- Getting Started
- Intro to Dialpad
- Explore Products and Plans
- Number Porting
- Port In Your Toll-Free US Number
- Port In Your Local US Number
- Port Out Dialpad Numbers
- Porting Rejection Code and Resolution Guide
- Porting FAQs
- International Porting Basics
- International Porting Resources
- International Porting Requirements and Fees
- Country Specific Porting Guides
- United Kingdom Porting Guide
- Argentina Porting Guide
- Turkey Porting Guide
- Sri Lanka Porting Guide
- South Africa Porting Guide
- Romania Porting Guide
- Puerto Rico Porting Guide
- Portugal Porting Guide
- New Zealand Porting Guide
- Netherlands Porting Guide
- Croatia Specific Porting Guide
- Lithuania Porting Guide
- Ireland Porting Guide
- Hong Kong Porting Guide
- Germany Porting Guide
- France Number Porting Guide
- Czech Republic Porting Guide
- Slovakia Porting Guide
- Slovenia Porting Guide
- Estonia Porting Guide
- Denmark Porting Guide
- Finland Porting Guide
- Brazil Porting Guide
- Israel Porting Guide
- Latvia Porting Guide
- Canada Porting Guide
- Norway Porting Guide
- Sweden Porting Guide
- Poland Porting Guide
- Peru Porting Guide
- Panama Porting Guide
- Greece Porting Guide
- Mexico Porting Guide
- Australia Porting Guide
- Cyprus Porting Guide
- Spain Porting Guide
- Switzerland Porting Guide
- Italy Porting Guide
- Bulgaria Porting Guide
- Hungary Porting Guide
- Chile Porting Guide
- Belgium Porting Guide
- Austria Porting Guide
- Porting and Number Customization
- International Porting Guides
- Dialpad Apps
- Your Dialpad App
- Your Dialpad Settings
- Join a Team
- Your Dialpad Profile
- Make Changes to Your Profile
- Manage Your Voicemail
- Customize Your Caller ID
- Set Your Personal Working Hours
- Set a Custom Ring Duration
- SMS Auto-Reply Message
- Individual Call Queues
- Adjust Your Dialpad Audio Settings
- Change or Reset Your Password
- Caller ID FAQs
- Voicemail Issues
- App Troubleshooting
- Subscribe to Dialpad Updates
- Contacts
- Roles & Permissions
- Office Setup
- Dialpad Self-Start Deployment Guide
- Add and Manage Multiple Offices
- Manage an Office
- Turn on Dialpad Ai for Offices & Shared Lines
- Manage a Main Line
- Set Business Hours
- Set Your Office Timezone
- Shared Company Contacts
- Manage Holidays & Routing Rules
- How to Request a New Caller ID Name
- Number Assignment FAQs
- Requirements for New International Geographic and Mobile Phone Numbers
- Hold Music (FAQs)
- Requirements for New International Toll-Free Phone Numbers
- Dialpad Admin
- Admin Settings
- Enable Automatic Call Recording
- Enable External & Outside Transfers
- Enable External SMS/MMS Messaging
- Manage a Company Dictionary
- International Calling
- Use the Enterprise Support Portal
- Bulk User Settings
- Role Based Access Control
- Event Changelog
- Create an API Key
- Bulk Backup for Call Recordings
- IVR and Voicemail Language
- Restricted Internal Search
- Add a Secondary Domain
- Your Team
- Number Management
- IVR Workflows
- Billing
- Billing Information
- View Your Dialpad Billing Summary
- Manage Dialpad Licenses
- Add Credits to Your Dialpad Office
- Purchase Add-on Licenses
- Global Unlimited Calling Add-on
- Unlimited Domestic Calling Add-on
- Credit Card Verification
- On Hold & Suspended Accounts
- Cancel Your Dialpad Account
- Dialpad Billing FAQs
- Dialpad Cancellation and Refund FAQs
- Dialpad Ai
- Departments
- Analytics
- Analytics Essentials
- Charting Data
- Data Export Guidebook
- Export Guide: Total Number of Incoming, Outgoing and Missed calls
- Export Guide: Total Number of Calls
- Export Guide: Total Calls To and From a Number
- Export Guide: Total Number of Automatic Transfers
- Export Guide: Overview of Call Count Over Time
- Export Guide: Calculating Talk Time
- Export Guide: Calculating Response Time
- Export Guide: Service Level Agreement (SLA)
- Contact Center Analytics
- Admin Settings
- Security and Trust
- Account Security
- Multi-Factor Authentication with Dialpad
- Secure a Compromised Account
- Data Retention Policy
- Data Security & AI Language Models
- Dialpad Sub-processors
- Dialpad + HIPAA
- Sign a Data Processing Agreement (DPA)
