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Onboarding for New Users

A collection of useful videos and links for new CloudTalk users

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Written by Shelby Glynn
Updated over a year ago

The following guide contains useful videos and links for new CloudTalk users. The videos in this article can also be found on our onboarding portal and are presented here with links to our higher-level dedicated in-depth guides on each subject.


Introduction to CloudTalk

In the following video you'll learn how to download and access the CloudTalk apps and browser extension, log in with a single click and make your first call. You’ll also learn how you can check and export call statistics, and how you can significantly boost your call center productivity with our click-to-call browser scanner extension.

Ready for more on this subject or prefer written guides? Check out our in-depth article: CloudTalk Introduction & Installing CloudTalk Phone

Network & tech requirements

In the following video you'll learn about the system requirements for using CloudTalk's software. If you're looking for answers to specific questions, check below the video for useful links.

Note- before you begin, you'll want to firstly make sure that your device can run Google Chrome

Ready for more on this subject or prefer written guides? Check out our in-depth articles:

Agents and Groups

In the following video, we'll show you how to add new users to your CloudTalk account, divide them into groups, and customise these functionalities according to your business needs.

Ready for more on this subject or prefer written guides? Check out our in-depth articles:

Acquiring and porting numbers

In the following video you'll learn all about the process of acquiring and allocating your numbers, including new international numbers. We'll also explain how you can port other phone numbers you own to your new CloudTalk system.

Ready for more on this subject or prefer written guides? Check out our in-depth article:

Setting up your Call Flow and Business Hours

The following video will demonstrate how to easily set up unique and personalized Call Flows within your CloudTalk system. We'll also show you how to adjust your company's Business Hours in the system to reflect your real-life availability.

Ready for more on this subject or prefer written guides? Check out our in-depth articles:

Dashboard & Statistics

In the following video we'll introduce you to CloudTalk statistics, a place where you can track metrics on calls, agents, and more. You'll learn where to locate statistics in your CloudTalk Dashboard, how to monitor them, and even set up Call Recording and Callback

Ready for more on this subject or prefer written guides? Check out our in-depth articles:

Note- Once you're familiar with using statistics- you can also check out CloudTalk Analytics!


Remember, if you can't find what you're looking for or have any other questions, please feel free to reach out to our Support team, we are always happy to help!

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