Onboarding Portal

1. Make sure your device can run Google Chrome

• For more information, visit Chrome’s Browser System Requirements.

2. Check your network speeds

• For more information, visit our System & Network Requirements.

3. Make sure your router supports QoS

• Find out how to do that in our article Setting Quality of Service (QoS)

4. Set up your microphone and speakers

• Find out how to do that in our article Configuring Your Microphone and Speakers.

Watch the video to learn more: 

Organize your workflow to the last detail with CloudTalk.

You can seamlessly add new users to your account and divide them into Groups, each containing agents with unique tasks.

Create multiple groups for sales, support, finance, marketing, and more.

What’s more, CloudTalk advanced setting customization lets you adapt the features to your unique business needs. 

Watch the video to learn more: 

Check detailed guide for features here: 

• Add Agent
• Ring Groups 
• Contact tags

Ever wondered what exactly makes up the Number Allocation and Number Porting processes? Well, wonder no longer. 

Our in-house onboarding expert, Josh Lynch, is back with another video. This time he’ll break down all of the steps you’ll need to take to 1) acquire a new international number via the CloudTalk Dashboard and 2) request that a number you currently own be ported to CloudTalk. 

Watch the video to learn more: 

More information about the processes and some other relevant links can be found here: 

• How to Add New Number
• Porting Pricing and Coverage
• Porting a Number to CloudTalk
• Overview of the porting process
• Recommendations for a smooth port 
• CloudTalk Country Coverage

With CloudTalk, you can easily set up unique, personalized Call Flows and adjust your company’s Business Hours according to changes in your availability. 

Both processes are intuitive and don’t require the help of an IT specialist. 

Check out this article for more information about CloudTalk’s Call Flow Designer: Configuring Call Flow Designer

Check out this article for more information about Configuring Business Hours with CloudTalk: Configuring Business Hours

Watch the video to learn more: 

Easily track your metrics on calls, agents, and more. 

Wallboard and Real-time dashboard display current activities in your call center. All in one place, in real time. 

Our flexible Statistics let you monitor your performance based on many different categories, such as call rating, call tags, groups, agents or numbers. 

Furthermore, you can record and listen to all of your calls and set up an automated Callback, so you never miss a customer interaction.

Watch this video to find out more: 

If you’ve seen our first CFD tutorial, you’ve already learned the basics. But are you an expert? Almost. The second in-depth video will provide you with the last 5 set-up steps you need to know. Learn how to create a conference room, dial an extension, collect inputs from callers, create HTTP requests, and use condition splitters.

Watch the video to learn more: 

Read our article about CFD here

Download the app here.

Log in to your CloudTalk account.

Meet Power dialer – the most effective feature for leading sales campaigns. Focus on selling and leave manual tasks to automation. In 7 easy steps, we will explain how to import contacts you want to target, create call scripts and surveys, set up campaigns, and track their performance. You’ll also see the dialer in action

Watch the video to learn more: 

You can’t properly attend to customers when you don’t have their contacts saved, right? In this video, we will explain how to import contacts to your CloudTalk account easily and efficiently via CSV file, Integrations, API, or manually.

Watch the video to learn more: