Dialpad's web portal is where your Dialpad profile exists for viewing and editing. In your Dialpad profile, 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 — Voice Intelligence, 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.
Access Your Profile
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.
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.
Dialpad Numbers & 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 & Timezone
Office Settings will determine a user's default language; however, it can be changed for their own Dialpad account.
Timezone is set to Pacific Standard Time (PST) by default, and thus it's important to change this to your local timezone manually.
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.
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.
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.
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.
Turn on Voice Intelligence capabilities such as auto-start for calls and showing real-time transcription at the start of a call or conference.
Voice Intelligence might not recognize uncommon words, but you can add brand names, acronyms, or jargon to teach it to understand using the Company Dictionary.
Call Handling & Voicemail
You can select Show Advanced Options in this section to adjust ring duration and where to route calls once they reach that duration; it also contains options for personal working hours, SMS auto-reply, hold music, IVR menu language, call queuing (Enterprise only), and cloud backup.
Call handling options determine how an incoming call is handled while you're on another call.
- Call Waiting: You receive an on-screen alert, the caller hears ringing
- Play Busy Signal: You won't receive an alert, the caller hears a busy signal
If you choose 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.
Here 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.
You can also use this section to log-out from a device remotely.
Admins normally create Executive Assistant pairings, but we also allow individual users the ability to pair up as an Executive or an Assistant.
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 Email and Alerts, you can review and edit your scheduled reports and change your office notification settings.
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 personal settings as you would in 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.