Dialpad Workd
Telephony integration

Know the caller before hello. Every call logs itself.

When a customer calls your Dialpad line, Workd pops their orders, invoices and last conversation. Calls and transcripts log themselves, and Workd can answer what was promised on any call.

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What connects with Dialpad

  • Call loggingAuto-logged to customer records
  • TranscriptionsDialpad transcripts in Workd
  • Screen popCustomer info on incoming calls
  • AnalyticsCall metrics in dashboards
Works withDialpad cloud phone
The gap

Calls happen in one app. The customer record lives in another.

Dialpad gives your team voice, video and messaging in one cloud app. Without a connection, none of that activity reaches the customer record.

With Workd, calls log to the account, transcripts capture the details your team might miss, and what was said becomes something you can search and act on.

What stays the same
  • Dialpad stays your phone system
  • Your numbers and team setup
  • No on-premise hardware
  • Works on any device
By voice

Ask Workd about any call

Every Dialpad call is logged and transcribed in Workd, so Workd can answer questions about any of them.

Before calling a customer back
“What did we promise Henderson on the last call?”

✓Answered from the Dialpad transcript logged in Workd

Manager review
“Which calls this week mentioned a price match?”

✓Transcripts searched across the team’s calls

What Workd adds

How Dialpad works with Workd

Screen pop on incoming calls

Workd pops the caller’s record in Dialpad: order history, open invoices and recent interactions.

Automatic logging

Calls log to the customer record in Workd. No manual entry and a complete call history.

Transcripts in Workd

Dialpad’s transcripts sync to Workd, so you can search conversations and track commitments.

Click to call

Click any phone number in Workd to start a Dialpad call, with no dialing or app switching.

Questions about Workd and Dialpad

Do we have to change phone systems?

No. Dialpad stays your phone system and Workd connects to it.

Where do transcripts go?

Dialpad transcribes the call and the transcript syncs to the customer record in Workd.

Do reps have to log calls?

No. Calls log to the customer record automatically.

Does it work on mobile?

Yes. Dialpad is cloud-based and works on any device, and the logging happens either way.

Workd also connects to

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Give everyone on your team their own AI agent.

Distributors from $5M to $1.5B run their sales, orders and deliveries on Workd. Live on the ERP you already run in two to four weeks.