Use the iOS App

Dialpad's cloud-based phone system lets you stay connected in real-time across all your devices, including those that run iOS.

If you haven't already done so, download the Dialpad for iOS app from the Apple App Store.

Let's take a look at how to use the iOS app.

Place a call

Place a call from the Keypad tab (left) or select the Phone icon (right) while viewing a conversation thread with any contact (right image).

Receive a call

To receive a call, swipe over Slide to Answer (left) if your iOS device is inactive (left image) or select the Blue Check icon (right) if your iOS device is active.

Record a call

To record a call, select the Rec Off button. Callers will hear a notification stating that the call recording has been turned on.

Stop recording a call by selecting the Rec On button.

Access recordings

Call recordings are available for playback in the iOS app, however, if you want to download a call recording, you'll need to launch Dialpad from a laptop or desktop.

Navigate to the Recents tab and open the Recordings section.

Transfer a call

To transfer a call:

1. Select More

2. Select Transfer

3. Choose the contact from the list, or enter their name

Add a caller

To add a caller during an active call:

1. Select More

2. Select Add a Caller

3. Choose a contact from the list, or entire their name

You can add up to 3 callers to an active call.

Send a message

To send a message:

1. Select the Message icon from your Inbox

2. Enter the contact's name or number, then write your message

3. Press the arrow, or tap enter to send

If you've recently chatted with a contact, find their name in your Inbox to open the conversation thread and compose a message to send.

You can also share texts, links & images to channels, as well as select multiple participants.

Personal Quick Replies

EAP Feature

This feature is currently in the Early Adopter Program. Please reach out to Customer Care for more information about this feature.

Access and use your Personal Quick Replies on your Dialpad iOS app. Your replies stay in sync across devices—any changes you make on the desktop or web app, like creating, editing, or deleting, instantly appear on mobile.

You can search by keyword or by tags to find the right message fast.

Note

You can only use quick replies that are created in the Dialpad desktop or web app. You can’t add or modify quick replies on a mobile device.

To send a personal quick reply on the Dialpad iOS app:

1. Open any conversation and tap the Quick Reply icon

   

2. Search for and tap the quick reply you want to use
   

3. Tap Send

Receive a message

When you receive a message, you'll see 3 different notifications in three different locations

• In-App (left): In the Dialpad app, you'll see the message in the Unread section of your Inbox.  The contact's name will also appear in bold, with a blue dot next to their profile picture in the Favorites or Recents tabs.

• Drop-Down (middle): From outside the Dialpad app, you'll receive a drop-down notification that displays the message's text

• Notification Badge (right): A small, red dot will appear attached to the Dialpad app's icon and tally unread notifications

Group messages

To send a message to a group:

1. Navigate to your Inbox

2. Select the Message icon

3. Enter all contacts' names or number

4. Compose your message and tap enter to send

Open the conversation thread for the group and select View Details to see more information. It will display who's in the group and give the option to view their profiles, send individual messages, or call.

You can also turn off group notifications for this group and rename the group.

Archive a conversation thread

To archive a conversation thread:

1. Navigate to the conversation in your Inbox

2. Swipe from right to left to reveal the Archive button

Catch Up

You can easily get caught up on what you missed on your Dialpad iOS app with Catch Up. Whether you’ve been away from the Dialpad app for a few hours or days, you can move through conversations at your own pace and take action when you can.

Catch Up on the Dialpad iOS app helps you:

• Catch up on unread messages

• Mark messages as unread if you’re not ready to reply

• Prioritize what matters, like mentions in channels

• Swipe to mark messages as read/unread

The Catch Up section displays the number of unread messages on the Home screen.

Note

Catch Up is currently only available the Dialpad iOS app.

To view catch up messages:

1. From the Home screen, tap Catch up
   

2. Choose whether to mark the message as read or unread:

   1. Tap Keep unread or Mark as read
      

   2. Swipe left for Keep unread or swipe right for Mark as read
      

Share from outside apps

To share content from an outside app, select the Share button and select Dialpad. You'll then get to choose a contact in the Dialpad app to share the content with.

