Start in Dialpad
Dialpad web app in Google Chrome, including the main call-bar and embedded call views.
Trellus for DialpadAdd real-time Trellus coaching to Dialpad web calls
Place the call from the Dialpad web app as usual. Trellus recognizes active calls and keeps the visible contact name or preferred phone number with the coaching session.
Where it works: Dialpad web app in Google Chrome, including the main call-bar and embedded call views.
DialpadLive call
Rep workspaceDialpad web app in Google Chrome, including the main call-bar and embedded call views
ConversationCall active
Trellus live coaching
Workflow illustrationThe contact name, preferred phone number, or participant label visible on the active call stays close while the rep talks.
Start inDialpad
Call withYour existing Dialpad workflow
AddTrellus live coaching and context
Finish inDialpad
Built around Dialpad
Keep the Dialpad workflow. Add Trellus to the live call.
Reps stay in Dialpad for the call itself. Trellus recognizes the live browser call, adds coaching, and keeps the visible contact details with the conversation.
Keep the current workflow
Continue using Dialpad for contacts, the dialer, messages, phone numbers, call controls, and the native call record.
Add Trellus coaching
Trellus keeps the contact name, preferred phone number, or participant label visible on the active call with the live session and brings guidance into the conversation.
Rep workflow
From Dialpad call to coached conversation
Open Dialpad in Chrome
Use the Dialpad web app and navigate to the contact, conversation, or number you want to call.
Start the call in Dialpad
Dialpad remains the system that places and controls the call.
Use Trellus on the active call
On a supported call view, Trellus retains the displayed name or phone number for coaching context.
Finish in Dialpad
Use Dialpad for messages, native call history, and any required follow-up.
During the call
Keep useful context beside the conversation
Trellus uses the contact name, preferred phone number, or participant label visible on the active call from the live-call view.
- Contact name shown in the active Dialpad call bar
- Preferred phone number when it is present
- The supported embedded-call participant label
Good to know
Continue using Dialpad for contacts, the dialer, messages, phone numbers, call controls, and the native call record.
Continue using Dialpad for contacts, the dialer, messages, phone numbers, call controls, and the native call record.
A typical call
What this looks like for a rep
Avery opens a Dialpad contact, chooses the preferred work number, and calls from the web app. Trellus keeps the visible contact and number with the coaching session while Avery continues using Dialpad for the conversation and follow-up.
Why teams add Trellus
Make each Dialpad conversation easier to navigate
Keep the operating flow
Continue using Dialpad for contacts, the dialer, messages, phone numbers, call controls, and the native call record.
Add the Trellus coaching experience
Give reps live guidance and keep the contact name, preferred phone number, or participant label visible on the active call close while the conversation is happening.
FAQ
Using Trellus with Dialpad
How does Trellus work with Dialpad?
Reps keep using Dialpad for the call. Trellus recognizes the live-call view, adds coaching, and keeps the contact name, preferred phone number, or participant label visible on the active call with the session.
Where does the integration work?
Dialpad web app in Google Chrome, including the main call-bar and embedded call views.
What context appears in Trellus?
Trellus can keep the contact name, preferred phone number, or participant label visible on the active call when those details are available on the active call view.
Where do call controls and follow-up live?
Continue using Dialpad for contacts, the dialer, messages, phone numbers, call controls, and the native call record.
See Trellus coaching on a Dialpad call
Bring the Dialpad browser workflow your reps use today. We will show how Trellus fits into a live conversation.
