Dialpad
Business communications platform for calls, meetings, messages, contacts, recordings, and transcripts.
Tracks business communication events around calls, contacts, SMS, meetings, recordings, and transcripts.
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What Snow can do with Dialpad
These are the Dialpad operations Snow and the apps you build with it can run. Sign in to choose which ones Snow may run without asking.
Reads83
Look at your data without changing it.
- Access control policies listing
Retrieves a list of access control policies for the authenticated Dialpad company. This endpoint allows company administrators to view all custom sets of permissions defined for AI Contact Center settings. It should be used when auditing existing policies, preparing to assign roles to users, or before creating new policies to avoid duplication. The endpoint provides an overview of all policies but does not include detailed permission sets for each policy. For specific policy details, a separate API call may be required.
- Fetch call byid
Retrieves detailed information about a specific call using its unique identifier. This endpoint allows developers to access comprehensive data about a particular call made through the Dialpad platform. It should be used when you need to fetch specific call details for purposes such as logging, analysis, or displaying call information to users. The endpoint provides a snapshot of the call at the time of the request, including details like duration, participants, and call status. It does not provide real-time updates for ongoing calls; for that, you would need to poll the endpoint or use a different real-time communication method. This endpoint is particularly useful for applications that need to integrate call history or detailed call records from Dialpad.
- Fetch call transcript by id
Retrieves the transcript for a specific call in the Dialpad system. This endpoint allows you to fetch the text representation of the spoken content from a particular call or meeting. It's useful for reviewing conversation details, analyzing call content, or creating searchable records of communications. The transcript is generated using Dialpad's AI-powered transcription feature, which provides accurate text conversion of audio content. Use this endpoint when you need to access the written record of a call for purposes such as quality assurance, training, or content analysis. Note that the availability and accuracy of transcripts may depend on the audio quality of the original call and the capabilities of the AI transcription system.
- Fetch custom ivrs
Retrieves a list of all custom Interactive Voice Response (IVR) configurations associated with the authenticated Dialpad account. This endpoint allows developers to fetch comprehensive details about the custom IVRs set up in their Dialpad system, including menu structures, voice prompts, and routing rules. It's particularly useful for auditing existing IVR setups, gathering information for reporting purposes, or syncing IVR configurations with external systems. The endpoint returns all custom IVRs by default, without requiring any parameters. However, it does not provide real-time analytics or call logs related to these IVRs. Use this endpoint when you need an overview of your IVR landscape or when preparing to make bulk updates to your IVR configurations.
- Fetch operators for office id
Retrieves a list of operators associated with a specific office in Dialpad. This endpoint should be used when you need to get information about the operators managing calls and operations within a particular office. It's useful for auditing office structure, managing call center operations, or gathering data for reporting purposes. The endpoint returns details about the operators, which may include their names, IDs, roles, and current statuses. Note that this endpoint only provides information about operators and does not allow for modifying operator data or office structure.
- Fetch scheduled reports
Retrieves a list of scheduled reports from the Dialpad system. This endpoint allows users to fetch information about reports that have been set up for automatic generation on a regular basis. It's particularly useful for administrators or users who need to review or manage the scheduled reporting configuration within their Dialpad account. The endpoint supports filtering by report type, frequency, and date range, making it easy to find specific scheduled reports. It should be used when there's a need to audit existing report schedules, verify report configurations, or gather information about automated reporting processes in place. Note that this endpoint only provides metadata about the scheduled reports, not the actual report content itself. It's ideal for getting an overview of reporting activities but not for accessing the report data directly.
- Fetch transcript url by call id
Retrieves the URL of a transcript for a specific call in the Dialpad system. This endpoint allows developers to access the text version of a call's audio content by providing the unique identifier of the call. The returned URL can be used to fetch the actual transcript content. This tool is particularly useful when you need to programmatically access call transcripts for analysis, record-keeping, or integration with other systems. It should be used when a user needs to obtain the transcript URL for a known call ID, but not for directly retrieving the transcript content itself.
- Fetch user details by id
Retrieves detailed information about a specific user in the Dialpad system. This endpoint is used to fetch comprehensive user data, including profile details, account settings, and associated communication information. It's particularly useful for user management tasks, such as verifying user information, updating records in external systems, or displaying user profiles in integrated applications. The endpoint returns a single user object based on the provided user ID. It should be used when detailed information about a particular user is needed, but it will not provide aggregate data or information about multiple users simultaneously. Note that the specific fields returned may depend on the requester's permissions and the user's privacy settings.
- Format phone numbers
The format_phone_number endpoint is used to standardize and format phone numbers within the Dialpad ecosystem. This tool takes a raw phone number input and converts it into a specified or default format, ensuring consistency across the platform. It's particularly useful when integrating new contact information, preparing numbers for display, or standardizing data for call routing purposes. The endpoint supports various input formats and can adapt to different country-specific number structures, making it versatile for international use. However, it's important to note that this tool is for formatting purposes only and does not validate the existence or operability of the phone number.
