Search for a Contact
You can search either a contact or a term/phrase. Here's how:
- Tap the Search icon (magnifying glass) to pull up the search field
- Type in your contact's name/number or term/phrase
- Tap on their name to pull up your conversation thread
From the conversation thread, you can:
- Send a message
- View their Profile
- Place a Call
Place a Call
Tap 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.
Transfer a Call
- Tap More > Transfer a call
- On your search screen, type in your recipient’s name or number
- Choose one of your available transfer options
Add a Caller
- Tap More > Add a Caller
- On your search screen, type in your recipient's name or number
- Both you and your other caller will hear ringing
- Once the additional caller is connected, you'll have the same active call options for either caller
Note: You can add a max of 3 callers to your active call.
Record a Call
- To record, Tap More > Record This Call
- To stop recording, tap More > Stop Recording
You can access your recordings straight from your Android app. Just navigate to Inbox > Recordings. To download, head back over to your desktop app.
To adjust your caller ID for individual calls, select one of these 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
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 Android Dialer
Decide whether your personal device's number or your Dialpad number is shown when placing calls through your native dialer. By default, we'll use your personal device's number.
To make an adjustment to this, navigate to Settings > Outbound Caller ID > Calls from the Android Dialer and select your preferred number.
1. Use Dialpad Caller ID
Select this if you want all calls from your native dialer to use your Dialpad phone number over your personal. You'll see the Calling with Dialpad overlay when placing calls, and a record of the call will display in Dialpad.
2. Use Mobile Number
Select this if you want all calls from your native dialer to use your personal number. A record of the call will display on your native call log and not in Dialpad.
3. Ask Before Each Call
Select this if you always want the option to choose between using your Dialpad number or personal number on individual calls. You'll also have the option to set your choice for "Just Once" or "Always"
Note: Using your mobile number will require carrier service.
Answer a Call
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.
- Banner notification alerts you of an incoming Dialpad call
- Native dialer displays incoming call
- Tap Answer to accept
To access Dialpad call controls, open the app. Your active call screen will automatically pop up.
HD Calling (VoIP)
- Banner notification displays incoming Dialpad call
- Tap Answer to accept
Call is now being handled through Android app, giving you full access to call controls
Dialpad Tip: You can always switch between HD and Carrier.
Call Waiting (HD vs Carrier)
If you're on an active HD call and a second carrier call comes in, you'll have the option to:
- Reject the carrier call
- Accept the carrier call (puts HD call on hold)
If you're on an active carrier call and a second HD call comes in, you'll receive a notification of the HD call under your notification bar.
You'll need to end the carrier call, however, to accept the HD call.
Rate your Call
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.
Log Salesforce Activity
Just like your desktop app, you can view Salesforce activity for your contacts including an option to log activity and to select the right match when multiple appear.
Block a Caller
Blocking a call on your Android works the same way as your desktop app.
- Tap on the three bar menu at the top left of your screen
- Tap on the DND toggle to turn it ON
- If you need, you can opt to Set a Timer
Check your Inbox
Just like your desktop app, your Inbox displays:
- New notifications
- New calls
- Missed calls
Tap on a voicemail to display options to:
- Play through Speaker
- Reply (conversation thread)
- Call Back
Pro or Enterprise user? Voicemail transcriptions will automatically appear under each of your voicemails.
Add a Contact
- Tap + then Add Contact
- Enter in your contact's info
- 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 on either New Contact or Add to Existing.
View Your Contact's Profile
Just like your desktop app, you can view your contact's profile on your Android device, including any G Suite or Office 365 integrations.
Just tap on the info icon 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.
Archive a Thread
Just like your desktop app, you can Archive past conversations in your Recent list. Just swipe left to Archive.
Archived too quickly? You can undo any Archive by pressing Undo on the bottom of your screen.
Bonus: Swiping right gives you the option to place a call to that contact.
Send and Receive Messages
- Tap + then New Message
- Type your contact’s name or number
- Once you’re pulled into the thread, start typing your message
- Tap on the camera icon to upload an image or video
Dialpad Tip: Android N and above users can direct reply to a message notification.
Messaging Options: Send with Dialpad
Android users can select Diapad as their preferred messaging option when using outside apps.
If the app allows you to tap a number to either call or message, select Dialpad to launch a new conversation thread.
We'll prompt you to either add this number as a new contact or add it to an existing contact.
Need to grab the attention of the group? On your new message screen, tap and scroll to keep adding recipient's names.
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 Profile
- Send Message
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.
Once you open the app, you'll see any unread messages at the top of your Recent screen marked with a blue dot.
Worried you'll miss something in the shuffle? We display a colored bar at the bottom of your screen alerting you of the # of unread notifications.
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.
Select whether you want your Android to vibrate when you receive notifications, as well as your notification sounds and ringtone.
Advanced Settings: SMS Forwarding, Ring this Device, Show In-App Notifications
By default, this is turned off to avoid having you receive notifications twice (once from the app and once from your native device). This feature 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.
The in-app notification is the colored bar that appears at the bottom of your app when you have unread notifications. By default, this option is turned ON.