https://help.dialpad.com/docs Need help with the HubSpot integration? This FAQ walks you through the common troubleshooting tips.Can I use the original HubSpot integration at the same time as HubSpot?You can, but we don’t recommend it as multiple activities will be logged.To avoid this, you must create a temporary Office or Contact Center and disable the original HubSpot integration while you test HubSpot.If that’s not possible, you must inform your team members not to connect to HubSpot from the sidebar. This is only during ... Fri, 17 Apr 2026 23:59:58 GMT Integrations > HubSpot https://help.dialpad.com/docs/hubspot-v2-faqs https://help.dialpad.com/docs/hubspot-v2-faqs The NetSuite integration allows users to seamlessly connect Dialpad to NetSuite, enabling automatic caller-to-customer record matching, logging calls as phone call activities, and instantly accessing the relevant NetSuite record when a call comes in. This significantly reduces the need for manual data entry and enhances the focus on customer interactions.By enabling NetSuite with Dialpad, users can enjoy a streamlined experience with automated features that streamline crucial processes, ensuring ... Thu, 16 Apr 2026 18:02:21 GMT Integrations > Other Integrations https://help.dialpad.com/docs/dialpad-netsuite https://help.dialpad.com/docs/dialpad-netsuite The Dialpad + ConnectWise PSA integration enhances users’ communication experience by seamlessly connecting Dialpad with ConnectWise. This enables users to view caller details in real-time, automatically log calls to service tickets, and manage their tickets right within the Dialpad sidebar. With ConnectWise, users can easily identify callers, manage service tickets, and access vital client information without leaving their Dialpad environment.Who can use thisAdmins must enable this feature. Thi ... Thu, 16 Apr 2026 18:01:33 GMT Integrations > Other Integrations https://help.dialpad.com/docs/dialpad-connectwise https://help.dialpad.com/docs/dialpad-connectwise Dialpad is a cloud-based business phone system that allows you to make and receive calls from anywhere in the world, as well as manage contacts, get call logs and voicemails, transfer calls, and more. We know you are on the move, and we're pleased to confirm that Dialpad is operable on any device with a reliable internet connection!Let's dive into the details of network settings.Bandwidth calculationsTo ensure the best possible voice quality, we recommend using a high-speed DSL, broadband, or fi ... Wed, 15 Apr 2026 17:48:44 GMT Calls, Messages, and Faxes > Troubleshooting & Tech Support https://help.dialpad.com/docs/network-setup-recommendations https://help.dialpad.com/docs/network-setup-recommendations Dialpad offers monthly updates to the Dialpad for Salesforce package, ensuring you get the most out of our integration.This article covers upcoming updates to the Salesforce for Salesforce Package only. Be sure to review our Release Notes for more information on functionality updates.Don't forget to update your Salesforce package to take advantage of these latest improvements.We always recommend updating your Salesforce package in the Salesforce Sandbox first. If you come across any issues durin ... Wed, 15 Apr 2026 16:49:40 GMT What’s New > Integrations Release Notes https://help.dialpad.com/docs/dialpad-for-salesforce-release-notes https://help.dialpad.com/docs/dialpad-for-salesforce-release-notes Dialpad is an AI-native customer communications platform built for a modern customer experience. It helps businesses connect every customer interaction—across calls and digital channels—and turn those conversations into insights, automation, and better outcomes over time.At the core of the platform is Dialpad AI, which is built into every interaction. From real-time transcription and sentiment analysis to live coaching, call summaries, and AI-powered CSAT, Dialpad AI helps teams understand what’ ... Wed, 15 Apr 2026 16:09:12 GMT Getting Started > Intro to Dialpad https://help.dialpad.com/docs/what-is-dialpad https://help.dialpad.com/docs/what-is-dialpad We know how much you love cordless options, and Dialpad is happy to provide support for Yealink DECT devices. Let's dive into the details. Who can use this featureYealink DECT devices can be used with any Dialpad plan.You must be a Dialpad Admin to perform the provisioning and activation steps outlined in this article.