iOS

Tap the Search icon to begin typing in your contact's name and/or number.  

Tap the contact's name to pull up a conversation thread. Tap the Call icon to place a new call.

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If you'd prefer, you can tap Contacts to search through your Frequent, Directory, Department, Dialpad (contacts you've connected with through Dialpad), and Device (personal contacts on your iOS device).

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Tapping on a Contact in this screen will pull up the conversation thread, where you'll be able to place a call or send a message. 

Dial

Tap + then New Call to manually dial a number

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Transfer a Call

To transfer a caller on your iPhone, tap on More when on an active call to pull up your Search screen. Type in your contact's name or number to pull up your Transfer options.

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To transfer on your iPad, tap Transfer and follow the same steps as above.

Add a Caller

To add a caller, tap on More>Add a Caller when on an active call to pull up your Search screen. Type in your contact's name or number to have us ring out to them. If they answer, just press OK to add them to your call. 

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Once your additional caller has been added, you'll be able to manage each caller independently from your Recent list, just like your desktop app. You can add up to 3 callers. 

Active Call Options

On your iPhone, tap the down carrot icon next to your contact's photo to reveal your active call options.

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Other active call controls include:

  • Mute
  • Hold
  • Dial
  • Speaker
  • More (Transfer, Add a Caller, Record the Call)

In addition to these options, you can always navigate back to your Recent list to Add a Contact, Send a Message, or check your Inbox on both your iPhone and iPad. Just tap < until you're back on your Recent screen.

Caller IDs

Adjust your caller ID for a specific caller or for all calls.

To adjust your caller ID for a specific call, you can select one of the following options:

  • Long press on the call icon when you're in a conversation thread to select an available ID
  • Tap on your name in the upper left-hand corner of the app>Settings>Outbound Caller ID
  • Tap on the New Call From drop-down when you're viewing the New Call screen

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To adjust your caller ID for all calls, you'll need to navigate to your Global Caller ID settings.

Keep in mind that any interactions with your Department lines will default to the Department ID. 

Call with iOS Dialer

Place and receive calls with your native iOS dialer using your Dialpad number (i.e. a CallKit). Before reading on, make sure that you have upgraded to iOS 10.

Place a Call

  • Navigate to your iOS address book>Contacts
  • Long press on a contact to reveal call options
  • Select Dialpad
  • HD or Carrier Call is placed with your Dialpad # (depends on your Dialpad settings)

Keep the following in mind:

  • This is your default option for native dialing unless you revert back
  • Your call records will be stored in Dialpad

Receive a Call

You can receive an HD call through your native dialer when your iOS device is locked or unlocked.

Let's take a look at how to receive a call when your phone is locked:

  • Inbound call displays on your iOS lock screen
  • Inbound call will display Dialpad Audio and your Caller's ID
  • Answer the call then tap the Dialpad icon
  • After unlocking your phone, you'll be redirected to the Dialpad app

Now let's take a look at how to receive a call when your phone is unlocked:

  • Inbound call displays on your iOS device
  • Inbound call will display Dialpad Audio and your caller's ID
  • Answer the call to be automatically pulled into your Dialpad app

In either case, you must enable HD calling inbound within your mobile Dialpad settings to use these options.

Call Waiting

When you're on an active HD call and a second call comes in (HD or Carrier), you'll have the option to:

  • Decline the second call
  • Accept the second call and end the first call 

Call Forwarding

When you add your mobile device as a forwarded number, you're giving us the OK to ring that number when you receive calls to your other connected devices, like your desktop app. Essentially, we're forwarding that call to ring to your mobile, offering you the flexibility to work from anywhere.

When you receive a call to your mobile, the banner notification will display "Dialpad Call" followed by your caller's ID. 

Simply accept the call on your native dialer to be connected to your caller.

Call Forwarding: Advanced Settings

Need help deciphering between personal calls and Department calls? With our Forwarding Number Advanced Settings, you control how incoming calls appear on your mobile.

To set your incoming caller ID preferences, navigate to Dialpad.com>Your Settings>Your Devices>Forwarding Number>Advanced Settings.

From here you'll have the ability to set your incoming caller ID preferences for calls to your personal Dialpad number, your Department/Main Line, and your Executives.

Dialpad Tip: Consider setting your preferences to display your personal/Dept/Exec. number rather than your caller's number to quickly identify an incoming Dialpad call.