- Sign a Business Associate Agreement (BAA)
- How to prevent being flagged as a SPAM caller
- Data Subject Access Request
- E911 Emergency Services
- Security FAQs
- Call Spoofing
- STIR/SHAKEN for Dialpad Users
- Industry Security Events Responses
- Meetings
- Admin Support
- Manage Your Team
- Configure Dialpad Meetings in Meeting Rooms
- Control Meeting Settings for Team Members
- Invite Dialpad Meetings Team Members
- Add & Remove Toll-Free Lines to Your Team
- Enable Google Single Sign-On for Team Members
- Meeting Delegation
- Add a Secondary Admin
- Dialpad Meetings + Dialpad Ai
- Remove Dialpad Meetings Branding
- Large Meetings
- Setup Guide for Dialpad Meeting Room Devices
- Network Requirements for Dialpad Meetings
- Account & Settings
- Join a Team
- Edit Your Dialpad Meetings Profile
- Adjust Your Meetings Settings
- Add, Remove, & Change Meeting PIN
- Manage Your Dialpad Meeting Contacts
- View Upcoming & Past Meetings
- Add & Remove Toll-Free Lines to Your Account
- Delegate a User
- Unique Meeting IDs
- Adjust Your Time Zone
- Adjust Your Dialpad Meetings Notifications
- Using Video with Dialpad Meetings
- Meeting Basics
- Start & Join a Meeting
- Share Your Screen
- Record a Meeting
- Dialpad Meetings Control Basics
- Send & Receive Messages in Dialpad Meetings
- Schedule a Meeting
- Dialpad Meetings Emoji Reactions
- Using Picture-in-Picture (PIP)
- Meeting Countdown Timer
- Moderate a Meeting
- Add & Remove a Co-Host
- Keyboard Shortcuts for Meetings
- Configure Sound, Headset, & Video for Meetings
- Invite Participants During a Meeting
- Social Profiles for Meetings
- External Meetings
- Auto-Dial to Participants
- Join a Meeting Internationally
- Virtual Backgrounds
- Remote Access Control
- Integrations
- Google Calendar + Dialpad Meetings
- Microsoft Outlook + Dialpad Meetings
- Microsoft Teams + Dialpad Meetings
- Slack + Dialpad Meetings
- Miro + Dialpad Meetings
- Intercom + Dialpad Meetings
- HubSpot + Dialpad Meetings
- Third-Party Integrations + Dialpad Meetings
- Salesforce + Dialpad Meetings
- Set Up Salesforce + Dialpad Meetings
- App Support and Permissions
- iOS App for Dialpad Meetings
- Android App for Dialpad Meetings
- Guest Mode for Mobile Users
- Use Over-the-Phone Commands
- Dialpad Meetings Permissions for macOS Users
- Dialpad Meetings Permissions for Windows Users
- Dialpad Meetings System Requirements
- Use the Meetings Desktop App
- Dialpad Meetings Room Device Features
- Analytics
- Billing
- Security
- Frequently Asked Questions
- Admin Support
- Contact Center and Sell
- Contact Center Admin
- Contact Center Settings
- Set Up Call Recording for a Contact Center
- Set Call Routing Rules for Contact Centers
- Skills-Based Call Routing
- Post-Call Wrap-Up Time
- In-Queue Callback
- Call Dispositions
- Agent Screen Capture
- Custom Off Duty Status
- Manage Contact Center Alerts
- Customer Satisfaction (CSAT) Surveys
- Add All-Party Consent States to Exception List
- Contact Center FAQs
- Working in a Contact Center
- Working as a Contact Center Supervisor
- Working as a Contact Center Agent
- Contact Center Launchpad
- Multiple Contact Centers Live Dashboard
- Real-Time Contact Center Management
- Availability Settings vs Active State Settings
- Call Monitoring Features
- Log a Call Disposition
- Using Desk Phones with Your Contact Center
- Coaching Hub
- Unified Conversation History
- Dialpad Sell Only Features
- Dialpad Business Intelligence (BI)
- Dialpad Business Intelligence (BI)
- Dialpad BI Datasets and Data Concepts
- Using Dialpad Business Intelligence (BI)
- Dialpad Business Intelligence Report Tips
- Dialpad Business Intelligence (BI) FAQs
- BI Reporting: Call Metrics By Disposition Report
- BI Reporting: Call Logs Report
- BI Reporting: Call Volumes by Hour and Day of Week
- BI Reporting: Call Volumes by Day Report
- Devices
- Desk Phones and Room Phones
- Supported User and Room Phones
- Purchase or Order a Desk Phone
- Desk Phones FAQs
- Manage a Deskphone
- Provision a Deskphone
- Provision Yealink Devices to Dialpad
- Provision VVX 250, 350 & 450 Obi Edition Devices to Dialpad
- Provision Yealink DECT Devices to Dialpad
