WysywigTabs
The Dialpad + Sonar integration helps broadband and ISP teams work faster by bringing customer context and call history together. When an inbound call connects, Dialpad searches Sonar for a matching account by phone number and can pop the right account record on screen so agents don’t have to look it up manually. After the call ends, Dialpad logs a PhoneCall activity to Sonar with key details like direction, duration, agent, call summary, recording link, and AI recap. If no account match is found—or multiple matches exist—the call can be logged to a default account instead. The result is less manual work, better follow-up, and a more complete record of every customer interaction.
Customer Lookup: Matches customer accounts using the primary phone number.
Screen Pop: Displays the relevant Sonar account record for the agent during call if a customer exists in that account.
Phone Call Logging: Logs calls as a Sonar PhoneCall activity in the matched Sonar account with details (subject, call duration, created_at, Body[call summary and recording link, ai recap]). If no customer record is found or multiple matches exist, the call log is saved to the default account.


