Customer Onboarding
    • 23 Aug 2023
    • 2 Minutes to read
    • Dark
    • PDF

    Customer Onboarding

    • Dark
    • PDF

    Article summary

    The content discusses the features and benefits of Dialpad, an all-in-one workspace designed for businesses of all sizes and industries. It emphasizes the ease of setup and customization to meet unique business needs. The content provides resources and tips for a smooth transition to Dialpad, including verifying network compatibility and supported equipment. It also covers the configuration process for company and office admins, as well as setting up the contact center. The content explains the number porting process for migrating existing numbers to Dialpad. Additionally, it highlights the importance of end user training and understanding Dialpad analytics for optimizing performance.

    Our all-in-one workspace is designed for every industry and every business size. Set up is incredibly fast and we make it easy to customize Dialpad for your unique business needs.  On this page, you'll find setup guides, as well as resources and tips and tricks to help you transition to Dialpad.

    Don't forget, we’re here to help!
    Our dedicated Customer Onboarding Team is here to assist — if you have any questions around on any of our features, the Customer Onboarding team can be reached at [email protected]

    Get Ready for your Dialpad Migration

    First, let's confirm you're ready to migrate to Dialpad. Verify that your network is ideal for VoIP and that your equipment is supported (including headsets, desk phones, and your workstation specs).

    Dialpad Admin Configuration

    Learn how Company and Office Admins can configure Dialpad for your exact business needs. Review the following articles to ensure your workflows are as breezy and efficient as possible.

    Configure your Contact Center 

    Next up is configuring your Contact Center. These articles will guide Admins through the setup process.

    Number Porting

    Looking to keep your existing numbers and migrate them over to Dialpad? Through the porting process, you can move your current numbers used today from your current provider over to Dialpad. Local, toll-free, and international numbers can be ported (the processing times vary, be sure to read our detailed guides.

    End-User Training

    Make sure that your users are fully trained up, comfortable, and ready. Check out the role-specific user training recordings & guides below to get your users comfortable with the Dialpad platform. 

    Dialpad Tip:
    Want more? Head to our YouTube channel, we have some fantastic demo videos and tutorials. The Dialpad 101 series is an audience favorite!
    Don't forget to check our events page for webinars and local events.

    Understand Your Dialpad Analytics

    Analytics and Call History menus reveal a lot about overall performance, but Contact Centers in Dialpad can take advantage of deeper metrics that gather insight from every conversation. Be sure to familiarize yourself with our key concepts and definitions so that you get the most out of your data. 

    Do you feel like this is a bit too much?
    Our Professional Services team offers 1x1 direct experiences, with various services packages designed to best fit your needs — contact us today!

    Was this article helpful?