- 21 Jun 2023
- 17 Minutes to read
Dialpad Self-Start Deployment Guide
- Updated on 21 Jun 2023
- 17 Minutes to read
This article provides an overview of the steps to take when setting up Dialpad for an office. It covers topics such as setting up caller ID, power dialer, wrap-up time, executive assistant, failovers, call disposition lists, call center off duty statuses and surveys. It also explains how to enable international dialing and set up PSTN failover options. Additionally it includes instructions on network testing, supported headsets and desk phones as well as ordering hardware and DIDs. Finally it suggests conducting user training and post go live testing before going live with Dialpad.
Use this self-start deployment guide as assistance through the deployment and migration process with Dialpad.
Our Professional Services Team offers a variety of packages to you started, but we know some people prefer to do it on their own. For you independent folks, please use this Self-Start guide to assist you throughout the entire process. We'll identify the set-up steps, what functions can be completed via the Dialpad web portal, and which require assistance from our Support Team.
1 - Network Testing
Dialpad will run over your existing wired and wireless network. So it is critical that your network is set up properly for voice quality and that ample bandwidth is available. As well, you should ensure that all ports necessary for Dialpad communication are open and that the proper quality of service (QoS) rules are in place.
Please read our Network Test Analysis Guide to ensure that your network is in ideal condition, and be sure to do a quick network test to ensure your deployment will be a breeze.
- Using Chrome Web Browser, navigate to http://nmt.ubervoip.net/myspeed/dialpadbot.html
- You may have to load a plugin first in order for the test to be able to be launched
- Select the 'Click to start test' button
- Enter your email address where prompted for a "Company/User Name."
While the test is running, observe its progress and real-time results. Testing is focused on:
- Network Capacity
- Route Hops
- Firewall rules / QoS
Once the test finishes, the summary will be displayed. Click through the various links to find more detailed results.
- 'MOS' or Mean Opinion Score gives VoIP testing a number value as an indication of the perceived quality of received voice after being transmitted and compressed using codecs. This measurement is the result of underlying network attributes that act upon data flow and is useful in predicting call quality and is a good VoIP test tool in determining issues that can affect your VoIP quality and your conversations.
- VoIP calls are often in the 3.5 to 4.2 range. If the MOS score is below 4.0, reach out to the Support Team so that further testing can be done and recommendations can be made.
2 - Supported Headsets
When it comes to Dialpad call & audio quality, your headset is a major factor, along with the speed and reliability of your network.
Dialpad suggests Jabra or Poly headsets, which support the use of the command button when used in conjunction with Poly's third-party software.
⭐️ The use of the Poly command button feature is only available to users using our desktop app.
- Poly Voyager 8200 UC
- Poly Voyager 5200 UC
- Poly Voyager Focus UC
- Jabra Evolve 75 UC
- Jabra Evolve2 65 UC
- Jabra Engage 50 UC
- Jabra Evolve 40 UC
With the Poly Bluetooth devices, you should have Poly Hub installed on your computer and have the USB adapter connected.
Due to call control issues, be sure to use UC (Unified Communication) and NOT MS/ML models.
Be aware that the only supported Bluetooth options currently are the models listed above.
While you can indeed utilize any other Bluetooth headset, it must pair to a USB dongle. If you are pairing directly to your computer's Bluetooth adaptor, do note that you will more than likely incur audio issues and not be able to enjoy Dialpad to its fullest capability.
Furthermore, should you incur any call quality issues due to your non-recommended headset, our talented Dialpad team will not be able to assist.
Plantronics, USB Blackwire Models and Jabra wired USB models, (either mono or dual-ear) should also work but must be the UC model and not the MS/ML version.
Other supported Headset options
Models from other headset manufacturers, such as Logitech and Sennheiser, are usable as long as they do not have a custom driver, and are USB.
3 - Supported Desk Phones
Dialpad supports a number of Polycom, Yealink, and Obihai SIP IP desk phones which may be obtained from a third-party, or purchased directly from Dialpad. The main difference between devices that are purchased from Dialpad directly versus those from a third party is that, when hardware comes from Dialpad, it is already pre-configured with our specific firmware, configuration, and is programmed to look to Dialpad for provisioning.
Below is a list of IP Desk Phones and their Firmware versions supported by Dialpad:
VVX 201, 301, 310, 311, 400, 401, 410, 411, 500, 501, 600, 601
- UCS Firmware: 22.214.171.12480
VVX 250, 350, 450
- Obi Firmware: 126.96.36.19918
- UCS Firmware: 188.8.131.5280
Obi for Dialpad 300 ATA (Poly)
- Firmware: 184.108.40.20659
- Firmware: 220.127.116.11
- Firmware: 18.104.22.168
- Firmware: 22.214.171.124
- Firmware: 126.96.36.199
*Dialpad service is also compatible with many other SIP-based IP Phones, Clients, and Adaptors which may not be listed or provided by Dialpad. To ensure that equipment will work with your Dialpad service, please reach out to your Dialpad Support who will be able to assist you with more information.