- Get available licenses for an office
Retrieves the number of available (unused) licenses for a specific office within a Dialpad organization. This endpoint is used to check the current license capacity and availability before assigning new licenses to users or features. It provides essential information for office administrators to manage their license inventory effectively. The endpoint should be used when planning user onboarding, upgrading subscriptions, or performing license audits. Note that this endpoint only returns information about unassigned licenses and does not provide details about currently assigned licenses or their usage.
Creates29
Add something new to your account.
- Add operator to call center
This endpoint adds a new operator to a specified call center in the Dialpad system. It allows for the configuration of the operator's role, skill level, and license type, as well as managing phone number retention when switching to a support license. Use this endpoint when you need to expand your call center team or adjust an existing user's role within the call center. The endpoint is particularly useful for setting up new operators with specific skill levels and roles, which can help in optimizing call routing and management within the call center. Note that while adding an operator, careful consideration should be given to the license type and role assigned, as these affect the operator's capabilities and the associated costs.
- Create custom ivr with audio file
Creates a new custom Interactive Voice Response (IVR) system within the Dialpad platform. This endpoint allows you to define and configure an IVR workflow by specifying its type, associated audio file, and target assignment. Use this when setting up automated phone menus, call routing systems, or customized voice interactions for different parts of your Dialpad organization. The IVR can be assigned to various entities like call centers, departments, or individual users, providing flexibility in managing call flows and customer interactions.
- Create user with auto assign
Creates a new user account in the Dialpad system with the specified details. This endpoint allows you to add a new user to your Dialpad organization, set up their basic profile information, assign them to an office, and optionally auto-assign a phone number. It's particularly useful for bulk user creation or when integrating Dialpad user management with other systems. The endpoint requires at minimum an email and office ID, with options to further customize the user's profile and permissions through additional parameters. Note that while a license can be specified, it defaults to 'talk' if not provided, ensuring that the new user has basic Dialpad functionality.
- Initiate outbound call via api
The InitiateOutboundCall endpoint allows you to programmatically initiate an outbound call using the Dialpad API. This tool is used to place calls on behalf of a Dialpad user to a specified phone number. It supports various customization options, including setting custom caller ID, associating the call with a group, and enabling consult mode for handling multiple calls. Use this endpoint when you need to automate outbound calling in your application, such as for customer outreach, automated notifications, or integrating calling capabilities into your workflow. The endpoint is particularly useful for scenarios requiring programmatic call initiation, but it does not handle the actual call audio or provide real-time call control. Be aware that the call's success depends on the user's Dialpad account status and permissions.
- Add member to channel
Adds a new member to a specified channel within the Dialpad communication platform. This endpoint allows you to expand the membership of a channel by providing the user ID of the person you want to add. It's particularly useful for programmatically managing channel memberships, such as when onboarding new team members or reorganizing communication structures. The endpoint should be used when you need to include a user in a channel's conversations and collaborations. Note that this operation only adds the user to the channel; it does not create new users or channels. Ensure that both the channel ID (specified in the URL) and the user ID (provided in the request body) exist in your Dialpad organization before making this call.
- Add member to coaching team
Adds a new member to a specific coaching team in Dialpad. This endpoint allows you to assign a user to a coaching team with a designated role, enabling effective team management and performance monitoring. Use this when you need to include a new coach or trainee in an existing coaching team. The endpoint requires the coaching team ID in the URL path and the member details in the request body. It's particularly useful for setting up or expanding coaching teams for call center training and quality assurance purposes.
- Add operator to office
This endpoint adds a new operator to a specific office within the Dialpad system. It allows administrators to assign users or rooms as operators, enhancing the office's communication capabilities. The endpoint requires the office ID (specified in the path), the operator's ID, and the type of operator (user or room). Optionally, the role of the new operator can be set to either standard operator or admin. Use this endpoint when you need to expand or modify the operator team for a particular office, ensuring efficient call handling and management within the Dialpad platform.
- Assign fax line to target
Creates and assigns a new fax line to a specified target (user or department) in the Dialpad system. This endpoint allows you to set up a fax line with various options, including reserved numbers, area code-based searches, or toll-free numbers. Use this when you need to provision a new fax line for a user or department, or when you want to assign an existing number as a fax line. The endpoint is flexible, allowing for different types of fax line assignments based on your specific needs and available numbers. Note that the assignment process is immediate, and the fax line will be ready for use once the API call is successful. However, this endpoint does not handle the actual sending or receiving of faxes; it only sets up the line for future use.