- Provision a Poly UCS Desk Phone
- Provision Poly Edge E Devices to Dialpad
- Provision a Cisco Device to Dialpad
- Provision Poly Rove Device to Dialpad
- Provision a Grandstream Desk phone to Dialpad
- Setting up a Yealink T-series Phone
- Setting up a Poly OBi x50 Phone
- Setting up a Yealink DECT Phone
- Provision an ATA Device
- Deskphone Features
- Network Recommendations for Obi and Polycoms
- Headsets and Audio Devices
- Device Troubleshooting
- Desk Phones and Room Phones
- Calls, Messages, and Faxes
- Calling
- Messaging
- Faxing
- Using Dialpad
- Switch a Call Between Devices
- Add a Forwarding Prompt
- Manage Your Dialpad Devices
- Dialpad Everywhere
- Dialpad Companion Mode
- Use your Obihai phone
- Use Your Polycom Phone
- Transfer Calls on Your Polycom
- Transfer Calls to a Hold Queue on your Polycom
- Park a Call on Your Main Line
- Switch between HD and carrier
- Network Testing
- Troubleshooting & Tech Support
- Call Quality Overview
- Quality of Service Dashboard
- Wireless (WiFi) connection issues
- Mic Issues on macOS & Windows Computers
- Network Setup Recommendations
- Home Network Troubleshooting Tips
- Getting Help for your Network Assessment Test Results
- Network Connectivity Warning
- Troubleshooting Poly Studio X Errors
- Poly Studio X : Error 100 — No Physical Network Detected
- Poly Studio X : Error 101 — No IP address
- Poly Studio X : Error 102 — Failure in DNS lookup
- Poly Studio X : Error 103 — Cannot reach service
- Poly Studio X : Error 104 — Configuration service error
- Poly Studio X : Error 105 — Cannot Reach Service
- Integrations
- Salesforce
- Dialpad and Salesforce 101
- Use Salesforce for Dialpad
- Dialpad Ai + Salesforce
- Dialpad for Salesforce FAQs
- Dialpad for Salesforce Lightning
- Salesforce Powerdialer
- Dialpad for Salesforce Classic
- Salesforce Custom Objects & Field Mapping
- Dialpad + Salesforce1
- Dialpad + Salesforce Omni-Channel
- Salesforce Sandbox & Troubleshooting
- Zendesk
- Dialpad Meetings
- Authentication
- User Provisioning
- Productivity Suites
- CRM Integrations
- Other Integrations
- Integrations Overview
- Custom Customer Context
- Enable Click to Call on Third Party Apps
- Chrome Desk Connector
- Dialpad + Microsoft Dynamics 365
- Dialpad + MS Teams
- Microsoft Teams Direct Routing Configuration
- Dialpad + Slack
- Enabling Dialpad Calling through Slack
- Dialpad + Screen Pop
- Dialpad + AutoReach
- Dialpad + Verint
- Dialpad + Playvox
- Dialpad + Intercom
- Dialpad + Zoom
- Dialpad + Kustomer
- Export Dialpad Data to Domo
- Dialpad + Front App
- Dialpad + Hangouts Chat
- Dialpad + Amazon Alexa
- Dialpad + Zapier
- Dialpad + Tenfold
- Dialpad + Shopify
- Salesforce
- Omnichannel
- Workforce Management
- WFM for Admins
- WFM for Agents
- WFM Integrations
- Dialpad WFM Integrations
- WFM + Intercom
- WFM + Zendesk
- WFM + Kustomer
- WFM + Aircall
- WFM + Dixa
- WFM + Talkdesk
- Integrate your HRIS or time off calendar via iCal link
- Time Off Integration FAQs
- Use Google Calendar for Time Off
- HiBob iCal Troubleshooting
- WFM + Google Calendar
- WFM + Calendly
- Sync Schedule to Calendar via iCal
- WFM + Slack
- WFM + Outlook
- WFM APIs
- WFM Forecasting
- WFM Scheduling
- Scheduling 101
- Create a Shift Plan
- Auto-Schedule Shifts
- How to Use Round Robin Scheduling
- Edit a shift
- Scheduling Conflicts
- Scheduling Fill Shifts
- Create an Activity Plan
- Edit Activities or Breaks
- Common Use Cases for Break and Activity Rules
- Using the Coverage Bar
- Activity Plan Troubleshooting
- Switch Time Formats in WFM
- Sync Meetings and Calendar Events
- WFM Reporting
- WFM Metrics
- Using the Performance Report
- Using the Insights Report
- Download a Timesheet
- Edit Timesheets
- Understanding Time-on-Task
- Understanding Average Conversation Time
- Understanding Alternative Average Interaction Time
- Understanding Shrinkage
- Tracking Time on Activities
- Time-on-Task Troubleshooting
- WFM Best Practices
- What’s New
- What's New Roundup
- Product Update Announcements
- AI Features with More Control
- Upcoming Changes to Manual Contact Syncing
- What is Dialpad Workforce Management (WFM)?
