iOS Best Practices
  • 09 Aug 2023
  • 3 Minutes to read
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iOS Best Practices

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Article Summary

Dialpad helps you stay connected with a cloud phone system that works in real-time, across all your existing devices, to deliver voice, video, and messages.

Let’s take a closer look at 5 best practice tips for getting the most out of the iOS app.

Don't forget to update your app so that you can enjoy all of our newest features — we're currently running on v4.20.1

The Basics

Dialpad's iOS app is very similar to the desktop app that you know and love.

Your first view is your Recent conversations which include:

  • Recent calls (includes placed, received, and missed)
  • Recent messages (includes faxes)
Tip: 
Swipe left on a contact to Archive the conversation; swipe right to Call the contact.

You’ll also see icons for your Inbox, Contacts, and Departments (if you’ve been assigned as an Operator). If you have unread notifications, you’ll see the badge count appear on your Recent or Department icon.

Tap on the + icon to pull up your quick action menu that includes:

  • Add Contact
  • New Message
  • New Call

Lastly, tap on your profile photo to pull up your iOS profile and setting options, including:

  • Do Not Disturb
  • Custom Status
  • Outbound ID
  • Notification settings
  • HD calling settings

Managing Contacts 

When you receive a call or message from a new contact, the iOS app prompts you to:

  • Add the number as a new contact
  • Add the number to an existing contact
  • Mark the number as spam/block the number
Tip: 
Tap on a call notification within your conversation view to display quick action options like Flagging or Call back.


For new or recently edited contacts, Ai Voice will automatically sync across your devices so the next time you search for that name, you’ll have the contact (and any connected integrations) right where you need it.

Have a favorite contact? Tap the contact to view the conversation thread then tap View Profile to display the ability to star them. Favorite contacts appear at the top of your Recent list.

For spam and call blocking, you’ll have the option to:

  • Block and allow voicemails
  • Mark as spam
  • Block all communications

Check Your Voicemails 

Just like your desktop app, voicemails are stored in your Inbox.

Tap on a voicemail to display options that include:

  • Play audio
  • Reply
  • Call back
  • Delete

And if you’re on the PRO or ENT Ai Voice plan, you’ll automatically see your voicemail transcription right below the audio playback options.

Adjust Your Caller ID

Ai Voice gives you options to adjust both your inbound caller ID as well as your outbound. Let’s take a quick look at both.

Inbound Caller ID

Before following these steps, make sure to log in to dialpad.com

  1. On your Profile select Your Devices
  2. Select Advanced Options
  3. On the menu that appears, select how you want inbound calls to appear on your device
  4. Click Save Changes to confirm

Outbound Caller ID

  1. On the iOS app, either tap New Call from the + menu or tap the phone icon wherever it appears
  2. Tap the drop-down arrow next to your name to display all caller ID options

Setting your caller ID here will only apply to that specific call. To change your caller ID globally (meaning for all calls), you can navigate to your iOS profile and then Outbound Caller ID.

Keep in mind that this will apply to all your Ai Voice calls, even if you place them on another device (ex: laptop or desk phone).

Your iOS Settings

Just like your desktop app, you can control how notifications appear on your iOS device.

Find these options under your iOS profile > Receive Notifications For. By default, the options listed below will be toggled ON.

HD vs. Carrier Calling

If you're using a company-issued device, check with your admin about whether they’d prefer you to stick with HD vs carrier calling.

The iOS app gives you the option of how you’d like outbound calls placed—either through HD calling or through your carrier.

Note: Dialpad Glossary | HD Call vs Carrier Call 
An HD call is a call placed over VoIP (voice over internal protocol). Basically, a call that’s placed using WiFi (if available) or through your cell data when no WiFi is connected.

A carrier call is one that is placed through your native carrier (i.e. AT&T, Verizon, etc.). While the call is technically being “handled” through your carrier, your Ai Voice ID will still be used for outbound calls.

You’ll see the option to set HD vs carrier calling for:

  • Received calls
  • Placed calls
  • Choose before each call (outbound only)

Regardless of what option you select, your Ai Voice account will automatically log your call activity so you can go back to it anytime you need.


 



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