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Overview

Dialpad lets your team make and receive calls directly from Spott. Once connected, you assign a Dialpad number to each user, and calls are logged automatically against your candidates and contacts.

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How it works

Once Dialpad is connected, Spott receives a notification whenever a call ends. Call recordings are fetched, stored, and transcribed, so you can review them directly in Spott. To link calls to the right person, each team member assigns their Dialpad number in Spott.

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Configure

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1. Generate an API key

A company admin opens Admin Settings → My Company → Authentication → API Keys in Dialpad, clicks Add Key, gives it a name, enables all available scopes, and saves.
Treat the API key as a sensitive credential. It grants access across your whole Dialpad company.

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2. Connect Spott

Settings → Integrations → Dialpad offers two ways to connect:
  • Enable: the standard connection. Calls are recorded the way your Dialpad office is set up, either automatically or when someone presses Record.
  • Enable with admin recordings: every call is recorded, and nobody has to press Record again. Only use this once Dialpad support has switched admin recordings on for your company; see admin recordings below.
The Dialpad integration page with the Enable with admin recordings and Enable buttons
Either button opens a short guide. It points you to your Dialpad office settings to check that recording is configured, then asks for the API key. Paste it and click Connect. Spott sets up the call-end webhook for you automatically, so there is nothing else to configure. If your Dialpad plan does not record calls automatically, Spott still connects and tells you to press Record during each call you want captured. If automatic recording is switched off for your office, the connection stops and asks an office admin to turn it on in Dialpad first.
The Dialpad API key field in Spott

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3. Assign your number

Once connected, each user assigns their Dialpad number in the integration settings, so calls are linked to the correct person.

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Call recordings

Spott transcribes and summarizes the recordings Dialpad makes, so a call must be recorded in Dialpad to produce a transcript and note in Spott. There are three ways to get there:
  • Per call: press Record during an active call in Dialpad.
  • All calls: a company admin enables automatic recording under Admin Settings → Office → Office Settings → Making Calls → Enable Automatic Call Recordings, for the whole office or specific users.
  • Admin recordings: Dialpad records every call at company level, set up through Dialpad support. See below.
With automatic recording on, callers do not hear a recording greeting. Inform them as required by local regulations.

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Admin recordings

Admin recordings mean every call is recorded and sent to Spott without anyone pressing Record. There is no setting for this in Dialpad; their support team switches it on.
  1. Email Dialpad support at support@dialpad.zendesk.com and ask them to enable admin_call_recording and admin_call_recording_export for your company.
  2. Wait until Dialpad confirms both are on.
  3. In Settings → Integrations → Dialpad, click Enable with admin recordings and follow the guide.
If Dialpad has not switched it on yet, Spott tells you that admin recordings are not enabled and does not connect. Once Dialpad confirms, try again, or use Enable in the meantime. Already connected with Enable? To switch to admin recordings, disconnect Dialpad on the same page, then connect again with Enable with admin recordings.