Use the iPad App

Dialpad's cloud-based phone system lets you stay connected in real-time across all your devices, including iPads.

Dialpad offers two slightly different iOS app experiences, one for your iPhone and one for your iPad. Dialpad features and functionality remain the same; however, the iPad app offers portrait and landscape modes and has more room on the screen to display your favorite information.  

Let's dive into the details.

Place a call

Calls can be made 3 ways:

1. Tapping the Call button on the left sidebar
2. Tapping the phone icon beside an interaction in your inbox
3. Tapping the phone icon in a conversation thread

Receive a call

To receive a call, tap the Blue Check icon. If you want to decline the call, tap the red X.

Record a call

To record a call, tap the Rec Off button. Callers will hear a notification stating that the call recording has been turned on.

Stop recording a call by selecting the Rec On button. 

Access recordings 

Call recordings are available for playback in the iOS app, however, if you want to download a call recording, you'll need to launch Dialpad from a laptop or desktop. 

To access your recordings, select Inbox, then slide through the tabs to find Recordings.

Transfer a call

To transfer a call:

1. Select More
2. Select Transfer
3. Choose the contact from the list,or enter contact's name or phone number
4. Select the transfer type 

Add a caller

To add a caller during an active call:

1. Select More
2. Select Add Caller
3. Choose a contact from the list, or enter a contact's name or phone number
   

You can add up to 3 callers to an active call.

Send a message

To send a message:

1. Tap the Message button on your sidebar
2. Enter the contact's name or number, then write your message
3. Press the arrow, or tap enter to send

If you've recently chatted with a contact, find their name in your Inbox to open the conversation thread and compose a message to send.

You can also share texts, links & images to channels and select multiple participants.

Receive a message

When you receive a message,  you'll see different notifications in several different locations

• Pop-up notification: From outside the Dialpad app, you'll receive a drop-down notification that displays the message's text
• In-app notification: In the Dialpad app, you'll see the message in the Unread and Messages sections of your Inbox.  The contact's name will also appear in bold, with a blue dot next to their profile picture in the Favorites or Recents tabs.
• Notification badge: A small, red dot will appear attached to the Dialpad app's icon and tally unread notifications
  
  

Group messages

To send a message to a group:

1. Tap the Message button
2. Enter all contacts' names or numbers
3. Compose your message, then tap enter to send (or tap the purple arrow)
   

To view the details of your group chat, open the conversation thread, then tap the names at the top. 

From the pop-up screen, you can rename or favorite your conversation, turn on notifications, add new people to the conversation, or tap the participant names to access their profile. 

Archive a conversation thread

To archive a conversation thread:

1. Navigate to the conversation in your Inbox
2. Swipe from right to left to reveal the Archive button
3. Complete the swipe to archive the conversation

Share from outside apps

To share content from an outside app:

1. Select the Share button
2. Select Dialpad
3. Choose the Dialpad contact 
4. Tap the arrow to send 

Check your inbox

Your inbox is divided into 9 sections: Unread, All, Calls, Missed Calls, Voicemails, Recordings, All Messages, Starred, and Spam.

To check your inbox, tap Inbox. Then, scroll horizontally to access different tabs. 

Find contacts

Contacts can be found in your contact directory, or by searching for a name or phone number. 

The Contacts section of your app is divided into 4 sections:

• Recent: Contacts that you have recently interacted with.
• Directory: Contacts within your Company Directory.
• Department: Contacts associated with your Department.
• Device: Contacts found locally on your device.

Tap the phone icon before a contact to call them, or tap their name to open the conversation thread. 

You can then send a message, call, or view their profile from the conversation history.

Favorite a contact

To favorite a contact:

1. Open a conversation thread
2. Tap their name to see their contact details
3. Tap the Star    

Favorited contacts appear in the Favorites section and can be un-favorited by returning to the contact profile and tapping the star once more. 

Add a new contact

To add a new contact, navigate to Contacts, then tap the + icon. 

Enter the contact information, including their name, phone number, email address, company, and role.

Add a new contact from an unsaved number

You can also add an unsaved number as a new contact. 

1. Open the conversation thread with an unsaved number
2. Tap Add contact 
3. Choose to create a new contact, or add to an existing one
4. Enter the contact information  

View a contact profile

To view a contact profile:

1. Open the conversation thread
2. Tap the contact's name
   

The pop-up screen will display additional details about the contact and any shared integrations.

Adjust outbound caller ID

Dialpad offers 2 ways to adjust your outbound caller ID for individual calls:

• Long-press the Phone icon while in a conversation thread,  then choose an available caller ID (left)
• Navigate to Settings > Outbound Caller ID, then choose an available caller ID (middle)
• Navigate to the Keypad tab and select Call As to choose an available caller ID (right)

To adjust your caller ID for all calls, you'll need to navigate to your global caller ID settings from the web portal.

Do not disturb 

To set yourself to Do No Disturb mode:

1. Tap your profile picture
2. Toggle Do Not Disturb on

Set custom status

Use a custom status to let people know where you're at, or what you're working on.

To set a custom status:

1. Tap your profile picture
2. Select Set Your Status
3. Enter the desired text and/or emojis, or choose from one of Dialpad's preset statuses
   • If you already have a custom status set, you'll need to clear it first before being able to enter a new one
   • Select Set Timer if you'd like the status to disappear after a specific amount of time
   • You can also use one of Dialpad's 4 preset statuses if you don't feel like being creative

Notification settings

Prioritize your day by customizing what you'll Dialpad activities you'll be notified for.

Choose to receive notifications for incoming calls, messages, missed calls, and voicemails.

To update your notification settings:

1. Tap your profile picture
2. Navigate to Notifications & Ringtones
   
3. Choose Personal Notifications or Group Notifications
4. Toggle on or off notifications for each setting 

Dark Mode

To turn on Dark Mode for your iPad:

1. Tap your profile picture
2. Navigate to Themes
3. Uncheck Match system 
4. Select Dark Mode

If you'd like the Dialpad app to switch between light and dark modes based on your device's preferences, select Match System. 

About

Find your app version, access the Help Center or review our privacy policy from the About section of your Settings.

1. Tap your profile picture
2. Navigate to About

You'll also find quick access to the Help Center, as well as our legal and privacy policy.

Log out

Looking to log out?

To log out of your Dialpad app:

1. Tap your profile picture
2. Navigate to About
3. Tap Log Out