Manage a Contact Center

Get the most out of your Contact Center by customizing your settings. 

Let's take a look at how you can set your team up for success and provide the best possible service. 

Purchase Contact Center Licenses

Before you can assign users as Agents or Reps to a Contact Center, you'll need to purchase either Ai Contact Center or Ai Sales licenses for all users.

From Dialpad.com, navigate to Admin Settings

1. Navigate to Office
2. Select Licenses
3. Select Purchase Licenses
4. Enter the number of Contact Center licenses you'd like to purchase
5. Select Next
   
6. Review your updated billing overview
7. Select Confirm Purchase

You'll also find the option to purchase licenses in the Billing menu. Both will display an overview of licenses on your account.

Purchase the licenses you'll need to cover all Agents or Reps in the Contact Center.

Add Direct Number for Contact Center Users

Contact Center users can use direct numbers, too.

To add a direct number, first, head to your Admin Settings from Dialpad.com

1. Navigate to Office
2. Select Licenses
3. Navigate to the Add Ons section
4. Select Purchase licenses
5. Enter the number of desired additional numbers
6. Select Next
7. Review your updated overview
8. Select Confirm Purchase

Next, the number needs to be assigned to a user.

Navigate to your Office Settings

1. Select Users
2. Select Options beside the name of the User
3. Select Calling
4. Select Manage Phone Numbers
5. Select Add a Number
6. Name the number (optional)
7. Review the overview and select Add Number

Assign Agents & Admins

Business Hours 

In the Business Hours & Call Routing section, define when the Contact Center is open and closed as well as how calls are handled. It also serves as the area for you to set the Contact Center's timezone.

Choose for the Contact Center to take calls 24/7, or set it to receive calls only during specific (normal or split) business hours. From there, it's important to set call routing rules.

Dialpad also offers the ability to set holiday hours.

Dialpad Ai

Set up Dialpad Ai in the Contact Center to start automatically, turn on or off at the discretion of Agents, and show real-time transcripts when a call or conference begins.

Head to your Admin Settings at Dialpad.com

1. Navigate to Ai Contact Centers
2. Select the desired Contact Center
3. Navigate to Dialpad Ai
4. Check the 'Turn on Ai for this Contact Center' box 

You'll also see the options to allow individual users to start and stop Ai during their calls, and to show transcriptions the moment a call starts. 

You'll also discover Real Time Assist Cards and Custom Moments in this section.

Integrations

Enable, disable and configure integrations on Dialpad for the Contact Center from your Admin Settings at Dialpad.com 

CSAT Surveys

Customer Satisfaction (CSAT) surveys are created by Company or Office Admins in Office Settings, and they can be applied to a Contact Center under the CSAT Survey section.

Dashboard & Alerts

Customize your alert thresholds for things like abandoned calls, service levels, high queue levels and more. Not only that you can determine who gets notified, and how. Read our Help Center article  on setting and managing alerts for your Contact Centers.

Advanced Settings

Take even more control of your Contact Center with our Advanced Settings options. Make adjustments to: 

• Contact Center Caller ID
• Contact Center Failover Number
• Admin and Supervisor Settings
  • Disable the ability for admins and supervisors to listen in on calls
  • Disable the ability for supervisors to change agent's DND status
• Agent Settings
  • Enable post-call wrap-up
  • Enable on-screen notification notifying an Agent that a Supervisor is listening in
  • Enable call waiting for Agents
  • Enable live dashboard for Agents
  • Enable access to call recordings for Agents
• Inbound, Outbound Automatic Call Recording

You'll also see an option to prevent Agents from deleting calls, recordings, voicemails, transcripts, and other call-related data. If the checkbox is filled, Agents are able to delete data at their discretion.

Don't worry, any Agent who is also an Admin or Supervisor in the Contact Center is still able to delete the mentioned data whether or not the checkbox is filled.

Spam Prevention

Just like for individual users, Contact Centers can customize their spam-blocking settings.

Retention Policy

Remove or update your Contact Center's retention policy.

Hold Queue Greeting

Improve your Contact Center's ambiance by adding a queue greeting.

First, head to your Admin Settings at Dialpad.com

1. Navigate to Ai Contact Centers
2. Select the Contact Center name
3. Navigate to Call Routing
4. Select Edit Call Routing
5. Navigate to Hold Queue
6. Navigate to Hold Greeting
7. Upload your new custom greeting or record one within Dialpad

IVR and Voicemail Language Settings

Set the IVR and Voicemail Language settings.

You can choose between Chinese, English (Australia, United Kingdom or the United States), French (Canada or France), German, Japanese, Portuguese, Spanish (Spain or Mexico), Italian, or the Office default.

To learn more about Contact Centers, visit this Help Center hub.

Contact Center Administrator Settings

Choose who can update an Agent's global status. Office and Company Admins can enable Contact Center Supervisors and Contact Center Admins the ability to change their Agent's global status. 

First, head to your Admin Settings at Dialpad.com

1. Navigate to Office Settings
2. Navigate to Contact Center Administrator Settings
3. Check the desired boxes to enable the permission 

By default, these permission settings are enabled for Contact Center Admins and disabled for Contact Center Supervisors. 

Administrator Settings can also be applied to specific Contact Centers. 

To update Contact Center Administrator permissions on an individual Contact Center level, head to your Admin Settings at Dialpad.com 

1. Navigate to Ai Contact Centers
2. Select the desired Contact Center
3. Navigate to Advanced Settings 
4. Navigate to Contact Center Administrator Settings
5. Check the desired boxes to disable/enable the permission 

Supervisor Call Assignment

Connect callers to the right agents and help Supervisors manage long queues by enabling Supervisor Call Assignments. 

To enable Supervisor Call Assignment, head to your Admin Settings at Dialpad.com 

1. Navigate to Ai Contact Centers
2. Select the desired Contact Center
3. Navigate to Advanced Settings
4. Check the box beside Allow supervisors to assign calls to specific agents or themselves

Learn more about using the Supervisor Call Assignments feature in this Help Center article.

Audible Notification for Off-Duty Status

Office Admins can  choose to provide Contact Center Agents with a continuous audible notification when they are set to Off-Duty for missing or rejecting a Contact Center call. 

This setting is enabled by default — if you do not want your Agents to receive the audible notification, you will need to manually uncheck the box beside Enable agent audible notification.

To enable the audible notification, head to your Admin Settings at Dialpad.com 

1. Navigate to Office Settings
2. Navigate to Agent Audible Notification for Off Duty Status
3. Check the box to enable the notification

What's Next?