- We’re Simplifying Our Product Names
- Improved Call Transfer Experience
- Upcoming Dialpad Push Notifications Provider Change
- Contact Center Enhancements
- Improved Contact Center Management
- Omnichannel for Multiple Contact Center
- External End-of-Life Notice for OBiTALK
- New Icon. Same Dialpad
- Dialpad IP Address Change
- Agent Permission Changes
- Audible Off-Duty Notification
- Multiple Contact Center Live Call View Dashboard
- Agent State Behavior Change
- Agent Global DND and Personal Working Hours Behavior Change
- Dialpad App Enhancements Fall 2022
- Change in Analytics Definitions
- Introducing Dark Mode
- Introducing Channel Threading
- Improved Call Controls
- Dialpad Release Notes
- Dialpad Release Notes 25.02.18
- Dialpad Release Notes 25.02.11
- Dialpad Release Notes 25.02.04
- Dialpad Release Notes 25.01.28
- Dialpad Release Notes 25.01.21
- Dialpad Release Notes 25.01.14
- Dialpad Release Notes 24.12.17
- Dialpad Release Notes 24.12.10
- Dialpad Release Notes 24.12.03
- Dialpad Release Notes 24.11.26
- Dialpad Release Notes 24.11.19
- Dialpad Release Notes 24.11.05
- Dialpad Release Notes 24.10.29
- Dialpad Release Notes 24.10.22
- Dialpad Release Notes 24.10.15
- Dialpad Release Notes 24.10.08
- Dialpad Release Notes 24.10.01
- Dialpad Release Notes 24.09.24
- Dialpad Release Notes 24.09.17
- Dialpad Release Notes 24.09.03
- Dialpad Release Notes 24.08.27
- Dialpad Release Notes 24.08.20
- Dialpad Release Notes 24.08.13
- Dialpad Release Notes 24.08.06
- Dialpad Release Notes 24.07.30
- Dialpad Release Notes 24.07.23
- Dialpad Release Notes 24.07.16
- Dialpad Release Notes 24.07.10
- Dialpad Release Notes 24.07.02
- Dialpad Release Notes 24.06.25
- Dialpad Release Notes 24.06.11
- Dialpad Release Notes 24.06.04
- Dialpad Release Notes 24.05.30
- Dialpad Release Notes 24.05.21
- Dialpad Release Notes 24.05.07
- Dialpad Release Notes 24.04.30
- Dialpad Release Notes 24.04.23
- Dialpad Release Notes 24.04.16
- Dialpad Release Notes 24.04.08
- Dialpad Release Notes 24.03.26
- Dialpad Release Notes 24.03.19
- Dialpad Release Notes 24.03.13
- Dialpad Release Notes 24.03.05
- Dialpad Release Notes 24.02.27
- Dialpad Release Notes 24.02.13
- Dialpad Release Notes 24.01.30
- Dialpad Release Notes 24.01.23
- Dialpad Release Notes 24.01.16
- 2023
- Dialpad Release Notes 23.12.19
- Dialpad Release Notes 23.10.02
- Dialpad Release Notes 23.07.31
- Dialpad Release Notes 23.11.21
- Dialpad Release Notes 23.05.15
- Dialpad Release Notes 23.05.09
- Dialpad Release Notes 23.10.20
- Dialpad Release Notes 23.10.13
- Dialpad Release Notes 23.09.26
- Dialpad Release Notes 23.09.20
- Dialpad Release Notes 23.09.12
- Dialpad Release Notes 23.10.09
- Dialpad Release Notes 23.08.08
- Dialpad Release Notes 23.07.11
- Dialpad Release Notes 23.06.21
- Dialpad Release Notes 23.06.06
- Dialpad Release Notes 23.05.23
- Dialpad Release Notes 23.04.16
- Dialpad Release Notes 23.04.06
- Dialpad Release Notes 23.03.17
- Dialpad Release Notes 23.03.04
- Dialpad Release Notes 23.02.15
- Dialpad Release Notes 23.01.27
- Dialpad Release Notes 23.01.20
- Dialpad Release Notes 23.01.06
- 2022
- Dialpad Release Notes 22.12.09
- Dialpad Release Notes 22.12.02
- Dialpad Release Notes 22.11.18
- Dialpad Release Notes 22.11.04
- Dialpad Release Notes 22.10.31
- Dialpad Release Notes 22.10.25
- Dialpad Release Notes 22.10.07
- Dialpad Release Notes 22.09.23
- Dialpad Release Notes 22.09.16
- Dialpad Release Notes 22.09.02
- Dialpad Release Notes 22.08.26
- Dialpad Release Notes 22.08.12
- Dialpad Release Notes 22.08.08
- Dialpad Release Notes 22.07.29
- Dialpad Release Notes 22.07.25
- Dialpad Release Notes 22.07.18
- Dialpad Release Notes 22.07.11
- Dialpad Release Notes 22.07.06
- Dialpad Release Notes 22.06.27
- Dialpad Release Notes 22.06.21
- Dialpad Release Notes 22.06.13
- Dialpad Release Notes 22.05.27
- Dialpad Release Notes 22.05.13
