Select AI Settings
Check the box beside Allow AI to be used for your personal calls and meetings
Dialpad AI Recaps use Dialpad GPT to summarize calls, meetings, and supported digital conversations, identifying purposes, outcomes, and action items. Recaps can be viewed, edited, shared, scheduled, searched, and expanded into Deep Summaries.
With AI Recaps, you get highly accurate, conversational summaries of every AI-enabled call or meeting, so you can focus on revenue-generating activities, instead of reviewing transcripts or meeting notes.
These summaries are editable and sharable, created with Dialpad's proprietary generative AI, Dialpad GPT. AI Recaps also categorizes the call's purpose and outcome, and can even schedule a follow-up meeting or write a post-call email or text message. Whether you are a busy executive or a customer support representative, AI Recaps helps you streamline your workflows and save valuable time.
Let's dive into the details.
\n\nWho can use this
Refer to our Pricing Page to see if you have access to this feature. If you have any questions about your plan, reach out to your Customer Success Manager or Dialpad Customer Care.
\nCheck here to see which language options are available in your country.
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AI Recaps use Dialpad’s proprietary NLP and NLU models to instantly summarize your calls and meetings, collecting valuable AI insights and action items to keep your team on track and ensure your clients receive the service they deserve.
AI Recaps combine the following four AI features into a single, easy-to-read format:
AI Call Summary - An AI-generated summary of the call.
\nA summary of key conversation points and topics that can be customized per call.
AI Outcomes - The call outcome, defined by AI.
\nWas the issue resolved? Do you need to circle back?
AI Call Purpose - The reason for the call, categorized by AI.
\nCall purpose categories let you quickly spot patterns and easily track conversations related to the same topic.
AI Action Items - Follow-up tasks, determined by AI
\nAction Items remind you about tasks discussed in the call, such as sending a report or follow-up email. Not only that, calendar events can be created right from the Action Item.
\nTo use AI Recaps, there’s only one thing you need to do to — make sure AI is turned on.
To turn on AI, go to Your Settings.
Select AI Settings
Check the box beside Allow AI to be used for your personal calls and meetings
\n\nNote
AI must be enabled at the company level before you can configure AI preferences for offices, contact centers, departments, individual users, and coaching teams.
\nIf you don’t see the AI option in your settings, reach out to your admin.
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Seconds after the call or meeting has finished, your AI Recap is ready to be viewed.
AI Recaps can be viewed from your conversation threads, your conversation history, and in your inbox.
To access an AI Recap from a conversation, open a conversation thread and navigate to the call. As long as Dialpad Ai is on, you’ll see the AI Recap.
From the conversation view, you can customize your AI Recap, share feedback and even copy the recap's text.
AI Recaps can be accessed right from the Calls and Meetings sections of your Dialpad inbox.
To view an AI Recap from your inbox, navigate to the Calls or Meeting tab, hover over the interaction and select View AI Recap.
The AI Recap will open in a pop-up, ready to be shared and customized.
AI Recaps can also be accessed from your Conversation History.
Navigate to Conversation History
Select the AI icon beside the call
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You'll be taken to the Recap tab in the call's summary, where you can download it, share and customize as needed.
Want to add something to the recap, change the formatting, or update someone's name? No problem, AI Recaps can be edited, right within the Dialpad app!
Dialpad offers 4 ways to customize your AI Recap
Adjust the length of the summary
Change the summary to a bulleted list
Edit the summary or Action Item text
Delete an Action Item
Let's go over each one.
Want a shorter (or longer!) summary? Hover over the AI Recap summary
Hover over the recap
Select the magic pencil icon
Choose the desired length
That's it! Sit back and watch as Dialpad GPT adjusts your summary to the new parameters.
Need something a bit shorter to send to your executive team? Use the bulleted list format to keep things concise.
To change the summary into a bulleted list:
Hover over the recap
Select the magic pencil
Selected Bulleted paragraph
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Dialpad GPT will instantly update your summary into a bulleted list.
From the conversation view, you can customize your AI Recap, share feedback and even copy the recap's text.
To return it to its original format, select the magic pencil icon and select the summary length.
Use our edit functionality to adjust text in your summary — this is especially helpful if a name was spelled incorrectly.
To edit the summary text:
Hover over the recap or the Action Item
Select the editor icon
Write your updates
Select Save changes
Remove unnecessary Action Items that are no longer relevant to maintain a clear and focused AI Recap.
To delete an Action Item:
Navigate to Action Items and select the trash icon
Hover to the Action Item you want to delete
Select the trash bin icon and select Delete
Once an Action Item is deleted, it will be permanently removed from all interfaces where Action Items are displayed (Inbox, call summary page and meetings exit page).
\n\nNotes
You can only delete Action Items for your own calls.
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Only Meeting organizers can delete Action Items.
How many times have you said \"I'll book some time on your calendar\" or \"Sure, I'll schedule a follow-up meeting for next week\" and then promptly forgot?
With smart calendaring, forgotten follow-up calls are a thing of the past. Dialpad GPT easily identifies action items that can be added to a calendar and creates a prompt to schedule a meeting, directly from the AI Summary.
