--- title: "Customer Onboarding" slug: "customer-onboarding" description: "Learn how to set up Dialpad to serve your unique business needs and get going in no time. " tags: ["Admin", "ai contact center", "ai sales", "ai voice", "call routing", "customer onboarding", "dialpad call center", "Dialpad sell", "dialpad talk", "Number Porting", "office settings", "set up dialpad", "system requirements"] updated: 2025-09-19T13:30:37Z published: 2025-09-19T13:30:37Z --- > ## Documentation Index > Fetch the complete documentation index at: https://help.dialpad.com/llms.txt > Use this file to discover all available pages before exploring further. # Customer Onboarding 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. > [!NOTE] > 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 **customer-onboarding@dialpad.com** **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). - [Network Recommendations](/v1/docs/network-setup-recommendations) - [Adjust your network](/v1/docs/how-to-troubleshoot-the-please-check-your-internet-connection-error) - [Dialpad App Requirements](/v1/docs/dialpad-app-requirements) - [Home Network Troubleshooting Tips](/v1/docs/home-network-troubleshooting-tips) - [Supported Headsets & Audio Devices](/v1/docs/supported-audio-devices-headsets-for-your-computer) - [Supported Deskphones](/v1/docs/supported-desk-and-room-phones) ## 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. - [Setting up Your Office Settings](/v1/docs/manage-an-office) - [Manage Your Users](/v1/docs/manage-your-users) - [Enable Dialpad AI](/v1/docs/enable-dialpad-ai-for-offices-shared-lines) - [Create & Manage a Department](/v1/docs/create-manage-a-department) - [Set up your Main Line Call Routing](/v1/docs/manage-a-main-line) - [Add & Remove Team Members](/v1/docs/add-remove-team-members) - [Configure Holiday Call Routing](/v1/docs/set-holiday-hours-routing-rules) - [Add, Edit & Remove Extensions](/v1/docs/add-edit-and-remove-extensions) - [Enable Office Wide Call Recording](/v1/docs/) - [Set up Executive Assistant Pairing](/v1/docs/assign-executive-assistant-pairings) - [Enable International Dialing](/v1/docs/international-services) - [Request a CNAM/CallerID Update](/v1/docs/how-to-request-a-new-caller-id-name) - [Manage your Call Credit Balance](/v1/docs/add-call-credits-to-your-dialpad-office) - [Add Shared Company Contacts](/v1/docs/shared-company-contacts) ## Configure your Contact Center Next up is configuring your Contact Center. These articles will guide Admins through the setup process. - [Set up Call Routing Rules for Contact Centers](/v1/docs/set-call-routing-rules-for-contact-centers) - [Create a Contact Center](/v1/docs/create-a-contact-center) - [Contact Center & Coaching Team-Specific Admin Settings](/v1/docs/manage-a-coaching-team) - [Manage a Contact Center](/v1/docs/manage-a-contact-center) - [Configure Real-Time Assist Cards & Custom Moments](/v1/docs/real-time-assist-cards-custom-moments-best-practices) - [Skills-Based Call Routing](/v1/docs/skills-based-call-routing) ## 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. - [Port your Local US Number](/v1/docs/port-in-your-local-us-number) - [Porting Frequently Asked Questions](/v1/docs/porting-faqs) - [Port your Toll-Free US Number](/v1/docs/port-in-your-toll-free-us-number) - [International Number Porting](/v1/docs/international-porting-basics) ## 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. > [!TIP] > Tip > > Want more? Head to our [YouTube channel](https://www.youtube.com/channel/UChk5y5vgtsfHK33ayU1cCCQ), we have some fantastic demo videos and tutorials. The [Dialpad 101](https://www.youtube.com/playlist?list=PLZBTEcyiNkYuXC2CYVqtamtlEM-DJf1C6) series is an audience favorite! > > Don't forget to check our [events](https://www.dialpad.com/events/) page for webinars and local events. ## Understand Your Dialpad Analytics [Analytics](/v1/docs/analytics-charting-data) and [Call History](/v1/docs/using-call-history) menus reveal a lot about overall performance, but [Contact Centers](/v1/docs/manage-a-contact-center) 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. > [!NOTE] > 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!](https://www.dialpad.com/professional-services/) ## Related - [Set Call Routing Rules for Departments](/set-call-routing-rules-for-departments.md) - [Porting FAQs](/porting-faqs.md) - [Dialpad Self-Start Deployment Guide](/dialpad-self-start-deployment-guide.md) - [Manage Dialpad Licenses](/manage-dialpad-license-billing.md) - [Network Setup Recommendations](/network-setup-recommendations.md)