*DECT headsets do not require activation — this article covers configuring wireless DECT base stations and handsets.Set up a Yealink DECT deviceSetting up your new Yealink DECT dev ... Wed, 15 Apr 2026 15:25:26 GMT Devices > Desk Phones and Room Phones > Provision a Deskphone https://help.dialpad.com/docs/provision-yealink-dect-devices-to-dialpad https://help.dialpad.com/docs/provision-yealink-dect-devices-to-dialpad Enhance coaching and training capabilities by enabling agent screen capture to see what your Agent does on their desktop during a call.Let's take a look at agent screen capture in Dialpad.Who can use thisAgent screen capture is part of Dialpad's Ai Contact Center plans as well as the Premium Dialpad Sell plan. It is also available as a paid add-on. Enable agent screen captureTo enable agent screen capture, head to your Dialpad Admin Portal. Navigate to Contact CentersSelect the desired Contact C ... Tue, 14 Apr 2026 18:03:58 GMT Contact Center and Sell > Contact Center Settings https://help.dialpad.com/docs/agent-screen-capture https://help.dialpad.com/docs/agent-screen-capture Dialpad's desktop app and web portal are designed to live at the center of your business communications, and we're always rolling out product updates containing new features, improvements and bug fixes.Be sure to update your desktop app, or visit Dialpad's web portal to take advantage of our latest improvements.Let's take a look at what's new from our most recent release on « DATE »NewNew feature #1Description of feature with link to HC article New feature #2Description of feature with link to H ... Tue, 14 Apr 2026 00:08:48 GMT What’s New > Dialpad Release Notes https://help.dialpad.com/docs/dialpad-release-notes-260413 https://help.dialpad.com/docs/dialpad-release-notes-260413 A network test is like a health check for your internet connection, ensuring it's reliable and strong enough for seamless communication when using Dialpad. This article goes over the details of the Dialpad System Test and how to understand your results.Let’s dive into the details. Who can use thisThe System Test is available to all Dialpad users using the Dialpad desktop app and browser app. How to use the System TestTo launch the System Test, head to your Dialpad app: Select your avatar  Naviga ... Fri, 10 Apr 2026 13:29:54 GMT Calls, Messages, and Faxes > Network Testing https://help.dialpad.com/docs/system-test https://help.dialpad.com/docs/system-test Set up and manage the integration between Dialpad and HubSpot. Configure workflows, automate service ticket creation, and understand how data is shared between platforms. Let’s dive into the details.Send SMS using HubSpot WorkflowsIf you use HubSpot to manage SMS campaigns via Workflows, you can choose which phone numbers to use.Just add your company-owned numbers that are assigned to an Office or Contact Center. Admins can update this list anytime in the SMS workflows section of the integration ... Thu, 09 Apr 2026 21:17:33 GMT Integrations > HubSpot https://help.dialpad.com/docs/manage-hubspot-integration-in-dialpad https://help.dialpad.com/docs/manage-hubspot-integration-in-dialpad Dialpad's desktop app and web portal are designed to live at the center of your business communications, and we're always rolling out product updates containing new features, improvements and bug fixes.Be sure to update your desktop app, or visit Dialpad's web portal to take advantage of our latest improvements.Let's take a look at what's new from our most recent release on « DATE »NewNew feature #1Description of feature with link to HC article New feature #2Description of feature with link to H ... Thu, 09 Apr 2026 20:18:57 GMT What’s New > Dialpad Release Notes https://help.dialpad.com/docs/dialpad-release-notes-260403 https://help.dialpad.com/docs/dialpad-release-notes-260403 No more app switching. Dialpad lets you call, message, and meet — all in one beautiful workspace.Dialpad designs groundbreaking, truly unified products—all powered by the most advanced communications Ai in the world. We make it easy for teams big and small to call, message, meet, and support their customers in one beautiful workspace.You don't need to be an expert on all things technology to effectively use our platform at work. In fact, getting started takes just a few minutes.Let's explore som ... Wed, 08 Apr 2026 20:15:37 GMT Getting Started > Intro to Dialpad https://help.dialpad.com/docs/tour-the-dialpad-app https://help.dialpad.com/docs/tour-the-dialpad-app Need to manage large volumes of incoming calls to your department? Dialpad's Department Call Park feature allows Agents to handle calls as a team by moving incoming calls to a "parking lot" where teammates can pick them up from another extension. Let's take a look at how parking a call works.Who can use thisDepartment Call Parking is available for all users. A Department can park up to 50 calls at a time on the Line, and only operators within the same