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Configure Dialpad Voice Integration
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Dialpad is a cloud-based phone, video conferencing, and call center solution. The HappyFox + Dialpad integration brings all your work communication into one platform, from emails to social media conversations to phone calls.
 

Using Dialpad integration, HappyFox agents can,

  • Receive inbound calls and Initiate outbound calls, from the In-App Dialpad widget inside HappyFox.
  • Create HappyFox tickets automatically for any inbound or outbound calls. These tickets contain the call summary information along with the link to the recording of the conversation.
  • Automatically record voicemails and convert them as HappyFox tickets.
Applicable HappyFox Plans: ❌  Mighty  ✔️ Fantastic ✔️ Enterprise ✔️ Enterprise Plus ✔️ Unlimited Agents
Applicable Dialpad Plans: ❌ Standard ✔️ Pro ✔️ Enterprise

 

Setting up the HappyFox-Dialpad Integration:

  • Log in to HappyFox as an agent
  • Go to Apps >> Voice >> Dialpad.
  • Click "Install".
  • You will now be prompted to sign-in to Dialpad.
  • Once you are successfully signed-in, authorize the HappyFox app by clicking on the 'Allow' button.
  • Your Dialpad app is now successfully installed.

 

 

Map Dialpad Departments and Call Centers with HappyFox Categories:

  • After Successful installation, specify your desired Dialpad office to configure the integration.
  • The option to map call centers and departments with categories will be provided.
  • All incoming, outgoing, and voice calls originating from these call centers and departments will have tickets created in their linked categories.
  • You can also specify the algorithm that selects the contact you want to associate with new tickets when there are multiple contacts with the same primary phone number.

 

 

Configuring the In-App Dialpad Widget:

  • On the Top bar, Click on the "Phone Icon".
  • Enter your Dialpad Login Credentials and Click "Sign in".
  • Ensure you have relevant microphone permissions enabled in your browser.
  • Notes:
    • Dialpad CTI widget is currently not compatible with HappyFox accounts with custom domain enabled.
    • For any clarification related to Dialpad CTI widget, please contact Dialpad Help Center.

 

 


 

Making Outbound Calls from HappyFox:

Steps:

  • Click the "Phone Icon".
  • Click "Make a call". Specify the Dialpad office or department
  • Enter the phone number 
  • End the call after the conversation is over.

 

if you have enabled the phone number "Active" checkbox while configuring the Dialpad numbers, after a few minutes you will be able to see a ticket with the corresponding call summary.

 

 

Answering Inbound Calls From HappyFox:

You can receive phone calls for the numbers configured in App settings and for those numbers inside Dialpad you are a part of, from within HappyFox:
 

 

if you have enabled the phone number "Active" checkbox while configuring the Dialpad numbers, after a few minutes you will be able to see a ticket with the corresponding call summary and recording.

 

 

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