Real time assist header

Real-time Assist

With Dialpad's Real-time Assist (RTA) cards, contact center agents get automatically triggered pop-ups on their screens with notes on how to speak to tricky questions. Book a product tour to see it in action!


Real-Time Assist (RTA) cards can help tremendously with onboarding new agents or reps for customer support, sales, and really any contact center teams.

For new agents who are still getting their feet wet, RTA cards are useful because they automatically pop up on agents' screens with all the relevant information for certain topics—as soon as the trigger keywords or phrases are spoken. For example, you can create custom sales battle cards about pricing, competitors, or how to handle common objections.

How it works in Dialpad

1. Log into your Contact Center account and go to Admin Settings > Call Centers > Dialpad Ai

2. Click Create a card. You'll be able to customize what notes appear on the card for your agents, which words or phrases trigger the RTA card to appear, who it's triggered by (you can set RTA cards to be triggered by something said only by the agent, the caller, or both), and provide a short description for the card so that everyone knows what it's for.

3. If you want, you can apply RTA cards across multiple contact center teams so you don't have to create separate ones for each team. Once you're done, just hit Apply to call center.

That's it! Your RTA cards will not automatically pop up on screen:

RTA card single item card v2

Like cheat sheets, but better

Does your contact center need extra help with answering customer questions effectively (and quickly)? Book a demo to see how RTA cards can help with that or, take a self-guided interactive tour of the app!

Features designed for super-agents and supervisors

Real time transcription single item card v2

Real-time transcriptions

Supervisors can get a bird-eye view of how every call in their contact center is going and scan transcripts (which get updated in real time as the conversation is happening) to get full context.

Sentiment analysis single item v2

Sentiment analysis

Imagine if supervisors could see if calls are going south—without having to sit in on each call personally. Dialpad's live sentiment analysis feature shows whether calls are going positively or negatively right in the active calls screen to help you keep an eye on everything.

Call Routing Options Single Item Card v2

Easy call routing

Need to make changes to your call routing options? Do that in just a few clicks, right in your online dashboard.

Call volume heat map Single Item Card v2

All the analytics you need

From call durations to missed calls to heat maps showing call volume patterns, Dialpad comes with built-in analytics that help contact center managers maintain service levels and provide a better customer experience.

Single Item Card Playvox integration v2

Advanced WEM / WFM features

Get real-time agent forecasting, scheduling, quality management, and more—all in one fully integrated suite. With Dialpad's Playvox integration, you can turn support agent data and customer activity into easily digestible dashboards and give supervisors everything they need for contact center performance management.

Agents getting tripped up by tricky questions?

Book a walkthrough with our team to see how easy RTA cards are to create, and how they can help your contact center answer difficult customer questions more quickly. Or, take a self-guided interactive tour of the app first!