Skip to main content

Using Cloudtalk with MS Teams

Set up your CloudTalk phone from your Teams dashboard and create a centralized location for calling data and contact records.

S
Written by Shelby Glynn
Updated yesterday

In this article, you will learn how to make and receive calls and use CloudTalk features directly within Microsoft Teams.

User Level: Admin, Supervisor, Agent


Ready to configure the CloudTalk + MS Teams?
Follow the step-by-step instructions in our Configure MS Teams guide.

Integrating CloudTalk phone features into your MS Teams workplace can reduce clutter in your workflows with a simplified dialing process that consolidates the apps agents need to use to communicate with clients. Our Teams integration offers Microsoft users an in-app experience of CloudTalk Phone’s essential functionalities.

CloudTalk Phone CTI

Once you’ve added the CloudTalk app for MS Teams, you can access the following features directly from your Teams sidebar:

  • Call history & details: review past calls and their metadata

  • Contact management: view and edit contact information in-app

  • Outbound calls: launch calls from Teams (requires the CloudTalk Desktop app running in the background)

  • Dial pad: select outbound numbers or place anonymous calls

  • Messaging: send and receive SMS messages through the Messages section of the CTI

  • Two-way status sync: keep agent status aligned in Teams and CloudTalk Phone

  • Azure SSO login: sign in securely with Microsoft credentials

Status synchronization

CloudTalk’s CTI integration keeps your agent’s presence consistent across MS Teams and CloudTalk Phone. Status updates are synchronized both ways:

Status mapping

MS Teams Status

CloudTalk Status

Available

Online

Be Right Back

Idle

Away

Idle

Appear Offline

Offline

Sync rules

  • From CloudTalk → Teams: When logged into the CloudTalk Desktop app, changing your status (Online / Idle / Offline) updates your MS Teams status.

  • From Teams → CloudTalk: When logged into Teams, changing your status (Available / Be Right Back / Away / Appear Offline) updates your CloudTalk Phone status.


Need help or have a question? Just reach out through our Support portal — we’re here for you.

Did this answer your question?