Video Walkthroughs

Make sales, save time, and nurture leads from start to live agent with ChatAI, CTM’s smart chatbot feature.

Set up custom fields and panels in your softphone, call log, smart routers, reports, and notifications to make call data support your priorities.

Set up your AI builds, update fields and triggers, level up your AskAI setup, and more!

Use AskAI Summaries to turn conversations into actionable insights and integrate them into your daily workflows.

Make the most of your Google Ads Direct Connect integration.

An introduction to the new UK regulatory process “Know Your Customer”  

An update on regulatory process and requirements as of April 2024.

Set up and optimize your Google Ads + CTM integration.