Assign Executive Assistant Pairings
- 30 Dec 2024
- 2 Minutes to read
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Assign Executive Assistant Pairings
- Updated on 30 Dec 2024
- 2 Minutes to read
- Print
- DarkLight
- PDF
Article summary
Dialpad offers an Executive Assistant Pairing feature allowing tasks delegation like call handling, meeting scheduling, and call screening. Users and admins can create pairings, with assistants accepting calls on behalf of executives. Admins can add pairings through settings, while users can request to be assistants. The feature works on all Dialpad devices, is included in all plans, allows up to 25 pairings per plan, and permits multiple assistants per executive. Assistants' actions on calls do not affect executives' access to interactions.
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Do you have an Executive Assistant? With Dialpad's Executive Assistant (EA) Pairing feature, you can delegate tasks like handling incoming calls, scheduling meetings, managing call volumes, and screening calls to a trusted team member.
Let's dive into the details.
Who can use this
Executive Assistant pairings are available to Dialpad Connect and Dialpad Sell users.
*If you're on a mixed license account, users with a Support license cannot be a part of an Executive Assistant pairing.
How executive pairings work
Both users and admins can create Executive Assistant pairings.
Once an Executive Assistant pairing is made, the user designated as an assistant can accept calls on the executive's behalf (for calls to their direct line only).
Who can create an EA pairing
Users can accept or decline requests to become an Executive or an EA for themselves, while Admins have the ability to create pairings for anyone in the company.
Read this Help Center article for more information on working as an executive assistant.
Add an EA pairing - admin
As an admin, adding a new EA pairing is quick and simple.
From your Dialpad Admin Settings:
- Select Office Settings
- Navigate to Executive-Assistant
- Select Add new Executive-Assistant pair
- Enter the name of the executive
- Enter the name of the assistant
- Depending on your plan, you can choose to give the assistant permission to view the executive's voicemail, transcripts, and recordings.
- Select Add
Add an EA pairing - User
As a Dialpad user, you can create an EA pairing for yourself, or submit a request to become an assistant.
To start, head to Your Settings from Dialpad.com
- Navigate to Executive-Assistant
- Choose between adding a new Aassistant or adding a new Eexecutive
- Select the person from your company and assign their permissions
- Select Send Request
Once you send the request, the assistant and/or executive must approve the pairing before you'll start receiving calls on their behalf.
Frequently asked questions
Will the executive assistant feature work on my tablet too?
Yes! This feature works across all Dialpad-connected devices.
Does the executive assistant feature cost extra?
Nope, this is a standard business feature that’s available across all Dialpad plans.
How many executive assistant pairings can exist in my Dialpad account?
You can have up to 25 Executive Assistant pairings per plan.
Can an executive have more than one assistant?
Yes, you can have several assistants per executive.
Can one assistant field phone calls for multiple executives?
Yes, one assistant can field calls on behalf of multiple executives. Just keep in mind that the maximum of 25 pairings per office — each of these will count towards that limitation.
If an assistant marks an interaction as read or deletes a voicemail, will it also update for their executive?
No. If an assistant deletes an executive’s voicemail or marks it as “read”, the interaction will still be available for the executive to review in their own app.
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