Dialpad
Cloud-based business phone, SMS, video, and contact center platform — manage users, calls, SMS, contacts, offices, and call routing
Three ways to use Dialpad
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Dialpad.
Add Blocked Number
Blocks the specified numbers company-wide.
Add Call Center Operator
Adds an operator to a call center.
Add Call Participant
Adds another participant to a call. Valid methods to add are by phone or by target. Targets require to have a primary phone Added on Nov 11, 2021 f...
Add Channel Member
Adds a user to a channel.
Add Coaching Team Member
Add a user to the specified coaching team as trainee or coach.
Add Department Operator
Adds an operator to a department.
Get started automating Dialpad
Ready-to-use workflows
Prompts using Dialpad
Call write-up desk for Dialpad calls that never got logged
See every Dialpad call still missing a CRM write-up, read the recap and transcript beside the contact, and file the note and follow-up in one pass.
Live call center floor console for Dialpad supervisors
See every queue, who is staffed, and the whole callback backlog on one screen, then text waiting callers back without ever leaving the page.
Provision Dialpad phone accounts from your BambooHR roster
See who in your HR system still needs a phone account, provision them in one click, and close out seats for people who already left.
Weekly private sales coaching scorecards from Dialpad calls
Every Monday, each rep gets a private Slack note scoring last week's calls, with two strengths and two fixes quoted from their own conversations.
Daily sales call debrief digest in Slack from Dialpad
Every weekday at 6pm, roll up the day's Dialpad calls into a Slack digest grouped by rep, with flagged calls and concrete follow-ups.
Recover missed Dialpad calls with a personalized text-back
Every 15 minutes, catch calls you missed on Dialpad, text callers back with context from HubSpot, and drop a follow-up task on the right rep.
Every Monday, log last week's Dialpad calls to Sheets
Every Monday morning, flatten the previous week of Dialpad calls into a Google Sheet so your ops team can pivot on volume, duration, and rep activity.
Turn Dialpad voicemails into triaged Zendesk tickets
Every 15 minutes, an agent reads new Dialpad voicemail transcripts, classifies them, and opens a Zendesk ticket with a clear summary so support never has to listen blind.