- Dialpad Release Notes for 22.05.04
- Dialpad Release Notes for 22.04.22
- Dialpad Release Notes 22.04.29
- Dialpad Release Notes for 22.03.04
- Dialpad Release Notes for 22.02.25
- Dialpad Release Notes for 22.02.11
- Dialpad Release Notes for 22.01.31
- Dialpad Release Notes for 22.01.14
- Dialpad Release Notes for 22.01.07
- Changes to CSAT Response Rates and Exports (March 31, 2022)
- 2021
- Dialpad Release Notes for 21.12.10
- Dialpad Release Notes for 21.12.06
- Dialpad Release Notes for 21.11.19
- Dialpad Release Notes for 21.11.15
- Dialpad Release Notes for 21.11.01
- Dialpad Release Notes for 21.10.22
- Dialpad Release Notes for 21.10.18
- Dialpad Release Notes for 21.10.12
- Dialpad Release Notes for 21.10.04
- Dialpad Release Notes for 21.09.24
- Dialpad Release Notes for 21.09.17
- Dialpad Release Notes for 21.09.14
- Dialpad Release Notes for 21.09.03
- Changes to Call Counts (May 14th, 2021)
- Dialpad Meetings Release Notes
- Dialpad Meetings Release Notes 24.12.10
- Dialpad Meetings Release Notes 24.12.03
- Dialpad Meetings Release Notes 24.11.19
- Dialpad Meetings Release Notes 24.10.22
- Dialpad Meetings Release Notes 24.10.15
- Dialpad Meetings Release Notes 24.10.08
- Dialpad Meetings Release Notes 24.10.01
- Dialpad Meetings Release Notes 24.09.17
- Dialpad Meetings Release Notes 24.09.03
- Dialpad Meetings Release Notes 24.08.27
- Dialpad Meetings Release Notes 24.08.09
- Dialpad Meetings Release Notes 24.07.30
- Dialpad Meetings Release Notes 24.07.09
- Dialpad Meetings Release Notes 24.07.02
- Dialpad Meetings Release Notes 24.06.25
- Dialpad Meetings Release Notes 24.06.15
- Dialpad Meetings Release Notes 24.06.11
- Dialpad Meetings Release Notes 24.06.05
- Dialpad Meetings Release Notes 24.05.28
- Dialpad Meetings Release Notes 24.05.21
- Dialpad Meetings Release Notes 24.05.07
- Dialpad Meetings Release Notes 24.04.30
- Dialpad Meetings Release Notes 24.04.23
- Dialpad Meetings Release Notes 24.04.16
- Dialpad Meetings Release Notes 24.04.08
- Dialpad Meetings Release Notes 24.03.26
- Dialpad Meetings Release Notes 24.03.19
- Dialpad Meetings Release Notes 24.03.05
- Dialpad Meetings Release Notes 24.02.27
- Dialpad Meetings Release Notes 24.02.20
- Dialpad Meetings Release Notes 24.02.09
- Dialpad Meetings Release Notes 24.01.16
- 2023
- Dialpad Meetings Release Notes 23.12.19
- Dialpad Meetings Release Notes 23.12.11
- Dialpad Meetings Release Notes 23.12.01
- Dialpad Meetings Release Note 23.11.03
- Dialpad Meetings Release Notes 23.10.27
- Dialpad Meetings Release Notes 23.10.20
- Dialpad Meetings Release Notes 23.10.13
- Dialpad Meetings Release Notes 23.10.02
- Dialpad Meetings Release Notes 23.10.20
- Dialpad Meetings Release Notes 23.09.13
- Dialpad Meetings Release Notes 23.08.24
- Dialpad Meetings Release Notes 23.06.16
- Dialpad Meetings Release Notes 23.06.03
- Dialpad Meetings Release Notes 23.05.05
- Dialpad Meetings Release Notes 23.03.30
- Dialpad Meetings Release Notes 23.02.23
- Dialpad Meetings Release Notes 23.02.09
- Dialpad Meetings Release Notes 23.01.20
- Dialpad Meetings Release Notes 23.11.21
- 2022
- Dialpad Meetings Release Notes 22.12.02
- Dialpad Meetings Release Notes 22.10.12
- Dialpad Meetings Release Notes 22.09.07
- Dialpad Meetings Release Notes 22.08.31
- Dialpad Meetings Release Notes 22.08.26
- Dialpad Meetings Release Notes 22.08.12
- Dialpad Meetings Release Notes 22.08.03
- Dialpad Meetings Release Notes 22.07.01
- Dialpad Meetings Release Notes 22.07.14
- Dialpad Meetings Release Notes 22.06.24
- Dialpad Meetings Release Notes 22.06.09
- Dialpad Meetings Release Notes 22.06.01
- Dialpad Meetings Release Notes 22.05.27
- Dialpad Meetings Release Notes 22.05.12
- Dialpad Meetings Release Notes 22.04.29
- Dialpad Meetings Release Notes 22.02.23
- Dialpad Meetings Release Notes 22.02.09
- Dialpad Meetings Release Notes 22.01.12
- Dialpad Meetings Release Notes 22.01.19