3- Supported Room (Conference) phones
Dialpad supports room phones (conference phones) too, since we know that not every role relies on the use of smartphones, tablets, or laptops.
Polycom Trio 8500, Trio 8800
- Firmware: 188.8.131.529
Polycom Trio C60
- Firmware: 184.108.40.20653
Soundstation IP 6000, 7000
- Firmware: 4.0.15
Dialpad supports the following Yealink models:
- Firmware: 220.127.116.11
- Firmware: 18.104.22.168
- Firmware: 22.214.171.124
- Firmware: 126.96.36.199
4 - Ordering Hardware
For customers located in the United States and Canada, you can easily order desk phones and other desk phone-related accessories right through your Dialpad web portal. This is a 100% automated process. For customers located outside of the United States and Canada, please contact your Dialpad Sales representative in order to purchase hardware.
What can be ordered from Dialpad?
Supported desk phones can be purchased directly from Dialpad.
From Dialpad.com, navigate to Admin Settings > Office > Desk Phones. You'll then see a 'Buy phones or learn more about compatible devices' button that takes you to an order menu.
5 - Communication Plan
Alert your users of the upcoming change, provide them with all necessary details, and have a streamlined go-live period.
Here are a few key times when communication should be sent out to your users:
- In advance of the migration process beginning
- To alert them when they will be having an account provisioned
- Information regarding the upcoming training sessions being hosted
- Official go-live
You can also send out specialized emails to the Department and Main Line Operators, or to Executive Assistants as those users will most likely need additional training.
From what we’ve seen in successful deployments, it would also be good to host Dialpad information in your internal wiki, which can be used as a reference for users as they get on board. Content can be pulled from our Help Center which will be covered in the Support section later on in this document.
For user onboarding, it is also ideal to identify some power users who will be heavy phone users, are tech-savvy, and can easily embrace Dialpad's platform.
6 - Creation of Additional Dialpad Office
An Office in Dialpad is simply a group of users within your Dialpad account. Commonly there is an Office created for each physical site or location that you have in your organization.
When the organization's account is created, Dialpad will create the first Office, which will be associated with the country that you entered as part of your account setup process. It will be labeled as your Primary Office.
Before you begin deploying, it is recommended to create all the additional Offices that will be needed. It’s best to create them all upfront, but can be done at a time, as needed, also.
Depending on how your account billing is set up, you may or may not have the option to create the Offices yourself through the Dialpad web portal. If you don’t see the option to do so, all you need to do is reach out to our Support Team with the name of the Office that needs to be created and the Office address; they will create it for you.
Creating a New Office through the Dialpad Web Portal
From Dialpad.com, navigate to Admin Settings > My Company > Company Settings.
Select Add a new Office, and then follow the steps to enter all of the Office's details.
7 - Number Porting
Number porting is the most critical part of the deployment process. It allows you to retain your current numbers that are in service with your current provider and get them migrated over to be used with Dialpad going forward.
While you are planning to deploy Dialpad within your organization, you should maintain a record of all details related to your current telecommunications accounts. Who is/are your service provider(s)? Account details, and all numbers needed to be ported.
- Expect the porting process to take 7-14 days (United States, Canada numbers only; international numbers take a little longer); however, this depends on the losing carrier and how responsive they are to complete the request
- In the United States and Canada, you can easily port landline numbers, mobile numbers, Google Voice, etc.
- Chat with our Support Team to check on international number porting and eligibility
- Obtain necessary forms to submit the port request from our Sales Team or Support Team
- LOA Form: Country/carrier-specific authorizing the port request
- Porting Spreadsheet: Record of all numbers being ported
- Existing Provider Invoice (recommended, not required)
Visit this Help Center article on common questions related to porting.
How to Submit a Port request
Use the self-start porting interface in the Dialpad web portal to submit a port request for the local and mobile numbers in the United States and Canada.
Port requests for toll-free numbers and international numbers outside of the United States and Canada must be processed by our Support Team. They'll verify porting eligibility and share forms to submit for the port request. Our Support Team will answer questions and share updates along the way, too.
Porting DIDs Through the Self-Start Portal
From Dialpad.com, navigate to Admin Settings > Office > Number Porting > New Port Request.
Enter all the numbers you'd like to port, then select Continue.
You'll then follow the walk-through instructions to specify where the number will port to in your organization, so make sure the user, room phone, Department, or Main Line is created. It will have a temporary number to start, and your number being ported in will replace that.
Since you need to authorize the port request with the existing service provider, enter account information in the displayed form. You'll then choose the preferred date and time for the port request to complete.
