CTI Chrome Extension

The Dialpad CTI Chrome Extension allows agents to access a ‘mini’ version of Dialpad while they are on specific websites, (like Salesforce or Hubspot) — eliminating the need to navigate between different apps and windows. 

Our CTI Chrome Extension lets access Dialpad for answering & placing calls, sending & receiving messages, managing call center availability/statuses (and more!) while remaining active in the products and services you use every day.

Let's dive into the details of the CTI Chrome Extension.  

Downloading the CTI Chrome Extension

Download the Dialpad CTI Chrome Extension (available for Chrome 88 and above) from the Chrome Web Store.

Configure the CTI Chrome Extension for your Company/Office

Before your company and users can begin utilizing the CTI Chrome Extension, it needs to be configured by your Dialpad Company/Super Admin. The Admin will need to enable the extension and determine which websites it will be allowed to be used with.

If you are not a Company Admin/Super Admin, please contact your Company Admin or your Dialpad Representative in case you need to enable such permissions for one of your users. If you are a Company Admin, you configure the Chrome extension using the steps below:

  1. Visit https://dialpad.com/officeintegrations
  2. Select Access your Office
  3. Navigate to the Integrations page in the Dialpad Application
  4. Navigate to Dialpad Chrome CTI
  5. Select Options
  6. Select Configure
    ctichromeextension.png
  7. Select Edit 
  8. From the Office Presets dropdown, select Enable the CTI Extension
  9. In the Domain and Service Name fields, enter the URL and Service Name (any name to identify the domain, no spaces or special characters) of the website you want to allow the extension to be used on by your agents/users and click Add URL.
    • You can enter as many URLs or domains as you like, as long as each one has a different service name. The service name will be used to identify your setting, so make sure it’s plain text, no spaces, and descriptive of the URL or domain that it was added with.
      configurecti.png

      Note: Please allow up to 6 hours for the settings to take effect for your company and users.

Using the CTI Chrome Extension

Once the CTI Chrome Extension has been installed, when you click the extension icon for the first time, you will be prompted to login. As long as your Company/Office Dialpad Admin has enabled the extension for you Company/Office, you'll be able to login with your Dialpad credentials.

ctiextensions.png

dialpadcti.png

 

Once logged in, open the extension by clicking the extension's icon in the Chrome menu bar.

openextensions.png

Next, you'll need to click Launch CTI. 

launchcti.png

 

From there, the extension will pop up whenever you're on a page or website that your Admin configured for your Company/Office.  If you close the CTI, or when you come in the next day, just follow the two steps above to get the extension to pop up again. 

 

FAQ

How do wildcards work?

Wild cards can be used as replacements for domain prefixes such as app.hubspot.com.  By inserting a *. (for example, *.hubspot.com) the CTI Extension will be granted permissions for the entire hubspot.com domain. Wildcards at the end of the domain will not work though (for example regionalized domains such as zoho.au, zoho.com).  For these, please add each domain individually.

 

What is a Service Name?

Service Names are used to identify your individual domains. This allows the CTI to keep multiple instances active on different pages in the same browser session. Because of this duplicated Service Names are not allowed. Please make sure your Service Name is a simple identifier with no spaces or special characters.

 

I still can’t get my CTI Extension to work. Who should I reach out to for help?

Please email api@dialpad.com and our API team will be happy to look into it! 

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