Dialpad FAQs

If you’re unsure how your business can use Dialpad, visit the Dialpad Demo Centre to access our in-depth demo videos to learn more about the different Dialpad products that we offer.

For existing customers, check out our Dialpad 101 video series to learn about how to get started with Dialpad.

Deployments of offices, individual users, or even devices can all be done instantly and from a single web portal. In a recent report, one customer who switched from a legacy PBX to Dialpad realized a 90% reduction in deployment times.

To learn more about setting up your Dialpad company, click here.

While there are many options out there for VoIP services, Dialpad was built to be more than simply dial tone on your desk (although we do offer that as well). Dialpad is a business communication tool that acts as a productivity app, a real-time coach, and a customer experience solution—all from a platform that syncs in real-time, works across all your devices, and is supported both locally and internationally.

Dialpad offers a variety of reporting capabilities for individual users + groups (including call centres and coaching groups).

Metrics include call data, leaderboard data, keyword tracking, moment tracking (ex: positive sentiment expressed, manager’s attention needed, etc.), device adoption metrics, hold queue metrics, and service level metrics among others.

Dialpad also offers real-time call centre dashboards and flexible API based reporting capabilities.

Dialpad’s Salesforce integration (available on Classic, Lightning, and Salesforce1), takes the burden of remembering to manually add call details, transcriptions, voicemails, and/or recordings to Salesforce out of reps’ hands by automatically syncing these details to your accounts.

Native CTI integration with Salesforce lets your team work directly within Salesforce, with access to critical call features, as well as also key Salesforce data through a single browser tab.

With Dialpad and Zendesk, agents can be more productive and eliminate distractions, with a cloud-based call centre built right inside Zendesk. The integration supports click-to-call capabilities, automatically pulls contextual customer information up when you’re on the phone, and can also automatically generate new tickets.

At a high-level, agents can:

• Receive and place calls from Zendesk

• Automatically log calls as new tickets

• See customer context from ticket history

• Create new tickets directly from Dialpad

• Send Dialpad messages in Zendesk

• Send texts (SMS) from Zendesk

• View and access unresolved + resolved tickets

Dialpad Sell is a business phone system for modern sales teams that helps improve calls as they are happening. Reps get coaching in the moment to close more deals and managers can scale their presence and automate enablement.

Gong focuses exclusively on post-call analytics, so all coaching and insights happen when a call is over.

Dialpad Sell complements Outreach and SalesLoft. Dialpad Sell is your dialler and coaching platform, while Outreach and SalesLoft can continue to be your email engagement platform for sales.

While Zendesk Talk offers high level call centre dashboard metrics for queue and agent activity (which we also provide), Dialpad AI isn’t a part of their platform, so many of the insights will remain at a basic level.

Dialpad is powered by Dialpad AI, so managers can view comprehensive call summaries of their agents’ calls, complete with voice transcription and moments that happened in the conversation (such as positive/negative sentiment, manager intervention and request for a cancellation or refund). Our call analytics allow for managers to spot conversation trends through keywords mentioned in the calls, so insights can quickly be turned into action for better call strategy. We also offer live call alerts to help managers keep a pulse on their call centre, and get alerted on things such as service levels dropping, no agents on duty, or hold queue limits being reached.

Best of all, all of our metrics are updated in real-time, so you never need to question whether the data you’re looking at is accurate and up-to-date.

Talkdesk uses third-party telephony powered by Twilio. In comparison, we have built a global infrastructure to manage voice, video, and text for exceptional reliability and quality. In addition we aren't subject to cost fluctuations from a third party, this keeps costs for our customers low and invoices straightforward. In fact, almost all usage is included right into the price of the license. This helps you scale quickly and plan your costs accordingly.

On the admin front, while Talkdesk relies on expensive Professional Services, we make it simple for managers to make adjustments to their Dialpad configuration and settings on their own. Admins can easily provision/de-provision users, which is a huge time saver and a much easier way of controlling access.

Finally, with real-time insights, we give agents the ability to improve their conversations as they happen, not just after the fact.

While Microsoft Teams allows free calling between internal team members, any calls placed outside of your organisation must be handled by purchasing an additional plan or integrating another telephony vendor. Typically this also includes additional per-minute fees.

With Dialpad, one license gets you full calling (domestic, internal, and international PSTN), SMS/MMS/fax and native integrations with other workplace apps like Salesforce, Zendesk, Okta, and more. Plus, your contacts and files are automatically synced from O365, and many customers find that managing licenses and billing is much easier and more cost effective when pairing Dialpad with O365.

Dialpad’s Slack integration automatically alerts teams in shared channels when call activity is happening across their main line, departments and call centres. For example, Slack teams can be alerted when a voicemail is received, including the voicemail transcription and link to the call recording.

