Dialpad Everywhere
  • 10 Nov 2023
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Dialpad Everywhere

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Article Summary

Gain instant access to Dialpad features you use most, no matter what tab, window, or app you’re using.

Before getting started with Dialpad Everywhere, make sure you've upgraded to the latest available version of the app.

How to set up Dialpad Everywhere

To get started with Dialpad Everywhere, click your Avatar to open your App Settings.

  1. Select Preferences
  2. Select  Other Settings
  3. Check the three boxes under the Dialpad Everywhere section

Once enabled, you'll notice Dialpad Everywhere pop up on your screen when you navigate away from an active call started on your desktop app.

Access call controls 

Hover over your Dialpad Everywhere interface to display all your available call controls, including:

  • Mute
  • Hold
  • Dialpad
  • Warm Transfer
  • Direct Transfer
  • Add a Caller
  • Recording
  • Hang Up 


Dialpad Ai Everywhere

If you have Dialpad Ai enabled, you’ll see an Ai button in your Dialpad Everywhere. When you click into it you will be able to see the live transcript of your call. 


Not only that, but easily toggle between your Real-Time Transcripts and your Real-Time Assist cards.


Only Dialpad Support, Ai Sales, and Ai Voice with Contact Center Pro or Enterprise Add On with Real-Time Assist created will see RTA cards in their Dialpad Everywhere instance.

Available integrations

Ditch context switching and distractions with integrations embedded directly into your Dialpad Everywhere interface.

Available integrations include: 

G Suite and Office 365 Integrations 



Compose Message
Recent Emails
View All
Launch email app in a browser tab with compose open Links to last three emails exchangedView all shared emails 

Calendar Events

Create Event
Shared Events
View All
Launch calendar app in a browser tab with create event openCurrent event and next event togetherView all shared events


Create Document
Shared Documents
View All
Launch drive app in browser tabThree shared filesView all shared documents

Salesforce integration

Create Opportunity

Opens Salesforce in a new browser tab on the create opportunity view

Log Activity 

Shows the log activity UI

View Lead

Navigates you to the lead (if connected)

Zendesk and ServiceNow integrations

Create Ticket

Launch Zendesk/ServiceNow app in a browser tab with new ticket open

Recent Tickets

Shows last three tickets for this contact

View Record

Launch Zendesk/ServiceNow in the browser tab to page showing all tickets for this contact

Hubspot integration

Logging Calls to Hubspot

Allows you to log the call to Hubspot

Have more questions? Check out our Dialpad Everywhere FAQ page.

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