Using 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. 

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

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 

Voice Intelligence Everywhere

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

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: 

• Voice Intelligence (if enabled)
• G Suite 
• Office 365
• Salesforce
• Zendesk
• ServiceNow
• Hubspot

G Suite and Office 365 Integrations 

Email

Calendar Events

Documents

Salesforce Integration

Create Opportunity

Log Activity 

View Lead

Zendesk and ServiceNow Integrations

Create Ticket

Recent Tickets

View Record

Hubspot Integration

Logging Calls to Hubspot

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