Use the iOS App

Before diving into your iOS app, take a look at these getting started tips. 

Place a Call

Tap + then New Call to manually dial a number or search for a contact. Or, if you're within a conversation thread you can tap right on the Phone icon.

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Learn how to place a call straight from your native iOS dialer.

Call with iOS Dialer (Call Kit)

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

  1. Navigate to your iOS address book>Contacts
  2. Long press on a contact to reveal call options
  3. Select Dialpad
  4. 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 (Locked)

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

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

Receive a Call (Unlocked)

  1. Inbound call displays on your iOS device
  2. Inbound call will display Dialpad Audio and your caller's ID
  3. 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 carrier call comes in, you'll have the option to:

  • Decline the carrier call
  • End the HD call and accept the carrier call 

 

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

  • End the carrier call and accept the HD call
  • Reject the HD call 
  • Hold the carrier call and accept the HD call

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Receive a Call

If you haven't upgraded to iOS10, 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:

Receive an HD Call 

  1. Notification displays incoming Dialpad call 
  2. Accept call to automatically be pulled into the Dialpad app 

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Receive a Carrier Call 

  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 

 

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. 

Transfer a Call

iPhone

  1. Tap More > Transfer Caller
  2. On your search screen, type in your recipient’s name or number
  3. Choose one of your available transfer options

iPad

  1. Tap Transfer > Transfer Caller
  2. On your search screen, type in your recipient's name or number
  3. Choose one of your available transfer options

Add a Caller

  1. Tap More > Add a Caller
  2. On your search screen, type in your recipient's name or number
  3. Both you and your other caller will hear ringing
  4. Once the additional caller is connected, you'll have the same active call options for either caller

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Note: You can add a max of 3 callers to your active call.

Record a Call

  1. To record, Tap More > Record This Call
  2. To stop recording, tap More > Stop Recording

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You can access your recordings straight from your iOS app. Just navigate to Inbox > Recordings. To download, head back over to your desktop app. 

Search for a Contact

You can search for either a contact or a specific term/phrase:

Search a Contact

  1. Tap the Search icon (magnifying glass) to pull up the search field
  2. Type in your contact's name/number 
  3. Tap on their name to pull up your conversation thread

Search a Term/Phrase

  1. Tap the Search icon (magnifying glass) to pull up the search field
  2. Tap on History, then type in your term/phrase
  3. Tap on a result to be pulled into your conversation 

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From the conversation thread, you can:

  • Send a message
  • View their Profile
  • Place a Call 

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
  • Tap on your name in the upper left-hand corner of the app>Settings>Outbound Caller ID
  • Tap on New Call From drop-down when you're viewing the New Call screen

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To adjust your caller ID for al l 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 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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Log Salesforce Activity

Just like your desktop app, you can view Salesforce activity for your contacts including an option to log activity and select the right match when multiple appear. 

Block a Caller

Blocking a call on your iOS works the same way as your desktop 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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Set a Custom Status

Just like your desktop app, you can set a custom status straight from your iOS. Just tap into your profile to see the option to pick from our defaults or create your own (and why not throw an emoji in there?).

Check your Inbox

Just like your desktop app, your Inbox displays:

  • New notifications
  • New calls
  • Missed calls
  • Voicemails
  • Recordings

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Tap on a voicemail to display options to:

  • Play (via earpiece of speaker)
  • Reply (conversation thread)
  • Call Back
  • Delete

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

Add a Contact

  1. Tap + then Add Contact
  2. Enter in your contact's info
  3. Tap Done to save contact info

You can also add unsaved numbers as new contacts. Just open up the conversation thread with the new number and tap either New Contact or Add to Existing.

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View your Contact's 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. 

Dialpad Tip: When a contact has multiple #s, tap on the star next to the # you want to make their primary contact option.

Archive a Thread

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.

Send a Message 

  1. Tap + then New Message
  2. Type your contact’s name or number
  3. Once you’re pulled into the thread, start typing your message
  4. Tap on the camera icon to upload an image or video

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You'll have the option to upload three photos to send via Dialpad. Don't forget, you can share photos from your native gallery straight to Dialpad. 

Just select Dialpad from your share options and then either select a frequent contact or search for one of your Dialpad contacts. 

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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—in other words, we got your back. 

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Plus when you have multiple messages, we'll give you the option to dismiss all in a single tap (talk about productive). 

Group Messages

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

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, leave the group, or mute notifications. 

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Tap on any individual group member to pull up options like:

  • View Profile
  • Send Message
  • Call
  • 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.

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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

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.