- Dialpad Meetings Release Notes 22.01.05
- Dialpad Meetings Rebrand
- 2021
- Dialpad Meetings Release Notes 21.11.17
- Dialpad Meetings Release Notes 21.10.27
- Dialpad Meetings Release Notes 21.09.17
- Dialpad Meetings Release Notes 21.10.06
- Dialpad Meetings Release Notes for 21.06.09
- Dialpad Meetings Release Notes for 21.12.08
- Dialpad Meetings Release Notes for 21.09.08
- Dialpad Meetings Release Notes for 21.09.29
- Dialpad Meetings Release Notes for 21.06.30
- Dialpad Meetings Release Notes for 21.07.14
- Dialpad Meetings Release Notes for 21.11.10
- Dialpad Meetings Release Notes for 21.09.03
- Dialpad Meetings Release Notes for 21.06.23
- Dialpad Meetings Release Notes for 21.09.22
- Dialpad Meetings Release Notes 21.12.01
- Dialpad Meetings Release Notes for 21.05.26
- Dialpad Meetings Release Notes for 21.10.20
- Dialpad Meetings Release Notes for 21.04.28
- Dialpad Meetings Release Notes for 21.06.02
- Dialpad Meetings Release Notes for 21.04.21
- Dialpad Meetings Release Notes for 21.05.05
- Dialpad Meetings Release Notes for 21.04.07
- Dialpad Meetings Release Notes for 21.03.31
- Dialpad Meetings Release Notes for 21.03.24
- Dialpad Meetings Release Notes for 21.03.17
- Dialpad Mobile Release Notes
- Android Release Notes
- Android Release Notes 24.10.29
- Android Release Notes 24.09.17
- Android Release Notes 24.09.03
- Android Release Notes 24.08.26
- Android Release Notes 24.08.13
- Android Release Notes 24.07.30
- Android Release Notes 24.06.18
- Android Release Notes 24.06.11
- Android Release Notes 24.05.14
- Android Release Notes 24.04.23
- Android Release Notes 24.03.26
- Android Release Notes 24.04.16
- Android Release Notes 24.03.19
- Android Release Notes 24.03.05
- Android Release Notes 24.02.27
- Android Release Notes 24.01.30
- Android Release Notes 24.01.16
- Android Release Notes 24.01.05
- Android Release Notes 23.12.12
- Android Release Notes 23.11.18
- Android Release Notes 23.10.13
- Android Release Notes 23.10.07
- Android Release Notes 23.09.08
- Android Release Notes 23.08.07
- Android Release Notes 23.08.01
- Android Release Notes 23.06.27
- Android Release Notes 23.06.15
- Android Release Notes 23.05.25
- Android Release Notes 23.05.08
- Android Release Notes 23.03.17
- Android Release Notes 23.02.24
- Android Release Notes 23.01.20
- Android Release Notes 22.10.28
- Android Release Notes 22.08.12
- Android Release Notes 22.07.13
- iOS Release Notes
- iOS Release Notes 24.12.17
- iOS Release Notes 24.11.05
- iOS Release Notes 24.06.18
- iOS Release Notes 24.05.14
- iOS Release Notes 24.05.02
- iOS Release Notes 24.04.23
- iOS Release Notes 24.04.16
- iOS Release Notes 24.03.19
- iOS Release Notes 24.03.05
- iOS Release Notes 24.02.23
- iOS Release Notes 24.02.21
- iOS Release Notes 24.01.30
- iOS Release Notes 24.01.16
- iOS Release Notes 23.12.21
- iOS Release Notes 23.12.01
- iOS Release Notes 23.11.18
- iOS Release Notes 23.11.06
- iOS Release Notes 23.10.13
- iOS Release Notes 23.08.10
- iOS Release Notes 23.07.20
- iOS Release Notes 23.07.12
- iOS Release Notes 23.05.29
- iOS Release Notes 23.05.19
- iOS Release Notes 23.04.24
- iOS Release Notes 23.04.10
- iOS Release Notes 23.04.02
- iOS Release Notes 23.03.24
- iOS Release Notes 23.03.17
- iOS Release Notes 23.02.16
- iOS Release Notes 23.01.20
- iOS Release Notes 22.12.02
- iOS Release Notes 22.10.28
- iOS Release Notes 22.07.08
- iOS Release Notes 22.06.06
- Android Release Notes
- Dialpad Meetings Mobile Release Notes
- Dialpad Meetings iOS Release Notes
- Dialpad Meetings iOS Release Notes 24.10.23
- Dialpad Meetings iOS Release Notes 24.05.14
- Dialpad Meetings iOS Release Notes 24.02.21
- Dialpad Meetings iOS Release Notes 23.01.20
- Dialpad Meetings iOS Release Notes 22.09.27
- Dialpad Meetings iOS Release Notes 22.07.26
- Dialpad Meetings iOS Release Notes 22.07.08
- Dialpad Meetings iOS Release Notes 22.06.13