Yes—Dialpad Connect allows you to connect multiple Executives and Assistant pairings across all connected devices including desktop, mobile, and even desk phones. Learn more about our executive assistant here.

The majority of the states in the U.S. are one-party consent states, which means that recording is permitted if at least one of the parties on the call initiates the recording. However, there are a sufficient number of states that require two-party consent and that would require all recordings to be announced. As you can imagine, phone calls can originate from one state and call another state. With some of our products, such as Dialpad Support and Dialpad Sell, inbound calls can originate from anywhere so it is difficult to decide whether a recorded prompt announcing the recording should be played for one call versus another. As a general matter, applying the call recording rules to call transcriptions, we always recommend you notify your customers of call recording and/or transcriptions, thereby bypassing the entire issue. Finally, these tips are for guidance only, and do not constitute legal advice. Contact your lawyer for more specific direction around individual state and international responsibilities.

Absolutely—one of the best things about Dialpad Connect is that it's device agnostic, meaning we'll keep your team connected no matter if you're using a laptop, mobile phone, or desk phone. Dialpad Connect supports a number of devices, with zero-touch provisioning for Poly Obi-Edition devices. Learn more about desk phones here.

Absolutely—one of the best things about Dialpad Connect is that it's device agnostic, meaning we'll keep your team connected no matter if you're using a laptop, mobile phone, or desk phone. Dialpad Connect offers mobile apps for both iOS and Android as well as the ability to simply add your cell number as a forwarding device and take calls on the go. Learn more about our mobile apps here.

For the most part, you shouldn't need to buy any extra hardware. In fact, many Dialpad Connect customers find that they're able to retire hardware and cut their OpEx budget by at least a third. With any VoIP product, ports, firewalls, and network configurations all play a contributing factor in voice quality and connectivity. To get a better sense of our network recommendations reach out to our sales team with any questions.

Absolutely! When you sign up for Dialpad Connect, you'll have the option to bring your established business numbers with you (termed "porting") to use on your Dialpad Connect service. We will, however, automatically issue every user a temporary number based on the area code of your admin's choosing just to make sure you're able to make and receive calls, texts, and more right from day one. Learn more about number porting here.

With any VoIP product, ports, firewalls, and network configurations all play a contributing factor in voice quality and connectivity. To get a better sense of our network recommendations reach out to our sales team directly.

Dialpad Connect gives you the freedom to choose how you connect—whether that's through HD calling (i.e. WiFi or cellular data) or through your native carrier's UI. The best part is that we'll allow you to seamlessly switch between either, like when you're stepping out of the office for the day, so you always have a backup option.

Our list of integrations is constantly growing but at the minimum, every Dialpad Connect account comes with the ability to integrate with either G Suite or Office 365 to see shared emails, docs, and events between your contacts. Additionally, Dialpad Connect supports native integrations with CRMs (ex: Salesforce, HubSpot), help desks (ex: Zendesk, ServiceNow), and productivity tools (ex: Slack, Zapier).

Dialpad Connect allows you to self-serve number availability right within our web portal. You'll have the option to purchase additional numbers for individual users on your team as well as shared lines like Departments and even physical devices like desk phones. Need to place a bulk order? Reach out to our sales team or (if applicable) your designated Customer Success or Account Management Manager.

Dialpad Connect offers a variety of call routing options including hold queues for Departments, routing to Operators (ex: Fixed Order, Round Robin), as well as dial by name directory and automated menu options.

Yes—Dialpad Connect offers an auto attendant feature across both personal and shared lines like Departments. Callers will be presented with options like dial by name directory, dial by extension, or even forwarding to a voicemail greeting or pre-recorded message.

Yes—Dialpad Connect offers faxing for both shared lines like Departments as well as granting faxing access to individual users. Dialpad Connect supports faxing to domestic and international numbers. Learn more about faxing here.

Yes—Dialpad Connect offers both SMS and MMS for internal chat within your own organisation as well as reaching out to contacts and prospects. And if you've been assigned more than one number, you'll even have the ability to toggle between the IDs. Learn more about messaging options here.

Dialpad Connect does support peer to peer video calls (meaning Dialpad to Dialpad) which can be especially useful if you need a little more face time with remote employees. Learn more about video calling here.

Nothing is worse than having spam calls block up your business line. That's why Dialpad Connect offers comprehensive spam and call blocking features for both your shared lines like departments as well as individual user controls. You'll even have the option to block a caller from ringing your devices but still review any transcripts left from voicemail.

Dialpad Connect offers customisable voicemail greetings (both upload and record live), in-app alerts for received voicemails with the ability to play, download, or share and voicemail transcription in real-time as well as post call. Additionally, both admins of shared lines like departments as well as individual users can opt to receive an email notification when they receive a voicemail. Learn more about voicemail options here.

