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Conference Calling

Learn how to set up one or more conference rooms for both internal and external meetings

Written by Shelby Glynn
Updated over a week ago

Set up a conference room and call flow to create a secure space for meetings over the phone.

User Level:

  • Admin


Our conference call feature allows you to schedule calls with multiple participants. Guests may include both internal and external contacts, such as clients or suppliers.

Conference calls are an ideal solution for meetings between:

  • Managers

  • Agents

  • Managers & agents

  • Employees & clients

  • Employees & other external business partners (suppliers, distributors)

Set Up a Conference Room

To make your conference room reachable, you will need a designated phone number. This will be the number which conference participants will call in to.

You can create conference rooms from the dashboard within the Conference tab.

  1. From the left menu, navigate to Account > Conference.

  2. Select +Add Conference Room:

    1. Specify a Conference room name.

    2. Select an authentication type. If Caller ID is chosen, you'll be given the option to allow only assigned agents or contacts to the room.

    3. Select Add Conference Room.

  3. Once your conference room is created, navigate to the Numbers tab.

  4. Select the pencil to edit the call flow for your designated conference phone number.

  5. As an action step, select Conference. (Note: this step cannot have followup steps).

  6. Optional: If you want to record your conference, you can add a Call recording action as a prior step.

  7. Save flow to finalize your changes.

Hosts and Attendees FAQ

  • The host can invite any team member with an existing CloudTalk account, as well as external guests (provided they exist in the contacts list).

  • Each conference room created has an extension. Agents can dial this extension as an internal call to connect to the room for free.

  • Agents can also transfer calls to an external number if the external number is a conference room.

If you need further assistance or have any questions, you can contact our Support team. We are always here to help you!

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