What's Included In The Integration?

Dialpad data objects:

• Calls (voice and video)
• Messages
• Voicemails
• Call Recordings
• Transcripts
• Users
• Teams
• Contact Center Data

Dialpad activities:

• Call initiated/completed
• Message sent/received
• Voicemail left/accessed
• Meeting started/ended
• Transcript generated

Airfold actions:

• Retrieve Dialpad data
• Generate custom reports
• Create AI-powered insights
• Analyze call transcripts
• Track key metrics (e.g., call volume, duration, sentiment)

How to Set It Up

1. Log in to your Airfold account and navigate to the Integrations page.
2. Find and select the Dialpad integration.
3. Click "Connect" and you'll be prompted to authorize Airfold's access to your Dialpad account:
   • You may need to log in to your Dialpad account if not already authenticated
   • Grant the necessary permissions for Airfold to access your Dialpad data
4. Once authorized, choose which Dialpad data objects you want to sync with Airfold.
5. Set up the sync frequency (real-time, hourly, daily, etc.).
6. Configure any custom fields or mappings between Dialpad and other data sources in Airfold.
7. Set up any specific automations or workflows you want to create between Dialpad and Airfold.
8. Optionally, configure advanced settings such as data retention policies or specific event triggers.
9. Save your settings and start using Dialpad data in your Airfold dashboards and reports.