Dialpad Integration

Dialpad Data Integration — Call Analytics & AI Insights

Connect Dialpad in 5 minutes. Your AI agent analyzes call transcripts, sentiment trends, and agent performance in real time — then correlates with cross-channel insights from 1,000+ sources.

SOC 2 Type II
1,000+ Data Sources
Any Warehouse or BI Tool
A
Improvado Agent
Connected to Dialpad
Which agents had the highest negative sentiment scores this week and what were the top complaint keywords?
This week, Agent Sarah Chen had 12 negative sentiment calls (18% rate) with top keywords: 'billing error' (5 mentions), 'long wait' (4), 'transfer' (3). Agent Mike Torres had 9 negative calls (14%) mentioning 'refund delay' (6) and 'not resolved' (3). Average handle time for negative calls was 8.2 minutes vs. 4.1 min for positive.
Create coaching tasks for Sarah and Mike focused on billing and refund processes, and flag their next 10 calls for live supervisor monitoring
Done. Created 2 coaching tasks in Dialpad with AI Coach Cards enabled for keywords 'billing', 'refund', 'wait'. Enabled live monitoring for their next 10 calls each. Supervisor dashboard updated with real-time sentiment alerts.
Trusted by data-driven teams
DockerOMDhimsillyMattelASUSActivision
1,000+
Integrations
200+
Dialpad Fields
99.9%
SLA Uptime
<5 min
Setup
SOC 2
Type II
Improvado Key Takeaways

What your AI agent extracts from Dialpad

Improvado pulls call transcriptions with live sentiment scores, AI-generated summaries with action items, agent productivity metrics, queue health data (abandonment rates, wait times), omnichannel interaction history across phone/SMS/chat/WhatsApp/Facebook, CRM-linked customer profiles, and AI Coach Cards triggers. Your agent instantly surfaces talk time, FCR rates, CSAT scores, keyword mentions (refunds, competitors, cancellations), and compliance flags from Dialpad's proprietary DialpadGPT engine.

200+ metrics and dimensions Campaigns, ad groups, keywords, audiences, geo, device — all granularity levels from the Dialpad API
15-minute refresh cycles Near real-time sync with 99.9% SLA uptime. No stale dashboards.
Cross-channel normalization Marketing CDM unifies your data with 1,000+ sources into one schema. No manual mapping.
Any warehouse or BI tool Snowflake, BigQuery, Redshift, Databricks, Power BI, Tableau, Looker Studio
AI Agent access via MCP Query, write, and monitor Dialpad through Claude, ChatGPT, Cursor, or any MCP client
Enterprise-grade security SOC 2 Type II, HIPAA, GDPR, CCPA. Raw data never leaves your environment.
OAuth setup in under 5 minutes No API keys, no code, no developer setup. Schema changes handled automatically.
Zero ongoing maintenance Pagination, rate limits, API versioning — all managed. Your team focuses on analysis.
Integration Details

Full Contact Center Analytics Coverage

Improvado pulls call transcriptions, AI sentiment analysis, agent productivity metrics, queue performance data, and omnichannel interaction logs from Dialpad. We capture talk time, CSAT scores, keyword mentions, compliance flags, abandonment rates, and DialpadGPT-generated action items across phone, SMS, chat, and social channels.

Dialpad API · OAuth 2.0 · 15-min sync (real-time webhooks for live calls) · incremental
Schema Overview

Data objects and fields Improvado extracts from Dialpad

Object Fields
Calls
call_id transcript_text sentiment_score duration_seconds agent_id customer_id keywords_detected ai_summary action_items
Agents
agent_id name productivity_score total_calls average_handle_time negative_sentiment_rate coaching_triggers
Queues
queue_id queue_name abandonment_rate average_wait_time callback_count active_calls
Conversations
conversation_id channel_type customer_id assigned_agent_id sentiment transcript crm_linked_data
Analytics
metric_name value time_period agent_id queue_id channel
How it works

From connection to autonomous action in three steps

1

Connect

Connect: Authorize Improvado via OAuth 2.0 in your Dialpad developer console. Select call transcripts, sentiment data, agent metrics, and queue health objects. Setup completes in 10–15 minutes with automatic historical backfill.

