https://help.dialpad.com/docs No one likes sifting through the fine print, and billing can be a delicate topic.Let's look at some of the most common questions about the Dialpad billing process. How soon will I see a charge after I upgrade my free trial?Your plan's payment terms determine how soon you'll see your first charge after you upgrade your trial.If your trial was set up with credit card payments:Charge immediately on first payment Pro-rated charges are charged immediatelyRequested changes are charged at the next bill ... Tue, 11 Aug 2026 13:18:40 GMT Getting Started > Dialpad Admin > Billing https://help.dialpad.com/docs/dialpad-billing-faqs https://help.dialpad.com/docs/dialpad-billing-faqs We know how important it is to keep your accounts in order.  From our Billing Summary, you can view the full details of your payment history, download past invoices, review the exact breakdown of your plan, examine your next bill, and more. Let's dive into the details.Access your billTo access your Billing Summary, head to your Dialpad Admin Settings. Select Billing Select Billing SummaryYour Billing Summary is divided into three sections:Current Plan: Provides a top-level overview of what you'r ... Tue, 11 Aug 2026 13:17:26 GMT Getting Started > Dialpad Admin > Billing https://help.dialpad.com/docs/view-your-dialpad-billing-summary https://help.dialpad.com/docs/view-your-dialpad-billing-summary While calls to your local Dialpad numbers are free, certain features do incur additional charges:International and domestic callsInbound and outboundMessaging (SMS/MMS) in the USInbound calls to toll-free lines Outbound faxesEasily purchase credits to ensure you always have access to these features.Let's learn more about how to add credits, check your balance, view your usage, and confirm your credit payment. Who can use thisCredits can be purchased by Company or Office Admins and are available ... Mon, 10 Aug 2026 22:27:19 GMT Getting Started > Dialpad Admin > Billing https://help.dialpad.com/docs/dialpad-credits-and-usage https://help.dialpad.com/docs/dialpad-credits-and-usage Access Host Controls, chat, audio and mic settings, screen share, reactions, AI controls, layout options, and more, from your meeting's bottom bar controls.Let's take a look at Dialpad Meeting's basic controls, accessible from the bottom bar.Video feedsThe video feed displays live videos of the participants in your meeting, fostering a more personal and engaging connection.When participants join with their cameras on, their video will appear on the screen. If their cameras are off, their initial ... Mon, 10 Aug 2026 17:23:20 GMT Meetings > Meeting Basics https://help.dialpad.com/docs/dialpad-meetings-control-basics https://help.dialpad.com/docs/dialpad-meetings-control-basics Dialpad's IVR Workflows steps allow you to guide your callers through a personalized call flow, directing them to the correct information and contact every single time.Let’s take a look Dialpad's available IVR workflow steps.Who can use this featureIVR Workflows are available to Dialpad Users on all plans and licenses. Office and Company Admins can create IVR Workflows for Offices, Mainline numbers, Departments, and Contact Centers.Step typesCustomize your call experience with Dialpad’s 7 IVR wo ... Fri, 07 Aug 2026 19:43:41 GMT Getting Started > Dialpad Admin > Workflows https://help.dialpad.com/docs/workflow-steps https://help.dialpad.com/docs/workflow-steps Dialpad's digital workflow steps let you guide users through a personalized conversation flow, directing them to the right information and contact every time.Let’s take a look at the digital workflow steps available in Dialpad.Who can use thisWorkflows are available to Dialpad Users on all plans and licenses. Office and Company Admins can create Workflows for Offices, Mainline numbers, Departments, and Contact Centers.Step typesCustomize your conversation experience with Dialpad’s digital workfl ... Fri, 07 Aug 2026 19:43:36 GMT Getting Started > Dialpad Admin > Workflows https://help.dialpad.com/docs/workflow-steps-digital https://help.dialpad.com/docs/workflow-steps-digital Dialpad’s shared workflow steps provide personalized conversation flows, efficiently routing callers to the appropriate information and contacts.Let’s take a look at the shared workflow steps available in Dialpad.Who can use thisShared workflows are available to Dialpad Users on all plans and licenses. Office and Company Admins can create Workflows for