Video Walkthroughs

Preparing your business for outbound communications begins with completing the appropriate registration requirements. In this webinar, we explore CTM’s Trust Center and explain how it serves as a central location for managing your outbound compliance registrations. You’ll learn what to prepare before submitting a registration, including required opt-in disclosures, consent language, messaging details, Privacy Policy […]

CTM’s HIPAA Readiness Panel brings the settings that support HIPAA-sensitive workflows into one centralized location. In this video, we walk through the panel and show how to review BAA coverage for agencies and sub-accounts, identify recordings that require encryption, and verify transcription, redaction, and PCI detection settings. You’ll also learn how to review recommended user […]

Explore how CTM’s Voice AI can help your business manage missed and after-hours calls more effectively. This walkthrough demonstrates how to create and deploy a Backup Agent using the guided setup wizard, build its knowledge base, capture lead information, and apply it across queues, voice menus, Smart Routers, and tracking numbers.

In this Focus On webinar, we explore how Smart Routers in CTM use customizable if/then conditions to direct incoming calls to the appropriate destination. You’ll learn how to route calls based on tracking numbers, tracking sources, schedules, first-time or repeat callers, tags, and available web session data such as landing-page URLs and UTM parameters. The […]

Roles & Permissions lets you adjust what people in your agency can see and do in CTM without changing their standard role. You can update permissions for a standard role, or give extra permissions to specific users when they need an exception. This helps you give teams the access they need while limiting access to […]

Discover how to apply AI tools to your sales and support workflows, automate follow-ups, and unlock real productivity gains.

Discover how to apply AI tools to your sales and support workflows, automate follow-ups, and unlock real productivity gains.

Discover how to apply AI tools to your sales and support workflows, automate follow-ups, and unlock real productivity gains.

Discover how to apply AI tools to your sales and support workflows, automate follow-ups, and unlock real productivity gains.