Dialpad Meetings + Dialpad Ai

Enable Dialpad Ai for team members

To enable Ai for your team, go to your Dialpad Meetings Settings.

1. Select Team

2. Enable the toggle for Allow Dialpad Ai on meetings
   

Ai will now appear as a feature for users on your team, however, they'll need to activate it manually.

Note

New Dialpad Meetings Business accounts have Ai turned on automatically, so Ai will be active for all your meetings.

Enable Dialpad Ai for an individual user

Users can control whether they want Dialpad Ai to automatically on or off for all their meetings.

From your Dialpad Meetings dashboard, navigate to Settings.

1. Navigate to Turn on Ai during meetings?

2. Toggle on the slider
   

That's it!  Dialpad Ai is now enabled and is ready to work.

Real-time transcriptions with Dialpad Ai

You don’t have to wait until after the call to get transcriptions. With real-time Ai, you can see the transcriptions as you speak.

To see real-time AI transcripts and notes during a meeting, select Ai Notes from the bottom bar.

As the meeting progresses, participants can see the transcript and action items captured in real-time.

Joined late?

No problem — with real-time transcription, you can scroll up to review earlier transcripts and catch up on what you missed.

How to start and stop Dialpad Ai

You can turn Dialpad Ai on and off during your meeting using your host controls or the Ai Notes tab.

Start Ai from Host controls

To start Ai from your Host controls:

1. Select Host controls

2. Select Turn on Ai
   

Start Ai from Ai Notes

To start Ai from your Ai Notes section:

1. Select Ai Notes

2. Select Turn on Ai
   

   Stop Ai during a meeting

   To stop Ai during your meeting, head back to your Host Controls and select Turn off Ai
   

   Ai Recap for Meetings

   If Ai was on during your meeting, the Ai Recap is available on the meeting exit page after the meeting ends.

   Simply select Share and choose who you'd like to share it with.
   

   They'll receive a Dialbot notification and an email with a direct link to the AI Recap.

Tip

Need to remove an Action Item before sharing the Ai Recap?

If you're the meeting organizer, simply hover over the Action Item and select the Trashcan icon (deleting Action Items is permanent, so do be careful!)

View Ai Recap

You can also access your Ai Recap from your Meeting History.

1. Choose a meeting that had Ai enabled

2. Select View Ai Recap

   

   Request Ai Recap

   If the meeting's organizer has not yet shared the Ai Recap, you can request it from the Meeting overview.

   To request the Ai Recap, select Send request
   

Note

Only the meeting organizer will have visibility into the Ai aspects of the post-call summary (transcript + moments). However, sharing the post-call summary or the Ai Recap link will grant access to other participants.

Share meeting summary

Need to share a meeting summary with a team member who was out of the office? With just a couple of clicks, you can share the call summary with the transcript, moments, and action items with people within your organization, or send it to anyone with any email address.

1. Navigate the Meeting's Summary page in your Call History

2. Select Share

3. Choose who you want to share the summary with

   1. By default, you'll see the meeting's participants listed. To remove someone, select the X beside their name.

   2. Share with additional people by entering their name or email in the search bar.

4. Select which part of the Meeting details you want to share
   

   1. Full meeting details (includes Ai Summary, full transcript, and chat logs).

   2. Ai Summary and Action Items only.

5. Enter a message (optional)

6. Select Done to save your preferences

   1. Select Copy Link to copy the link to your clipboard for easy sharing.

Anyone with the link has access to the shared meeting summary.

Note

If call recording was turned on, it will also be accessible in the meeting summary.

Action Items in Dialpad Meetings

Action Items are detected automatically by Ai during meetings, but you can manually add them, too.

To add an Action Item during a live meeting:

1. Select Ai Notes

2. Select Add action item
   

3. Enter the details of your Action Item

4. Assign it to someone (optional)

5. Select Add action item
   
   Once added, you'll see the Action Item in your meeting, as well as listed on the Ai Recap and the meeting's summary page.

Moments

The meeting Summary Page displays Ai-detected moments, giving you the full picture of the meeting without having to go back and watch the recording.

Moments are color-coded and listed on the Dialpad meeting Summary Page. Beside each Moment type, you'll see a number displaying how often it was used. If you select the Moment name, you'll be taken to the spot in the transcript that triggered it.

Types of Moments

Dialpad Meetings' Ai captures the following types of Moments:

• Action Item - A clearly defined task to be completed after the meeting, usually assigned to an individual or small group.

  • Example: "I will send the information to you tomorrow"

• Address - The address of a physical location or building.

  • Example: "Please be at 6456 West Ave by 9 AM".

• Competitor - The name of a competitor, as defined in your company dictionary.

• Call Recording Notification - When someone notifies the customer that the call is being recorded.

• Currency - A dollar amount or currency amount is mentioned.

  • Example: “That costs $100”

• Date - A specific date.

  • Example: “Let’s meet on December 10, 2020”

• Email Address - An email address is mentioned.

  • Example: "Dont forget to send that email to [email protected]"

• Interesting Question - An interesting question was asked on a call.

  • Example: “Did you see that report on last month's shipping times?”

• Negative Sentiment - The customer said something negative.

  • Example: "I'm not happy with your shipping rates".

• Positive Sentiment - The customer says something positive.

  • Example: "I love your logo!"

• Swear Words - Someone mentioned a profanity

  • Example: "That's bullshit"

• Time - A specific time of day

  • Example: “Let’s meet at 1:30 PM”

Dialpad Meetings' Ai does not capture these Moments:

• Manager Attention

• Phone Number

• Purpose of Call

• Support Defective

• Support Issue Resolved

• Recommendation

• Snippet

Ai Playbooks

Leverage Dialpad’s real-time speech recognition and generative Ai to ensure sales reps adhere to prescribed sales behaviors on live calls. Ai Playbooks keep sales teams aligned, ensuring everyone is providing a consistent customer experience.

Not only do Ai Playbooks provide priceless real-time insights for sales reps, but they also offer post-call analytics to help managers drive smart business decisions and pinpoint coaching opportunities.

Frequently asked questions

Is my data used to train Dialpad’s AI models?

Only if you want us to! Admins can opt-in or opt-out of Dialpad’s Ai training program.

Read our article on Ai Training Preferences for more information.