Working as an Executive Assistant

Executive Assistant pairings increase productivity, freeing up time for you to spend on nuanced and strategic work. 

Once an executive assistant pairing is made, an assistant can accept calls on the executive's behalf, as well as access voicemails and recordings. 

Let's take a look at working as an executive assistant.

Answer a call

Once you've been designated as someone's executive assistant, you can answer calls on their behalf. 

Just like your personal calls, you’ll receive an incoming call alert in the right corner of your screen. The only difference is you'll also see the name of the executive they're calling.

Similar to departments, an incoming call is rung out to more than one individual—in this case, both the executive and their assistant(s).

If you click decline, or simply miss the call, the caller will go to your executive's voicemail.

Place a call

Placing a call on your assigned executive's behalf works just like personal calls, the only difference is you’ll select your executive's caller ID from the new call drop-down menu.

Call waiting

Never miss a call with call waiting. You'll have the following options:

• Answer: Put your first caller on hold while you interact with your second caller
• Merge: Joins your first and second caller on an active call
• Decline: Sends your second incoming call directly to your voicemail

Transfer a call

Just like your personal calls, you can choose to transfer your executive's calls with:

• Ask First
• Transfer Now
• Send caller to voicemail
• Transfer to Hold Queue

Executives and assistants can also transfer calls between themselves with their Obihai devices.

Executive's inbox

What you'll see in your paired executive's Inbox varies based on the permissions they elected to give you when setting up the pairing.

Each assistant can always see:

• Operator availability (the availability of all assistants assigned to the Executive)
• New notifications
• All notifications

If your executive has given you permission (or you are on a Standard Ai Voice plan), you may also see a voicemail and/or recordings tab in your executive's inbox. 

If your executive has enabled Ai and given you permission to view their transcripts, or if you are on a Standard Ai Voice plan, you can view the Call Summary frfom within the conversation view. 

Frequently asked questions

Why can't I see the entire history of my paired executive?

Executive Assistants only have access to voicemails, recordings etc that occurred after they were made an EA and will not be able to view that occurred prior to the EA assignment.

Why can't I see my Executive's messages?

With Dialpad's Executive Assistant pairing, assistants can view phone calls, voicemails, and transcripts — not messages.