Setting up your Dialpad account is extremely easy! Just follow the articles under the Dialpad collection, and you'll be set up in no time!
Accept Your Invite
First, you'll need to find and accept your Dialpad invite.
Voicemail Setup
After you've set up your account, you'll want to continue building your profile. Setting up your voicemail is essential so that consumers know what information you want them to leave if they are sent to your voicemail.
Dialpad AI
Dialpad AI will automatically be turned on for all calls made and received outside of the organization (Inbound and outbound calls), but if you would like this feature turned on when making calls to other agents, follow the video below.
Dialpad AI is the feature that provides AI recaps, transcriptions, and action items.
We highly recommend that you turn this feature on!
Devices and Call Forwarding
You can follow the video below to manage which devices can access your Dialpad account and set up any call-forwarding settings.
Dialpad Meeting Settings
Dialpad comes with virtual meeting software (compatible with Zoom) that you can use with clients. This is beneficial because, unlike Zoom, it tracks all the details of your meeting on your contact profile.