Video Walkthroughs

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!

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

Explore no-to-low code integrations to simplify setup, avoid common pitfalls, and maximize platform efficiency.

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.