Customer Onboarding
- 23 Aug 2023
- 2 Minutes to read
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Customer Onboarding
- Updated on 23 Aug 2023
- 2 Minutes to read
- Print
- DarkLight
- 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.
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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.
- Setting up Your Office Settings
- Manage Your Users
- Enable Dialpad Ai
- Create & Manage a Department
- Set up your Main Line Call Routing
- Add & Remove Team Members
- Configure Holiday Call Routing
- Add, Edit & Remove Extensions
- Enable Office Wide Call Recording
- Set up Executive Assistant Pairing
- Enable International Dialing
- Request a CNAM/CallerID Update
- Manage your Call Credit Balance
- Add 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
- Create a Contact Center
- Contact Center & Coaching Team-Specific Admin Settings
- Manage a Contact Center
- Configure Real-Time Assist Cards & Custom Moments
- 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
- Porting Frequently Asked Questions
- Port your Toll-Free US Number
- International Number Porting
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.
- Working as a Contact Center Agent
- Working as an Executive Assistant
- Working as a Contact Center Supervisor
- Working as a Department Operator
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.
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.
- Analytics Glossary
- Exporting Your Analytics Data
- Analytics Key Concepts
- Scheduling Reports
- Analytics FAQ’s
- Managing a Playlist
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!
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