Dashboard

How to Copy Call Flow

Use the Copy Call Flow feature and save anything from one step to an entire number branch for use elsewhere

S

Written by Shelby Glynn
Updated over a week ago

How to Send Transcriptions to Slack

S

Written by Shelby Glynn
Updated over a week ago

Collect Input From Caller Explained

How Collect Input From Caller works and How it is Used as an Action Step in Call Flow Designer

S

Written by Shelby Glynn
Updated over a week ago

How to make Custom Reports

Generate Custom Reports from the Dashboard with CloudTalk statistics and call history logs

S

Written by Shelby Glynn
Updated over a week ago

How to Route Number by Country

Set up a call flow to route international numbers to the proper team of agents

S

Written by Shelby Glynn
Updated over a week ago

Caller-Based Routing Explained

Route calls based on region, contact, or other conditions using CloudTalk's Call Flow Design feature

S

Written by Shelby Glynn
Updated over a week ago

How to use Dialer Surveys

Use surveys to make efficient campaigns and gather data from prospects

S

Written by Shelby Glynn
Updated over a week ago

How to Reset Password or find Email

Written by Carina Yang
Updated over a week ago

How are Missed Calls Stats Calculated?

How statistics calculate missed, unresolved, and resolved calls

S

Written by Shelby Glynn
Updated over a week ago

How to Export Speech-to-Text Transcription

Set up an automated export for transcription using Workflow Automations

S

Written by Shelby Glynn
Updated over a week ago

How to forward Incoming SMS to Slack

Set up an automated Slack notification system using Workflow Automations

S

Written by Shelby Glynn
Updated over a week ago

Wallboard and Realtime Settings Explained

Understand entry variables for Realtime and Wallboards values used in Statistics calculations

S

Written by Shelby Glynn
Updated over a week ago

How to Know if Call Dropped in Queue or IVR

Use this guide to help you find out if a call dropped while in the global queue or in the IVR menu

S

Written by Shelby Glynn
Updated over a week ago

How to Track Agent Productivity

Keep track of the success of your Agents using the features offered through CloudTalk Statistics

S

Written by Shelby Glynn
Updated over a week ago

How to Track Team Participation in Real Time

Using CloudTalk's Statistics Pages to track Team Involvement

S

Written by Shelby Glynn
Updated over a week ago

How to Use Statistics

Maximize productivity with the help of monitors and filtering tools the Statistics tab provides

S

Written by Shelby Glynn
Updated over a week ago

What is an Action?

Learn how to use an Action in your Workflow Automations

S

Written by Shelby Glynn
Updated over a week ago

What are Conditions?

Learn how to use Conditions in your Workflow Automations

S

Written by Shelby Glynn
Updated over a week ago

How to send a Followup SMS

Set up an automated followup SMS using Workflow Automations

S

Written by Shelby Glynn
Updated over a week ago

What is a Trigger?

Learn how to use Triggers in your Workflow Automations

S

Written by Shelby Glynn
Updated over a week ago

Configuring your Sounds and Greetings

Learn how to use sounds and greetings in practice

Written by Monika Machová
Updated this week

Configuring Workflow Automations

Workflow Automation is an efficient way of streamlining business processes, especially in customer support and sales departments.

Written by Monika Machová
Updated over a week ago

How to report call issues?

Call ID - where to find it and how to report

Written by Erika Babat
Updated over a week ago

How to use Wallboards

Get a live picture on what’s going on in your cloud call center.

Written by Monika Machová
Updated over a week ago

How to use Real time dashboard

Real-time dashboard provides you with call center metrics in real time to enable you to boost customer satisfaction.

Written by Monika Machová
Updated over a week ago

How to use Call monitoring

Call monitoring is a great tool to help your agents in real-time and understand your customers better.

Written by Monika Machová
Updated over a week ago

How to setup Smart Dialer

Copy all the numbers on any website straight to CloudTalk, and start dialing them one-by-one with only one click.

Written by Monika Machová
Updated over a week ago

How to keep Chrome updated?

To ensure optimum CloudTalk experience, it is necessary that your browser is regularly updated to the latest version.

Written by Erica Hoelper
Updated over a week ago

How to set up Power Dialer

Quick guide on setting up the power dialer feature or in other words how to call leads one by one from a queue.

Written by Erika Babat
Updated over a week ago

How to set up and use tags

Apply customized tags to your contacts to help you search and sort contacts into categories and quickly identify each contact by their tag

Written by Ievgeniia Iakubovych
Updated over a week ago

Improving security in CloudTalk

Security is always an important and complex issue. Here’s a summary of our security recommendations.

Written by Martin
Updated over a week ago

How to display a business name or custom text as a caller ID using CNAM?

Using CNAM to show your business name to caller.

Written by Martin
Updated over a week ago

How to configure Callback?

Activate the Callback feature and radically reduce the number of unanswered calls, which will improve customer satisfaction.

Written by Matej
Updated over a week ago

Creating custom attributes for your contacts

Custom attributes allow you to optimise your contact details to help you collect customer information that is relevant for you.

Written by Roman
Updated over a week ago

Configuring and listening to the call recordings

Call Recordings are a useful tool that helps you improve customer support, train new employees and support your business.

Written by Roman
Updated over a week ago

How to add a phone number to your blacklist?

Sometimes some calls are unsolicited. How to avoid those spam calls we will tell you in this article.

Written by Roman
Updated over a week ago

Is it possible to make outbound calls from toll free numbers?

Written by Martin
Updated over a week ago

How to use the Click-to-Call extension

Dial any phone number on the web with a single click. Make calls instantly to boost your team productivity.

Written by Martin
Updated over a week ago

How to configure voicemail?

You can use the Voicemail feature if a client calls outside your business hours or if you don’t answer the call in time.

Written by Erica Hoelper
Updated over a week ago

Are calls between CloudTalk users free of charge?

Call to your colleagues - easy free of charge with CloudTalk!

Written by Erica Hoelper
Updated over a week ago

How you can import contacts in CloudTalk

With more than 500 integrations, you can import your contacts directly into CloudTalk.

Written by Erica Hoelper
Updated over a week ago

How to handle Missed calls?

Make sure that all abandoned calls are dealt with. This article will show you how CloudTalk can help you do that.

Written by Erica Hoelper
Updated over a week ago