Dialpad Companion Mode
    • 28 Nov 2023
    • 1 Minute to read
    • Dark
      Light
    • PDF

    Dialpad Companion Mode

    • Dark
      Light
    • PDF

    Article summary

    Dialpad offers benefits for calls and meetings, including Companion Mode for calls made outside the app. Companion Mode allows using Dialpad features like Live Transcription and Real Time Assist on calls through other platforms like MS Teams. To activate Companion Mode, go to Admin Settings, enable it, and turn on Dialpad Everywhere in App Settings. During a call, the Companion Mode widget appears, providing access to live transcripts and Ai features. After the call, the widget disappears automatically.

    Dialpad’s incredible Ai offers a number of benefits for your calls and meetings, but sometimes you’re on a call that isn’t done through the Dialpad app.
    That's where Companion Mode comes into play. 

    What is Companion Mode?

    Dialpad companion mode is a version of Dialpad Everywhere, meant to be used when you’re on phone calls using Dialpad’s through another app, such as MS Teams.

    This way, even if you work in another platform, you can still benefit from our real-time Ai features like Live Transcription and Real-Time Assist.

    Turning on Companion Mode

    To turn on Companion Mode, head to your Admin Settings from Dialpad.com.

    1. Navigate to Office Settings
    2. Select Dialpad Companion Mode
    3. Select the check box beside Enable Dialpad Companion Mode

    Once the Companion Mode box is checked, turn on Dialpad Everywhere in your App Settings.

    Note
    All three settings for Dialpad Everywhere need to be on for Companion Mode to work.

    Using Companion Mode

    Companion mode is simple to use. 

    Ensure your Dialpad Everywhere settings are active (as shown above) and that the app is open; this will still work if your app is minimized.

    When you make a call, the companion mode widget will automatically appear. This lets you use  Dialpad’s Ai features during the call, the same as you would for any other call through Dialpad Everywhere.

    Easily access live transcripts to view your call as it takes place. 

    Ai_transcript_Dialpad_Everywhere.png

    Not only that, you can easily toggle between transcripts and Real-Time Assist Cards to get the most out of our incredible Ai. 

    agent_assist_DP_everywhere.png

    Once the call is over, the companion mode widget will disappear automatically. 


    Was this article helpful?