Onboarding Portal
Your guide to getting started at CloudTalk
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
- 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:
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:
Setup Tips & Tricks
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