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:

Dialpad user navigation.

Click on "Admin settings", then click on "Users" in the sidebar.

Dialpad admin settings 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 CallConnector.ai, you must have the Company Admin role.

Dialpad users list.

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.

Here is an example of a message you may send to explain the issue:

Hi there,

I’m having trouble authorizing my Dialpad account with CallConnector.ai (the integration between Dialpad and Clio). Every time I try to connect, it says “Authorization failed” or “You must be a Company Admin.”

I am the Company Admin, so the message seems incorrect. I’ve already contacted CallConnector.ai support but the issue needs to be resolved on your end.

I was told this might be related to an admin permissions mismatch between Google SSO and Dialpad, and that support might need to manually elevate my account to “Super Admin” to fix it.

Could you please check my account and help me get this resolved?

Once this has been done, try connecting Dialpad again in the CallConnector.ai dashboard. The issue should be resolved. If it is not, please contact us.

Enabling AI Summarization and Transcription

For CallConnector.ai to include a summary in your call log and upload a transcript to your connected storage provider, you must enable AI services within Dialpad.

Enable AI by clicking on the AI option in the call interface.

If you are using CallConnector.ai 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, CallConnector.ai does not log faxes from Dialpad. However, this feature is in development for CallConnector.ai v2 and is expected to launch in 2025.