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Dialpad

Connecting Dialpad lets UpSmith read your call logs and recordings, so your phone calls sit alongside your texts instead of in a separate system nobody looks at.

There's no key to copy and nothing to send to Dialpad. You authorize UpSmith once from your Dialpad account and it's done.

Connect it

  1. Go to Integrations and find the Dialpad tile under Calling. It reads "Access call logs and recordings for transcript analysis."

  2. Click Connect. You're sent to Dialpad to sign in.

  3. Authorize UpSmith.

  4. You're sent back to UpSmith and the card shows Dialpad as connected, along with the account you used.

Authorize with an account that can see your whole company's call history. A Dialpad company admin is the safe choice. If you sign in as someone who only sees their own line, that line is all UpSmith gets.

Once you're connected, UpSmith signs itself up for your call events and keeps that subscription current on its own. There's nothing to set up inside Dialpad.

What connecting actually gets you

Connecting Dialpad brings your call data into UpSmith.

Turning it off

Click Disconnect on the Dialpad card and confirm. UpSmith removes its stored Dialpad credentials and new call data stops arriving. Calls already in UpSmith stay where they are, and you can reconnect any time.

Troubleshooting

The button says Reconnect. Your Dialpad authorization lapsed and call data has stopped arriving. Click Reconnect and authorize again. Nothing else needs touching.

The connection failed after you authorized. The handoff back to UpSmith didn't complete — for example, if the Dialpad sign-in page sat open too long. Start again from Connect.

It says connected but only some calls are showing up. Check which Dialpad account you authorized with. If it only sees certain lines or offices, that's all UpSmith gets. Disconnect and connect again as a company admin.

The card is stuck checking the connection. Refresh the page before assuming anything is wrong — a brief problem reaching UpSmith looks the same as a broken connection.

Common questions

Do I need an API key or a call to Dialpad support? No. Click Connect, authorize, done.

Does this let my agents answer calls? No. This is about reading your call data. It doesn't put an UpSmith agent on your phone line.

Can I connect Dialpad alongside another phone system? Yes — the tiles under Calling are independent.

Will it pull in historical calls or only new ones? Ask us at support@upsmith.com before you rely on history being there.

Are call lengths accurate? Not yet for Dialpad. A call that's transferred can be recorded as more than one piece, so treat call duration as approximate for now. The calls themselves, and their recordings, come through.

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