Match callers to customer records automatically: Inbound and outbound calls are matched to AMS360 customer records by phone number. Your team sees who's calling before they pick up.

Open the right record on screen: When a call event fires, AMS360 opens to the matched customer's NextGen detail page in the agent's browser. If a phone number is shared across multiple customers, Dialpad surfaces the most relevant records so agents can quickly choose the right one.

Less searching, more conversation: Agents skip the manual lookup and start every call already on the right record. That means faster service, fewer mistakes, and more time spent on the relationship instead of the keyboard.

Works quietly in the background: There's nothing for agents to learn or click. Once set up, the integration runs automatically on every call — your team just keeps doing what they already do.