Integration

Dialpad + Relay

Bring phone support into your help desk

Connect Dialpad to Relay so calls and voicemails surface alongside your other channels. Match callers to their customer record and keep phone support in the same trackable inbox.

Setup time: 10 minutes
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What You Can Do

Caller matched to their customer record
Phone conversations alongside email and chat
Voicemail captured as a ticket
Customer context surfaced on inbound calls
Caller identification by phone number (E.164)
Macros and AI drafts for follow-up replies
Assignment and SLA tracking on phone tickets
One inbox for voice and digital channels

Get Started in 10 minutes

Connect Dialpad to Relay with these simple steps

1

Connect Dialpad

Set up the Dialpad connection so call events and voicemails flow into Relay.

2

Match Callers

Relay identifies callers by their phone number and links them to the right customer record, surfacing context on the call.

3

Follow Up From One Inbox

Phone interactions and voicemails appear as tickets so agents can follow up with macros and AI-drafted replies.

Why Connect Dialpad?

Voice and Digital in One Place

Keep phone support in the same inbox as email, chat, and messaging instead of a separate phone tool.

Know Who's Calling

Relay matches the caller to their customer record and order/context history, so agents are prepared before they answer.

Nothing Gets Lost

Voicemails and call follow-ups become tracked tickets with assignment and SLA monitoring.

Perfect For

Phone support tracked alongside digital channels
Caller identification and context lookup
Voicemail follow-up as tickets
Blended voice-and-email support teams

Frequently Asked Questions

How does Relay identify callers?

Relay matches the caller's phone number (in E.164 format) to your stored customer records, surfacing their context and history on the call.

Are voicemails captured?

Yes. Voicemails surface in Relay as tickets so your team can follow up and track them like any other conversation.

Can phone tickets use macros and AI drafts?

Yes. Follow-up replies on phone tickets work like any other channel โ€” agents can use macros and AI-drafted replies grounded in your knowledge base.

Ready to Connect Dialpad?

Set up in 10 minutes and start delivering better support today.

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