Searching in Dialpad app

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Easily find all your conversations, transcripts, and contacts within Dialpad whenever you need them.

Let’s get into the details.

Who can use this

All Dialpad users can search within the Dialpad app.

Search in Dialpad

The search bar in the Dialpad app helps users quickly find contacts, messages, and call or meeting transcripts by entering keywords or phrases.

To search using the global search bar, head to your Dialpad app

  1. Navigate to the search field 

    User interface showing a user's Inbox. The Search field is highlighted to show where you can search for interactions in Dialpad.

  2. Type in your query

  3. Select Enter 

    User interface showing a user's Inbox. The option search result options are highlighted.

The quick search will display a list of contacts, select Enter to see more detailed search results. 

In the expanded search results page, you’ll see 6 different tabs  — let’s go over each tab of the results page.

Personal contacts

The Personal Contacts section displays results that match contacts from your personal Dialpad contact list.

Dialpad app search results for contacts. Personal Contacts tab is highlighted.

Group contacts

The Group Contacts section displays results that match contacts from your groups (ie Departments or Contact Centers).

Use the labels underneath the contact name to easily tell which group the contact belongs to. 

Ai Recaps

This section will display results from within the Ai Recaps from your calls and meetings.

Note

Users can only access recaps for personal and group calls they are a part of.

Admins and supervisors can view recaps for calls and meetings of the agents they're managing.

Messages

The Messages section displays results based on your messaging conversations.

Narrow down your results by using the From: and With: filters. 

  • From: Filters your results for messages from a specific contact. 

    Screenshot showing search results for Messages and filtered on From.

  • With: Filters results for messages where the contact was a part of the conversation, such as a group chat or channel. 

    Screenshot showing search results for Messages, filtered on With.

Note

The search bar in the mobile app doesn't have a Messages tab.

Calls

The Calls section displays calls based on the contact name or results found in the call transcript.  You can also use the From: and With: filters to narrow down your results.

  • From: Filters the results to display calls where the contact said the word you searched for, or is from the specific contact name.  

    Screenshot of Search results for Calls, filtered on From.

  • With: Filters the results to display calls in which both you and the mentioned contact were present, or where the searched word was said. 

    Screenshot showing search results for Calls, filtered on With.

Meetings

The Meetings tab displays results from your meeting transcripts. 

You can also use the From: and With: filters to narrow down your results.

  • From: Filters the results to display meetings where a contact mentioned what you searched for. 

  • With: Filters the results to display meetings in which both you and the mentioned contact were present or where the searched word was mentioned.