Onboarding Portal

Your guide to getting started at CloudTalk

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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.

1. Introduction to CloudTalk

Learn how to download and access the CloudTalk apps and browser extension, log in with a single click and make your first call. You’ll also learn how you can check and export call statistics, and how you can significantly boost your call center productivity with our click-to-call browser scanner extension.

Watch the video to learn more: 


Check our detailed guide for Click to Call.

Download the app here.

Log in to your CloudTalk account.

2. Network & Tech requirements

1. Make sure your device can run Google Chrome

2. Check your network speeds

3. Make sure your router supports QoS

4. Set up your microphone and speakers

Watch the video to learn more: 


3. Agents & Groups

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: 

4. Acquiring & Porting Numbers

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: 

5. Setting up call flow & business hours

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: 


6. CloudTalk Dashboard & Statistics

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: 

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Attend our weekly training sessions

Join CloudTalk’s training sessions and learn to make the most out of our dashboard and mobile app!

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Technical Setup

Let’s get technical! Below you’ll find simple step-by-step tutorials for some of CloudTalk’s more technical features. We’ll help you check that your network setup is optimized for use with CloudTalk and provide personalized recommendations to ensure top-tier call quality.

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Numbers Porting

Good news! You can keep your current phone number. All you’ll need to do is port it to CloudTalk — click the link below for instructions.

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Integrations Setup

Get to know our powerful one-click integration framework — it’s the easiest way to optimize your day-to-day workflow.

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Video Guides

Sit back, relax and enjoy these specially-curated video guides detailing everything there is to know about CloudTalk’s internal workings.

Pipedrive + CloudTalk – Integration Overview

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Create Multi-level IVR with Call Flow Designer

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Smart Dialer – CloudTalk’s flagship feature

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HubSpot CRM + CloudTalk – Integration Overview

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