Video Walkthroughs

Effortlessly manage your data by setting up and automating new custom fields and panels in your account

Discover which click-to-call forms are available to you in CTM, new form templates, and how to route calls based on forms.

Learn how to route callers with keypresses or speech recognition, set up custom voice menus, and connect them to other tools in your account.

Set up agent scripts and optimize your account with advanced setups, calendars, and more.

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!