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Dialpad Everywhere – Stay Productive and Manage Calls Across Apps

Published 24 September 2025

 

Overview

Imagine this: You’re on an important client call while checking your calendar for a follow-up meeting, quickly referencing emails, or logging details in your CRM. Instead of constantly switching windows, you have Dialpad Everywhere floating on your screen, always ready for action. You can mute, hold, transfer, add participants, start recording, or access AI-powered call insights—all without leaving your current task. Dialpad Everywhere makes multitasking seamless and efficient.

 

By keeping critical call features visible at all times and integrating your most-used tools directly into your call experience, Dialpad Everywhere helps you work smarter, respond faster, and keep every conversation productive.

 

Visualise it: Picture a small, intuitive control panel appearing whenever a call is active, letting you handle everything from one interface while the rest of your screen remains dedicated to the task at hand. No tab switching, no delays—just smooth, uninterrupted workflow.

 

This guide helps you set up and get the most out of Dialpad Everywhere. With this feature, you can manage calls, access your favorite apps, and use AI tools without switching windows—saving time and making your workflow smoother.

 

Tools Required

  • Latest version of the Dialpad Desktop app
  • Active Dialpad account
  • Access to connected apps like G Suite, Office 35, Salesforce, Zendesk, ServiceNow, Hubspot

 

Steps

1. Open Dialpad Everywhere Settings

2. Enable Dialpad Everywhere

3. Configure Launch and Display Preferences

4. Access Call Controls

5. Use Dialpad AI Everywhere

6. Connect Integrations to Boost Efficiency

 

⚠️ Important Note:

Integrations must first be turned on by your Super Admin. Integrations can be enabled for Dialpad Connect Pro, Sell, and Support licenses.

 

1. Open Dialpad Everywhere Settings

  • Launch your Dialpad desktop app
  • Go to Hardware Settings on the top right
  • Select Customise notification & sounds

 

 

  • On the left side bar select Other Settings

 

 

Tip: Dialpad Everywhere works best with the latest version of the app. Regular updates ensure you have all new features and improvements.

 

2. Enable Dialpad Everywhere

  • Tick the boxes for:
    • Make call controls and intergrations persistent while on a call
    • Launch immediately when starting or receiving calls

 

 

Educational Tip: Keeping call controls visible at all times reduces the need to switch windows during important calls, helping you stay focused and professional.

 

3. Configure Launch and Display Preferences

  • Decide whether Dialpad Everywhere should appear automatically or manually.
  • Test by starting a call and navigating away from the app to confirm if it remains visible.

 

Efficiency Tip: This feature allows multitasking without missing important call controls, which is especially useful for handling support calls, sales calls, or client meetings.

 

4. Access Call Controls

  • Hoever over the Dialpad Everywhere interface to access your call controls for:
    • Mute
    • Hold
    • Transfers
    • Add a Caller
    • Recording
    • Hang Up

 

 

Helpful Tip: Using Dialpad Everywhere lets you manage calls while working in other apps, like email or CRM, saving time and improving responsiveness.

 

5. Use Dialpad Everywhere

  • If AI is enabled, click the AI button to:
    • View the live transcript of the call
    • Toggle between Real-Time Transcripts and Real-Time Assist (RTA) cards

 

Customer Tip: Real-Time Assist cards provide helpful suggestions during calls, such as talking points, reminders, or next steps—making every conversation more productive.

 

Note: RTA cards are available for Dialpad Support, Sell, or Connect users with Contact Center Pro/Enterprise Add-On and RTA enabled.

 

6. Connect Integrations to Boost Efficiency

Dialpad Everywhere connects directly with your most-used apps, reducing context switching and keeping everything in one place.


 

 

6a. G Suite & Office 365

Quickly referencing emails or calendar events while on a call keeps conversations informed and professional.

  • Email: Compose messages, view recent emails, launch the email app in your browser

  • Calendar: Create and view events, see upcoming meetings

 

6b. Salesforce

Logging activity in real time ensures accurate data and better follow-ups without leaving your call.

  • Create Opportunity: Open opportunity creation in browser

  • Log Activity: Record calls and notes easily

  • View Lead: Navigate to connected leads instantly

 

6c. Zendesk & ServiceNow

Integrating ticket systems allows faster case updates and reduces errors from manual data entry.

  • Create Ticket: Open new ticket forms quickly

  • Recent Tickets: Review last three tickets for this contact

  • View Record: See all tickets for a contact

 

6d. HubSpot

This integration makes customer interactions more actionable and ensures no details are lost between systems.

  • Log calls directly to HubSpot for better sales tracking and customer management

 

FAQs

1. What’s the difference between Dialpad Everywhere and the Dialpad CTI Chrome Extension?

  • Dialpad Everywhere is a floating call control interface that appears on your screen during active calls in the desktop app. It lets you manage calls, access AI features, and use integrations without leaving the app or switching tabs. Think of it as your always-visible mini control panel while multitasking.

  • The Dialpad CTI (Computer Telephony Integration) Chrome Extension is specifically for using Dialpad inside your browser. It embeds call controls and click-to-dial functionality into web-based CRMs or apps like Salesforce, HubSpot, and Zendesk. It’s designed for browser-based workflows, while Dialpad Everywhere is for desktop-wide visibility.

 

Quick Tip: If you mostly work in your browser, the CTI extension may be enough. If you frequently switch between desktop apps (email, docs, spreadsheets, etc.), Dialpad Everywhere is more efficient. Many users choose to use both, depending on their workflow.

 

2. Do I need to install anything extra to use Dialpad Everywhere?

No. Dialpad Everywhere is built into the Dialpad desktop app. Just make sure your app is updated to the latest version and enable the feature in your settings.

 

3. Will Dialpad Everywhere work on mobile?

No. Dialpad Everywhere is a desktop-only feature. Mobile apps already include built-in persistent call controls.

 

4. Can I choose when Dialpad Everywhere appears?

Yes. In your settings, you can decide if you want it to:

  • Launch automatically when you start or receive a call

  • Only appear for calls on your desktop

  • Or remain hidden unless manually activated

 

5. What integrations can I use within Dialpad Everywhere?

You can connect and use:

  • G Suite (Gmail, Calendar, Drive)

  • Microsoft Office 365 (Outlook, Calendar, OneDrive)

  • Salesforce

  • Zendesk

  • ServiceNow

  • HubSpot

  • Dialpad Ai (if enabled)

 

These integrations appear directly in the interface so you can check emails, log activities, or create tickets without switching screens.

 

7. Does Dialpad Everywhere take up much screen space?

No. It’s designed to be a compact overlay that stays out of the way of your work but easily accessible when you need call controls or integrations.

 

8. Can I use Dialpad Everywhere and the CTI extension together?

Yes. Some users prefer to run both:

  • CTI extension for browser-based workflows (like logging Salesforce calls)

  • Dialpad Everywhere for full desktop workflows where you jump between multiple apps

This combination gives you maximum flexibility.

 

Still having problems?

Call or text our support team on 0480 006 410, alternatively you can raise a ticket to support@untangled.com.au