SMS icon that allows you to send a message (3). Click on the call to see more call details, where you can play a call recording or add / edit tags, notes and rating.

Contacts

This is a 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 a phone number, email address, tags, company name and position (1).

Here, you can also view call history (2). Click on the Details button to display contact details in the web admin interface (3).

Settings

To access the settings in the new CloudTalk Phone app, tap the profile icon in the bottom-right corner of the screen. This opens your Profile, where you’ll see:

Name and email
Account/Team name
Current credit balance
Status (Online, Offline, etc.)

From here, you can access and configure several Settings sections:

General
Open this section to change your app language, view a list of available keyboard shortcuts, customize app behavior, or manage your voicemail drop messages.

Calling
Adjust your call settings, such as ringtone behavior, call notifications, or number display preferences (this section may vary depending on feature scope).
Microphone & Speakers
Choose which input and output devices you want to use for calls. You can also test your sound settings here, which allows you to configure devices that will be used by the app during phone calls. Note, that these settings cannot be changed while you are on the phone. To configure your microphone and speakers correctly, read this article.
Notifications
Enable or disable call and message alerts based on your workflow.
Troubleshooting
Run quick diagnostics if you're experiencing issues with sound, connectivity, or performance.
Log out
Tap here to log out of your CloudTalk Phone session.

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, keypad, to control the call (3):

Mute the call
Hold the call
Transfer the call
Add the call
Raise a hand
Add agent
Add number to the contact
Answer or refuse a phone call

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 they 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.