Onboarding Portal
Your guide to getting started at CloudTalk
Getting Started
Just joined CloudTalk? We are here to help! Take a look at these important tips and instructions — they’ll set you up for success.
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.
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.
Guides
We’ve got a guide for nearly everything, so take your time browsing through the links below. Just make sure you have a notepad handy for those nuggets of wisdom you’ll come across.
Configuring Sounds & Greetings
Configuring Workflow Automations
How to use Real Time Dashboard
How to create custom attributes for your contacts
Configure and listen to the Call Recordings
How to add a phone number to your blacklist
How to use Click-To-Call Extension
How to improve security in CloudTalk
How to display a business name or custom text as a caller ID using CNAM?
How to configure your voicemail
Integrations Setup
Get to know our powerful one-click integration framework — it’s the easiest way to optimize your day-to-day workflow.
Featured integrations
Connect CloudTalk with other tools
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
Create Multi-level IVR with Call Flow Designer
Smart Dialer – CloudTalk’s flagship feature
HubSpot CRM + CloudTalk – Integration Overview