- Dialpad Meetings Android Release Notes
- Dialpad Meetings Android Release Notes 24.12.17
- Dialpad Meetings Android Release Notes 24.10.21
- Dialpad Meetings Android Release Notes 24.06.18
- Dialpad Meetings Android Release Notes 24.05.14
- Dialpad Meetings Android Release Notes 24.05.07
- Dialpad Meetings Android Release Notes 24.04.30
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Dialpad + Copper CRM
Never miss an opportunity with Dialpad's seamless integration with Copper CRM, providing high-level visibility into your pipelines.
The Dialpad Copper Integration allows you to connect with your Copper CRM to:
Create leads/people
Match contacts
Log calls, recordings, and transcripts
Easily review calls with quick access to Dialpad's Custom Moments, RTAs, and transcripts
Use Dialpad’s click-to-call browser extensions to call numbers from within Copper
Let's take a look at how this integration works.
Who can use this
Dialpad’s Copper integration is available to Dialpad Support and Dialpad Sell customers, as well as Dialpad Connect users on the Advanced or Premium plans.
Copper API key
To configure Copper to your Dialpad account, first, you must generate your API key from your Copper CRM Account.
Navigate to your Copper CRM Settings
Navigate to Integration
Navigate to API Keys
Select Generate API Key
Note
You must be a Copper Admin to generate an API key. If you want to control the API keys that users can create, one easy solution is to temporarily make the user admin, thereby allowing them to create an API key, and then removing Admin access.
Alternatively, provide this link to the users and replace the XXXXXX with your Company ID. By accessing this URL, users can create an API key. Remember, you'll need to log in to access this URL and the API key will only be generated for the email id specified.
Enable Copper CRM for the company
Copper must be enabled for the entire company before it can be used by offices, departments or contact centers.
To do this, head to your Dialpad Admin Portal.
Select Company Settings
Navigate to Integrations
Navigate to Copper
Select Options
Select Manage Settings
Select Enable this feature
Navigate to Settings
Enter your Your Company URL
Select your Leads/People preference
Select Save
Configure Copper call logging for the company
Company admins can configure company-wide settings for this integration.
Head to your Dialpad Admin Portal:
Select Company Settings
Navigate to Integrations
Navigate to Copper
Select Options
Select Manage Settings
Navigate to Call Logging
Check the desired call logging preferences
Select Save
Configure Copper for an individual office
Office admins can configure Copper CRM to inherit the company-wide settings or to use their own unique settings.
To customize the individual office level, settings apply to departments, contact centers, and groups, go to your Dialpad Admin Settings.
Navigate to Office Settings
Select Integrations
Select Options
Select Manage Settings
Select Customize for this Office
Select your call logging and lead preferences
Select Save
Call logging preferences
Select what to call activities to log into Copper:
Calls - When enabled, a call activity is automatically created for each call.
Recordings - When enabled, a link to the user's call recording is posted to the Copper activity.
Transcripts - When enabled, a link to the call's Ai transcript is posted to the Copper activity.
Leads and people creation settings
Decide which object to create in case no match is found:
Leads
People
You can then log the call to the newly created object.
Set up Copper as an agent
Once Copper has been enabled for your company, it's time to configure Copper as an agent.
This configuration is a one-time setup and can be done during an active call, or when viewing a contact.
On the sidebar of your call, or when viewing your contact, scroll through the integration list until you see Copper.
