Manage users, groups, and contacts
Users, Groups, and Contacts guideManage users, groups, and contacts in CloudTalk with this guide on roles, access, and call handling.
UsersLearn the roles and access privileges for users in CloudTalk.
Copy SettingsCreate new users and groups with ease using our "load existing" function
Bulk Upload UsersA faster way to add multiple admin, agent, supervisor, or analyst users to your company account
Managing ContactsA guide to locating and managing your CloudTalk contacts
Contact TagsApply customized tags to help you search and sort contacts into categories to be used for campaigns or data analysis
Custom AttributesCustom attributes for contacts help store the customer data most relevant for you.
CampaignsReach a large number of prospects in an organized way using our campaign dialer.
Power Dialer Automatic Outbound IDLet power dialer choose the outbound number for each campaign call, based on the customer's location.
Call MonitorSupervise and join ongoing calls to help your agents in real-time and understand your customers better.
Call TagsCall and Contact tags are different attributes, each with different methods to add, edit, or delete
Conference CallingLearn how to set up one or more conference rooms for both internal and external meetings
How to use Automatic Caller IDA guide to setting up your CloudTalk system to automatically set your ID when calling your customers
Phone ExtensionAssign 4-digit extensions to individual agents, teams, or office locations for easy call routing.
Call TransfersCut wait times and streamline communication with call transfers.
Unlimited Concurrent CallsLearn how to set up unlimited concurrent calls to enhance customer experience.