Offices, Mainline numbers, Departments, and Contact Centers.Step typesCustomize your conversation experience with Dialpad’s shared workflow steps ... Fri, 07 Aug 2026 19:43:31 GMT Getting Started > Dialpad Admin > Workflows https://help.dialpad.com/docs/workflow-steps-shared https://help.dialpad.com/docs/workflow-steps-shared Dialpad’s end-to-end email channel connects to your email provider and allows for workflow automation, skills-based routing, as well as traditional formatting options such as rich text, attachments, CC and BCC capability…and more! Agents will receive emails in their Digital Contact Center inbox and can respond without leaving the Dialpad app.Let’s dive into the details.Who can use thisEmail channel creation and deployment are available to Dialpad Connect, Dialpad Support, and Dialpad Sell users ... Fri, 07 Aug 2026 18:29:23 GMT Omnichannel > Omnichannel Admin https://help.dialpad.com/docs/create-an-email-channel https://help.dialpad.com/docs/create-an-email-channel Use a Webchat channel to provide quick and convenient customer support via your website.Agents will receive live messages in their DigitalContact Center and can respond without leaving the Dialpad app. Emojis, images, and file sharing are all available to improve customer engagement and conversion rates. Thu, 06 Aug 2026 22:58:15 GMT Omnichannel > Omnichannel Admin https://help.dialpad.com/docs/create-a-webchat-channel https://help.dialpad.com/docs/create-a-webchat-channel Dialpad SMS channel enables your business to notify and respond to customer requests through standard SMS messages. Agents will receive live SMS messages in their Digital Contact Center and can respond without leaving the Dialpad app. Customers can receive automated responses and answers to questions, and interact with agents for help at any time. The SMS channel supports text, emoji, links, and images.Let’s dive into the details.Who can use thisSMS channels are available to Dialpad Connect, Dia ... Thu, 06 Aug 2026 22:58:07 GMT Omnichannel > Omnichannel Admin https://help.dialpad.com/docs/dialpad-sms-channel https://help.dialpad.com/docs/dialpad-sms-channel Dialpad's Interactive voice response (IVR), is an automated telephone menu system that delivers dynamic, layered voice responses to customers.Admins can create customized flows to create a personalized experience for their clients, and get granular on specific customer pain points. The best part? There’s no coding involved and workflows can be created in minutes!Let's dive into the details.  Who can use this featureIVR Workflows are available to Dialpad users on all plans and licenses.You must b ... Thu, 06 Aug 2026 20:14:02 GMT Getting Started > Dialpad Admin > Workflows https://help.dialpad.com/docs/workflows https://help.dialpad.com/docs/workflows Workflows are a great tool for properly routing calls and interactions for your company. While useful and valuable, they can also be tricky to navigate and structure. Here are some best practices for working with workflows.Who can use this?All Dialpad plans include standard workflows.Expert Workflows require configuration assistance from Dialpad's Professional Services team.Let’s dive in!Recommended external assetsWhen designing and building a workflow, we recommend creating an external diagram. ... Thu, 06 Aug 2026 18:43:01 GMT Getting Started > Dialpad Admin > Workflows https://help.dialpad.com/docs/workflow-best-practices https://help.dialpad.com/docs/workflow-best-practices An incredible time-saver, Powerdialers lets reps dial through these lists automatically without bringing up each record individually. Dialpad’s Powerdialer inside Salesforce allows Sales Managers create and assign dial lists containing Leads, Contacts, Opportunities, or Accounts.Let's take a look at the details. Who can use thisDialpad’s Powerdialer with Salesforce is available to users with a Dialpad Sell license.Dialpad Admins with Salesforce Administrator access must set up this integration.T ... Thu, 06 Aug 2026 18:29:48 GMT Integrations > Salesforce > Salesforce Powerdialer https://help.dialpad.com/docs/dialpad-powerdialer-with-salesforce https://help.dialpad.com/docs/dialpad-powerdialer-with-salesforce Dialpad’s Greenhouse integration keeps candidate conversations connected to the candidate record in Greenhouse. From a dedicated Greenhouse sidebar in the Dialpad app, agents can match an inbound or outbound contact to a Greenhouse candidate, view candidate details, log notes, and