Click Connect Copper CRM
Click Proceed in the pop-up window that appears
Enter your API key and email address
Select Save
Logging a call
Calls can be logged to Copper leads or Copper people and can be logged as a new object, or logged to an existing object.
Creating a new object
When you receive an incoming call that has no contact match, it's time to create a new object (either a person or lead).
Select Create Lead
Enter the contact name, subject, and call description
Select Save
That's it, it's that easy! The lead is now created within Copper and the call is logged.
Logging a call to an existing object
When you receive a call from a known contact (via a contact search in Dialpad and Copper), all you need to do is add a subject and description – the contact details will auto-populate based on your records.
Enter the subject and description
Select Log Call
Your call will now appear in your Copper call logs (and will be listed in Dialpad, too), with links to the call summary and recordings.
Multiple contact matches
In the event that you receive a call and find that you have multiple contact matches, our Copper integration allows you to select the correct one.
Select the correct contact
Select Connect
Your call will now be logged with the correct contact.
Notes
Copper does not support 'Shared User' environments — a 'Named Copper User' is required to match each Dialpad User for any integration between platforms. Copper doesn't support a "Shared User" environment.
When matching contacts, you can choose between setting someone as a Lead or People.
Call review and history
Call details are stored not only inside Copper but also in Dialpad, giving you access to our amazing Ai features.
The following records are noted within Copper:
Call ID
Type
Number from
Duration
Link to transcript
Subject of the agent notes
Agent notes
Select the call link to instantly access the following Dialpad features:
Call recording
Dialpad comments
Dialpad transcript
QA scorecards
Supported Ai fields
Dialpad Ai tracks recaps, action items, call tags, and outcomes, so follow-ups aren’t missed. If you use Ai CSAT or Ai Playbooks, you’ll also see agent’s performance and CSAT scores.
Let's look at at which AI features are logged to, and supported in Copper CRM.
Field label | Data type | Description |
---|---|---|
Rich Text | Ai Recap of a call with 255 character limit. | |
Rich Text | The Action Items that were detected in the call, as generated in the Ai Recap. | |
Ai Outcome | Text | The Ai-detected outcome of the call. Accessible in the Ai Recap object. |
Text | The Ai-detected Call Purpose category assigned to the call. Accessible in the Ai Recap object. | |
Percentage | Numeric value that explains how much a person adheres to the Ai Playbook. | |
Number | Ai generated CSAT score. |
Frequently asked questions
What does 'wrong match' do?
If there are multiple contacts with the same name or number, we list all records so that you can associate the correct lead/contact.
Will they be able to search people or lead from the search bar?
Currently, we are not supporting search functionality.
Can I create an object when the call is not active?
No, the call has to be active in order to create an object.
I received app_call_event not found error!
Sometimes, even if there is a lead created, Copper will display 0 matches found and throw an "App_call_event not found" or "unknown error" occurred. If that happens, please contact Customer Care.
Are SMS or screenpop supported?
Not at this time, but stay tuned!
What are the accepted number formats?
Dialpad stores numbers in +E164 format and may fail to discover a match if Copper leads or people are created in a different format.
Can I log missed calls as people or leads?
Missed call logging is not supported.
Why does Copper keep showing me log notes?
Notes taken during your call will be concatenated and saved as one log note.
If you do not wish to log the call, simply Cancel it.
What should I do if I find duplicates in the CRM system?
There are several scenarios where the system will create a duplicate person, company, or lead record. Easily consolidate duplicate records by merging them within Copper.
Note
Merging multiple records is final and cannot be undone.
What happens if I didn't create a Dialpad contact, but want to create an object?
There is no requirement to create a Dialpad contact to match the contact in Copper. We use the phone number to search Copper.
What should I do if the sidebar widget is stuck in a loading state?
If the sidebar is stuck in a loading state, try disabling the following flag in Chrome: chrome://flags/#third-party-storage-partitioning. Enter this in your browser address bar, then reconnect.
If the issue continues, or if you aren't using Chrome, please contact Customer Care.
Table of contents
- Copper API key
- Enable Copper CRM for the company
- Configure Copper call logging for the company
- Configure Copper for an individual office
- Set up Copper as an agent
- Logging a call
- Multiple contact matches
- Call review and history
- Supported Ai fields
- Frequently asked questions
- What does 'wrong match' do?
- Will they be able to search people or lead from the search bar?
- Can I create an object when the call is not active?
- I received app_call_event not found error!
- Are SMS or screenpop supported?
- What are the accepted number formats?
- Can I log missed calls as people or leads?
- Why does Copper keep showing me log notes?
- What should I do if I find duplicates in the CRM system?
- What happens if I didn't create a Dialpad contact, but want to create an object?
- What should I do if the sidebar widget is stuck in a loading state?