Turn on Dialpad Ai for Offices & Shared Lines

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With built-in speech recognition and natural language processing, Dialpad Ai delivers insights and automates workflows across employee and customer experiences.

Enable AIacross your Company, Office, or Shared Lines to give your team access to fantastic time-saving features such as live transcription, action items, key moments, and searchable call summaries.

Let's take a look at how to turn on Dialpad AIfor Offices and Shared Lines.

Who can use this

Company Admins can enable Dialpad AIpermissions for Offices.

Once enabled, Office Admins can turn on Dialpad AIfor their Office’s users, Contact centers, and groups.

Enable Dialpad AIfor Company

Dialpad AImust be enabled at the Company and Office level before you can configure AIpreferences for individual users, your main line, Departments, Contact Centers, and Coaching Groups.

To turn on Dialpad AIfor your Company, go to your Dialpad Admin Settings.

  1. Select Company Settings

  2. Select AISettings > General AISettings

  3. Toggle on Allow AIto be used company-wide

    Company Settings page, showing the AISettings. The option to enable AIfor the company is highlighted.

Note

Once enabled on the Company level, each Office can choose to turn Dialpad AIon or off.

Turn on Dialpad AIfor an Office

To turn on Dialpad AIfor your Office, head to your Dialpad Admin Settings.

  1. Select Office > AISettings

  2. Toggle on Allow AIto be used office-wide

  3. Choose if you want to enable AITraining

  4. Select I agree

Once turned on, you can choose to:

  • Allow Dialpad AIfeatures to improve based on your data.

  • Have Dialpad AIautomatically start for every call.

  • Have the AITranscript automatically open when a call starts.

  • Allow individual users to start & stop AIduring calls and meetings.

Note

Turning on Dialpad AIfor an Office does not automatically enable AIfor your team. Once turned on, team members will see the option to enable Dialpad AIfor their own calls.

Turn on Dialpad AIfor a Shared Line

To enable Dialpad AIfor your Shared Line (Department, Contact Center or Coaching Group), go to your Dialpad Admin Settings.

  1. Select Contact Centers, Departments or Coaching Groups

    1. These steps display how to turn on Dialpad AIfor a Department.

  2. Select the desired Department

  3. Select AISettings

  4. Toggle on Allow AIto be used in this department

    Department Settings view, showing the options for Ai. The option for enabling AIfor the department is highlighted.

Once turned on, you can choose to:

  • Allow Dialpad AIfeatures to improve based on your data.

  • Have Dialpad AIautomatically start for every call.

  • Have the AITranscript automatically open when a call starts.

  • Allow individual users to start & stop AIduring calls and meetings.

Note

Dialpad AImust be enabled at the Office level before you can enable it for individual Departments or Contact Centers.

Frequently asked questions

Is my data used to train Dialpad’s AImodels?

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

Read our article on AITraining Preferences for more information.