Video Tutorials
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Video Tutorials
Short how-to videos showing you how to use the Cloudspire Voice portal. Each video walks through a specific feature step by step. New videos are added regularly — items marked Coming Soon are currently in production.
How to sign in to the Cloudspire Voice portal, entering your credentials, and accessing your dashboard.
A guided tour of the portal dashboard — navigation, softphone, quick actions, recent calls, and team sidebar.
Making and receiving calls from your browser — the dial pad, call controls, transfers, mute, hold, and audio device selection.
Set up call forwarding rules and toggle Do Not Disturb mode so calls reach you when and where you want.
Browse inbound and outbound calls, play recordings, read AI transcripts, and filter by date, status, or number.
Listening to messages, reading AI transcripts, downloading recordings, and deleting voicemails you no longer need.
Browse contacts by category, search for anyone instantly, call or text with one click, and add new entries to your phonebook.
Sending and receiving external text messages, viewing conversation threads, and claiming SMS queue conversations.
One-on-one direct messages between team members, internal group chats, and group messages that include external SMS participants.
View team availability and change your own status with custom messages and expiry times.
Customize your quick-action buttons — add BLF monitors, speed dials, and parking keys to your softphone.
Tour of the agent panel — queue cards, status bar, SMS queues, performance metrics, and how everything is organized.
Per-queue and “Log Out All” controls, what happens to callers when you log out, and managing multiple queues.
Pause All, per-queue pause, selecting reason codes (break, lunch, meeting, training), and what callers hear.
Receiving queue calls, what you see on screen, in-call controls, transferring within the queue, and how your stats update.
Accepting SMS conversations from the queue, responding to customers, transferring chats, and managing SMS availability.
AI-powered live call transcript, real-time coaching prompts, and how to use Assist to handle calls more effectively.
Reading your daily stats — calls handled, talk time, average call duration, login time, available time, paused time, and session timer.
Layout of the supervisor dashboard — real-time queue stats, agent list, wallboard mode, and how it all fits together.
Viewing agent statuses across queues, who’s available, on a call, or paused, and understanding queue membership.
Listening in on live calls, whispering coaching to agents without the caller hearing, and barging into calls when needed.
Reading queue stats, managing agents with pause and log-out controls, and assessing queue health across your call center.
A complete tour of the Settings tab — DND, dial timeout, outbound caller ID, call forwarding, Find-Me/Follow-Me, voicemail greetings, and portal password.
Tour of the CRM client portal — navigating the dashboard, account details, and the CRM tab layout.
Browsing your support ticket list, viewing ticket details, and creating new tickets from the CRM portal.
Replying to tickets, adding attachments, viewing ticket history, and closing resolved tickets.
Viewing Statements of Work, reviewing line items and pricing, and completing the eSignature process.
What 10DLC is, why carriers require brand and campaign registration, and how the two-step process works.
Step-by-step walkthrough of the brand registration form — entity type, legal name, EIN, industry, website, contact info, and submitting for review.
How to register a campaign under your brand — use case selection, descriptions, sample messages, content flags, and submitting for review.
What each campaign status means — Draft, Pending Review, Submitted, Active, and Rejected — plus typical timeline expectations.