This article explains how to access and make the most of CloudTalk Phone functionalities directly from the Microsoft Teams interface. It covers everything you need to know to seamlessly integrate and use CloudTalk's features within MS Teams, enhancing your communication and workflow efficiency.
Using CloudTalk with Teams
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
With the CloudTalk app integrated into Teams, you can enjoy the following features:
Access to Call History and Call Detail
View and edit contact details seamlessly
Launch outbound calls directly from the app (requires the CloudTalk desktop app to be open)
Utilize the dial pad, including options for selecting outbound numbers or making anonymous calls
Synchronize agent status
Log in securely using Azure Single Sign-On (SSO)
Prerequisites
To integrate MS Teams with CloudTalk, you need to:
Be subscribed to the CloudTalk Expert plan
Enable Azure Single Sign-On (SSO)
Keep the CloudTalk Phone desktop application running in the background while making calls in MS Teams
Setup
From your MS Teams dashboard, you can access our CTI just like any other app added to your Microsoft account:
Click on Apps.
Search for
CloudTalkin the Microsoft apps marketplace.Locate the CloudTalk CTI app for MS Teams and add it.
Select the app from the sidebar to access CloudTalk Phone features within Teams.
Ensure Azure SSO is set up in the Dashboard for login.
Keep the CloudTalk desktop app open on the same device while making calls.
If you need further assistance or have any questions, you can contact our Support team. We are always here to help you!