Everything we configure on CloudTalk
From initial setup to advanced AI and automation — we configure and implement every layer of the CloudTalk platform.
Call flow & IVR design
- Call Flow Designer setup
- Call menus (IVR)
- Business-hours routing
Outbound dialer setup
- Power, parallel & preview dialing
- Click-to-call
- Voicemail drop & answering-machine detection
SMS & WhatsApp messaging
- International SMS setup
- WhatsApp inbound & outbound
- Message templates
Smart routing & queuing
- Condition & skills-based routing
- Call queues & ring strategies
- Fallback & overflow rules
AI voice agents
- Inbound & outbound voice agents
- Use-case scripting
- After-hours call handling
Analytics & reporting
- Custom dashboards
- Call volume & outcome metrics
- Agent performance tracking
CRM & helpdesk integrations
- HubSpot, Salesforce, Pipedrive, Zoho
- Zendesk & Intercom sync
- Two-way call logging
Workflow automation
- Workflow automation builder
- Zapier & Make connections
- Triggers & automated follow-ups
Phone numbers & porting
- Number provisioning in 160+ countries
- Number porting
- Branded caller ID & SPAM remediation
One-time service
Strategic CloudTalk System Design & Implementation
CloudTalk works best when your numbers, call flows, and routing match how your team actually works. We build fully configured CloudTalk systems – scoped, set up, and connected to your stack.
Best for – sales or support teams setting up (or rebuilding) their calling operation from the ground up.
HOW IT WORKS?
We learn your operations – mapping your call flows, routing needs, and tools
Design & plan your system – numbers, IVR, routing, and dialer strategy
Configure CloudTalk & integrations – setup and connection to your CRM/helpdesk
Onboard & train your team – so agents and managers can run it confidently
One-time service
CloudTalk Optimization & Integration
A one-time engagement to fine-tune call flows, dialing, and reporting – and to connect CloudTalk with the CRM, helpdesk, and tools your team already uses.
Best for – teams that want more out of their existing CloudTalk, or need it connected to other systems.
HOW IT WORKS?
We audit your current call setup and integrations
Re-design call flows, routing, and dialing for better results
Re-configure CloudTalk and connect it to your other systems
Train your team
Ongoing service · Retainer
CloudTalk Admin Assist Service
Expert backup for your in-house CloudTalk admin – best-practice guidance, config reviews, and a senior expert to turn to.
Best for – teams that already have an admin but need expert capacity on demand.
WHAT’S INCLUDED?
Ongoing call flow & configuration reviews
Best-practice guidance & recommendations
Planning support for new numbers, features & rollouts
Direction as your setup and CloudTalk grow
Ongoing service · Retainer
CloudTalk Managed Administration
We run your CloudTalk end to end, partnering closely with your team lead, so you don't need to hire an admin in-house.
Best for – businesses that want continuous, hands-off management of their calling system.
WHAT’S INCLUDED?
Day-to-day administration (numbers, call flows, routing, agents)
Ongoing configuration & feature rollouts
Integration maintenance & troubleshooting
Analytics, reporting & continuous improvement
Not sure what’s need?
We are here to answer your questions.