- Configure call center settings
This endpoint creates a new call center within the Dialpad system with customizable settings for call handling, routing, operational hours, and advanced features. It allows for detailed configuration of call center behavior, including auto-recording, hold queue management, alert thresholds, and voice intelligence integration. Use this endpoint when setting up a new call center or department that requires specific call routing and management capabilities. The endpoint provides extensive customization options but requires careful consideration of settings to ensure optimal call center operation.
- Create access control policy
Creates a new access control policy in Dialpad, defining a set of permissions and their application scope. This endpoint allows administrators to establish granular control over various Dialpad features and settings. It's used to manage user access and configure operational parameters across different levels of the organization. The policy created can encompass a wide range of permissions, from agent settings to AI configurations, enabling customized access control tailored to specific organizational needs. This tool is essential for setting up and maintaining a secure, well-organized communication environment within Dialpad.
Updates49
Change something that is already there.
- Assign phone number to user
This endpoint assigns a phone number to a specific Dialpad user. It allows for either searching for an available number within a given area code or assigning a specific number to the user. The assigned number can optionally be set as the user's primary number. Use this endpoint when you need to provide a user with a new phone number or add an additional number to their account. It's particularly useful for setting up new users or expanding the communication capabilities of existing users. Note that this endpoint doesn't handle number porting or transferring existing numbers between users.
- Add blocked phone numbers
Adds specified phone numbers to the blocked list in Dialpad. This endpoint allows users to block unwanted or spam numbers, preventing incoming calls or messages from these numbers. It accepts a list of E.164 formatted phone numbers and adds them to the user's blocked list. This tool should be used when there's a need to block multiple phone numbers at once, enhancing the platform's call and message filtering capabilities. It's particularly useful for maintaining communication hygiene and reducing unwanted interactions. Note that this operation is additive; it doesn't replace the existing blocked list but appends to it.
- Add department operator by id
Adds a new operator to a specific department in Dialpad. This endpoint allows you to assign either a user or a room as an operator, with the option to specify their role. It's used to manage call handling and department operations by adding new operators or updating existing ones with different roles. The department ID is specified in the URL path. Use this when setting up new departments, expanding existing ones, or adjusting operator assignments and roles within a department.
- Add participant to call
Adds a new participant to an existing call in the Dialpad system. This endpoint allows you to include additional members in an ongoing call by specifying either a phone number or a target within your Dialpad organization. Use this when you need to add someone to a call that is already in progress, such as bringing in an expert or including a manager in a customer service call. The endpoint requires the ID of the existing call and the details of the new participant. It's important to note that the target, if used, must have a primary number assigned in the Dialpad system.
- Assign number to call router
This endpoint assigns a phone number to a specific call router in the Dialpad system. It allows users to either provide a full phone number for assignment or specify an area code to automatically select an available number within that region. The assigned number can optionally be set as the primary number for the call router. This functionality is crucial for setting up and managing call routing within an organization, enabling efficient distribution of incoming calls to the appropriate departments or individuals.
- Assign phone number to office
This endpoint assigns a phone number to a specific office in the Dialpad system. It allows you to either specify a particular phone number or request an available number from a given area code. The assigned number can optionally be set as the primary number for the office. Use this endpoint when you need to add a new phone number to an office or change the office's primary number. It's particularly useful for setting up new offices or modifying existing office phone configurations. Note that this endpoint does not handle number porting or releasing existing numbers; it's specifically for assigning available numbers within the Dialpad system.
- Assign phone number to room
Assigns a phone number to a specified room in Dialpad. This endpoint allows you to either assign a specific phone number or request a number from a given area code. It's useful for setting up new rooms or updating existing ones with additional or primary phone numbers. The assigned number can optionally be set as the primary number for the room. Use this endpoint when you need to manage phone number assignments for Dialpad rooms programmatically.
- Assign phone number to target
Assigns a phone number to a specified target within the Dialpad system. This endpoint allows you to either assign a specific number or request a number from a given area code. It can be used to add new numbers to various entities such as users, departments, or call centers. The assigned number can optionally be set as the primary number for the target. This tool is particularly useful for managing phone number assignments across different parts of your Dialpad organization, enabling flexible number allocation and management.
- Assign policy to user by id
Assigns an access control policy to a specific user within the Dialpad system. This endpoint allows administrators to grant customized settings permissions to users at various levels of the organization: company-wide, for specific offices, or for contact centers. It's particularly useful for implementing Role-Based Access Control (RBAC) and managing user permissions across different parts of the Dialpad platform. The endpoint should be used when setting up new users, modifying existing user permissions, or implementing changes in the organizational structure that require updates to access control policies. Note that this feature is part of an Early Adopter Program and may be subject to changes or limitations.