Dialpad organizes all port requests into Pending Port Requests, Completed Ports, Manual Ports, and Completed Manual Ports sections.
8 - Ordering New DIDs
Another important part of the deployment process is to make sure that all necessary DIDs are on-hand and ready for us. This is important when new numbers are going to be assigned rather than ported.
Dialpad does keep an inventory of numbers ready for use by our customers, but if there are specific area codes or regions you’d like to have a set quantity of numbers in or you find that we don’t have numbers available for the particular country where you will be deploying, our Support Team can easily arrange for new numbers to be ordered. It could take as little as 24 hours or more than a week to complete depending on the country and particular carrier in that region.
In order for us to submit a request and obtain new numbers, all that is needed is:
- United States, Canada
- Specific area code or city
- # of numbers needed
- Service address where numbers can be registered to
- City or region in-country
- # of numbers needed
Please keep in mind that there is a small monthly fee per number to hold them in your reserve pool when they are not associated with a user/room phone or department line.
9 - Deployment Steps (Task List)
Deployment can be broken up into phases or performed across your entire organization at once. Which option you choose would depend on how many users, locations, and countries you have. Another important factor is if you will be provisioning physical desk phones as those do take some time.
No matter how you are deploying Dialpad to your organization, the steps in a standard task list remain the same:
- Run Network Testing
- Order Hardware & DIDs
- Provision User Accounts
- Provision User Desk Phones & Room Phones
- Configure Main Line Routing
- Set Up Departments, Call Centers (if necessary)
- Submit Port Request
- Adjust Office Settings
- Enable International Dialing & Add Call Credits (if necessary)
- Configure Integrations (if necessary)
- Set Up PSTN Failover
- Conduct User Training
- Port Completion & Go Live
Keep in mind that through the entire deployment process you should be focused on change management, user communication, and user adoption.
Run Network Testing
Refer to section 1 - Network Testing in this Help Center article for details on how to run and analyze the network test. It is recommended that you run the test from both a wired and a Wi-Fi connection at each location where Dialpad will be deployed.
Ordering Hardware & DIDs
Refer to section 3 - Supported Desk Phones in this Help Center article for details on official desk phone models supported. Desk phones can be purchased from Dialpad or a third-party seller. You may also leverage hardware already in place as long as it meets the recommended specifications.
Provision User Accounts
As a Dialpad Admin, you can control the provisioning and de-provisioning of user accounts right there from the Dialpad web portal.
From Dialpad.com, navigate to Admin Settings > Office > Users > Add Users.
You can add users to Dialpad from Google G Suite or Microsoft 365 directories, or simply use the text box to manually add them via email.
Users will appear in the section below as they're added; there you can change the numbers will that be assigned before selecting Add to finish creating accounts.
Provision User Desk Phones & Room Phones
Where the user desk or room phone comes from will define the process to provision. Yet they're all easily provisioned right from the Dialpad web portal. It’s always important when you provision a new user desk or room phone that you are creating it within the appropriate Office.
From Dialpad.com, navigate to Admin Settings > Office > Desk Phones > Add a User Phone or Add a Room Phone. A room phone is simply a phone in a location with a dial tone. It does not have a client application, voicemail, or any of the user functionality.
Visit this Help Center article that discusses provisioning Obihai or Polycom VVX devices. Some keys areas to focus on and pay close attention to:
- Make sure you choose the correct option, from Dialpad or from a third-party party
- For Polycom VVX devices you should always factory reset the phone prior to attempting to provision it on Dialpad; also, make sure that the firmware version is running 5.6.1.x or higher
If you have a third-party SIP device to configure, you should always check with our Support Team to see if it is first able to be registered to Dialpad through open SIP protocols. They can also provide documentation regarding what will be required to get it set up properly.
Configure Main Line Routing
Each Office will have its own Main Line. It is most commonly used as your front desk or public-facing number.
From Dialpad.com, navigate to Admin Settings > Office > Main Line. You'll then get to access these sections:
- Assigned Operators & Phones: Users and phones set to receive calls that come into the Main Line; operators also receive notifications and voicemails
- Business Hours & Call Routing: Not only does this handle when calls come into the Main Line, it determines how they're handled and routed once received
- Hold Music: Play a preset or custom sound while a caller is on hold with the Main Line
- Dialpad Ai: Dialpad Ai, which helps you get the most out of your conversations, can automatically start on the Main Line, and show real-time transcripts during calls that come into the Main Line
- Integrations: Connect the Main Line to Salesforce, ServiceNow, Slack, Zoom, Zapier, Front, Zendesk, and HubSpot; some integrations are enabled and/or locked at the Office level, however
- Advanced Settings: Main Lines can automatically record calls, notify Operators of incoming call notifications when they are on a call already while no others are available, and send email notifications for voicemails and faxes
Visit this Help Center article to learn more about setting up your Main Line.
