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Messaging Features

Dialpad chat offers so much more than just sending and receiving messages — with Dialpad messaging, you can favorite messages, forward conversations, pull up messages based on search terms, archive discussions, quickly share images or videos from one contact to the next, and more!

Let's take a closer look at all messaging options in Dialpad.

Send GIFs and stickers

Add some fun to your conversations by sharing GIFs and stickers to express your emotions, and enjoy favorite memes with friends!

To use a GIF or sticker:

  1. Navigate to any conversation and select the Emoji icon

    Screenshot of a Dialpad conversation view with an orange arrow pointing to an orange box highlighting the smiley face Emoji icon below the new message text field.
  2. Select the GIF or the sticker icon

    Alt Text Option  "Screenshot of the media picker pop-up window in Dialpad, featuring an orange arrow pointing to an orange box highlighting the emoji, GIF, and sticker tab icons at the top.
  3. Select the GIF or a sticker you want to send

Tips

Hover over the GIF to play it before sending.

Enter a keyword or phrase in the search bar

Type /giphy followed by a keyword or phrase, then press Enter to display a GIF matching your entry

Forward

Forwarding a message to another Dialpad is simple.

  1. Hover over the message you want to forward

  2. Select Options Forward

  3. Enter a contact's name or email address

  4. Add a message to the recipient (optional)

  5. Select Forward Message

Favorite

Favorite a message for easy reference. Favorited messages show up in the Starred section of your inbox.

To favorite a message:

  1. Hover over the message

  2. Select the Star icon
    Screenshot of a chat message toolbar with an orange arrow pointing to an orange box highlighting the Star icon.

Favorited messages appear in the Starred section of your Inbox.

Screenshot of the Dialpad interface with orange boxes highlighting the Inbox option in the left navigation sidebar and the Starred tab at the top of the main window.

To un-star a message, select the star icon again, or select Options > Un-star from the Starred inbox.

Mark as unread

Mark a message as Unread to ensure you dedicate time to respond later on.

From the conversation thread:

  1. Hover over the message

  2. Select Mark as unread
    Screenshot of a chat message toolbar with an orange arrow pointing to an orange box highlighting the 'Mark as unread' message bubble icon on the right.

Navigate to the New section of your Inbox, you'll see the message listed. There will also be a purple badge beside the contact in the left side bar.

Delete

To delete a message:

  1. Go to the message and select Options (the 3 vertical dots)

  2. Select Delete

    Screenshot of a chat message options drop-down menu with orange boxes highlighting the three-dots icon and the selected 'Delete' option.
  3. In the confirmation window, select Confirm

Note

When you delete a message, it doesn’t unsend it — your message will remain visible to others in the conversation.

Hover actions

Easily reach teammates in channels, groups, or threads in any internal conversation by sending using a hover action. With hover actions, you can:

  • Send a direct message

  • Start a call

  • Launch a meeting

You can also view their full profile, without leaving the conversation.

Screenshot of a contact hover card in Dialpad triggered by hovering over a user's avatar, featuring an orange box highlighting quick action options to Call, Meet, or send a Quick message.

To send a quick message, simply hover over the user’s name and select an option from their profile pop-up window.

Note

This feature is only available on the Dialpad desktop app and web app.

Personal Templates

Personal Templates let you respond faster by inserting saved, personal messages into any conversation. These replies are just for you—they won’t appear to teammates, even on shared lines like Departments or Contact Centers.

You can use Personal Templates in:

  • 1:1 chats with external contacts

  • Internal channels, groups, or threads

  • Department or Contact Center conversations

Send a Personal Template

To send a Personal Template:

  1. Open a conversation and select the Template icon

    Tip

    If you don’t have any Personal Templates, select Create New. Follow the steps in Create a Template.

  2. Select a Template
    Screenshot of the message template picker window in Dialpad, featuring orange boxes highlighting the speech bubble template icon below the text field and the available template options.

  3. Select Send

Create a Personal Template

To create a Personal Template:

  1. Open any conversation and select Template icon > Manage
    Screenshot of the message template picker window in Dialpad, featuring orange boxes highlighting the speech bubble template icon below the text field and the purple 'Manage' button in the top right corner.

    Tip

    You can also access quick replies by selecting your Profile icon > Preferences.

  2. Under the Template tab in the Dialpad App Preferences window, select Create

  3. Write your message, then select Save
    Screenshot of the Create Template interface under Dialpad App Preferences, featuring an orange box highlighting the Message input box, Tags input field, and the purple 'Save' button in the bottom right corner.

    Note

    Add tags to the Template to help find Templates faster.

