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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, open your App Settings.

  1. Select Customize Notifications and sounds
    Screenshot of the Dialpad desktop app showing the Hardware Settings dropdown menu, with orange boxes highlighting the gear settings icon in the top header and the 'Customize notification & sounds' option at the bottom.

  2. Select Other Settings

  3. Check the box beside Make call controls and integrations persistent while on a call
    Screenshot of the Dialpad App Preferences window under Other Settings, featuring orange boxes highlighting the 'Other Settings' tab in the left menu and the 'Dialpad Everywhere' options on the right with the checkbox selected for 'Make call controls and integrations persistent while on a call'.

  • Choose if you like Dialpad Everywhere to launch immediately when starting or receiving calls, and if you want it to appear for calls on other devices

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.

Screenshot of the Dialpad Everywhere floating widget displaying active call controls, app integration icons, and a real-time call transcript for an ongoing conversation with Claudia Aguirre.

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 

Screenshot of the Dialpad Everywhere widget displaying top call controls (Mute, Hold, Keypad, More options, and Hang up) with the expanded 'More options' menu open, showing Transfer call, Add caller, Record, and Park.

Dialpad AI Everywhere

If you have Dialpad AI enabled, you’ll see the AI button in Dialpad Everywhere. Select the icon to see the live transcript of your call. 

Screenshot of the Dialpad Everywhere widget featuring an orange box highlighting the Dialpad AI sparkle icon located on the lower integration toolbar.

Not only that, but easily toggle between your Real-Time Transcripts and your Real-Time Assist cards.

Note

Only users with Real-Time Assist configured can see RTA cards in their Dialpad Everywhere instance. Refer to our to see if you have access to this feature. If you have questions about your plan or need help enabling Real-Time Assist, .

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 

Screenshot of the Dialpad Everywhere widget showing active call controls and integration icons, with the Google Calendar tab selected to reveal event creation options and upcoming schedule details.

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

Recent tickets

Shows last three tickets for this contact

View record

Launch the 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

Questions?

Check out our Dialpad Everywhere FAQs


 

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