To schedule a meeting from your AI Recap:
Navigate to the AI Recap
Select the event link listed in your Action Items to add to a calendar
Choose your calendar
\nEvents that can be added to a calendar are currently supported with Google Calendar, Office365 and Apple Calendar (iCal).
Enter the event details in the new event details in your calendar
Need to share the call or meeting details with someone else? No problem!
Dialpad offers the ability to share the call details with specific people, anyone with the URL, or specific users within your company.
AI Recaps can be shared directly from the Dialpad and Dialpad Meetings apps, or from the Call Overview page.
\n\nTip
You can easily share the summary and all Action Items text by selecting Copy All from the AI Recap.
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Share your AI Recap from the conversation view within the Dialpad app.
Navigate to the call
Select Share AI Recap
Choose who you want to share it with
Choose what you want to share
Copy the link and share
Select Done
To share an AI Recap from the Call Overview page, head to your Conversation history from the Dialpad Admin portal.
Navigate to the call > Select the AI icon
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Select the Share icon
Choose what part of the call you want to share
Select who can view it
Select Create link
Copy the link and share
Easily share your AI Recap from the Dialpad Meetings browser or web app.
From your Meeting overview:
Select Share and choose who to share it with
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Choose what part of the meeting you want to share
Add a message (optional)
Copy the link and select Done
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Share the link
If you were not the meeting host or co-host, you'll need to be granted access to the AI Recap. If the host (or co-host) has not yet shared the AI Recap, you can request it.
\nYou can request access from the meeting's summary email or from your Dialpad inbox. Select the Meetings tab, then hover over the meeting to reveal the Request access button.
The meeting host will receive an email with your request, as well as a Dialbot notification with one-click sharing.
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\n\nHave questions?
Learn more about sharing call summaries in this handy Help Center article.
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AI Recap is supported on Android and iOS devices.
To access an AI Recap, simply tap the call from the conversation view — that's it, the AI Recap will instantly open.
All your favorite AI Recap functionality is available on mobile, too.
Deep Summaries give you a more detailed, on-demand version of your AI Recap so you can quickly review what was discussed, what decisions were made, and what follow-up actions came out of a call or meeting.
\n\nNote
Deep Summaries are available in all languages that support AI Recaps and are included at no additional charge.
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You can generate a Deep Summary anywhere your AI Recap is available, including:
Conversation view
The call summary page
The meetings exit page
From your Inbox, under
\nCalls
Meetings
Once a Deep Summary is generated, it remains available wherever the AI Recap appears. Your original recap still appears at the top of the page above the Deep Summary.
A Deep Summary is organized into these sections:
Q&A
Topics
Action items
Participants
Use these sections to review key questions, confirmed decisions, next steps, and who was involved in the conversation.
For Dialpad calls, either participant can generate the Deep Summary.
For meetings, only the host or co-host can generate a Deep Summary. Regular attendees can’t generate Deep Summaries for meetings.
From the Deep Summary UI, you can:
Download the Deep Summary as a PDF
Download the transcript as a CSV
Copy individual sections
Edit individual sections
Delete individual sections
\n\nNote
Changes made to Deep Summary sections are irreversible.
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AI Recaps summarize supported digital conversations so you can quickly review the main points of a session without reading the entire conversation.
AI Recaps for digital conversations currently supports these conversation types:
Note
\nEmail conversations aren’t currently supported.
To view an AI Recap for a digital conversation:
AI Recaps are expanded by default. To focus on a specific part of the recap, select a recap segment to collapse or expand it.
Depending on the view, you can use the available recap actions to:
You can also review the recap from the conversation summary view. Recap segments can be expanded or collapsed to focus on the information you need.
If an AI Recap doesn't appear after a supported digital conversation ends, confirm that the conversation is a supported channel type and that the conversation wasn’t too short. Email conversations aren’t currently supported. If the issue continues for a supported session, contact Dialpad Support.
AI Recaps are only viewable and shareable by the meeting’s host.
We’d love to hear your thoughts on our newest feature! Please email ai-feedback@dialpad.com with your feedback.
Even if AI is turned on, there are a couple of times when an AI Recap will not be generated.
If the call is very short, with less than 100 words spoken
If the call was not answered by a person and went to voicemail
AI Recap is a native AI feature for all Dialpad users. If you do not want to have AI Recap enabled, you’ll have to turn off Dialpad AI.
Outcomes and Call Purposes are only populated for external calls with users on a Sales or Support license.
No, not at this time.
If the summary or Action Item seems out of context, or even downright incorrect, we want to know about it.
Hover over the Summary or the Action Item, then select the Thumbs Up or Thumbs Down icon.
Yes! AI Recaps uses Dialpad’s own generative AI, DialpadGPT. This ensures the data does not leave the ecosystem and means they are GDPR and HIPAA compliant.
Be sure to read this Help Center article for more information on how we protect your data.
AI Recaps are offered in various languages, with some available for Beta Testing. Check here to see which language options are available in your country.
Yes, AI Recaps are searchable and a part of Dialpad searches. When you search keywords, names, or phrases, you'll see a new AI Recaps tab that highlights your AI Recaps.
You may not be able to generate a Deep Summary if the call took place before April 2026.
Only meeting hosts and co-hosts can generate Deep Summaries for meetings.
No. Your original recap remains available at the top of the page, above the Deep Summary.
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