How to Use Dialpad

A beginner-friendly guide to getting started with Dialpad in 2026.

Price Paid only

Best For sales teams, support teams, remote businesses

Rating ★★★★ 4.3/5

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Getting Started: Step by Step

Create your Dialpad account

Visit Dialpad's website and sign up for a trial. You'll need an email address to get started.

Set up your workspace

Once signed in, configure your Dialpad workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.

Explore ai-transcription

One of Dialpad's key features is ai-transcription. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Explore voice-intelligence

One of Dialpad's key features is voice-intelligence. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Explore video-conferencing

One of Dialpad's key features is video-conferencing. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Integrate with your existing tools

Connect Dialpad with the other tools you use daily. Most integrations can be set up in the settings or integrations panel.

Start using it for real work

Now that you're set up, start using Dialpad for actual tasks. The best way to learn is by doing — don't worry about getting everything perfect right away.

Pro Tips

Start with the free plan or trial to explore Dialpad's capabilities before committing to a paid subscription.
Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
Check Dialpad's official documentation and community forums for advanced tips and best practices.
Review your workflow after 2 weeks of use and adjust your setup based on what's working and what isn't.