2

Ask

Query: Ask 'Which calls mentioned competitor names this week?' and your agent surfaces transcripts with keyword matches, sentiment scores, agent names, and call duration — pulling from real-time Dialpad transcription and DialpadGPT summaries.

3

Act

Act: Your agent creates supervisor review tasks, updates queue routing rules to prioritize high-value customers, triggers AI Coach Cards for specific keywords, and syncs call action items to your CRM — all logged in the audit trail.

Use Cases

What teams ask their AI agent about Dialpad

Real prompts from enterprise marketing teams. The agent reads your data, answers in seconds, and takes action when you ask.

See how teams use Improvado →
A
Improvado Agent Analysis

Which agents triggered negative sentiment alerts in the last 48 hours and what keywords caused them?

Your AI agent analyzes Dialpad data and delivers actionable insights — automatically, in seconds.

5 hrs → 20 min
A
Improvado Agent Cross-channel

Compare average call handle time and CSAT scores between phone and chat channels this month versus last quarter

Your AI agent analyzes Dialpad data and delivers actionable insights — automatically, in seconds.

Manual → auto
A
Improvado Agent Reporting

Flag all calls mentioning 'cancel' or 'refund' for supervisor review and create follow-up tasks in our CRM

Your AI agent analyzes Dialpad data and delivers actionable insights — automatically, in seconds.

4 hrs → 15 min
AI Agent Access

Your agent doesn't just read Dialpad — it optimizes routing and coaching workflows.

Read

Read: Call transcripts with live sentiment analysis, AI-generated summaries with action items, agent productivity and talk time metrics, queue health data (abandonment rates, wait times, callback effectiveness), omnichannel interaction history (phone/SMS/chat/WhatsApp/Facebook), CRM-linked customer profiles, AI Coach Cards triggers, keyword mentions (refunds, competitors, cancellations), FCR rates, and CSAT scores from Dialpad's proprietary DialpadGPT engine.

Write

Write: Update agent assignments and queue routing rules, trigger AI Coach Cards for specific keywords or sentiment thresholds, create callback and follow-up tasks, modify supervisor alert configurations, sync call summaries and action items to integrated CRM and ticketing systems, and flag calls for compliance review or coaching.

Monitor

Monitor: Real-time sentiment alerts for negative customer interactions, keyword tracking for competitive mentions or churn signals (cancel, refund), queue abandonment rate thresholds, agent performance anomalies (handle time spikes, low CSAT), and compliance flag triggers — with automatic notifications to supervisors and configurable escalation workflows.

Claude, ChatGPT, and Cursor can update agent assignments, trigger AI Coach Cards for specific keywords, modify queue routing rules, and sync call summaries with action items directly to your CRM or ticketing system. Every write-back is logged with timestamps, user attribution, and rollback capability in Improvado's audit trail.

Claude ChatGPT Cursor Gemini Any MCP Client
Improvado Agent · Dialpad
You
Show me agents who triggered negative sentiment alerts in the last 48 hours and the keywords that caused them
A
Negative Sentiment Alerts
Agent Alert Count Top Trigger Keywords
Sarah Mitchell 7 alerts wait time, frustrated, manager
James Chen 5 alerts cancel, unhappy, disappointed
Maria Rodriguez 4 alerts refund, angry, unacceptable
David Park 3 alerts complaint, terrible, escalate
Emily Thompson 2 alerts confused, wrong, mistake
5 agents · 21 total alerts · 48-hour period
You
Flag all calls mentioning 'cancel' or 'refund' for supervisor review and create follow-up tasks in Salesforce
A
Supervisor review queue created
Flagged 34 calls · 34 Salesforce tasks created · assigned to supervisors
Destinations

Send Dialpad data anywhere

Load normalized data to your preferred warehouse, BI tool, or cloud storage. Click any destination to see its integration guide.

