Dashboard

Explore our dashboard features and set admin preferences

Matej avatarMonika Machová avatarT
9 authors79 articles

Account Settings

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 HoursCustomize your business hours to let clients know when you are available to accept their calls.
Call RecordingsChoose who can make and access call recordings. Keep important records and improve your business conversations.
Configure CallbackActivate the Callback feature and radically reduce the number of unanswered calls, improving customer satisfaction.
Configure Voicemail SettingsCloudTalk'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
Change EmailChange your company or user emails
Access Settings for Call DataLearn about the settings used to manage access to call statistics for analysts and supervisors

Legacy Dashboard

Access your Billing, Campaigns, Stats and Automations