automatically log completed calls and SMS messages back to the matched candidate record.Who can use thisRefer to the Dialpad Pricing Page to see whether your plan includes this feature. If you have questions about your ... Thu, 06 Aug 2026 18:12:29 GMT Integrations > Other Integrations https://help.dialpad.com/docs/dialpad-greenhouse https://help.dialpad.com/docs/dialpad-greenhouse The Forth integration enhances the Dialpad agent experience for debt settlement teams by automatically connecting calls to enrolled client records in Forth. When a call arrives, the system searches for a contact matching the caller's phone number and triggers a screen pop directly in the agent's browser — bringing up the client's profile instantly without manual lookup.After a call ends, the system automatically creates a call record in Forth linked to the matched contact, capturing the call dir ... Thu, 06 Aug 2026 17:59:34 GMT Integrations > Other Integrations https://help.dialpad.com/docs/dialpad-forth https://help.dialpad.com/docs/dialpad-forth Engage customers on every channel and continuously up-level your customer experience by adding emerging channels as they come available. Let's dive into the details below. Who can use thisContact Center Admins can manage all things Digital Experience from their Digital Experience Admin Portal.Digital Engagement Admin PortalUpdate your channels, users, branding, and more from the Digital Engagement Admin Portal.To access your Digital Experience Admin Portal, head to your Admin Settings at Dialpad ... Thu, 06 Aug 2026 17:35:32 GMT Omnichannel > Omnichannel Admin https://help.dialpad.com/docs/digital-engagement-channel-configuration https://help.dialpad.com/docs/digital-engagement-channel-configuration Efficient time-off management is crucial to effective workforce planning. This article will guide you through the various ways to manage agent time off in Dialpad WFM, whether by syncing automatically with your HRIS or external calendars or by adding it directly in WFM.Who can use thisDialpad WFM is available to all Dialpad users and as a standalone product.Contact your Customer Success Manager to discuss adding Dialpad WFM to your plan.You must be a Dialpad WFM Admin to manage time off in Dialp ... Thu, 06 Aug 2026 17:21:23 GMT Workforce Management > WFM Scheduling https://help.dialpad.com/docs/time-off-management https://help.dialpad.com/docs/time-off-management Dialpad WFM provides easy tools to centralize record and review processes for agent schedule requests. Let's dive into the details.Who can use thisDialpad WFM is available to all Dialpad users and as a standalone product.Contact your Customer Success Manager to discuss adding Dialpad WFM to your plan.What is a schedule change request?In Dialpad WFM, agents can submit requests that need admin review.Depending on the request type, this can include:Shift change requestsTime off requestsBy centraliz ... Thu, 06 Aug 2026 16:26:50 GMT Workforce Management > WFM Scheduling https://help.dialpad.com/docs/review-schedule-requests https://help.dialpad.com/docs/review-schedule-requests Managing and adding licenses for your team is a breeze. Once a license is purchased, you can:Add user accountsAdd room phonesAdding numbers for Shared Lines such as a Department or Contact CenterAdd a fax numberTransfer it to another userRemember that we charge for licenses as they're purchased, even if they're inactive and unassigned. Licenses can be purchased during a billing cycle and prorated to the next one.NoteYou can only create user accounts for as many licenses as you have available, so ... Thu, 06 Aug 2026 16:00:29 GMT Getting Started > Dialpad Admin > Billing https://help.dialpad.com/docs/manage-dialpad-license-billing https://help.dialpad.com/docs/manage-dialpad-license-billing Despite the many available communication channels, email engagement continues to be a proven success throughout many verticals. Dialpad’s end-to-end email channel connects to your email provider and allows for workflow automation, skills-based routing, as well as “traditional” formatting options such as rich text, attachments, CC and BCC capability…and more!Let’s take a look at how to use the Digital Engagement Email Channel.Who can use thisDialpad’s email channel is available for Dialpad Suppor ... Thu, 06 Aug 2026 15:50:11 GMT Digital Engagement > Working in a Digital Contact Center https://help.dialpad.com/docs/using-the-email-channel https://help.dialpad.com/docs/using-the-email-channel