Dialpad desktop app overview

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Overview

The Dialpad desktop application integrates various communication channels like voice, video, and messaging into your computer and offers a consistent user experience across different desktop operating systems.


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.

Access the Dialpad desktop app

To download the Dialpad desktop app:

  1. Go to Dialpad.com/download/.

  2. Click Download to install the application on your computer.

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

Dialpad desktop app sections

The Dialpad desktop app offers a comprehensive platform for managing inbound and outbound calls and organizing departments, and contact centers.

Sidebar displaying inbox, coaching teams, and contact centers with notifications.

Inbox

In the Inbox section, you can see:

  • Unread alerts

  • Calls you have made or received

  • Missed calls

  • Voicemails

  • Call recordings

  • Messages

Contacts

In the Contacts section, you can see:

  • Frequent contacts you have made calls to or received calls from

  • Company directory

  • Group chats

  • Blocked numbers

Coaching teams

If you have any coaching teams set up to monitor your trainees, in the Coaching teams section you can see the following:

  • Current live calls with the coaching trainees

  • Members of the coaching team and their current status

  • All calls received by the coaching team members

  • Call recordings

Departments

If you have any departments set up, in the Departments section you can see:

  • Current live calls in the department

  • Operators assigned to the department and their current status

  • New department-specific alerts

  • All calls that have come into the department

  • Missed calls

  • Messages sent to the department

  • Voicemails that have been left in the department        

    Note: Missed calls and voicemails under a department are for department missed calls only. If you have a fallback number setup for the department, missed calls or voicemails don't appear in this section.

  • Call recordings associated with the department

AI Contact Centers/Call Centers

In the AI Contact Center section, you can see:

  • Callers that are currently in the call center hold queue

  • Current live calls

  • Agents assigned to the call center and their current status

  • New alerts for the call center

  • All calls that have come into the call center

  • Missed calls for the call center

  • Messages that have come into the call center

  • Voicemails left for the call center

  • Call recordings associated with the call center

If you have multiple call centers, you can monitor them all at once by clicking Monitor all contact centers. When viewing all call centers, you can see:

  • The entire hold queue for all call centers

  • All current live calls for all call centers

  • All agents assigned to a call center and their current status

Recents

The Recents section lists all calls that you made or received recently.

Use the Dialpad desktop app

Check out the video on using the Dialpad desktop application, including how to answer a call in the desktop app, and the different features available when on a call.

Change your status in Dialpad desktop app

Your status shows in the upper right corner of the Dialpad desktop app. Default statuses include:

  • Available

  • In a meeting

  • Out sick

  • Traveling

  • On vacation

  • Custom statuses created by your administrator

To change your status in Dialpad:

  1. Go to your Dialpad Application and click Profile.

  2. From the Update your status dropdown, select the status of your choice.

Status update menu showing options like 'Out sick' and 'In a meeting'.

When working in a call center, your status doesn't affect your contact center availability. To change your contact center status, click the Off Duty toggle next to AI Contact Center in the side panel.

Do not disturb settings

Turning on Do not disturb ensures that all of your calls except calls that come into a call center are forwarded to voicemail.

To turn on the Do not disturb status:

  1. Go to your Dialpad Application and click Profile.

  2. Enable the Do not disturb toggle.

User interface showing 'Do Not Disturb' status with options for notifications and auto-reply.

You can set individual departments and call centers to Do not disturb by clicking into the department or call center and then clicking the Active toggle.

Contact center interface showing no callers in hold queue and active status.

Administrator functions within the Dialpad desktop app

Dialpad desktop app provides you with the same privileges as the web app ensuring convenient management of your call center operations.

Set individual agents to Do not disturb within departments or contact centers

  1. In the Departments or Ai Contact Centers sections, click a department or contact center of your choice.

  2. Select the Agents tab.

  3. Enable or disable the Active toggle. Contact center interface showing agents, their status, and active call duration.        

    Note: You can see the number of departments or contact centers an agent is assigned to on this page under the agent's name. Click the arrow icon to see the names of the contact centers or departments to which the agent is assigned.

Change an individual agent's status within a call center

  1. In the Departments or Ai Contact Centers sections, click a department or contact center of your choice.

  2. Select the Agents tab.

  3. Click the Available dropdown to change the global status of the agent.

  4. Select a status of your choice. Contact center interface showing agent statuses and available options for call handling.

View live calls and listen in on the call

  1. Select the departments or the contact centers you'd like to monitor.

  2. Go to Live Calls and select View Call next to the call you'd like to monitor.         The Real-time transcript flyout opens.

  3. Click Listen in to join the call.

Interface showing live call details and real-time transcript with options to listen in.

Differences between Dialpad desktop and web applications

Check out the video on the key differences between the desktop and web versions of Dialpad and choose the one that best suits your needs for ease of use.

Want to learn more?