Dialpad Everywhere

Gain instant access to Dialpad features you use most, no matter what tab, window, or app you’re using.

 

Before getting started with Dialpad Everywhere, make sure you've upgraded to the latest available version of the app.

How to set up Dialpad Everywhere

To get started with Dialpad Everywhere, navigate to your Dialpad App Settings. 

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Click Other Settings and check the three boxes under the Dialpad Everywhere section. 

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Once enabled, you'll notice Dialpad Everywhere pop up on your screen when you navigate away from an active call started on your desktop app.

 

Access Call Controls 

Hover over your Dialpad Everywhere interface to display all your available call controls, including:

  • Mute
  • Hold
  • Dialpad
  • Warm Transfer
  • Direct Transfer
  • Add a Caller
  • Recording
  • Hang Up 

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Dialpad Ai Everywhere

If you have Dialpad Ai enabled, you’ll see an Ai button in your Dialpad Everywhere. When you click into it you will be able to see the live transcript of your call.

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You can also easily toggle between your Real-Time Recommendations and live transcript.

Available Integrations

Ditch context switching and distractions with integrations embedded directly into your Dialpad Everywhere interface.

Available integrations include: 

G Suite and Office 365 Integrations 

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Email

Compose Message Recent Emails View All 
Launch email app in a browser tab with compose open  Links to last three emails exchanged View all shared emails 


Calendar Events

Create Event Shared Events View All
Launch calendar app in a browser tab with create event open Current event and next event together View all shared events


Documents

Create Document Shared Documents View All 
Launch drive app in browser tab Three shared files View all shared documents


Salesforce Integration

Create Opportunity

Opens Salesforce in a new browser tab on the create opportunity view

Log Activity 

Shows the log activity UI 


View Lead

Navigates you to the lead (if connected)


Zendesk and ServiceNow Integrations

Create Ticket

Launch Zendesk/ServiceNow app in a browser tab with new ticket open


Recent Tickets

Shows last three tickets for this contact


View Record

Launch Zendesk/ServiceNow in the browser tab to page showing all tickets for this contact

 

Hubspot Integration

Logging Calls to Hubspot

Allows you to log the call to Hubspot

 

Have more questions? Check out our Dialpad Everywhere FAQ page.

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