Edit a Personal Template

To edit a Personal Template:

  1. Open any conversation and select the Template icon > Manage
    Screenshot of the message template picker window in Dialpad, featuring orange boxes highlighting the speech bubble template icon below the text field and the purple 'Manage' button in the top right corner.

    Tip

    You can also access quick replies by selecting your Profile icon > Preferences.

  2. In the Templates tab, select the Personal Template you want to edit
    Screenshot of the Templates menu in Dialpad App Preferences, featuring an orange box highlighting the 'Templates' tab on the left and displaying saved template options on the right.

  3. Select Edit

  4. Edit the Template and/or tags, then select Save

  5. (Optional) If you want to remove a quick reply, select the quick reply and then select Delete > Delete

Share a conversation

Want to share a conversation between teams? You can send a link to share a message or an entire thread to add context or key information to another conversation.

To create and share a conversation link:

  1. Go to the conversation and hover over the message you want to share

  2. Select Copy Link
    Screenshot of a chat message toolbar with an orange box highlighting the 'Copy link' chain icon.

  3. Paste the link to another conversation, the message will expand to show a preview of the message.
    Screenshot of a message text field displaying a pasted URL with an orange arrow pointing to an automatically generated message preview card.

You can remove the message preview before or after sending it by selecting the ‘X’ icon next to it.

Alt Text Option  "Screenshot of a sent message containing a link preview, featuring an orange arrow pointing to an orange box highlighting the 'X' button in the upper left corner of the preview card.

Note

Private conversations can’t be shared with individuals who are not part of that conversation. If you share a conversation URL with someone outside of that group chat, channel, or message, the recipient won’t be able to open the conversation.

Copy Text, however, contains no privacy restrictions and is an easy way to share message details with anyone.

Copy Text

Need to send the same message to another person? Use the Copy Text feature to copy and paste message contents.

To copy text:

  1. Navigate to the conversation and hover over the message you want to share

  2. Select More actions > Copy Text
    Screenshot of a chat message options drop-down menu with orange boxes highlighting the three-dots icon and the selected 'Copy text' option.

The message text is instantly copied to your clipboard, and you can paste it anywhere you’d like.

Search message history

Search conversations and messages by keywords, saving you from having to endlessly look for a specific message.

  1. From the Dialpad app header, select the Search bar
    Screenshot of the Dialpad application header featuring an orange box highlighting the top search bar.

  2. Enter your keywords and press Enter

  3. Select Messages

  4. Choose a message

Tip

Go to the user profile to find shared images, videos, and links instantly.
Screenshot of the user Profile sidebar in Dialpad, with orange highlights around the Profile icon in the top right corner and the Media and Links sections in the lower right sidebar.

Group messaging

Need to send messages to multiple people at once? Use our Group Messaging feature!

AI Writing for messages

AI Writing helps you improve a message before you send it. You can use AI to refine your wording, make it sound professional, expand a short draft, shorten a long message, or rewrite text based on your own instructions.

AI Writing suggests changes to your draft, but it never sends your message automatically.

Note

AI Writing is available from the message composer in supported Dialpad Messaging experiences on web and desktop as an approved Early Adopter Program (EAP) feature in Dialpad Labs. If you don't see AI Writing in the message field, you will need to enable it in Dialpad Labs. If you don’t see Dialpad Pad Labs, you will need to enable Dialpad Labs first before you can enable the AI Writing feature.

Rewrite a message with AI

Note

AI Writing generates suggestions only. You decide whether to insert the rewritten text and send the message.

To rewrite a message using AI, open a conversation and enter your message.

  1. Select AI Writing in the message field

    A user's contact details and recent call history displayed in a messaging interface.
  2. Choose one of the available rewrite options:

    Option

    Description

    Polish

    Improves grammar, clarity, and overall phrasing while keeping your intended meaning.

    Formalize

    Rewrites your message in a more professional, business-appropriate tone.

    Elaborate

    Expands a brief draft with additional context and detail.

    Shorten

    Condenses a longer message while preserving the key information.

    Help me write

    If the preset options don't meet your needs, select Help me write and enter your own instruction. Example prompts include:

    • Rewrite this to sound more empathetic.

    • Rewrite this for a non-technical audience.

    • Make this sound more friendly.

    • Rewrite this in a confident tone.

  3. Review the suggested rewrite

    Message requesting a chat about an important project matter.
  4. Select Insert to replace your original draft, or select Cancel to keep your existing text

Note

Use the 👍 and 👎 buttons to rate the AI-generated suggestion. Your feedback helps improve the AI Writing experience and future rewrite suggestions.

What happens to my original draft?

Your original draft remains in the message composer until you select Insert.

If you dismiss the AI suggestion or close the rewrite window, your original text stays exactly as you wrote it.

 

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