Course Overview
Dialpad
Dialpad: Desktop, Mobile, and Desk Phone Mastery
This course equips everyday users to confidently use Dialpad on desktop, mobile, and desk phones. Participants learn how to place, receive, transfer, and manage calls, access and personalize voicemail, send digital faxes, schedule or join video meetings, and configure important - but often ignored - user settings; noting key nuances across Connect, Support, and Sell license types. The overall objective of the course is to boost employee productivity and efficiency by allowing them to fully utilize the capabilities of the Dialpad unified communications system.
Why this course matters
- Improves response times and call handling quality for customers and coworkers.
- Reduces escalations by teaching self-serve fixes and explaining important user settings.
- Boosts productivity by unifying voice, messaging, and meetings across devices with reliable in-call controls and clean transfers.
Who should attend
- All employees who are Dialpad users or planning to become one.
What you’ll learn
- Dialpad basics - Master making and receiving calls across all device platforms Dialpad offers (web, desktop app, mobile app, or desk phone).
- Dialpad AI features - Call transcripts, notes, insights, and AI Recaps.
- Call transfers - Understand and perform warm or direct transfers.
- Inbox management - Check voicemail, SMS and internal messaging, faxes.
- Meetings - Start or schedule video meetings, controls while in Dialpad meetings.
- User settings - Set working hours, after-hours behavior, notification settings, and call forwarding.
- License type awareness - Key feature differences for users on Connect vs. Support vs. Sell.
Practical applications
- Handle customer calls end-to-end: answer, consult, transfer, or send to voicemail without losing the caller.
- Keep work moving while away from your desk using call flipping and the softphone apps.
- Reduce inbox clutter by effectively managing voicemails and quickly accessing generated call notes.