CloudTalk | AI Business Calling for Salesforce Service Cloud Voice

Make and receive calls inside the Service Cloud console. The CloudTalk phone widget lives in the Omni-Channel panel — agents handle every call without leaving Salesforce.

Call any contact in one click. Dial from the keypad, select from your contact list, or click any phone number directly on a Salesforce record.

Stay in control of every call. Mute, hold, or end calls directly from the Omni-Channel panel without navigating away or opening a separate window.

Easily find and connect with the right people using the integrated PhoneBook. Search, filter, and call contacts or teammates instantly, or transfer calls with just a few clicks to keep things moving.

All calls are logged automatically. Duration, status, and linked records are captured the moment a call ends — accessible in My Work and activity history, with no manual input required.

Keep your team aligned with real-time agent status updates. When you change your availability, it’s reflected everywhere in Salesforce and CloudTalk instantly, so your team always knows who’s online and ready to take calls.

Transfer calls three ways. Use blind transfer for instant handoffs, Safe Mode transfer to confirm the receiving agent is available first, or warm transfer (Add Caller + Merge) to brief them before handing off.

Every incoming call shows full context. Caller details appear automatically — customer information, related records, and previous interactions are visible before you answer.

Built on Salesforce Service Cloud Voice. CloudTalk is an official SCV partner telephony provider — the integration is part of Salesforce's own telephony framework, not a plugin or overlay.