WysywigTabs

Dialpad Integration with Jack Henry Symitar

Powered By NovelVox

Give your member service teams a single, intelligent workspace that connects directly to Symitar—so they can authenticate members, complete transactions, update records, and wrap up every interaction without ever leaving Dialpad.

With the Dialpad Unified Agent Desktop for Symitar, you can:

Boost agent productivity:
Eliminate system switching and fragmented workflows. Dialpad brings real-time Symitar (Episys) data and actions into one unified desktop, helping agents resolve inquiries faster from greeting through wrap-up.

Elevate member experience:
Instant screen pops surface the correct member profile the moment the call connects, empowering agents to deliver more contextual, confident, and human service.

Simplify operations:
Prebuilt widgets and actions inside the Agent Accelerator desktop make it easy to configure and scale integrated Symitar workflows—no custom development or long implementations required.

By unifying telephony and Symitar core data in one workspace, Dialpad enables faster resolutions, fewer errors, and more seamless, member-first experiences.

Key Features

Embedded Unified Agent Desktop for Symitar
A unified, single-screen view of member data for complete, end-to-end resolution.

Real-time read + write to Symitar (Episys)
Execute key actions like card block, add comments/warnings, and reset passwords or PINs directly inside Dialpad.

Automated workflows
Streamline authentication, common transactions, and after-call tasks to lower effort and error rates.

Direct core integration via SymXchange
Connect seamlessly to Symitar for accurate, real-time member information.

Automatic screen pops
Immediately display the right member record as soon as the interaction begins.

Ready-to-use components
Delivered as prebuilt widgets and actions inside Agent Accelerator for rapid rollout.

How Dialpad Integrates with this App:

This integration is available to all Jack Henry Symitar plans who also have a Pro or Enterprise Dialpad Support plan and or an Advanced or Premium Sell or Connect plan. Billing and support are provided by NovelVox.