This article explains how to run a campaign using the new features included with the CloudTalk Phone desktop app. Admins who need help setting up a campaign can refer to one of our campaign setup guides.
User Level: Agent, Admin, Supervisor
How the Power Dialer works for agents
Agents can access their active campaigns directly from the CloudTalk Phone app on desktop, without using the Dashboard. The app provides a simple, streamlined workspace that includes everything needed to manage outbound calls effectively:
complete contact details
access to call scripts and surveys
call dispositions
the ability to start, pause, or stop calls as needed
The Dashboard remains focused on campaign oversight, where supervisors and admins can review campaign performance, monitor agent activity, and analyze results.
Running a Campaign on CloudTalk Phone for desktop
Once your CloudTalk Phone app has been successfully installed on your desktop, you can start using it. Log in with the proper credentials to see the default screen, which should look like a phone dialer, with your preferred country code autofilled for convenience. This can be erased with the backspace icon.
From this screen, select the number you want to call from. If you have multiple numbers assigned, you can choose between:
Automatic: Always uses the same default number, typically the first available number matching the destination country's prefix.
Random: Uses a different number for each call, prioritizing numbers matching the destination country's prefix. Helps reduce spam tagging by distributing your calls across multiple numbers.
The screen also displays local time. To update your status, adjust settings, or log out, click the picture icon in the bottom-right corner.
Start Campaign Calling
Reach your active campaign by clicking the Power button on the keypad screen.
You’ll see a list of your active campaigns. Hover over the campaign you want to start and click the phone icon labeled Call to begin
You’ll be asked whether you want to start the next call.
Select Start next call to begin the campaign, or Stop calling to return without starting it.
CloudTalk Phone Calling Features
By default, the agent calling will first see a transition screen which displays the contact being reached. When the call starts ringing, the agent will see the contact name, the contact’s local time, and other stored contact information. At the top of the screen will be a list of tabs which the agent can navigate through while the call is in progress. Additional call options appear at the bottom of the screen.
By clicking the grey arrow which may appear next to contact details, agents can expand the contact’s Activity Feed. This can be filtered for Integrations only.
Notes can be taken during the call by tapping the Notes pencil icon.
Scripts can be found under the Scripts tab at the top of the calling screen.
Under the Form tab, agents can reach the calling survey assigned to the given campaign. Answers will be aligned within the Dashboard.
To conclude a call, agents will need to choose a Call Action. The form can be found under the Actions tab.
If chosen to Reschedule, a screen pops up from which the call reschedule time can be selected.
The after call work screen will appear at the end of a call, showing a Call summary. Agents can select a customer mood and select tags, as well view and editing notes and Call Actions.
Unless the campaign was set up to automatically dial the next contact, the agent will be given the option to Start next call or to Stop calling.
For Admins and Supervisors
What campaign data will be viewable from the Dashboard?
After setting up a Power Dialer campaign, the campaign summary will be automatically updated with information gained from the CloudTalk Phone desktop app of assigned agents.
Collected survey answers can be viewed in detail, sorted by filters, or exported via the Download button.
Call stats for the given campaign will also be updated as normal, with more detailed Call history logs available for download.
Have more questions? Contact our Support team. We're always here to help you!