Dialpad Meetings adds a visual dimension and smart contact integration to conferencing. Invite and automatically authenticate callers based on your contact information. See the people in the conference and who is speaking from any computer. Click to control calls with features like mute, record, and more.

Dialpad Meetings is FREE for calls with all main features. We also have a Business version that gives you your own local number that you never need a PIN for, outbound calling to participants, recurring conferences, international dial-ins and more. You can also get all the Business features with a toll free number as an add-on.

Every free account starts with 10 caller maximum size, Dialpad Meetings Business gets you up to 100 participants per conference.

Nothing special required. You can dial into your Dialpad Meetings with any phone, like other audio / video conference services. To schedule calls and use all the visual features, log in from any computer or Internet-connected device with a browser. The Chrome App and Android app allows for better controls and experience.

Currently Dialpad Meetings is available in the US and Canada, but you may dial into any conference using any phone from anywhere in the world. International access numbers are available for Business accounts.

Sign up for a free account and Dialpad Meetings number at meetings.dialpad.com/signup/

Video is available to all Dialpad Meetings users and Dialpad AI is available to Dialpad Meetings Business users.

Dialpad Meetings Business users receive live and post-meeting transcriptions, Key Moments, and Action Items.

Yes, organizers and participants receive the call summary.

Yes, you get a Dialpad Meetings Business license with Dialpad Sell and Dialpad Meetings Free with Dialpad Connect and Dialpad Support.

Visit our Help Centre for more questions.

Dialpad Support call pricing starts at $0.01/min for inbound and $0.02/min for outbound calls within the United States. Additionally, there is an inbound toll-free per minute fee of $0.02/min per Agent, per call center.

Currently, we support native integrations with Salesforce, Zendesk, ServiceNow, Front, and Kustomer in addition to integrations with G Suite, Office 365.

Dialpad offers coaching and monitoring features like Listen In, Barge In, and Take Over. Additionally with Dialpad AI, Supervisors are able to see live sentiment analysis (how the overall call is going) and a real-time transcript of any call that they're viewing as well as creating custom real-time recommendation cards that will pop up for the agent during their call.

We found that the whisper feature was more distracting than helpful (how can you pay attention to what your caller is saying with someone whispering in your ear?). Instead, we offer messaging between Supervisor and Agent so as to not distract from the most important voice on the call—your customers.

Both Pro and Enterprise Dialpad Support plans offer real-time dashboard with metrics for inbound vs outbound calls (compared to last 7 days), agent metrics, average wait time, etc. Additionally, Enterprise plans include Admin and Reporting APIs.

Our Pro plans are available both month-to-month and annual plans. Enterprise accounts are available on annual plans only. Annual plans are our most popular option.

No. Dialpad Sell is a phone system specifically designed for sales teams. Think of it as a phone with sales coaching and real-time voice analytics combined.

Dialpad Sell complements Outreach and SalesLoft. Dialpad Sell is your dialer and coaching platform, while Outreach and SalesLoft can continue to be your email engagement platform for sales.

What makes Dialpad Sell unique in the market is that it helps salespeople understand a call as it’s happening. This type of insight is valuable to any member of a sales team.

Real-time coaching is often used by BDRs and Inside Sales teams who need to get new reps ramped quickly and comfortable making calls.

Where we see experienced and Field AEs benefit from Dialpad Sell, is in the automation of sales tasks and post-call insights including action times, call notes and transcriptions automatically logging to Salesforce. Sales managers, see value from the reporting, coaching, and analytics available all in one easy to use platform.

Both Pro and Enterprise plans offer real-time dashboards with metrics for inbound and outbound calls, individual rep metrics, as well as call history and historical data that allows you to dive into insights about your team and their calls anytime you need. Additionally, Enterprise plans include Admin and Reporting APIs.

Pro plans get access to 24/5 phone support, while Enterprise plans get 24/7 phone support and an Enterprise SLA. We also have a wide range of help centre articles available at help.dialpad.com/hc/en-us.

Native authentication and authorisation mechanisms are used for the integrations built with our partners to ensure that permissions and data are accessed through verified protocols such as OAuth. Dialpad also gives customers control to manage the integrations to turn on and off data or permission access at the source. Furthermore, Dialpad goes through regular security reviews of its integrations with providers such as Google and SalesForce to be listed on the providers’ application directories.

Call blocking and spam prevention features are provided to each user. Dialpad also performs spam recognition and gives capabilities for users to block callers with high spam scores. See the following page for additional details

Quarterly penetration tests are run by an independent third party tester on our new features and products to test against web application attacks, such as those identified within the OWASP Top 10. Dialpad also enables security scanners and security checks in continuous integration pipelines to ensure that common web application attacks are mitigated prior to deploying new releases.