Dialpad

Turn your Dialpad phone system into an AI-powered support engine

Your business phone rings with questions your AI agent can already answer. By connecting Dialpad to Tars, the agent retrieves contact records, pulls call transcripts, checks user availability, and routes inquiries intelligently, all before a human picks up. Callers get faster answers and your team handles only the conversations that truly need them.

Chosen by 800+ global brands across industries

Phone system data your agent acts on

Your AI agent taps into Dialpad's cloud communications platform to retrieve contacts, call data, user details, and office configurations, turning phone system information into conversational answers.

Look Up Contacts

A customer calls and your agent needs context. It queries Dialpad's contact list by name, phone number, or email, retrieves the matching record with company affiliation and notes, and provides personalized service from the first interaction.

Retrieve Call Details

A manager asks about a specific customer call. The agent fetches the call record from Dialpad by call ID, returning duration, participants, recording availability, and call disposition. Full call context without digging through logs.

Fetch Call Transcripts

After a customer interaction, someone needs the transcript. The agent retrieves the conversation transcript from Dialpad, providing a word-for-word record of what was discussed. Perfect for quality assurance and dispute resolution.

List Office Users

An operations lead asks who is assigned to the Chicago office. The agent queries Dialpad for users associated with that office, returning names, roles, phone numbers, and current status so staffing gaps become visible immediately.

Check Call Center Status

A supervisor wants to know how the support queue is performing. The agent pulls the current operational status of a specific Dialpad call center, including agent availability and queue metrics, providing a real-time pulse on capacity.

Send SMS Messages

A customer needs a confirmation or follow-up via text. The agent sends an SMS through Dialpad's messaging API with optional media attachments, keeping all communication within the business phone system and its compliance controls.

Dialpad

Use Cases

Business phone intelligence, unlocked

See how teams use AI to surface Dialpad call data, provide caller context to agents, and manage communications without switching between tools.

Caller Identification Before the Conversation Starts

A customer reaches your support line and provides their phone number. Before a human agent even joins, your AI Agent searches Dialpad contacts, identifies the caller by phone number, pulls up their company name, past interaction notes, and account tier. The human agent receives this context as a screen pop. Every support call starts informed, not from scratch.

Post-Call Transcript Retrieval for Dispute Resolution

A customer claims they were promised a discount during a previous phone call. Your AI Agent retrieves the call transcript from Dialpad by searching recent calls associated with that customer's number. The transcript shows exactly what was discussed. Disputes are resolved with evidence instead of guesswork, saving both the customer and your team hours of back-and-forth.

Automated SMS Follow-Up After Customer Inquiries

After resolving a customer's billing question through your chatbot, the AI Agent sends a confirmation SMS through Dialpad with a summary of the resolution and a link to the updated invoice. The customer has a written record on their phone. Your team avoids repeat inquiries about the same issue, and the follow-up happens within seconds of resolution.

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FAQs

Frequently Asked Questions

What Dialpad data can the AI agent access during conversations?

The agent can retrieve contacts, call records with metadata, call transcripts, user profiles, office and department listings, call center status, call labels, and phone number details. It can also send SMS messages and manage call center operators. All data is fetched live from Dialpad's API during each conversation.

Can the AI agent send text messages through Dialpad?

Yes. The agent uses Dialpad's SMS endpoint to send text messages from your business number with optional MMS media attachments. You can configure who the SMS is sent from, whether a user, department, or call center number, keeping all messaging within your Dialpad compliance and audit trail.

How does Tars authenticate with my Dialpad account?

Tars uses your Dialpad API key, which you generate from your Dialpad admin settings. The key is encrypted in transit and at rest within the Tars platform. You can rotate or revoke the key at any time from your Dialpad admin console to control access.

Does Tars store call recordings or transcripts from Dialpad?

No. Tars retrieves transcripts and call details from Dialpad in real time during conversations. The data is used to respond to the current query and is not stored, cached, or replicated in the Tars platform. Your call recordings remain exclusively in Dialpad.

Can the agent retrieve transcripts for calls that happened weeks ago?

Yes. The agent can fetch transcripts for any call that has a transcript available in Dialpad, regardless of when it occurred. It uses the call ID to retrieve the specific transcript. As long as Dialpad retains the recording and transcript based on your plan's retention policy, the agent can access it.

How is this different from Dialpad's built-in AI features?

Dialpad Ai provides in-call transcription and coaching for agents on the phone. Tars extends this by making Dialpad data available in other channels like web chat, WhatsApp, and SMS. Your AI agent can look up contacts, check call center status, and send follow-up texts through conversations that happen outside the phone system.

Can the agent manage call center operators and their duty status?

Yes. The agent can add or remove operators from call centers, retrieve their current duty status (on-duty or off-duty), and update their status through Dialpad's API. Supervisors can ask the agent to check who is available or toggle an operator's status directly from chat.

What happens if the agent needs to transfer a conversation to a live agent on Dialpad?

The agent can initiate outbound calls and transfer active calls to a specified destination through Dialpad's call transfer endpoint. If the AI cannot resolve the customer's issue, it hands off to a human agent on Dialpad with the full conversation context, ensuring continuity without the customer repeating themselves.

How to add Tools to your AI Agent

Supercharge your AI Agent with Tool Integrations

Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.

Privacy & Security

We’ll never let you lose sleep over privacy and security concerns

At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.

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