How To Enable Dialpad in Outreach - User Process

Purpose: 

The purpose of this article is to provide direction to Outreach users in enabling Dialpad in Outreach as the default voice provider. 

Note: The Voice tab is only available to users after the Dialpad has been enabled in the Org Settings. For more information on enabling Dialpad at the Org level, refer to the How To Enable Dialpad in Outreach - Admin Process. 

Before Completing This Process, Users have: 

• Set up a Dialpad account. 
• Enabled Dialpad Everywhere in the Dialpad App Settings.
  For more information on installing and configuring Dialpad, in general, refer to the applicable Dialpad how-to articles on Dialpad's website.
• Confirm the Google Chrome Browser Version. 
• Confirm Dialpad is compatible with browser.

How To Enable Dialpad in Outreach

1. Access the Outreach Platform. 
2. Click on the user's initials in the navigation sidebar. 
3. Click the Voice tab in the menu bar.
   Note: This tab is only visible if the Admin has enabled and selected Dialpad as the voice service provider in org settings.
   
4. Click Connect under the Connect to your Dialpad account option.
5. Click Allow on the Access Approval window.
   Note: If prompted to login, complete the login process with the same credentials used for signing into the desktop Dialpad application.
   
   The Dialpad phone number now appears for use in Outreach Voice.

Incorrect Phone Number

If the phone number is not correct, complete the following steps: 

1. Confirm the user signed in with the correct credentials. 
2. Sign into Dialpad in new browser. 
3. Disconnect/Reconnect Dialpad in Outreach. 
4. Confirm the Google Chrome Browser Version.