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CloudTalk + Memtro

Ask what was said on the last call with a customer, and who took it.

Connect CloudTalk with an API Access Key ID and secret and Memtro reads call history by date, agent, contact, type or tag, contacts and leads, notes, agents, call tags, today's queue statistics and the AI summary of a finished call. Recordings are never returned. It reads on demand and there is no hourly sync. When asked, and once an administrator has granted the action by name, it can manage notes, contacts and tags, deleting permanently where asked, block a number, and send an SMS or start a call to someone outside the company, both charged to the account.

In Memtro

What you can do with CloudTalk in Memtro

Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right CloudTalk tool, reads what it needs, and answers with the source cited.

What it does

  1. 01Call history by date, agent, contact, type or tag, with talk and wait seconds, tags and notes
  2. 02Contacts and leads with title, company, city and tags, and notes on contacts with author and date
  3. 03Today's live statistics per group: answered and unanswered calls, abandon rate, waits and who is queueing
  4. 04The AI summary of a finished call, when Conversation Intelligence is on the account
  5. 05When asked and granted, adds, edits or permanently deletes notes, creates, updates or permanently deletes contacts, and adds or removes tags on contacts and calls (a contact tag can enrol someone in a Dialer campaign)
  6. 06When asked and granted, sends an SMS, starts a click-to-call or an AI VoiceAgent call to an outside number (each charged to the account and not recallable), sets an agent online or idle, or blocks a number company-wide

Acts when asked

When you ask it to

These tools change something in CloudTalk. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.

  1. 01Add a note to a contact
  2. 02Edit a contact note (replaces its text)
  3. 03Delete a contact note (permanent)
  4. 04Create a contact or lead
  5. 05Update a contact's details
  6. 06Delete a contact (permanent)
  7. 07Add tags to a contact (a tag can enrol them in a Dialer campaign)
  8. 08Remove tags from a contact
  9. 09Create a contact tag
  10. 10Add call tags to a finished call
  11. 11Remove call tags from a call
  12. 12Send an SMS from a CloudTalk number (charged)
  13. 13Start a click-to-call: ring an agent, then dial a number (charged)
  14. 14Start an AI VoiceAgent call to a number (charged)
  15. 15Set an agent's status (online or idle), which pauses or resumes queue calls
  16. 16Block a number from calling or being called

Events

When it happens

Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with CloudTalk for you. Each event can start a job, with the event as its input. CloudTalk signs every delivery, and one whose signature does not check out is refused before it is read.

Events and webhooks
  • 01A call began
  • 02A call is ringing on an agent
  • 03A call was answered
  • 04A call was put on hold
  • 05A call was taken off hold
  • 06A call ended
  • 07A call recording (or voicemail) is ready
  • 08A call's post-call data is complete
  • 09A call's tags changed
  • 10A contact was added
  • 11A contact changed
  • 12A contact was deleted
  • 13A user was added
  • 14A user's profile changed
  • 15A user was removed
  • 16A user's availability changed
  • 17A message (SMS, MMS or WhatsApp) was sent
  • 18A message (SMS, MMS or WhatsApp) arrived
  • 19A sent message's delivery status changed
  • 20A call transcript is ready
  • 21Conversation Intelligence analysis is ready
  • 22An AI Voice Agent handed over extracted data
  • 23A Dialer disposition was recorded
  • 24A Dialer survey was filled in
In practice

Ask it like you would a colleague

Once CloudTalk is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.

CloudTalk logoCloudTalk + Memtro
  • What was said on the last call with Acme?

  • How many calls went unanswered yesterday, and which agents were on?

  • What is the abandon rate in the support queue today?

  • Add a note to Northwind's contact: wants a callback on Friday

  • Text Globex's office manager from our London number that the engineer arrives at ten

01

Before calling back

The account lead is about to ring Acme back and asks what happened on Tuesday's call. Memtro finds the call, reads CloudTalk's AI summary and the notes on the contact, and answers with the issue raised and the follow-up the agent promised.

02

Confirming a visit

Laura Bennett asks Memtro to text the Northwind site manager that the engineer will arrive at ten tomorrow. Memtro repeats the recipient, the sending CloudTalk number and the text back to her, and once she confirms, CloudTalk delivers the SMS at once and charges it to the account.

Teams

Where it fits

The teams that lean on CloudTalk most, a question each of them asks, and what they connect beside it.

Better together

Works with

A record in CloudTalk is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.

Setup

How to connect

Connect withAPI Access Key ID and API Access Key Secret
  1. 1

    In the CloudTalk Dashboard open Settings → API Keys → Add API Key. Only a CloudTalk Administrator can create one, and the secret is shown once

  2. 2

    CloudTalk does not document which plans include API access. The AI call summary needs Conversation Intelligence, and the limit of 60 requests a minute is shared by every key the company uses

  3. 3

    In Memtro open Connections → CloudTalk, paste the API Access Key ID and API Access Key Secret, and connect

  4. 4

    Ask what was said on the last call with Acme

Also works from

Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The CloudTalk tools are the same everywhere.

FAQ

Questions

Can Memtro change anything in CloudTalk?+

Only when you ask, and only what it has been granted: add a note to a contact; edit a contact note (replaces its text); delete a contact note (permanent); create a contact or lead; update a contact's details; delete a contact (permanent); add tags to a contact (a tag can enrol them in a Dialer campaign); remove tags from a contact; create a contact tag; add call tags to a finished call; remove call tags from a call; send an SMS from a CloudTalk number (charged); start a click-to-call: ring an agent, then dial a number (charged); start an AI VoiceAgent call to a number (charged); set an agent's status (online or idle), which pauses or resumes queue calls; block a number from calling or being called. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.

Who can use a CloudTalk connection?+

A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.

Does Memtro store my CloudTalk data?+

Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.

How do I connect CloudTalk?+

API Access Key ID and API Access Key Secret. In the CloudTalk Dashboard open Settings → API Keys → Add API Key. Only a CloudTalk Administrator can create one, and the secret is shown once.

Can CloudTalk start a job?+

Yes. Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with CloudTalk for you. A job set to start "When an event arrives" then runs once for each matching event, with the event as its input. The run treats the event as outside data, never as instructions, and anything the run remembers is kept as unverified.

Connect CloudTalk in a few minutes

Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.

Where agents remember your company

Sign in, add a provider key, create an API key and point your tools at Memtro. It takes about five minutes.

7-day free trial · card on file, nothing charged until it ends · cancel any time