Dialpad Business Intelligence (BI)

  • Updated

Dialpad Business Intelligence, affectionately known as Dialpad BI, provides the power of a full-featured business intelligence tool directly on top of your Dialpad data.

It allows you to create customized reports and analyses, providing you with the metrics you need, in the format you need them, and sent to whomever you need.

Why use Dialpad BI?

Knowledge is power and we know how important it is to your company's success to have robust data at your fingertips.

Dialpad BI offers the following features, and more!

  • Access more filters, and with more complex filter logic, than are available elsewhere in Dialpad's other Analytics features. This includes filtering call data for business hours, for multiple users/contact centers simultaneously, and much more.
  • Add automated custom calculations and formatting on your data to replace manual work you might be doing in a spreadsheet to get the specific metrics or content that you're looking for
  • Set up a custom report or scorecard for the specific metrics that you need to routinely report on. This includes the capability to save and schedule these reports, and send them to internal and/or external parties at a frequency of your choosing to keep them in the loop.
  • Create custom filters and aggregations to get a single, at-a-glance, view of the core metrics for all the groups and users you need, including using custom date/time intervals, subtotals, and totals.
  • Visualize a timeline of what each of your contact center agents are doing throughout their shifts for auditing or troubleshooting purposes.
  • Drill down on metrics of interest, and download a list of call records that comprise the metric, including much of their call metadata.

Purchase Business Intelligence Add-on

To add Dialpad BI to your plan, head to https://dialpad.com/licenses

  1. Navigate to Preferred Add-ons License_Add_Ons.png
  2. Select Purchase licenses beside Dialpad BI Add-On
  3. Choose if you'd like to apply BI to your Contact Center or Ai Sales plan (or both!)add_bi_to_which_plan.png
  4. Review the total cost and Confirm Purchase

That's it,  you're all set!


Next up,  read through these other handy Help Center articles to get you on your way.