Your Dialpad Profile

Find your Dialpad profile in Dialpad's web portal. We've made it nice and easy to make changes to any personal settings in just a few clicks.

Quickly access a specific section in your Dialpad profile's personal setting using a bookmark — Dialpad Ai , Call Handling & Voice, Devices, Executive Assistant, For Your Safety, Scheduled Reports, and Dialpad Meetings. You'll notice that each directs to a unique URL.

Let's take a closer look at your Dialpad profile and what you'll find there.

Log in at Dialpad.com, and your profile launches automatically (unless set to another page). From anywhere in the web portal, you can also access it by navigating to Your Settings

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If you're a Google G Suite or Microsoft Office 365 user with a profile picture, you'll see it displayed in Dialpad as well. You'll also see your name, job title, and Dialpad-associated email address.

Select Edit Personal Information to change your name, pronouns, or job title manually.

Be sure to read this Help Center article for more information on changing your profile. 

Dialpad Numbers 

Every user is assigned a direct Dialpad number under Your Dialpad Number(s). If your Admin has added a fax line or a Dialpad Meetings account, you'll see those numbers appear as well.

Why do I have two numbers?

When you sign up for a Dialpad account, we automatically give you a free local Main Line number which cannot be removed. This number is considered your Company's phone number that your callers can call to reach out to any operator assigned to your mainline.

The second number you receive is your direct Dialpad number, which callers would use to reach out to you directly. 

Don't like the numbers you were assigned? No problem!—in fact, you'll have the option after you finish the sign-up flow to port in an existing local or toll-free number.

Caller ID

Under Caller ID, you'll discover a drop-down to change global caller ID across your devices connected to Dialpad.

It is set to your direct number by default, but you may see other options if you're also assigned as an Operator or Agent, or if your Admin chose to enable Office-wide caller ID settings.

Language 

Office Settings will determine a user's default language; however, it can be changed for their own Dialpad account. 

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Timezone

Timezone is set to Pacific Standard Time (PST) by default, and thus it's important to change this to your local timezone manually.

From your profile settings, navigate to Timezone and select the desired timezone.

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User & Voicemail PIN

Dialpad issues an auto-generated PIN; users can change it, and this PIN is needed for actions such as checking voicemails, recording a voicemail greeting, and toggling Do Not Disturb mode.

To change your PIN:

  1. Navigate to User & Voicemail PIN
  2. Select change
  3. Enter your new PIN
  4. Select save

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Contact Sources

Dialpad can sync contact sources from platforms including Microsoft Exchange, Hotmail, and Outlook.

Select Add a Contact Source, and we'll walk you through the steps to sync your contacts with Dialpad.

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Default Homepage

When visiting Dialpad.com as a logged-in user, decide where you'd like to automatically land.

By default, you're sent to the Your Settings menu. Change this if another page in the web portal is more useful.

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Voicemail Drop

Voicemail drop plays a pre-recorded message to a voicemail for an outbound call.

Dialpad lets you choose between the default greeting or a custom greeting set by you. If you choose a custom greeting, you can upload an MP3 file or record audio from within Dialpad.

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Dialpad Ai

Turn on Ai capabilities such as auto-start for calls and showing real-time transcription at the start of a call or conference.

*Ai is available for US, Canadian, Australian and New Zealand offices only. 

Company Dictionary

Dialpad Ai might not recognize uncommon words, but you can add brand names, acronyms, or jargon to teach it to understand using the Company Dictionary.

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Call Handling & Voicemail

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In the Call Handling & Voicemail section, adjust your voicemail settings and manage spam prevention.  You can also enable/disable automatic call recording if allowed by your office administrator. 

Below that you'll see the option to select Show Advanced Options.  By clicking the option, you'll be presented with an array of additional options.

Ring Duration

The first is setting the Ring duration which allows you to set how long your devices will ring.

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Call Handling

Next you'll see options that allow you to set how an incoming call is handled while you're on another call.

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  • Call Waiting: You receive an on-screen alert, the caller hears ringing
  • Play Busy SignalYou won't receive an alert, the caller hears a busy signal
  • Go to Advanced Routing Options: You'll see selections to send the caller directly to voicemail, a message, another team member or room phone, a Department, or an automated response menu.

Additional Call Handling & Voicemail Advanced Options

The advanced options section also contains the ability to adjust the following settings:

Your Devices

In this section, you'll see a list of connected devices and related information such as forwarding number (if applicable), last date connected, and if this device is set to ring.

Select Add New to add a desk phone (if your Admin already provisioned one) or forwarding number.

You can also use this section to log-out from a device remotely.

Select Advanced Settings to choose the caller ID you want to see when receiving an inbound call to a forwarding number, e.g. Dialpad calls forwarded to your mobile phone.profile_devices.png

Executive Assistant

Admins normally create Executive Assistant pairings, but we also allow individual users the ability to pair up as an Executive or an Assistant.

Select + Add a new Assistant to create a new assistant pairing. profile_assistanct.png

In either case, both parties will have to confirm from an emailed notification before the changes take place.

For Your Safety

Ensure that First Responders can locate the correct location for your office or co-working space.

You can change the physical address by selecting Edit and entering your current physical address.

Emails and Alerts

In the Email and Alerts section, you can review and edit your scheduled reports and change your office notification settings.

To enable notifications for specific Call Centers, select the desired Contact Center from the drop-down menu and check the boxes beside the topics you'd like to be notified for.

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If you're the admin or operator for a call center, you can also manage your notifications for that call center here.   

My Dialpad Meetings Settings

If your Dialpad Meetings account is linked, adjust your personal Dialpad Meetings settings just as you would from within Dialpad Meetings.

Dialpad Meetings Admins can also select Dialpad Meetings Team Settings from the left-side tabs to adjust team-wide settings. It will only appear as an option if you're a Dialpad Meetings Admin.

What's Next?

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