Manage users, groups, and contacts
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
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.
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
CampaignsReach a large number of prospects in an organized way using our campaign dialer.
UsersLearn the roles and access privileges for users in CloudTalk.
Power Dialer Automatic Outbound IDLet power dialer choose the outbound number for each campaign call, based on the customer's location.
Phone ExtensionAssign 4-digit extensions to individual agents, teams, or office locations for easy call routing.