Welcome to CallerDesk!
Congratulations on setting up your CallerDesk account!
CallerDesk helps you manage your business calls easily. With our cloud-based system, you can handle customer calls, assign them to your team, and track call performance—all in one place.
Let’s get started with your setup!
Step 1: Add Your Team Members
Before you start receiving calls, you need to add your team members (agents) to your CallerDesk account.
- Go to the Users section.
- Click Add User and enter the details of your team members.
- Assign roles and permissions as needed.
This makes sure the right people can handle calls for your business.
Step 2: Create Departments & Assign Extensions
Now, you can group your team members into departments like Sales, Support, or HR.
- Go to the Departments section.
- Create a new department and add users.
- Assign extension numbers to each department for smooth call transfers.
This helps customers connect with the right team quickly.
Step 3: Set Up Call Routing & IVR
Make sure your calls reach the right person by setting up call routing and IVR (Interactive Voice Response).
- Call Groups: Add team members to a group based on their working hours.
- Sticky Agents: Ensure repeat callers connect to the same agent for better service.
- IVR System: Guide callers to the right department using a simple menu.
This ensures better call handling and a smooth customer experience.
Step 4: Explore More Features
CallerDesk offers many features to make your work easier:
- Make Calls from the Dashboard – Call directly from the platform.
- Manage Business Contacts – Save and organize your customer contacts.
- Track & Monitor Calls – View call logs, listen to recordings, and check reports.
- Send Bulk SMS – Quickly send important updates or promotional messages.
Get Started Now!
Now that your setup is complete, you’re ready to handle your business calls smoothly!
Log in to your account and start managing calls effortlessly: CallerDesk Login