Getting Started with the iOS App
    • 02 Jun 2023
    • 2 Minutes to read
    • Dark
      Light
    • PDF

    Getting Started with the iOS App

    • Dark
      Light
    • PDF

    Article Summary

    With Dialpad you get the freedom to work from anywhere on the iOS devices you use every day. At this point, you've already downloaded the iOS app and are ready to connect and launch the app for the first time. 

    Let's take a look at your first steps in getting started with the iOS app. 

    Step 1: Verify Your Number

    Once you launch the app, you'll be asked to verify your phone number. You may have already done this in your Profile settings. If so, once you hit Verify Number, we'll let you know that you're good to go onto the next step.

    IMG_2013.jpg

    If not, we'll ring out to you. Just tap 1 to confirm your number.

    If you opt to Skip for now, you'll only be able to place/receive calls when you have an internet connection.

    Step 2: Navigating the App

    Once you're logged into the app, your Recent screen will display things like:

    • Your Profile
    • Your Favorite Contacts
    • Recent conversations (including notifications)
    • Quick action (+) menu (add contact, new message, new call)
    • Search
    • Inbox
    • Contacts
    • Assigned Departments / Call Centers 

    IMG_987D32F5FEC2-1.jpeg

    Inbox

    Just like your desktop app, your Inbox displays:

    • New notifications
    • New calls
    • Missed calls
    • Voicemails
    • Recordings
    • Messages
    • Flagged Items
    • Spam

    iosinobxcorrect.gif 

    Tap on a voicemail to display options to:

    • Play (via earpiece of your phone's speaker)
    • Reply (conversation thread)
    • Call Back
    • Delete

    iOS_-_Check_Voicemail.jpg

      
    Note:

    Pro or Enterprise user? Voicemail transcriptions will automatically appear under each of your voicemails.

    Contacts

    Tap on Contacts to view:

    • Frequent
    • Directory
    • Department
    • Dialpad (contacts you’ve connected with through Dialpad)
    • Device (personal contacts from your iOS device)

     view_contacts_EN.jpg

    Departments 

    Tap on Departments to display all the Departments that you've been assigned as an Operator or Administrator. 

    Your Department Inbox displays categories like:

    • New - new interactions from a contact
    • All - timeline of events to that department and shows weather the interactions were a message, call, or voicemail
    • Missed notifications
    • Voicemails
    • Recordings (Administrators only)

    You'll also have the ability to toggle your Department DND from this screen.

    Call Center

    Tap on Call Centers to display all the Call Centers that you've been assigned as an Agent or Administrator. 

    IMG_AB2560781F9F-1.jpeg

    Here you can manage your Available/Off Duty status and set any custom off duty status'. 

    IMG_5CAE1D8572A2-1.jpeg

    Your Call Center Inbox Displays:

    • Hold Queue
    • Agents - shows all agents assigned to that Call Center and their status' (Call Center Admins and Supervisors can toggle agents on and off duty)
    • New - new interactions from a contact
    • All - timeline of events to that department and shows weather the interactions were a message, call, or voicemail
    • Voicemails
    • Recordings (Call Center Admins ONLY)

    ioscallcenterinbox.gif

    Profile Settings

    Here's where you'll come if you're looking to:

    IMG_2015.PNG

    Step 3: Enabling HD Calling

    Empowering you to work from anywhere takes strong call quality. That's why we suggest enabling HD calling when you're connected to a trusted, strong WiFi connection (like at the Office, airport, or even at home). 

    IMG_0095__1_.png

    Traveling? Navigate back here to disable HD calling and make calls with your carrier network.

    Better yet, consider opting for Choose before each call, giving you the flexibility to pick the best option for wherever work takes you. 


    Was this article helpful?