Skip to main content

Dashboard

Explore our dashboard features and set admin preferences

Dashboard OverviewSee call activity highlights on the dashboard’s initial page.
Introducing the New and Improved DashboardWelcome to the new and improved dashboard—smarter, faster, and more intuitive than ever.
Account Settings

Set business preferences and defaults

Account Settings GuideThis guide helps you set up and manage your account for smooth operations.
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
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 DataSet company or user level access limits to manage access to call recordings and statistics.
Analytics

Track and analyze data with customizable reports

CloudTalk Analytics guideTrack, analyze, and optimize your call center performance with this CloudTalk Analytics guide, featuring real-time monitoring, AI insights, and detailed reports.
CloudTalk Analytics - IntroductionAn introductory guide to navigating our dedicated analytics site at analytics.cloudtalk.io
Analytics ReportsOur analytics page contains new features and top-down style reports for agents, groups, and more
Agent ReportKeep track of the success of your agents using the features offered through Analytics.
Missed Calls in AnalyticsGet a comprehensive view to diagnose missed calls of all types from the Analytics dashboard.
Real Time ReportThe Real Time report within Analytics provides a comprehensive view of active and queued calls happening in real time.
AI Analytics ReportThe AI Analytics report compliments our Conversation Intelligence suite, providing you data insights.
Anonymous Calls CardThe Anonymous calls stat card tracks the number of outbound calls made anonymously.
Export Call DetailsDownload call analytics details in PDF format
Call Details in AnalyticsView and export detailed information about a call, all in one place.
Messages ReportLearn about the Messages Report in CloudTalk Analytics, including how to track SMS activity, filter data, monitor costs, and analyze trends
TagsDiscover how to analyze call activity using the Tags report.
Call LogDiscover how CloudTalk's Call Log tracks call activity, metrics, and trends to optimize communication and performance.
Group ReportEnhance your team's efficiency by utilizing the Group Report feature in Analytics.
WallboardsCreate and customize real-time overview to monitor calls, agent activity, and performance metrics.
Users, Groups, and Contacts

Manage users, groups, and contacts

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.
Copy 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.
CampaignsReach a large number of prospects in an organized way using our campaign dialer.
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
How to use Automatic Caller IDA guide to setting up your CloudTalk system to automatically set your ID when calling your customers
Phone ExtensionAssign 4-digit extensions to individual agents, teams, or office locations for easy call routing.
Call TransfersCut wait times and streamline communication with call transfers.
Unlimited Concurrent CallsLearn how to set up unlimited concurrent calls to enhance customer experience.
Routing & Call Flow Design

Information on IVR and our Call Flow Designer

Routing & Call Flow Design guideThis guide explores CloudTalk’s Routing & Call Flow Design, helping you create custom call flows, automate routing, and optimize inbound call management.
Route Number by CountrySet up a call flow to route international numbers to the proper team of agents or branches
Call Flow Designer GuideLearn about the features and inbound call steps that are available in CloudTalk's user-friendly Call Flow Designer
Skill Based Routing in Call FlowStart designing call flows that direct your clients to the agent groups who can help them
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
Collect Input from Caller StepHow Collect input from caller works and how you can use it as an action step in call flow designs
Time RouterRoute to a branch based on the day or time of an incoming call.
HTTP Request StepA guide to setting up HTTP requests as a step in your call flow designer.
Filter Out Changing Spam NumbersAutomatically ignore batch spam numbers with Call Flow Designer
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
Workflow Automations

Workflow setup and common configurations

Workflow Automations guideThis guide explains how to set up CloudTalk’s Workflow Automations, using triggers, conditions, and actions to streamline tasks, automate messaging, and integrate with external tools.
Configuring Workflow AutomationsWorkflow Automation is an efficient way of streamlining business processes, especially in customer support and sales departments.
TriggersLearn how to use Triggers in your Workflow Automations
ConditionsLearn how to use Conditions in your Workflow Automations
ActionsLearn how to use an Action in your Workflow Automations
Automate a Welcome SMSUse our workflow automations to send new contacts a text to welcome their business
Speech-to-Text TranscriptionSet up a automated transcription and export of call transcripts using workflow automations.
Send Transcriptions to SlackOur workflow automations allow you to forward transcribed calls to your company Slack.
Automate Contact TagsCreate an automated Workflow to add tags to contacts that meet certain criteria
Automate a Follow-up SMSSet up an automated followup SMS using Workflow Automations
Forward Incoming SMS to SlackOur workflow automations allow you to forward inbound SMS messages to your company Slack.
Export Survey AnswersUsing Workflow Automations, we can export survey responses from a campaign to a preferred CRM system
HubSpot AuthenticationHow the HubSpot API authenticates requests from workflow automations within CloudTalk
Cue CardsCue Cards help your agents by showing up-to-date details, like client history, deal status, or custom call scripts.
Legacy Dashboard

Access your Billing, Campaigns, Stats and Automations