sales-dialpad

name	sales-dialpad
description	Dialpad platform help — AI-native UCaaS + CCaaS with DialpadGPT, AI Recaps, AI Coaching Hub, contact center, voice, video, SMS, and 70+ integrations. Use when setting up Dialpad for a sales or support team, calls keep dropping or audio quality is bad, CRM integration not syncing calls or texts to Salesforce or HubSpot, AI transcription missing words or struggling with accents, configuring Dialpad contact center IVR or call routing, choosing between Dialpad Standard vs Pro vs Enterprise, comparing Dialpad to RingCentral or Nextiva or Zoom Phone, or debugging the Dialpad Python SDK or Stats API. Do NOT use for comparing CCaaS platforms generally (use /sales-ccaas-selection) or picking a note-taker for a sales team (use /sales-note-taker).
argument-hint	[describe your Dialpad question — setup, call quality, CRM sync, pricing, API, etc.]
license	MIT
version	1.0.0
tags	["sales","ucaas","ccaas","contact-center","voip","platform"]
github	https://github.com/dialpad

Dialpad Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

1. What do you need help with?

   • A) Setting up Dialpad or connecting CRM (Salesforce, HubSpot, Zendesk)
   • B) Call quality issues (dropped calls, audio problems, mobile reliability)
   • C) AI features (Recaps, transcription, Coaching Hub, sentiment analysis)
   • D) Contact center setup (IVR, ACD, AI Agent, routing)
   • E) Integrations (CRM sync, Microsoft Teams, Google Workspace, API)
   • F) Pricing, plan comparison, or upgrading
   • G) API / SDK development (Stats API, SMS API, Python SDK, webhooks)

2. Which Dialpad plan are you on?

   • A) Standard ($15/user/mo)
   • B) Pro ($25/user/mo)
   • C) Enterprise (custom)
   • D) Not sure / evaluating

Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.

Step 2 — Route or answer directly

Problem domain	Route to
Comparing Dialpad to other CCaaS platforms	/sales-ccaas-selection {user's question}
Comparing Dialpad to other note-takers/CI tools	/sales-note-taker {user's question}
Reviewing a specific call for coaching feedback	/sales-call-review {user's question}
Building a coaching program using Dialpad data	/sales-coaching {user's question}
Revenue forecasting with Dialpad analytics	/sales-forecast {user's question}
General CRM-to-tool integration patterns	/sales-integration {user's question}
HubSpot-specific configuration	/sales-hubspot {user's question}
Salesforce-specific configuration	/sales-salesforce {user's question}

When routing, provide the exact command.

Step 3 — Dialpad platform reference

Read references/platform-guide.md for the full platform reference — modules, pricing, integrations, data model, workflows.