Manage users, groups, and contacts
By Monika and 4 others5 authors9 articles
Call MonitoringCall monitoring is a great tool 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
Contact TagsApply customized tags to help you search and sort contacts into categories to be used for campaigns or data analysis
Creating Custom Attributes for ContactsCustom attributes help you collect the customer information that is relevant for you.
Managing ContactsA guide to locating and managing your CloudTalk contacts
Bulk Upload UsersA faster way to add multiple admin, agent, supervisor, or analyst users to your company account
Copy SettingsCreate new users and groups with ease using our "load existing" function
How to use Automatic Caller IDA guide to setting up your CloudTalk system to automatically set your ID when calling your customers