Check your inbox

To check your inbox, select the Inbox icon at the bottom of your screen.

Your inbox is divided into the following sections: Unread, All, Calls, Missed Calls, Voicemails, Recordings, All Messages, Starred, and Spam.

Search for a contact

To search for a contact:

1. Navigate to the Contacts tab

2. Select the Search icon

3. Enter a name in the search bar, then you'll immediately get results with the contact's name and number.

If you select a contact, you'll open the conversation thread. You can then send a message, call, or view their profile.

Favorite a contact

To favorite a contact:

1. Open a conversation thread

2. Select Tap to view details

3. Select the Favorite (star) icon  

Navigate to the Favorites tab to see all favorited contacts.

Add a new contact

To add a new contact, navigate to the Contacts tab and select the Add Contact icon. Enter information including name, phone number, email address, company, and role.

You can also add an unsaved number as a new contact. Open the conversation thread with an unsaved number and select New Contact or Add to Existing.

Add a new contact from a group

To add a new contact from a group:

1. Open the conversation thread

2. Select View Profile to see who's in the group

3. Long-press on an unsaved number

4. Select New Contact

5. Enter information including name, phone number, email address, company, and role

View a contact profile

To view a contact profile, open the conversation thread and tap the contact's name.

It will display additional details about this contact and any integrations shared between you.

Caller ID

Dialpad offers 3 ways to adjust your caller ID for individual calls:

• Long-press the Phone icon while in a conversation thread and choose an available caller ID (left)

• Navigate to Settings > Outbound Caller ID and choose an available caller ID (middle)

• Navigate to the Keypad tab and select Call As to choose an available caller ID (right)

To adjust your caller ID for all calls, you'll need to navigate to your global caller ID settings from the web portal.

Do not disturb

To set yourself to Do No Disturb mode:

1. Tap your profile picture

2. Toggle Do Not Disturb on

   • Select Set Timer if you'd like Do Not Disturb Mode to turn off after a specific amount of time

Set custom status

Use a custom status to let people know where you're at, or what you're working on.

To set a custom status:

1. Tap your profile picture

2. Select Set Your Status

3. Enter the desired text and/or emojis, or choose from one of Dialpad's preset statuses

   • Select Set Timer if you'd like the status to disappear after a specific amount of time

Notification settings

Prioritize your day by customizing what you'll Dialpad activities you'll be notified for.

Choose to receive notifications for incoming calls, messages, missed calls, and voicemails.

To update your notification settings:

1. Tap your profile picture

2. Navigate to Notifications & Ringtones

3. Select Personal Notifications or Group Notifications

4. Toggle on or off notifications for each setting

Dark Mode

To turn on Dark Mode for your iOS device:

1. Tap your profile picture

2. Navigate to Themes

3. Select Dark Mode

If you'd like the Dialpad app to switch between light and dark modes based on your device's preferences, select Match System.

Upcoming Meetings Widget

Use Dialpad's Upcoming Meetings Widget to easily see the day's current and upcoming meetings, and join them from your home screen.

To join an upcoming meeting, tap the Join button to launch Dialpad.

Dialpad offers 3 different sizes for your widget:

• The small widget shows only the date and time of the next meeting and the join button.

• The medium widget shows the date and time of your next meeting, the join button, and the initials of the accepted participants.

• The large widget shows the date and time of the next 4 upcoming meetings, the join button, and the initials of the accepted participants.
  

  

Advanced settings

In the Advanced Settings section, choose if you'd like to use your carrier network when calling, as well as if you'd like your recent calls to appear in the Recents list.

About

In the About section of your Settings, easily view your Dialpad app's current version.

1. Tap your profile picture

2. Navigate to About

You'll also find quick access to the Help Center, as well as our legal and privacy policy.

Log out

Looking to log out?

To log out of your Dialpad app:

1. Tap your profile picture

2. Navigate to About

3. Select Log Out