Engagement
Engage effortlessly with your customers using tools designed for every business. You’ll never miss a call again using our Smart Dialer. Embed our FormReactor on your website for speed-to-lead calling, and answer customer questions instantly with Live Chat.
Smart Dialers
Basics
Forget manually dialing every outbound lead. Upload a list of phone numbers and let the Smart Dialer do all the work. All your agents have to do is answer the phone!
How do I create a Smart Dialer?
Flows → Engagement → Smart Dialer
Tools for Success
Never miss a phone call again! CTM can automatically add a missed caller to a callback queue using our Smart Dialer feature and triggers. As soon as an agent is available, CTM will initiate the phone call.
Flows → Engagement → Smart Dialer
Flows → Automation → Triggers
Forms (FormReactor)
Basics
See where all of your leads are coming from in one place with CTM’s FormReactor. FormReactor allows you to see both calls and forms in the same platform. It can also capture attribution data on forms.
Flows → Engagement → Forms
Tools for Success
Beat the competition and book the lead! FormReactor can be configured to instantly initiate an outbound call once a form lead is submitted. It uses a call queue and the softphone to connect the two.
How do I configure call queues?
Flows → Engagement → Forms
Flows → Routing → Queues
Live Chat
Basics
Connect instantly with your customers with our customizable live chat tool. You can create custom routing based on factors like the time of day, day of the week, or even the chatter’s location.
I want to set up my chat widget
Also, did you know our live chat is HIPAA-compliant? Healthcare organizations and medical professionals can use live chat to easily communicate with patients. All Electronic Protected Health Information (PHI) is secure.
Flows → Engagement → Chat
Tools for Success
Did you know you can message your Facebook or Drift customers right inCTM? There’s no need for agents to jump back and forth between apps; our native integrations help your agents do their work in one place.
How do I use CTM’s Facebook Messenger integration?
Flows → Engagement → Chat
Settings → Integrations