Users, Groups, and Contacts
Manage users, groups, and contacts
By Shelby and 3 others4 authors16 articles
- 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.
- How to add new usersLearn how to add and configure new users in CloudTalk, including assigning roles, permissions, and advanced settings.
- Copy User 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.
- 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 IDAutomatically select the best outbound number based on the destination to improve local presence and increase answer rates.
- Phone ExtensionAssign 4-digit extensions to individual agents, teams, or office locations for easy call routing.
- Unlimited Concurrent CallsLearn how to set up unlimited concurrent calls to enhance customer experience.
- Contact MergingLearn how CloudTalk handles contact deduplication across all contact sources