CloudTalk Features
Basic Communication (6)
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Phone Calls
Enables users to place phone calls over the internet.
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Video Calls
Enables users to place video calls over the internet.
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Instant Messaging
Enables users to send instant messages over the internet.
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Screen Sharing
Enables users to share screens over the internet.
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Conference Calls
Enables multiple users to make phone or video calls over the internet at once.
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Desk-to-Desk Calls
Enables users to contact one anothers through mobile phones and landlines.
Advanced Features (3)
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Hold Music
Offers users the option to play music for contacts who are on hold.
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Automated Attendants
Offers users the option to set up an automated attendant to field calls and information when employees are unavailable.
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VOiP Number
Offers users a unique number that can be dialed from anywhere.
Access (3)
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Software Pairing
Allows users to download the tool as an add-on to subscriptions to specific services such as Outlook 365.
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Browser Extension
Allows users to download the tool along as an extension to their browser of choice.
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Individual Download
Requires users download the software on its own.
Calling (5)
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Record Calls
Records calls for future reference.
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Generate Location
Generates an area code local to where the user is calling to increase likelihood of pick-up.
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Call Types
Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise.
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Click-to-Call
Gathers contacts from integrated tools, allowing users to call with one click.
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Auto Dialer
Has auto-dialing or predictive dialing functionality.
Contacts (3)
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Personalization
Retains a log of extraneous contact information such as timezone and contact engagement.
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Information Locater
Finds and opens saved contact information for reference at the time of a new call.
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Record Prospect Data
Allows users to denote which contacts they believe are prospective customers.
Insights (6)
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Notes
Allows users to take notes during or after the call for future reference.
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Daily Summary
Delivers users a daily summary of activity.
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Automated Voicemails
Sends automated voicemails to prospective clients who fail to answer.
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Automated Emails
Sends automated emails to increase engagement with prospective clients.
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Sorts Prospects
Organizes contacts based on probability of success.
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Automated Note Taking
Automatically transcribes and summarizes meeting discussions.
Dialing Options (3)
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Preview Dialing
Presents information about the individual being called before the call begins.
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Progressive Dialing
Gives agents a predetermined amount of time to view call information before automatically calling. Similar to Preview Dialing.
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Predictive Dialing
Uses machine learning to determine the best times to call and adjust dialing speed to connect agents with leads efficiently.
Agent Tools (3)
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Whisper Coaching
Allows a supervisor to listen to a call and train in real time.
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Callback Scheduling
Reschedules calls within the software itself, either through a prompt or by the agent themselves.
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Call Recording
Records calls to access or evaluate at a later time to ensure quality standards are met, and pause recording of live calls if necessary.
Automation (3)
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Voice Activity Detection
Decides response type by determining if voice is a human response or an answering machine.
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Interactive Voice Response (IVR)
Uses touch-tone or voice input to interact with callers, gather information, and route them to the appropriate agent or department.
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Call Scrubbing
Removes phone numbers from an uploaded list that appear on the National Do Not Call Registry.
Quality Assurance (3)
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Evaluation
Provides tools for evaluating customer interactions
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Calibration
Offers features for maintaining fair and consistent scoring
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Reports
Generates quality and performance reports
Engagement (3)
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Feedback
Tools for providing personalized feedback and coaching sessions
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Dashboards
Provides a centralized dashboard for agents to view their scores and feedback
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Training
Tools for educating and training agents
Performance (2)
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Integrations
Integrates with other customer service or CRM software
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Compliance
Helps ensure customer privacy and data protection
Channels (5)
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Voice
Provides voice call functionality.
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Social
Provides an interface for one or more social media channels.
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Web Chat
Includes or integrates with live chat initiaited from the company's web site.
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Mobile SMS
Accepts contacts initiated through SMS or other mobile text functions.
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Email
Allows CSRs to receive and answer customer emails.
Functions (8)
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Session Routing
Route calls to the most appropriate agent according to a series of factors, including the time of day, customer priority, IVR outcomes, and skill-based routing (SBR). Voicemails can be routed to agents during quiet call periods.
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Session Queuing
Callers can be routed to a queue or placed on hold until an agent becomes available.
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Concurrent Calling
Place a large or unlimited volume of calls simultaneously without diminishing the call quality.
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Speech Analytics
Provides some level of analytics based on keywords and vocal tones.
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Auto Dialer
Has auto dialing or predictive dialing functions for outbound use.
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IVR
Includes an interactive phone menu.
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Inbound Screen Pop
Populates CSR's screen with available customer data.
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Persistent Data
Maintains and shares information across channels and agents as the case progresses.
Administrative (7)
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Session Summary Notes
Provide agents with notes or context information about a call. These notes can include information such as caller disposition or contact history.
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Administrator Access
Manage call records and agent tasks through administrative features. Provide agents with guidance during live calls, and interrupt calls with call barging to ensure customer satisfaction, if necessary.