SOC
SOC 2 Type II Audited data management
H
HIPAA Healthcare compliance
EU
GDPR EU data protection
CA
CCPA California privacy
Compare

They extract data. Improvado deploys an agent.

Traditional tools move data from A to B. Improvado gives you an AI agent that reads, acts, and monitors — with Dialpad as one of 1,000+ integrated sources.

Feature Improvado Supermetrics Funnel.io Fivetran
Data fields extracted 200+ ~90 ~120 ~80
Total integrations 1,000+ ~150 ~500 ~300
Cross-channel normalization (CDM) ✓ Built-in ✗ Manual ● Basic mapping ✗ Raw only
AI Agent access (MCP) ✓ Read, Write, Monitor
Data warehouse destinations ✓ 16+ warehouses & BI tools Sheets, Looker, BigQuery BigQuery, Snowflake, Redshift ✓ Broad warehouse support
Refresh frequency Every 15 min Scheduled triggers Daily / 6hr Every 15 min (premium)
SOC 2 Type II & HIPAA ✗ SOC 2 only ✓ SOC 2
Best for Teams that want an AI agent, not a pipeline Small teams, spreadsheets Mid-market, data teams Engineering-led ELT pipelines

Comparison based on publicly available documentation as of April 2026. Feature availability may vary by plan tier.

FAQ

Frequently asked questions

How does Improvado connect to Dialpad?
Improvado connects via the Dialpad API using OAuth 2.0 authentication. Setup takes approximately 10–15 minutes: authorize Improvado in your Dialpad developer console, select the data objects (calls, transcripts, agents, queues), and configure sync preferences. Historical data backfill is available for up to 24 months depending on your Dialpad plan retention policies.
What Dialpad data does Improvado pull?
Improvado extracts call and conversation records (transcription text, sentiment scores, keywords, talk time), agent metrics (productivity, queue assignments, coaching triggers), customer interaction history across phone/SMS/chat/social channels, queue health data (abandonment rates, wait times, callback effectiveness), AI-generated summaries with action items, and CRM-linked profiles. Real-time transcripts and sentiment analysis are available as calls occur, with post-call summaries synced immediately after conversations end.
How often does Dialpad data refresh?
Dialpad data refreshes every 15 minutes for historical metrics and reports, with real-time webhooks available for live call events, transcriptions, and sentiment alerts. Active call data (live transcripts, AI Coach Cards, sentiment flags) streams in real time during conversations. You can trigger manual syncs on demand via the Improvado dashboard or API, and enterprise plans support custom refresh intervals down to 5 minutes.
Can the AI agent write data back to Dialpad?
Yes. Your AI agent can update agent assignments, modify queue routing rules, trigger AI Coach Cards for specific keywords or sentiment thresholds, create callback tasks, and sync call summaries with action items to integrated CRM systems. Every write operation is recorded in Improvado's audit log with user attribution, timestamp, and the ability to review or revert changes. Role-based permissions ensure only authorized agents can modify Dialpad configurations.
Is Dialpad data secure with Improvado?
Yes. Improvado is SOC 2 Type II certified, HIPAA-compliant, and GDPR-ready. All Dialpad data is encrypted in transit (TLS 1.3) and at rest (AES-256). OAuth tokens and API credentials are stored in Improvado's secure vault with automatic rotation and expiration policies. Call transcripts and customer PII are processed in compliance with your data residency requirements, and you control retention periods and deletion schedules.
How does Dialpad connect with other platforms in Improvado?
Improvado maps Dialpad calls, transcripts, and sentiment data to its Common Data Model, enabling cross-platform analysis with CRM (Salesforce, HubSpot), helpdesk (Zendesk, Freshdesk), marketing (Google Ads, Meta), and BI tools. For example, correlate negative sentiment calls with recent ad campaigns, match call topics to support ticket categories, or link agent performance to customer lifetime value from your CRM — all in natural language queries to your AI agent.