Access your Billing, Campaigns, Stats and Automations
Billing
Manage billing preferences, payments, and credits
Where can I find my invoices in CloudTalk?Information regarding the sending and receiving of CloudTalk invoices
Where can I find charges for all my calls?A guide to finding call charges in your dashboard
How do I cancel my subscription?A quick guide to cancelling your CloudTalk subscription
Billing Page guideAn overview of CloudTalk's Billing page
How do I add my payment information in CloudTalk?A quick guide to adding payment information to your CloudTalk account
Adding and Using CreditStay topped up on account credit to make outbound calls, use toll-free numbers, and more.
Campaigns
Configure call campaigns with our power dialer
Campaign SettingsLearn the standard and advanced features of a campaign and how they can help you reach customers
How to use Dialer SurveysUse surveys to make efficient campaigns and gather data from prospects
Power DialerHere is an overview of our power dialer feature and how it works
Statistics
Guides for our legacy dashboard statistics and metrics
Custom Reports—Dashboard StatisticsGenerate custom reports with dashboard statistics and call history logs
Dashboard StatisticsMaximize productivity with the help of monitors and filtering tools our dashboard statistics provide
How are missed calls stats calculated?How statistics calculate missed, unresolved, and resolved calls
How to Know if Call Dropped in Queue or IVRUse this guide to help you find out if a call dropped while in the global queue or in the IVR menu
The Realtime DashboardOur realtime dashboard provides you with call center metrics in real time, enabling you to boost customer satisfaction.
Track Agent ProductivityKeep track of the success of your agents using the features offered through dashboard statistics
Track Team Participation in Real TimeUse CloudTalk's dashboard statistics pages to track team involvement
WallboardsGet a live picture of what’s going on in your call center.
Wallboard and Realtime SettingsUnderstand entry variables for Realtime and Wallboards values used in statistics calculations
Workflow Automations
Workflow setup and common configurations
ActionsLearn how to use an Action in your Workflow Automations
Automate Contact TagsCreate an automated Workflow to add tags to contacts that meet certain criteria
Automate a Followup SMSSet up an automated followup SMS using Workflow Automations
Automate a Welcome SMSUse our workflow automations to send new contacts a text to welcome their business
ConditionsLearn how to use Conditions in your Workflow Automations
Configuring Workflow AutomationsWorkflow Automation is an efficient way of streamlining business processes, especially in customer support and sales departments.
Speech-to-Text TranscriptionSet up a automated transcription and export of call transcripts using workflow automations.
Export Survey AnswersUsing Workflow Automations, we can export survey responses from a campaign to a preferred CRM system
Forward Incoming SMS to SlackSet up an automated Slack notification system using Workflow Automations
Send Transcriptions to SlackGuidance on sending call transcriptions to Slack via CloudTalk's Workflow Automation system.
TriggersLearn how to use Triggers in your Workflow Automations
HubSpot AuthenticationHow the HubSpot API authenticates requests from workflow automations within CloudTalk