Answer a Call

If you haven't upgraded to iOS10 yet, you can opt to receive a call one of two ways: through your carrier or through HD Calling (VoIP).

Let's look at the steps for each:

Carrier Calls

  1. Banner notification alerts you of incoming Dialpad call
  2. Native dialer displays incoming call 
  3. Tap Answer to accept 

If you'd like to use Dialpad controls, navigate to your Dialpad app and tap on your Active Call 

HD Calls (VoIP)

  1. Banner notification displays incoming call
  2. Tap on body of notification to pull up HD Call screen
  3. Tap Answer to accept

Call is now being handled through iOS app, giving you full access to call controls 

Dialpad Tip: We'll display a notification when your device loses connectivity, including when you're on an active call. 

Want to learn more about carrier calls vs. HD Calls? Check out our mobile preferences article.

Call Rating

After you finish a call, you'll have the option to rate the quality (just like on your desktop app). 

If you give your call a one or two-star rating, you'll have the ability to submit the issue to our support team right within the app. 

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Toggle DND

  1. Tap on your photo/initials at the top left of your screen
  2. Tap on the DND toggle to turn it ON

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Inbox

To review your call history, including all inbound/outbound calls, missed calls, and voicemails, tap on Inbox.  From here you'll be able to view New Notifications, Calls, Missed, Voicemails, and Recordings.

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Tapping on Voicemail will not only display all your received messages but also allow you to play them within the screen. Tap on an individual contact to be pulled into the conversation thread. 

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

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Block a Caller

Receiving unwelcomed calls and/or messages? With our call blocking feature for iOS, you can take back control of who contacts your line. 

To block a number, navigate to the Conversation Thread>Profile>Edit. Scroll to the bottom of your screen and tap on Block Contact.

You'll be presented with two options:

If you select Block and allow voicemails:

  • Your caller will be sent directly to your voicemail
  • The call will be displayed in your call log
  • The caller moves to the top of your Recent list
  • If a voicemail is left, you'll receive a notification
  • The contact will have the words Blocked displayed beneath their name

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If you select Block all communications:

  • Your caller will automatically receive a text to speech message: "Sorry, this number is not in service...Goodbye."
  • No notifications are triggered
  • The call is not displayed in your call log
  • The contact will have the word Blocked displayed beneath their name

To unblock a number, navigate to back to the edit profile screen and select Unblock Contact.

Archive

Just like your desktop app, you can Archive past conversations in your Recent list. Just swipe left and tap X to Archive.

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Bonus: Swiping right gives you the option to place a call to that contact.

View Profile

Just like your desktop app, you can view your contact's profile on your iOS device, including any G Suite or Office 365 integrations.

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Just tap on your contact's name when you're in a chat to pull up their profile. If you haven't connected these integrations on your desktop app first, then this area will appear blank. 

Send & Receive Messages

Send a Message

Tap + then New Message to pull up your message screen. 

Begin typing in your contact's name to run a search. Once you select your contact, you'll be pulled into the conversation thread where you can begin typing your message. Tap the camera icon to send a screenshot and/or video. 

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You always have the option to send a message to your recent contacts. Just tap their name on your Recent screen to pull up your conversation thread.

Receive a Message

You'll receive a banner notification on your screen, a badge notification on the app's icon, and a notification within the app. We got your back.

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Group Messaging

Need to grab the attention of the group? On your new message screen, tap after your recipient's name to add more contacts. 

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Once you've started your conversation, you can tap on the Profile within the conversation thread to view individual group members, add another contact to your group, or leave the group. 

Tap on any individual group member to pull up options like View ProfileSend MessageCall, or Remove From Group

iPhone Settings

Not only is your outbound caller ID and HD Calling options nestled under your Settings, but also the ability to adjust the type of notifications you receive as well as how you receive them.

Receive Notifications For

By default, these options are toggled ON, but you can always opt to turn one or all three off.

 

Advanced Settings: SMS Forwarding & Ring this Device

SMS Forwarding sends text messages to your mobile number whenever you receive messages to your Dialpad number. By default, this is turned off to avoid having you receive notifications twice (once from the app and once from your native device). SMS Forwarding is only available with carrier service.

By default, Ring this Device is toggled ON to ensure that you're receiving incoming calls to your forwarding device. If you want, you can opt to turn this off so only calls to your other connected devices ring.

Keep in mind that this is not the same thing as enabling Do Not Disturb from your profile drop-down.