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CloudTalk | AI Business Calling for Salesforce Service Cloud Voice

Handle every call in Service Cloud Voice with full customer context.

Overview

Make and receive calls directly inside Service Cloud Voice — with every call automatically logged to the right contact. Less manual data entry, more time talking to customers, and full call context for your agents the moment they pick up.

📞 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.
🌍 Local numbers in 160+ countries & crystal-clear quality with a global carrier network. Integrity360 Tripled SDR Pickup Rates with CT + Salesforce using local numbers: https://www.cloudtalk.io/customer-stories/integrity360

CloudTalk for Salesforce Service Cloud Voice Handle every customer call without leaving Salesforce. Agents make and receive calls right where they already work — the phone lives inside the Omni-Channel panel in Salesforce. Answer every call already knowing who's on the line. When a call comes in, caller details appear automatically. Customer records, related Salesforce objects, and past interactions are on screen before the conversation starts. Stop logging calls by hand. Every call is captured automatically with its duration, status, and linked records, and appears in My Work and activity history the moment it ends. Hand off calls without dropping the customer. Transfers work three ways: blind transfer for instant handoffs, blind transfer with Safe Mode to confirm the receiving agent connects before the original agent leaves, and warm transfer to brief a colleague first. Reach the right record every time. Inbound and outbound calls are matched automatically to existing Contacts, Leads, and Accounts.

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CloudTalk | AI Business Calling for Salesforce Service Cloud Voice

Overview

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