DialPad mobile app overview and setup

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Overview

The Dialpad mobile app lets employees manage calls from anywhere. With the DialPad app, you can make calls using WiFi, cellular data (3G, 4G, LTE, or 5G), or regular cellular minutes.


Who uses this feature

  • Office employees, Customer Service Representatives (CSRs)

  • Applies to all business types

Feature configuration

  • To get started with Phones Pro, request a demo on our Pro Products page, or reach out to your Customer Success Manager (CSM) or Pro Account Manager.

Things to know

  • If both WiFi and cellular data are available, the system tries to place or receive calls with WiFi first.

  • If the internet connection is not reliable, the app may default to using cellular data to maintain high call quality. To avoid this, disable HD Calling or select before each call when you leave the office.

Use cases

  • Have the app as a backup if you work from home.        

    Note: Home networks aren't as reliable as business ones.

  • Use the app during power or network outages to keep calls going without interruption.

Access the Dialpad mobile app

To download the Dialpad mobile app:

  1. Navigate to the App Store or Play Market based on your mobile device.

  2. Install the application on your phone.

Check out the video for more on how to access the Dialpad mobile app.

Mobile calling and connection basics

You can control the way you place and receive calls through Dialpad by enabling or disabling the HD Calling function. Review the difference between WiFi calling, cellular data, and cellular minutes:

Using WiFi

With HD Calling, you're using the internet for your Dialpad calls. Your mobile carrier isn't part of the process, so you're not consuming data or cell minutes for your calls. It is the best option when you have a stable WiFi connection.

Using cellular data

Using cellular data is similar to using WiFi. However, with cellular data, you may run over your allotted data for the month. The 3G, 4G, LTE, or 5G labels at the top of your device's screen indicate that you're using cellular data.

Using cellular minutes

If you disable HD Calling, the app will use your cellular minutes for placing or receiving calls.

The limitations of using cellular minutes:

  • Limited access to Dialpad call controls for carriers not supporting simultaneous voice and data

  • Use of carrier minutes if your plan isn't unlimited

Enable or disable HD Calling

An HD call uses VoIP (Voice over Internet Protocol), connecting through WiFi when available or using cellular data when WiFi is not detected.

Check out the video for more information on HD Calling in the Dialpad mobile app.

To enable HD Calling on your iOS device:

  1. Launch the Dialpad mobile app. You'll be asked to verify your phone number.

  2. In the Enter this phone's mobile number field, enter your number.

  3. Tap Activate my phoneUser prompted to enter mobile number and activate their phone with a button.

  4. Tap your Profile > HD Calling (Beta).

  5. Tap Enable HD Calling for Inbound and Outbound calls. Settings for HD Calling feature, enabling inbound and outbound calls with stable connection.

To enable HD Calling on your Android device:

  1. Launch the Dialpad mobile app. You'll be asked to verify your phone number.

  2. In the Enter this phone's mobile number field, enter your number.

  3. Tap Activate my phoneA button labeled 'Activate My Phone' with a hand cursor hovering over it.

  4. Tap your Menu > Settings > HD Calling (Beta).

  5. Tap Enable HD Calling for Inbound and Outbound calls.

Check out the video below for more information on the HD calls with the Dialpad mobile app.

Change your caller ID

Your caller ID is the phone number or business name on other people's phones when you call them. You can change the Caller ID displayed on the customer's phone based on your business needs.

To change your caller ID, follow any of these steps:

  • Long-press the Phone while in a conversation thread and choose an available caller ID.

  • Go to Settings > Outbound Caller ID and select an available caller ID.

  • Tap the Keypad > Call As to choose an available caller ID before placing the outbound call.

Note: To adjust your caller ID for all calls, you'll need to adjust it through the website settings, App, or embedded phone.

Handle the call process

Place and receive calls

To place a call using Dialpad mobile, you can do any of the following:

  • Go to the Keypad tab and dial a phone number.

  • Tap Contacts and select Phone while viewing a conversation thread with any contact. User interface displaying a keypad for making phone calls with highlighted elements.

To answer a call using Dialpad mobile, you can do any of the following:

  • Swipe over Slide to answer if your device is inactive.

  • Select the Check if your device is active.

Add a caller and transfer a call

To add a caller to your active call:

  1. During a call, tap More > Add a caller.

  2. Choose the contact from the list or enter their name.

To transfer your call to a colleague:

  1. During a call, tap More > Transfer.

  2. Choose the contact from the list or enter their name. 

Record a call

  1. Tap Rec Off to enable recording.

  2. Go to the Inbox tab and tap Recordings to access recordings.

Manage app settings

Set a custom status

Set your status to convey your current activities and availability to others. Inform the team about your tasks and schedule.

To set your status from the Dialpad mobile app:

  1. In the Dialpad mobile app, tap Profile.

  2. Under Your Status section, tap Set your status.

  3. Enter a custom status in the Set custom status field or select a status from the Presets section. 

Set Do Not Disturb (DND)

Enable Do Not Disturb (DND) mode to prevent call and message notifications on your personal line and any assigned shared lines. This setting does not apply to contact center lines.

To enable the DND mode:

  1. In the Dialpad mobile app, tap Profile.

  2. Under the Do Not Disturb section, turn on the Do Not Disturb toggle.

  3. Tap Set Timer to select the duration for which you want to remain in DND mode. 

Manage notifications

Choose to receive notifications for incoming calls, messages, missed calls, and voicemails.

To edit your personal notifications:

  1. In the Dialpad mobile app, tap Profile.

  2. Under the Notifications & Ringtones section, tap Personal Notifications.

  3. Turn on the Enable personal notifications toggle.

  4. Select or deselect each option as needed. 

To edit group notifications:

  1. In the Dialpad mobile app, tap Profile.

  2. Under the Notifications & Ringtones section, tap Group Notifications.

  3. Turn on the Enable group notifications toggle.

  4. Select or deselect each option as needed.

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