A getting started guide

Contact Center Tips for Agents: Part 2

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Table of Contents
    Table of Contents


      In part one of our user guide for agents, we walked through connecting and testing your headset, getting comfortable with inbound call routing, and took a quick tour of some key areas of your call center inbox.

      In part two, we'll take a closer look at the different tools and workflows you can use to get the full picture of your customer and give some context for the calls you're handling.

      See Past Interactions

      Your Dialpad app doesn't just help you answer calls—it also gives you context on the customer calling thanks to a sidebar that embeds info from platforms like Zendesk, Salesforce, and ServiceNow.

      Just expand your right-hand sidebar when you're on an active call to see history details including:

      • Caller details (name, company name)
      • Ability to create a new ticket
      • List of unresolved tickets
      • List of all tickets

      The best part is that the actions you take in Dialpad, like accepting inbound calls or returning voicemails, will be logged back to the platform you're connected to so you and your manager have a central place to review interactions and map next steps.

      Dialpad also offers sidebar integrations with a number of platforms including Zendesk, Salesforce, G Suite, Office 365, and ServiceNow.

      Answer Calls Right Inside Zendesk

      For agents that prefer to work directly inside of Zendesk, Dialpad also offers a computer telephony integration (CTI) that keeps everything inside the ticketing window including:

      • Answering and placing calls
      • Popping open new tickets when an inbound call is answered
      • Logging activities back to the case inside of Zendesk

      The beauty of this workflow is that you're not struggling to toggle between windows to get the information you need. Everything is in one simple interface, making it easier for you to do the thing you're best at—delivering personalized support 🙌.

      Tip: Not using Zendesk? No problem—we've got native integrations with other support platforms like Front and Kustomer that keep you focused in one place.

        Right Answers, Right on Time

        We've all been there: you're hit with that one question that leaves you scratching your head.

        Rather than trying to scramble to find it or put your caller on hold while you track it down (something we know they're not huge fans of), Dialpad can surface the answer to your active call with real-time assist cards.

        These cards, triggered based on keywords spoken during the call, will pop up on your screen with the canned response provided by your manager, plus a link to direct you to more info.

        These cards can pop up whether you're working in the desktop app directly or through an integration with platforms like Zendesk or Salesforce. You're covered no matter where you accept the call.

        Tag Calls with Dispositions

        How many calls did you handle that involved troubleshooting? How many for user education? With Call Dispositions, you can show your manager a breakdown and circle back info that can help enrich your process, knowledge base, or canned responses.

        Keep in mind that your manager will have to turn this feature on. If they do, here's how it works:

        1. Your active call ends
        2. A disposition pop up appears with the option to select the type of call
        3. A text field allows you to add any extra notes/context for the call
        4. Submit the disposition to log it back to Dialpad

        And if your manager has turned on post-wrap up time, you'll see that countdown within the disposition so you're not running up against getting a new call while you're still finishing your notes.

        Helpful Links

        Looking to learn more about how to try the features mentioned above? Check out some of the help articles that go into more detail and offer FAQs and tutorial videos:

        Looking for more best practice tips? Check out our resources hub for guides on call quality, analytics, and more insider tips.