Getting Started with CloudTalk Phone
- Using CloudTalk Phone: Begin with this guide to understand the core functionalities of the CloudTalk Phone app, including making and receiving calls, managing contacts, and customizing settings.
- User Status in CloudTalk Phone: Understand the different user statuses in CloudTalk Phone and how they affect your calling experience.
- Headset Status: Monitor your audio connection status using the headset icon within the app, ensuring your hardware is functioning correctly.
- Desktop Notifications: Get insights into CloudTalk Phone desktop notifications and learn how to customize your settings for an optimized user experience.
- Minimize Calling Screen: Answer incoming calls promptly or hide the call screen to continue other tasks seamlessly.
- URL Previews for CloudTalk Phone: See how URL previews display through the CloudTalk Phone mobile app, enhancing the way you share and receive links.
- Embedding CloudTalk Phone in a Web Application: Embed the CloudTalk Phone via iframe and handle events like ringing and hangup.
- CloudTalk CTI: Call directly from your CRM or helpdesk with CloudTalk CTI.
Enhancing Call Quality and Feedback
- Call Quality Feedback: Learn how to rate call quality to help us improve our services, ensuring optimal performance for your business communications.
- Network Diagnostics: Monitor call quality in real time and quickly identify connection issues before they impact your calls.
Optimizing Call Handling
- Call Transfers: Use call transfers to seamlessly connect callers with the right agent, team, or external contact without dropping the call.
- Start / Stop Recordings: Manage the recording status of calls in progress to stay compliant and maintain customer trust.
- Anonymous Calling: Make outbound calls without disclosing your number or business identity, maintaining privacy when necessary.
- How to Use Campaigns on CloudTalk Phone: Learn how to run calling campaigns directly from the CloudTalk Phone desktop app, allowing agents to operate without navigating the dashboard.
- How to Use Voicemail Drops: Understand how to efficiently use the Voicemail Drops feature to leave pre-recorded messages, saving time and ensuring consistency.
- Instant AI Notes: Automatically generate call summaries using AI, directly in call notes, to speed up your post-call workflow.
Messaging
- Text Messaging: Explore how to use the SMS feature to read and send text messages, keeping your client interactions versatile.
- How to Send MMS Messages: Utilize the MMS feature to send photos and mini picture slideshows to clients, enhancing your communication methods.
- Starting WhatsApp Chats: Learn WhatsApp outbound guidelines for agents to initiate conversations with customers.
- WhatsApp Outbound Messages: Initiate WhatsApp chats with your prospects using approved templates, expanding your communication channels.
- Message Inbox Filters: Boost your unread messages and sort inbound message channels to stay on top of customer conversations.
CloudTalk Go (Mobile App)
- Using CloudTalk Go (Mobile App): Your complete guide to the CloudTalk workspace on iOS and Android.
- CloudTalk Go for Android: Requirements and Setup: Take your business on the road with our mobile app for Android — requirements and setup guide.
- Add and Edit Contacts in CloudTalk Go: Assign unsaved numbers to existing contacts or add new prospects to your Contacts list with the mobile app.
- Incoming Call Notifications in CloudTalk Go: Learn when CloudTalk Go will ring for incoming calls based on your app state, login status, and notification settings.
- Pause Mobile Notifications: Set specific times to pause notifications on your CloudTalk Go app without logging out, helping you manage your availability effectively.
- Switch to Carrier Network in CloudTalk Go: Easily maintain call stability by automatically switching to your mobile carrier when your internet connection is weak.
Need help or have a question? Just reach out through our Support portal — we’re here for you.