Dialpad
Requirements
The user connecting Dialpad must be a Company Admin.
To check your user role, if you are already an Admin, you will see this option in your Dialpad web app interface:
Click on "Admin settings", then click on "Users" in the sidebar.
In the Users page, you will see a list of users in your company. Find your name in the list. In order to connect Dialpad to Call Connector, you must have the Company Admin role.
Dialpad Connection Failing due to Missing Permissions
Occasionally, your Dialpad connection may fail with a message indicating that you are not a Company Admin, even though you may observe that you are a Company Admin in the Dialpad UI.
This is often due to a mismatch in Dialpad's internal system. Your account must be flagged as Super Admin in Dialpad's servers; this setting is invisible to end users and can only be changed by Dialpad Support.
If you encounter this issue, please reach out to Dialpad Support. Explain that there is an admin permission conflict on Dialpad’s side (SSO-related), and ask for the Dialpad Support team to internally set your account as a Super Admin.
Once this has been done, try connecting Dialpad again in the ion8 Connect dashboard. The issue should be resolved.
Enabling AI Summarization and Transcription
In order for Call Connector to include a summary in your call log and upload a transcript to your connected storage provider, you must enable AI services within Dialpad.
If you are using Call Connector v2 and have enabled enhanced transcriptions, you only need to record the call within Dialpad. Enabling AI services within Dialpad will have no effect.
Fax Logging
Currently, Call Connector does not log faxes from Dialpad. However, this feature is in development for Call Connector v2 and is expected to launch in 2025.
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