Dialpad Ai

Let's take a look Dialpad Ai and how it can make your day-to-day that much easier.

Who can use this feature?

Dialpad Ai and its capabilities described below are available to all Dialpad customers on the Standard, Pro, and Enterprise plans.

It is only available for Offices in the United States and Canada. Dialpad Ai is also currently offered as part of a public beta in Australia, New Zealand, and the United Kingdom; if you're enrolled, you'll see a 'Beta' tag alongside Dialpad Ai in the Dialpad app.

Enable Ai

Dialpad Ai is turned off by default for newly-created user accounts, and is turned on for Departments, Call Centers, and Coaching Teams. If you do not see Ai as an option in your settings, reach out to your Dialpad Admin as they may have disabled it.

Active Call

Ai can be turned on in the middle of a call, or at the beginning.

While in an active call, click the Ai Off button located above the caller's name and number.

Ai_Off.png

Just like that, Ai is activated and you'll see the Ai logo on the active call window highlighted, and it will say Ai On above the contact's name. 

Ai_On.png

Now, Dialpad Ai will provide you with a real-time transcript, action notes, and capture key details from your call. 

Personal Settings

Ai can also be configured for all calls. From Dialpad.com, navigate to Your Settings and scroll to Dialpad Ai.

You'll see two options that can be enabled or disabled:

  • Turn on Ai for my calls - When selected, Dialpad Ai will be enabled for every call, without you having to manually activate it
  • Show transcript when a call starts - Provides a real-time transcript at the start of every call, without you having to manually activate it

Personal_Settings_Enable_Ai.png

 

Not seeing this? Reach out to your Dialpad Admin to enable Dialpad Ai for the entire Office.

Dialpad Ai Language Availability 

Dialpad's Ai is currently only available in English, but we will be expanding our language repertoire shortly. Stay tuned, the following languages are currently in beta testing:

  • English (UK)
  • English (AU)
  • Spanish (US)
  • Spanish (Mexico)

 

Detect Name for Unknown Caller

Dialpad Ai detects an unknown caller's name if they say it at the start of the call, then pins the name to the real-time transcript throughout the active call.

Keep in mind that this is only for unknown callers. Caller Name (CNAM) from caller ID or a saved contact name will take precedent even if the caller says a different name at the start of the call.

This capability works for both making and receiving calls.

Action Items

Dialpad's action items ensure no "next steps" are forgotten. 

To access a call's action items, head to your Call History and select the call you'd like to review. 

In the Moments section, select Action Items.

Here, you'll see a list of moments pertaining to action items that you or any callers shared during the conversation. Select an action item, then it will expand to display the excerpt from the transcript.

AI_action_moments.png

No pens or notebooks are necessary, and you can even leave yourself additional notes! 

Snippets

Dialpad's snippet feature allows you to capture key moments in the conversation for you to revisit later. Just hit the snippet icon on your call screen when you need to snip a part of your audio. That part of your call will then be automatically attached to your call summary.

From an active call, select the Snippet button (that's the little scissor icon snippet_sissor.png)

Take_a_snippet.png

Dialpad Ai will then capture the last ten seconds and the next ten seconds of conversation from that time.

Snippets appear in a call review alongside other types of moments. Select a snippet, then it will expand to display the excerpt from the transcript.

Ai Call Summary

Whether it's after a regular call or a conference meeting, it's easy to find important points from your business discussion with Dialpad's call summary feature, which compiles a searchable transcript, action items, and notes into an easily digestible overview email. 

From the Dialpad app, identify the call in a conversation thread and select View Call Details. Dialpad will launch the call review in your web browser. It's also accessible by choosing a call in the Call History menu.

Call reviews display the transcript, moments, comments, and a share link. You can also search a transcript for exact words and phrases said during a call.

Visit this Help Center article to learn more about the Ai Call Summary.

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