Integrations · Messaging & email

Dialpad in the conversation.

Dialpad is a cloud-based business phone system and contact center platform that enables voice, video, messages and meetings across your existing devices. Connect it once and your copilot works in it directly without leaving the thread — and your workflows can act on it while the customer is still typing.

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Dialpad
Messaging & email
01 · COPILOT

Ask for it in plain language. It does the Dialpad part.

Copilot rides inside the inbox. With Dialpad connected it works there from the same panel as the conversation — no second tab, no copying an order number across.

  • Create callback
  • Delete channel by id
  • Delete contact by id
  • Add member to channel
  • Attach labels to call
  • Delete number via api

What a specific connection exposes is decided by Dialpad, not by us: Settings → Apps lists the real tools your connection carries, each with its own switch.

02 · WORKFLOWS

Read Dialpad from inside a workflow.

Dialpad is a place a workflow looks things up rather than one that starts it. Trigger on a conversation, a schedule or another app's event, then use an AI Agent step to work in Dialpad and hand the answer to the steps that follow — a message, a CRM update, an escalation.

If Dialpad does publish events to your workspace, they appear in the trigger picker the moment the connection is made.

03 · THE AI AGENT STEP

One step that decides which Dialpad tools to call.

A workflow's AI Agent step runs a bounded tool-calling loop over the apps you have connected and returns an object whose fields you declared. So "find the record, check the status, and give me status and owner" is one step rather than four — and the fields it returns are available to every step after it.

You declare the output

The rows you name become the variables downstream steps read, so a branch can test what Dialpad said.

You cap the effort

A step budget and a model tier per node — the loop stops where you told it to.

Only what you switched on

The loop can call the Dialpad tools you left enabled and nothing else.

Setup

Connect Dialpad in about a minute.

  1. 1

    Open Settings → Apps

    It is open to everyone in your organization, not just admins — which apps your copilot can reach is part of doing the job.

  2. 2

    Find Dialpad in Browse

    The catalogue runs to hundreds of apps and is searchable. Connect Dialpad from its card.

  3. 3

    Authorize with your own Dialpad account

    You sign in on Dialpad's own screen and approve the access. The connection carries that account's permissions — no API keys are pasted into Cloodot.

  4. 4

    Choose the tools it may call

    Open the connection and switch off anything you would rather it never touched. A tool you switch off is out of reach from the next question onward.

Dialpad questions.

How do I connect Dialpad to Cloodot?
Open Settings → Apps in Cloodot, switch to Browse, and search for Dialpad. Connecting it opens Dialpad's own sign-in and consent screen; when you come back, the app is listed as Connected and your copilot can use it. Nothing is installed and no keys are pasted into Cloodot.
What can Cloodot do in Dialpad?
Work of this kind: create callback; delete channel by id; delete contact by id; add member to channel; attach labels to call; delete number via api. The exact list depends on what your Dialpad account is allowed to do — Settings → Apps shows every tool the connection actually exposes.
Can I limit which Dialpad tools Cloodot may use?
Yes. Open the connection and every tool it exposes is a switch, searchable by name. A tool you switch off is out of reach from the next question onward, so a read-only Dialpad connection is a matter of leaving the writes off.
Can a workflow use Dialpad without a trigger from it?
Yes. Dialpad is read from inside a workflow rather than starting one: a workflow triggered by a conversation, a schedule or another app's event uses an AI Agent step to work in Dialpad and hand its answer to the steps that follow.
Who in my team can connect Dialpad?
Anyone in the organization — Apps is not restricted to admins and owners, because which apps a copilot can reach is part of doing the job. The connection carries the permissions of the Dialpad account that authorized it, so a messaging & email connection is only ever as broad as the account behind it.
See it on your own inbox

Try the whole thing, today.

Start free. Connect a channel, train an agent on your own content, and you'll have a working deployment in your inbox the same afternoon.