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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Example Use Cases
These are example ways Snow can use Dialpad when building apps with you. This list is meant to show examples, not document every possible capability. Connecting an account does not make Snow run these automatically on its own.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.