Assistants who work in Dialpad

AssistBPO's Dialpad virtual assistant works from a seat in your own Dialpad workspace. Answering department and contact center queues in your name, warm-transferring, texting back missed calls, following up leads with lawful consent and do-not-call scrubbing, acting on the Ai call summaries so nothing is lost and keeping routing and business hours accurate.

  • Business phone system
  • Your account, your data
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One named assistant, a trained backup and a team lead.

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Dialpad

Business phone system by Dialpad, Inc. · US, UK, CA, AU

Dialpad is a product of Dialpad, Inc. The name and mark identify the software we work in; AssistBPO claims no partner, reseller or certification status unless held.

· Reviewed by Issabela Masters

Why do Dialpad users need a virtual assistant?

Dialpad transcribes every call, summarizes it and suggests the next step, which is only useful if someone reads it and does the step. In most small teams nobody does. The summaries sit in the app, the missed calls in the department stack up, the SMS thread from a prospect goes unanswered, and the sales rep who owns the number is on the road. Dialpad users also tend to be sales and support teams that need someone in the queue at 8am, not just a smart recording. An assistant closes that gap. They answer departments and contact center queues in your name, work the Ai summaries into CRM notes and tasks, text back missed calls, run outbound follow-up from your lists with lawful consent and do-not-call scrubbing, and keep the routing, hours and voicemail greetings correct so the system behaves the way you think it does.

What can a virtual assistant do inside Dialpad?

Departments and contact centers
Answers as an agent in your departments and contact center queues during your hours, follows the hold and callback rules your admin set and returns every missed call within your window.
Ai call summaries and transcripts
Reviews the Ai Recap after each call, corrects anything the transcript got wrong, logs the outcome and next step in your CRM and creates the follow-up task while the detail is fresh.
SMS and MMS
Replies to texts on your Dialpad number from approved templates, sends confirmations and reminders with lawful consent and do-not-call scrubbing, honors STOP requests and keeps your 10DLC campaign details on file.
Auto attendant and routing
Documents your IVR menus, business hours, holiday hours and fallback routing, tests them from an outside line and proposes changes in writing for your admin to apply.
Call recording
Works with automatic or manual recording as configured, states the recording notice each country and US two-party consent state requires and pauses recording before any card details.
Outbound and power dialer
Runs follow-up and appointment setting lists through Dialpad's dialer with lawful consent and do-not-call scrubbing, records dispositions and books meetings into your calendar.
Contacts and CRM logging
Keeps shared contacts clean, checks the HubSpot or Salesforce integration is logging calls on the right record and fixes mismatched contacts.
Analytics and coaching
Pulls call volume, answered versus missed, average handle time and Ai CSAT where you use it, and reviews the numbers with the team lead for the QA scorecard.

Integrations we handle

  • Dialpad and HubSpot

    Logs calls, summaries and texts on the contact timeline and creates tasks for the owner from the Dialpad integration.

  • Dialpad and Salesforce

    Records calls on leads and opportunities with disposition and next step so pipeline reports stay accurate.

  • Dialpad and Google Workspace

    Checks calendars before transferring and books callbacks and meetings straight from the call.

  • Dialpad and Slack

    Posts messages, voicemails and urgent callbacks to the right channel with the Dialpad link and a one-line summary.

  • Dialpad and Zendesk

    Creates or updates tickets from support calls with the recording and summary attached.

  • Dialpad and Zapier

    Sends missed calls and SMS leads to a sheet or task board and reviews failed Zaps weekly.

Which Dialpad admin tasks can you delegate?

  • Answer department and contact center calls in your company name
  • Warm-transfer callers with an introduction and the reason
  • Log Ai call summaries and next steps in the CRM after every call
  • Text back missed calls and reply to SMS threads from templates
  • Return voicemails within your callback window
  • Run outbound follow-up lists with consent and dispositions recorded
  • Book meetings and callbacks into the right calendar
  • Test auto attendant menus and hours monthly from an outside line
  • Add and remove users and department members under your admin
  • Keep shared contacts clean and matched to CRM records
  • Record opt-outs and update do-not-call lists the same day
  • Pull weekly call volume and missed call reports

Roles that work in Dialpad

Front desk & phones

Receptionist

Dedicated receptionist
  • Clear, friendly speaking voice with an accent matched to your callers
  • Calm handling of upset, confused or rushed callers
  • Accurate message-taking: names, numbers, reason, urgency
Works in
Hire a remote receptionist Sales & lead gen

Sales development representative

Dedicated SDR
  • Research instincts: finds the right person and a reason to reach out
  • Persuasive, concise writing for cold email and LinkedIn
  • Confident phone presence with quick objection handling
Works in
Hire a remote sales development representative

Services delivered in Dialpad

Other business phone system tools we work in

Frequently asked questions

What does a Dialpad virtual assistant do during the day?

They open the Dialpad app on your seat, set themselves available in the departments or contact centers you assigned and answer in your company name. After each call they read the Ai Recap, fix anything it misheard, log the outcome in your CRM and create the follow-up. Between inbound calls they text back missed calls, return voicemails and work through the outbound list you approved with lawful consent and do-not-call scrubbing. The day ends with the missed call list cleared and an end-of-day report: calls, texts, meetings booked and what is waiting on you.

Do you have Dialpad certified assistants?

Dialpad does not offer a certification for agents or receptionists, and we do not claim one. Our phone staff train on Dialpad before joining a client workspace: the app, departments and contact centers, transfers, Ai Recaps, SMS rules, recording, the dialer and the CRM integrations, then supervised calls scored by a team lead. AssistBPO holds no Dialpad partner, reseller or affiliate status. The product name on this page only identifies the phone system your team uses; the licenses, numbers and recordings remain in your account.

How much does a Dialpad virtual assistant cost?

Plans depend on hours, desks and coverage. Get a staffing plan within 1 business day. Inbound coverage is priced per person for a block of monthly hours on the Front desk & phones desk; outbound follow-up and appointment setting sit on the Sales & lead generation desk and are also priced per person, never per call or per booking. You provide the Dialpad seat, which is the only license the assistant needs, and we add no markup to it. Shared coverage per call is available for low volumes and overflow.

How is the assistant set up in our Dialpad workspace?

You add the assistant as a user with a license, assign them to the departments or contact center queues they should answer and decide whether they get a direct number. Admin settings such as routing, recording and billing stay with your office admin. They sign in from a managed device with multi-factor authentication under their own login, so every call and text appears in your logs under their name. Our staff are employed, background-checked and under NDA, and removing the user ends access at once.

Can the assistant do outbound calls and texts through Dialpad?

Yes, under the rules that apply to your country and to the people you are contacting. Every list is scrubbed against your do-not-call list and the national registry where one exists, calls and texts go only to people who gave lawful consent, and the assistant works inside the calling hours for the recipient's time zone. Dispositions are recorded on every attempt, opt-outs are actioned the same day, and the script is yours. Debt collection on behalf of third parties is not something we do.

What happens with call recording and the Ai transcripts?

Recording and transcription follow the settings your admin chose, and the assistant states the notice each country requires before the call moves on. Transcripts and Ai Recaps stay in your Dialpad workspace under your retention policy; the assistant reads them to log the call, not to copy them elsewhere. Card details are never spoken onto a recorded line; payments go through your portal. The team lead listens to a sample of calls each month for the QA scorecard, and you can see the same recordings in your own account at any time.

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