- Attach labels to call
Creates or updates labels for a specific call in the Dialpad system. This endpoint allows you to attach one or more labels to a call, which can be used for categorization, filtering, or tracking purposes. The function takes a call ID and an array of label strings, replacing any existing labels on the call with the provided set. Use this when you need to categorize a call or update its existing labels. The endpoint is particularly useful for integrating call labeling into automated workflows or custom applications built on top of Dialpad. Note that this operation will overwrite any previously existing labels on the call.
Deletes31
Remove something. This often cannot be undone.
- Deauthorize oauth2 session
Deauthorizes (revokes) an OAuth2 access token, effectively terminating the application's access to the Dialpad API. This endpoint should be used when an application needs to invalidate its current access token, such as during user logout, when suspending an integration, or in response to potential security threats. It's an essential security measure to prevent unauthorized access once a token is no longer needed or potentially compromised. Note that after deauthorization, the application will need to re-authenticate to obtain a new access token for future API calls. This endpoint does not return any specific data; a successful call simply invalidates the token.
- Delete access control policy by id
Deletes a specific access control policy from the Dialpad system. This endpoint allows company administrators to remove custom permission settings that were previously created for managing user roles and access within the Dialpad platform. It should be used when a particular access control policy is no longer needed or requires complete removal from the system. This operation is permanent and cannot be undone, so it should be used with caution. The endpoint does not return the deleted policy details; it typically returns a success status upon successful deletion.
- Delete agent status by id
Deletes a specific agent status subscription identified by its unique ID. This endpoint is used to stop receiving real-time updates about an agent's status (e.g., Available, Busy, Off-duty) in the Dialpad system. It should be used when you no longer need to track the status changes for a particular agent or when cleaning up unused subscriptions. The operation is irreversible, so care should be taken to ensure the correct subscription ID is provided. This endpoint does not return the deleted subscription details; it typically returns a success status code upon successful deletion.
- Delete call center by id
Deletes a specific call center from the Dialpad system. This endpoint should be used when you need to permanently remove a call center from your Dialpad account. It's important to note that this action is irreversible and will affect all associated resources, such as agents, call logs, and configurations linked to the specified call center. Before using this endpoint, ensure that all necessary data has been backed up or migrated. This operation may have significant implications for ongoing operations, so it should be used with caution and typically requires appropriate authorization.
- Delete call subscription by id
Deletes a specific call subscription from the Dialpad system. This endpoint should be used when an application no longer needs to receive real-time notifications for a particular call-related event or functionality. It allows developers to clean up unused subscriptions, potentially freeing up resources and reducing unnecessary data processing. The deletion is permanent and cannot be undone, so use this endpoint with caution. It's important to note that this operation only affects the specified subscription and does not impact any other active subscriptions or ongoing calls.
- Delete callreviewsharelink by id
This endpoint deletes a specific call review share link in the Dialpad system. It's used to revoke access to a previously shared call review, ensuring that the link can no longer be used to view the associated call information. This action is permanent and should be used when you want to immediately prevent further access to a shared call review, such as when sensitive information was mistakenly shared or when the review is no longer relevant. Once deleted, the share link cannot be recovered, and anyone attempting to use it will receive an error.
- Delete callrouter by id
Deletes a specific call router from the Dialpad system. This endpoint should be used when you need to remove an existing call routing configuration, such as when restructuring your call flow or decommissioning outdated routing rules. The deletion is permanent and cannot be undone, so use with caution. This operation will immediately affect incoming calls that were previously handled by the deleted router, potentially disrupting call flows if not properly managed. Ensure that any dependencies on the call router (e.g., DIDs or mainline menu routings) are updated before deletion to maintain smooth call handling.
- Delete channel by id
Deletes a specific channel from the Dialpad communication platform. This endpoint should be used when you need to remove a communication channel that is no longer needed or has become obsolete. It permanently removes the channel and all associated data, so it should be used with caution. This operation cannot be undone, and once a channel is deleted, it cannot be recovered. The endpoint is useful for maintaining a clean and organized communication structure within your Dialpad account.
- Delete channel member by id
Removes a specified member from a Dialpad channel. This endpoint allows you to delete a user from a particular channel, effectively revoking their access and participation in that channel's communications. It should be used when you need to remove a team member from a specific collaboration space, such as when an employee changes roles or leaves the organization. The endpoint requires the channel ID (specified in the URL path) and the user ID of the member to be removed. Note that this action is irreversible, and the removed member will lose access to the channel's history and future communications. It's important to ensure you have the necessary permissions to remove members before using this endpoint.
- Delete contact by id
Deletes a specific contact from the Dialpad system using the provided contact ID. This endpoint should be used when you need to permanently remove a contact's information from your Dialpad account. It's important to note that this action is irreversible, and once a contact is deleted, it cannot be recovered through the API. Use this endpoint with caution, ensuring that you have verified the correct contact ID before deletion. This operation affects both shared company contacts and user-specific local contacts, depending on the scope of the provided ID.
Related integrations
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