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Reporting & Dashboards
Report on historical or real-time call center performance metrics, and access data through highly visual dashboards.
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Session Recording
Keeps records of agent-customer sessions for purposes of coaching, quality assurance, or regulatory purposes.
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Agent Scheduling and Assignment
Provides workforce management functions such as scheduling and vacations, team assignments, and areas of expertise.
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Call Recording
Allows supervisors/managers to record and review telephone conversations of agents.
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Reporting & Dashboards
Report on historical or real-time call center performance metrics, and access data through highly visual dashboards.
Workforce Management (7)
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Agent Availability
Offers complete visibility into agent availability to efficiently create and manage schedules.
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Skills Management
Organize, sort, and view employees based on skills and qualifications in order to make smarter workforce decisions.
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Shift Scheduling
Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.
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Agent Self-Service
Allows agents to set their own preferences, request time off, and trade shifts.
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Mobile Access
Allows users to access the software using mobile devices.
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Call Monitoring
Allow managers/supervisors to monitor calls for quality assurance purposes.
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Performance Evaluation
Allows managers/supervisors to evaluate the performance of agents.
Administration (5)
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Automation
Automates some or all operation related tasks
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Performance Analysis
Monitors call volume and quality to evaluate agent performance.
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Dashboards
Has a centralized dashboard for users to interact with.
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Forecasting
Forecasts scheduling needs based on historical data.
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Intraday Management
Tracks agent workloads throughout the day and helps supervisors allocate resources as needed.
Platform (7)
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Omnichannel
Allows inflow of requests through various digital channels such as email, social media, etc.
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Mobile Access
Allows users to access the software using mobile devices.
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Queue Management
Provides queue management in case of increase in case/call inflow.
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Call Routing
Allows distribution of incoming calls to agents.
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Call Back
Allows users to request a call back.
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IVR
Offers IVR (interactive voice response) for interaction between customers and a computer operated phone system.
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Automatic Call Distribution
Allows automatic distribution of incoming calls to the agents.
Generative AI (5)
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AI Text-to-Speech
Simulates human-like speech from text inputs.
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AI Text-to-Speech
Simulates human-like speech from text inputs.
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
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AI Text Summarization
Condenses long documents or text into a brief summary.
Basic Communication - Cloud PBX (6)
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Call Management
Supports incoming calls, call forwarding, transferring and conferencing.
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Communication Management
Can handle voicemail, instant messaging, screen sharing, video calls, text messages or other forms of communication for the business.
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Scalability
Scales to add additional phone capacity in order to accommodate growth in an organization.
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Integrations
Integrates with business tools such as CRMs, APIs, browsers, business music and more.
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Mobile Accessibility
Able to connect with employee's mobile devices for further ease of access.
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Accessibility
Accessible from any location with wifi connection via cloud infrastructure.
Advanced Features - Cloud PBX (4)
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Security and Compliance
Ensures security of voice communications with encryption for calls.
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Analytics and Reporting
Provides call analytics based on data such as call volumes, durations, and other metrics.
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Support and Reliability
Provides virtual technical support for business communication services for improving phone performance.
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Automated attendant
Offers an automated attendant to field calls when employees are unavailable.
Platform Basics - VoIP Providers (6)
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PBX systems, VoIP Softphone
Contains PBX & VoIP softphone that can be used within the VoIP business system.
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Call Management
Manages incoming calls with features such as call forwarding, transferring, and routing.
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Network monitoring
Supports real-time network monitoring via dashboards and alerts to identify and resolve issues.
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Integrations
Enables integrations with communication and CRM platforms.
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Virtual PBX
Provides compatibility with both hosted and virtual PBX solutions.
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SIP trunking services
Supports SIP trunking services for local and long-distance calls.
Call Center Infrastructure (CCI) (4)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Cross-system Integration
Works across multiple software systems or databases
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Natural Language Interaction
Engages in human-like conversation for task delegation
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Contact Center (4)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Cross-system Integration
Works across multiple software systems or databases
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Natural Language Interaction
Engages in human-like conversation for task delegation
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Outbound Call Tracking (2)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Auto Dialer (2)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Cross-system Integration
Works across multiple software systems or databases
Agentic AI - VoIP Providers (4)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Cross-system Integration
Works across multiple software systems or databases
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Adaptive Learning
Improves performance based on feedback and experience
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
AI Capabilities - Auto Dialer (3)
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Call Prioritization and List Optimization
Uses AI to prioritize and reorder call lists based on lead quality, past interactions and optimal call times.
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Compliance Monitoring
Uses AI to ensure call compliance with regulations like TCPA or GDPR by detecting violations and triggering alerts or restrictions.
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Speech Analytics and Sentiment Analysis
Uses AI to analyze call recordings for sentiment, tone and language to assess interaction quality and flag calls needing follow up or review.





