Explore our dashboard features and set admin preferences
By Shelby and 8 others9 authors66 articles
Set business preferences and defaults
Blacklist a NumberSometimes you'll receive calls that were unsolicited. This article will help you avoid spam or otherwise annoying calls.
Business Hours GuideCustomize your business hours and let your clients know when you are available to accept their calls.
Call RecordingsCall Recordings are a useful tool that helps you improve customer support, train new employees and support your business.
Configure CallbackActivate the Callback feature and radically reduce the number of unanswered calls, improving customer satisfaction.
How to configure your VoicemailCloudTalk's Voicemail feature will help you catch missed calls, including those received outside of your set business hours.
Create and Manage Ring GroupsFind out how to easily operate and configure ring groups in CloudTalk.
Configure Sounds and GreetingsLearn how to use sounds and greetings in CloudTalk
Export Voicemail Speech-to-TextA guide to exporting voicemails as speech-to-text files via your workflows
How can I handle my Missed Calls?Make sure that all abandoned calls are dealt with using the various methods provided by CloudTalk.
How to Use SSOSSO setup for CloudTalk Phone or other CloudTalk applications can be adjusted from the Dashboard
Microsoft Azure SSO SetupAll additional values for Microsoft Azure SSO can be found through your Azure account
Okta SSO SetupFind necessary values for Okta SSO setup via your Okta developer account
OneLogin SSO SetupHow to retrieve values and input redirect URI needed for OneLogin SSO setup
Salesforce SSO SetupLearn how to configure Salesforce SSO using Salesforce and CloudTalk.
Set Up Skill Groups for Skill Based RoutingBefore using skill based routing in your call flows, make sure you have set up some skill groups
Contacts, Agents & Calling
Manage users, groups, and contacts
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
Routing & Call Flow Design
Information on IVR and our Call Flow Designer
Route Number by CountrySet up a call flow to route international numbers to the proper team of agents or branches
Copy Call FlowUse the copy call flow feature and save anything from one step to an entire number branch for use elsewhere
Caller-Based Routing with ConditionsRoute calls based on region, contact, or other conditions using a condition splitter in your call flow
Filter Out Changing Spam NumbersAutomatically ignore batch spam numbers with Call Flow Designer
Collect Input from Caller StepHow Collect input from caller works and how you can use it as an action step in call flow designs
Call Flow Designer GuideLearn about the features and inbound call steps that are available in CloudTalk's user-friendly Call Flow Designer
HTTP Request StepA guide to setting up HTTP requests as a step in your call flow designer.
Skill Based Routing in Call FlowStart designing call flows that direct your clients to the agent groups who can help them
Post-Call Survey guideA guide to using post-call surveys in CloudTalk to collect feedback from your callers
How to send an automatic SMS using Call Flow DesignerA guide to automating the sending of SMSes via CFD in CloudTalk's Dashboard
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