Onboarding portal

Connect seamlessly to customers and make CX your greatest competitive advantage.

Getting started

New to CloudTalk? You’re in the right place! Watch our easy-to follow, step-by-step tutorials to the right and take your business to the next level.

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Introduction to CloudTalk

07:11 min

 

Guide

Detailed guide for Click to Call

Guide

Download the app

Guide

Log in to your CloudTalk account

Network & Tech requirements

03:13 min

 

Guide

Make sure your device can run Google Chrome

Guide

Check your network speeds

Guide

Make sure your router supports QoS

Guide

Set up your microphone and speakers

Agents & Groups

05:09 min

 

Guide

You can seamlessly add new users to your account

Guide

Create multiple groups for sales, support, and more

Guide

Detailed guide for Adding agents

Guide

Detailed guide for Ring Groups

Guide

Detailed guide for Contact tags

Acquiring & Porting Numbers

05:27 min

 

Guide

How to Add New Number

Guide

Porting Pricing and Coverage

Guide

Porting a Number to CloudTalk

Guide

Porting Requests and Process

Guide

Recommendations for a smooth port

Read

CloudTalk Country Coverage

Setting up call flow & business hours

06:09 min

 

Guide

Configuring Call Flow Designer

Guide

Configuring Business Hours

CloudTalk Dashboard & Statistics

08:29 min

 

Guide

Wallboard and Real-time dashboard

Guide

Dashboard Statistics

Guide

Track Agent Productivity

Guide

Call Recordings

Guide

Configure Callback

Onboarding Sessions

Got questions? We’ve got answers! Whether you’re getting started, exploring features, or seeking best practices, our team is ready to assist you every step of the way.

Attend face-to-face session with top product experts

Need Help?

You can access support in several ways. Explore our comprehensive Help Center for step-by-step guides and FAQs, chat live with our support team directly within the app, or reach out via email. Whatever your question, we’re here to assist.

Visit the Help Center

The Help Center is packed with step-by-step guides, FAQs, and helpful resources to get you answers quickly – anytime, anywhere. Most questions can be solved in just a few clicks!

In-depth Video Tutorials on Features

We have new videos category for you – in-depth videos about CloudTalk’s most demanded features. But no worries, even absolute beginners will understand. Watch now and learn how to get the most out of our business calling software.

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Call Flow Designer – Master the Basics

19:22 min

 

Guide

Call Flow Designer Guide

Guide

Download the app

Guide

Log in to your CloudTalk account

Call Flow Designer – Dive Into Advanced Setup

12:21 min

 

Guide

Call Flow Designer Guide

Guide

Download the app

Guide

Log in to your CloudTalk account

Power Dialer – A Guide to Automating Sales Campaigns

19:49 min

Import contacts and start attending customers right away

11:59 min

Connect agents, customers and other software, together in the cloud

Discover how CloudTalk can provide you with unparallel control over your customer’s experience and start matching their expectations today