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Dialpad

Business communications platform for calls, meetings, messages, contacts, recordings, and transcripts.

Tracks business communication events around calls, contacts, SMS, meetings, recordings, and transcripts.

Example Use Cases

These are the Dialpad actions Snow can use when building apps with you. Connecting an account does not make Snow run these on its own.

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.

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.

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.

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.

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 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.