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welcome to dialpad the most modern business communications platform we've taken every form of communication that you rely on and unified it into one app calling a client meeting with your team texting a colleague it's all here on all your devices voice intelligence is by your side to transform your conversations into something you can see and use giving you and your team a deeper look into action items and insights voice intelligence does the leg work to capture the details that matter most while you make and receive calls send messages and join meetings in an instant today we'll discuss exactly what you need to know to get started in dialpad first decide where you'd like to download and install the dialpad app since it's available across all major operating systems it's easy to bring your own device to dialpad you can download and install the dialpad app on your computer or smartphone choose your device then visit dialpad.com download and start downloading the app directly once installed log in and you're ready to call message and meet now let's take a closer look at the dialpad app for windows and mac os which we often refer to as our desktop app open the dialpad app and you'll see the header sidebar and your inbox let's start with the header in the header access audio settings to determine the microphone speaker and camera used by the dialpad app you can also test audio settings to see if these components are working properly and then make adjustments optimizing call quality use the search bar in the center of dialpad's header to locate contacts and messages enter a search query and the dialpad app quickly returns results to call message or meet see your name dialpad number and current status at a glance to the right side in the header set a status to indicate to your team what you're currently up to and if there's a specific project you're working on select the drop down in the header and you'll see additional options to adjust app settings go here to customize call and message notifications be sure dialpad everywhere is turned on for easier multitasking with dial pad everywhere you're able to control dial pad during a call even without the desktop app in view do not disturb also sits in this drop down turn on do not disturb mode to prevent all call and message notifications from coming through and this applies to any calls to shared lines you might be assigned to do not disturb can be turned on indefinitely while out of office or you can set a timer while you're working on a pivotal task that requires every bit of your attention without any disturbance use the sidebar in the desktop app to call message or start a meeting we'll cover those capabilities in just a moment but right now let's focus on the other items here in the sidebar you can open your inbox to display all communications calls messages voicemails recordings and more you can also view a directory with all contacts from the sidebar launch the directory and you'll see dedicated tabs for frequent contacts and all contacts you can also easily turn to a group chat or specific department within your organization with these tabs you'll never waste time trying to find contact information or following up on a conversation elsewhere in the sidebar you'll find a running list of ongoing conversations dialpad sorts this into favorites and recents if you often call or chat with the same contact favorite them so they remain near the top of the sidebar otherwise the contacts who you've called or chatted with will appear in the recent section choose a contact in either section and your conversation history fills the screen along with buttons for calling messaging and meeting we've talked a lot about navigating the dialpad app and now you're ready to make a call send a message and start a meeting icons for each of these capabilities lives at the top of the sidebar so they're always at the ready let's first go over making a call as well as answering a call and switching in between devices make a call by selecting the phone icon at the top of the sidebar enter a contact's name or entire phone number then start dialing during an active call several controls are on screen these let you record a call mute your microphone place a call on hold transfer a call to another user or department and add a caller there's also the snippet button to record the last 10 seconds and the next 10 seconds of conversation which then gets stored in the call summary and we'll dive deeper into that shortly by the way voice intelligence acts during a call not just after ai-based technology analyzes the words and phrases used by you and the caller to build a real-time transcript it's also gathering action items and moments useful later on so even if you misheard the caller or just forgot a key detail voice intelligence fills in the gaps and adds context to a conversation if you receive a call a notification will appear at the top of the sidebar and outside a dialpad app as a pop-up alert for easy answering voice intelligence and all call controls appear once again answer on any device and you can even switch a call between devices without missing a word need to run out of the office no problem with a call started on the desktop app open your mobile app and choose the active call in a single tab dialpad switches the call from your computer to your smartphone for on-the-go communication take conversations with you anywhere at any time let's move on to sending a message in dial pad send a message by selecting the chat icon at the top of the sidebar enter a contact's name or entire phone number then send the message don't forget that dialpad also allows you to send images videos and gifs if you receive a message an in-app notification badge and a pop-up alert outside the app will notify you both sent and received messages can be starred for reference in the future or forwarded via email to yourself or another contact and finally take a look at starting a meeting in dialpad start a meeting by selecting the video icon at the top of the sidebar enter a contact's name or entire phone number then send the invitation as a message uberconference will launch from the dialpad app and then you're all set to run a conference we've covered how to communicate and now it's time to review your conversations remember that voice intelligence in dial pad and uber conference is your assistant not a robot it utilizes machine learning as well as natural language processing to understand the way in which people actually talk so log in to dialpad.com analytics to see a call message and conference data organized in easy-to-understand charts if you'd like to take a closer look at specific calls and view a call summary switch to the call history tab select the vi icon alongside a call and you'll access a call summary that includes a transcript moment and the recording it's all the information you'd normally spend hours figuring out and maybe never discover it all arranged for you neatly of course a call summary can also be shared with co-workers and your team for peer reviews dialpad's web portal is where you'll adjust account specific settings visit dialpad.com settings while logged in and at a glance see your name job title and email address you're then able to view your dial pad mainline and uber conference numbers designate caller id here and the number chosen will apply to all your devices in the call handling and voicemail section set a voicemail greeting we've created a default greeting for you but customize this to fit your personality or business we'll even send email notifications if you miss a call and receive a voicemail but forget to check your dialpad apps inbox here you'll also get to determine exactly how to route a call go to voicemail play a busy signal or re-route to another team member or department take calls 24 7 or only during specific hours dial pads personal working hours and sms auto reply features ensure that calls and messages are handled properly while you're unavailable it's your work style so tailor dial pad the way you want we covered just the basics to get started in dial pad but there's a lot more you can do to work efficiently visit our help center at help.dialpad.com to learn more about specific features and tips and if you ever run into trouble reach out to our support team at dialpad.com contact support we're happy to answer any questions or walk through steps to help you the tools we use to communicate with each other have evolved and become more complex but the way we communicate should stay simple and personal we put that front and center so you can focus on your work and people dial pad will take care of the rest as always happy dialing [Music]