Video Walkthroughs

Explore how to use webhooks for real-time data sharing and automation between CTM and your other business applications.  

Learn how to maximize your Salesforce integration with CTM.

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”