Set Up Departments & Call Centers
- The Limit for Departments that can be set up depends on your Dialpad license and plan; if you see a prompt where you are unable to create any additional Departments, please reach out to our Sales Team
- Call Centers do require additional user licenses that are Contact Center-specific
Submit Port Request
Refer to section 7 - Number Porting in this Help Center article for details on port requests. Local numbers in the United States and Canada can have port requests submitted through the Dialpad web portal, but international numbers must be handled by our Support Team.
Adjust Office Settings
From Dialpad.com, navigate to Admin Settings > Office > Office Settings.
You'll then get access to these sections:
- Office Info: Office name
- Office Administrators: People who are able to access all the settings within this Office
- Office-Wide Settings: Settings applied to every person in this Office
- Dialpad Ai; can also be turned on/off for each Main Line, Department, and Contact Center
- Making Calls
- Caller ID
- Desk Phones
- Powerdialer Wrap-Up Time
- Office Holidays: Manage holidays for the entire Office
- Executive Assistant: When enabled, any incoming calls to the designated executive will also ring the assistant
- Failovers: In the rare event of a Dialpad service outage, calls to Departments and Call Centers in this Office will be forwarded to the numbers added
- Registered Location for Emergency Calls: Default address for all team members created under this Office
- Call Disposition Lists: Ask Agents to select a call disposition and log notes at the end of every call
- Contact Center Off Duty Statuses: Allow Agents to choose from a list of Off Duty statuses
- Contact Center Surveys: Get customer satisfaction (CSAT) insights by surveying your customers after their calls end
- Local Presence: Automatically select a number with a matching or neighboring area code to call from, based on the area code you are calling
Enable International Dialing & Add Call Credits
Enjoy free domestic dialing within your local country, to the United States and Canada, and to any other Dialpad-issued number. International dialing, meanwhile, are subject to additional charges.
From Dialpad.com, navigate to Admin Settings > Billing > Credits > Enable Int'l Service. If you do not see the option to enable international service, please reach out to our Support Team and they will enable the functionality for your Office.
You can also select the View Rates button to see Dialpad's rates for international calls.
Select Add Value and you're able to purchase credits that are available to team members for international calls.
By default, all users and room phones within that Office will see international dialing enabled. You can then manually enable or disable the capability on an as-needed basis:
- For users, navigate to Admin Settings > Office > Users > Options > Privileges > Enable/Disable International Service
- For room phones, navigate to Admin Settings > Office > Desk Phones > Room Phones > Options > Enable/Disable International Dialing
Set up PSTN Failover Options
By adding a failover number, callers can still access your business' lines or team members in the rare case of a Dialpad outage.
You can add a failover number for all Main Lines, Departments, and Call Centers through Advanced Settings, and for an Office through Office Settings.
Visit this Help Center article to learn more about adding a failover number.
Conduct User Training
Ensuring that your users are fully trained on Dialpad will lead to a smooth and seamless rollout. Different users might need different types of training, though:
- Between user guides, recordings, and live training, it would be up to your organization to decide what type of approach works best
- There could be also different pieces of training delivered to different types of users
Please use the Help Center to explore topics in-depth.
Port Completion & Go Live
Once port requests are confirmed as complete, feel free to go live. But, prior to that date, you should:
- Ensure that all users, room phones, and Departments are set up
- Communicate to your team the go-live and any particular instructions you’d like them to have
- Test your call routing
- Put recorded voicemails and greeting in place
If you selected the remove temporary number feature, you would not need to manually remove any old temporary DIDs that were in place. You may instead just remove the excess DIDs.
You should also do some post-go-live testing, especially for your Main Lines and critical Departments to ensure that there are no issues.
10 - Dialpad Support SOP
When it comes to post-go-live support, the first place you should look to is our Help Center. It is intended for both Admins and end-users.
Submitting a Ticket with Support
From the Help Center, you can click on the Contact Us button in the top-right corner and use the displayed webform to submit a ticket, or you can find what live channels are available to you based on your organization's Dialpad license and plan.
Providing the right information to the Support team
In order to assist effectively and ensure that your issue is resolved as quickly as possible, it is best that you include all necessary information in your first message.
For any call-related issue, try to provide:
- First name, last name, and phone number belonging to the user who experienced the issue
- Scenario-related details: Caller's number, inbound or outbound, and date/time of the call occurred; it will allow our Telephony Team examples to investigate as long as it the call occurred within the last 48 hours
For any, product-related issue, try to provide:
- Summary of the issue
- Affected user's environment
- Application Log
- Right-click anywhere in the Dialpad app and select Send Logs. Include the date/time when you did so in the support ticket, letting our Support Representative locate it immediately.
In both cases, as much detail as possible is useful to us.