A helpful guide when getting started with Dialpad Talk

Talk Tips for Users: Part 2

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Table of Contents
    Table of Contents


      In part one of our best practice guide for users, we walked through a few key areas to check out when first starting with Dialpad Talk, including core features like calling, messaging, and voicemail greetings.

      In part two, we'll kick it up a notch higher and look at some features that help you customize your Dialpad experience for the way you work, including how to keep the balance between work hours vs personal, staying focused without constantly switching screens, and more.

      Bring It Together With Integrations

      Wouldn't it be great if every call came with a little bit more context? That when your boss calls about that email you're cc'd on, you can actually pull it up right there and then?

      Ah, the beauty of cloud integrations.

      With Talk, connecting your other workplace apps like G Suite or Office 365 to be able to pull up emails or files shared with your contacts is a breeze. Simply select Connect on the profile of your contact (hint: expand the right-hand sidebar in the desktop app when viewing a contact).

      Once connected every profile you interact with will display the most recently shared files and activities like:

      • Emails sent or received
      • Docs and files shared
      • Current events and upcoming ones

      Once you connect via the desktop apps, you'll see contact details populated on your mobile apps too so you're never at a loss for info just because you stepped away from your desk.

      It's not just productivity apps, either—Talk supports a number of other integrations, from CRMs, to help desks to other collaboration/messaging tools.

        Stay Focused On One Screen

        It's okay to admit it: you're not great at multi-tasking. Been there, done that.

        The thing is, even though we're not really built to handle so many tasks at once, the vast majority of us end up overloading our screens with different windows and apps, constantly shifting our focus and attention between them all.

        But that doesn't have to be the case with your phone system. When you place or receive a call with Dialpad, instead of some desktop app taking up a bunch of space on your screen, you get Dialpad Everywhere—a floating call widget that stays on top of whatever you're viewing, no matter if it's a downloaded app or web page. Features included for Talk users inside Dialpad Everywhere:

        • Call controls (hold, mute, transfer, etc.)
        • Caller ID and timestamp
        • Access to integrations with G Suite or Office 365
        • Real-time call transcription (powered by Voice Intelligence ™)

        Find What You're Searching For

        Whether you're looking up a contact or something mentioned between you and a colleague, Talk offers an embedded search that helps dig through calls, messages, and transcription to surface exactly what you're looking for.

        Talk's search bar will pull results for keywords that match:

        • Contact names (including G Suite or Office 365 synced contacts)
        • Exchanged messages sent through Dialpad
        • Call transcriptions

        Outside of search, your Dialpad Inbox is another place that you can use to find what you're looking for:

        All new notifications like messages, missed calls, etc.

        All calls received or placed including video calls through Dialpad


        All missed calls including video calls through Dialpad

        All voicemails received including audio playback, option to download, and the voicemail transcription

        All call recordings including audio playback and the option to download


        All messages sent and received through Dialpad including SMS, MMS, or group texts

        All faxes sent and received through Dialpad


        All messages or calls you've flagged, i.e. ones you want to return to later and need a folder to file them under

        All calls deemed spam (either by our system or by the individual user).

        Balance Personal and Work Hours

        Striking the right balance between work/personal is hard enough. Gets a lot harder if you keep getting work calls forwarded to your cell when you're supposed to be on PTO.

        This is where personal working hours can really save your vacation (well, we'll at least route calls to someone else while you're out). You'll be able to set the days and hours that you're normally accepting calls plus choose where you want calls routed that come in outside of business hours including:

        • To your voicemail greeting
        • To another team member or phone number
        • To a pre-recorded message

        And if you want, you can even set up an automatic response via SMS that your recipient will see if they try to reach you during those out of office hours.

        Dialpad Tip: You can opt to use this SMS trigger for when you're on DND mode, too.

        Helpful Links

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