Video Walkthroughs

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!

Put the call information that’s most important to you front-and-center in your account with custom fields and panels.

Our mobile app is designed for agents on-the-go who want the same great experience taking customer calls, texts, and chats anywhere.

Discover available click-to-call forms in CTM along with call routing options and tasks based on form submissions.