A getting started guide

Talk Tips for Admins: Part 2

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Table of Contents
    Table of Contents

      Intro

      In part one of our best practice guides for admins, we walked through asking some starter questions, getting your devices + team set up in Dialpad, and thinking through how calls will route through your office.

      In part two, we'll take it up another level and look at some of the more customizable features to help you get the most out of your new phone system.

      Bring Your Numbers to Dialpad

      By now you've probably noticed that Dialpad assigns a number to any user you invite into Talk. And you're also probably wondering what you're supposed to do with it (since it's net-new and not an existing one tied to your business).

      Just because we assign a number to your team doesn't mean you're stuck with just using that one long-term.

      When you're ready to bring your existing numbers to Dialpad, you'll just kick off a local or toll-free port request.

      During the process, you can pre-assign the numbers to where you want them so that once the ports are final, those users (or shared lines) will automatically see that number assigned.

      You can also opt to port in numbers and not assign them to anyone. Those will fall under your Reserved Number bank and can be used anytime you want down the line to either be assigned to a user, a device, or a shared line.

      Screen Shot 2020 04 09 at 1 17 40 PM

      Dialpad Dictionary | Porting

      Porting is the transfer of ownership for a specific number or numbers from one carrier to the other.

      Let’s say you’re porting a number to Talk from AT&T. In that case, Talk is the winning carrier while AT&T is referred to as the losing carrier (since they’re losing ownership of that number).

      Bring It All Together

      Your phone system should do more than simply connect calls—it should help enrich your other platforms and systems with the contextual data that comes out of those conversations.

      Which is exactly what Dialpad Talk can do for your team.

      Admins have the ability to connect a whole slew of apps—whether that's productivity suites like G Suite or Office 365, CRMs like Salesforce or HubSpot, or even identity providers like Okta or OneLogin.

      Let's take your productivity suite. Here's what you'd be able to unlock for yourself and your team by connecting either G Suite or Office 365 with Dialpad:

      • Connect and sync contacts saved within Google or Microsoft to display in Dialpad
      • Pull in your company directory to invite new users to Dialpad
      • See shared emails, docs/files, and events between you and a contact within Dialpad (available on mobile, too 📱)

      Learn more about the available integrations in Dialpad. Don't see something you're looking for? Dialpad also supports a number of APIs to help get your tools talking.

      Make Smarter Calls with Vi

      If you could give your team a way to be more productive without even having to think about you'd do it, right?

      That's exactly what we're offering with Voice Intelligence™ (Vi): an easier path to upping your individual and team productivity without having to worry about changing user behavior (because that's already hard enough as it is).

      What even is Voice Intelligence (Vi)?

      Voice Intelligence (Vi) is our artificial intelligence, natural language processing, and machine learning technology that's natively built inside of every Dialpad product.

      Why use it?

      For starters, Vi will take note-taking completely off your team's plate by automatically transcribing your calls for you. After every call, your users will be prompted to view their call summary that includes:

      • Entire call transcription with clear speaker separation
      • Highlighted key moments like action items which can be used to filter transcriptions
      • Audio playback option (requires audio recording turned on)

      Got more questions around Vi? Check out this best practice guide that highlights some challenges that Vi could help solve.

      Get a Closer Look

      If you've purchased an Enterprise Talk license, you’ll have access to our Enterprise Support Portal (termed /es portal).

      The /es portal allows you the most control over team and device management and includes the ability to investigate specific call legs including call quality troubleshooting tools.

      Here are just some examples of the info you can find in the /es portal:

      • List of all your users including active, pending and deleted
      • View number assignments for your users or group lines like Departments
      • View device and app versions for your users
      • Proxy into a user’s account

      Reach out to your assigned Customer Success Manager to learn more about using the /es portal on your account or head over to our help center for step-by-step instructions.

      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:

      Looking for more best practice guides? Check out our resources hub for guides on call quality, analytics, and deploying Vi to the rest of your team.