department can view these parked calls.Park ... Wed, 08 Apr 2026 18:06:06 GMT Calls, Messages, and Faxes > Using Dialpad https://help.dialpad.com/docs/park-a-call-on-your-department-line https://help.dialpad.com/docs/park-a-call-on-your-department-line Designed to provide deeper diagnostics into call quality, user devices, and SIP provisioning, our Enterprise Support Portal (termed /es portal) is a powerful tool in a Dialpad admin’s arsenal.While many call analytics are available within the Dialpad Admin portal, this tool is useful for viewing advanced analytics and conducting initial troubleshooting for jitter, latency, network issues, and device connectivity.Who can use thisOur Enterprise Support Portal is available to Dialpad Support and Di ... Wed, 08 Apr 2026 16:03:31 GMT Dialpad Admin > Admin Settings https://help.dialpad.com/docs/use-the-enterprise-support-portal https://help.dialpad.com/docs/use-the-enterprise-support-portal The beauty of Dialpad BI is that it provides additional fields and metrics than what's found elsewhere in your Dialpad Analytics. This allows you to really get granular with your data and analyze your company's health. Let's talk about Business Intelligence (BI) datasets and concepts, what they are, and how to use them.Who can use thisBI datasets are available for all users with the Dialpad BI add-on, who have either Company Admin or Analytics specific permissions.Dataset typesDatasets are the f ... Wed, 08 Apr 2026 14:57:41 GMT Contact Center and Sell > Dialpad Business Intelligence (BI) https://help.dialpad.com/docs/dialpad-bi-datasets-and-data-concepts https://help.dialpad.com/docs/dialpad-bi-datasets-and-data-concepts Dialpad's AI Agent Queries report provides insight into how people interact with your AI Agent across digital channels, grouped by query type. It summarizes the total number of questions asked and groups them by category, helping you understand how often customers and agents rely on AI, how much collaborative problem-solving occurs with AI in the loop, and where AI assistance is most in demand.Let's get into the details of this report. Who can use thisThe AI Agent Queries report is available for ... Wed, 08 Apr 2026 14:54:39 GMT Contact Center and Sell > Dialpad Business Intelligence (BI) > Report Templates https://help.dialpad.com/docs/bi-reporting-ai-agent-queries-report https://help.dialpad.com/docs/bi-reporting-ai-agent-queries-report Dialpad's AI Agent Answers report provides insight into how your AI Agent is used across digital conversations, grouped by the query outcome. It surfaces key metrics such as the total number of questions asked, how many received an answer, and how many returned no answer, helping you understand AI coverage and spot knowledge gaps.Let's get into the details of this report. Who can use thisThe AI Agent Answers report is available for Dialpad users with the Dialpad BI add-on who are Company Admins ... Wed, 08 Apr 2026 14:47:21 GMT Contact Center and Sell > Dialpad Business Intelligence (BI) > Report Templates https://help.dialpad.com/docs/bi-reporting-ai-agent-answers-report https://help.dialpad.com/docs/bi-reporting-ai-agent-answers-report Dialpad's AI Agent Answer Feedback report provides insight into how well your AI Agent is responding to digital customer questions, grouped by feedback on each answer. It highlights how many questions the AI Agent answered successfully, along with counts of thumbs-up and thumbs-down reactions, helping you quickly assess answer quality, identify where the AI is performing strongly, and pinpoint topics or scenarios that may need tuning or additional training.Let's get into the details of this repo ... Wed, 08 Apr 2026 14:25:16 GMT Contact Center and Sell > Dialpad Business Intelligence (BI) > Report Templates https://help.dialpad.com/docs/bi-reporting-ai-agent-answer-feedback-report https://help.dialpad.com/docs/bi-reporting-ai-agent-answer-feedback-report Dialpad's Agent Session Metrics report provides insight into how each agent—and your AI Agent—handles digital customer sessions, grouped at the agent level. It surfaces key measures such as total digital session volume over time, average first response time, and average handle time to highlight speed and efficiency, plus AI-focused metrics, helping you evaluate performance, coaching opportunities, and the impact of AI assistance across your digital support team.Let's get into the details of this ... Wed, 08 Apr 2026 14:24:21 GMT Contact Center and Sell > Dialpad Business Intelligence (BI) > Report Templates https://help.dialpad.com/docs/bi-reporting-agent-session-metrics-report https://help.dialpad.com/docs/bi-reporting-agent-session-metrics-report