ceven

Dialpad

Syncs call logs, SMS events, and agent statuses into your CRM, automates contact creation from inbound leads, and manages your phone system routing via natural language.

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Why use Ceven?

  1. AI native Dialpad integration

    • Describe the outcome and Ceven picks the right Dialpad calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Dialpad data, across all 192 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Dialpad access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Dialpad, when, and on whose behalf.
    • The agent pauses and asks when Dialpad is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Dialpad.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Dialpad action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Dialpad, and when to use it.

Create contact
Use this to add a new person to the Dialpad directory. Common path: creating a record after a lead fills out a web form.
Assign phone number to user
Give a specific user a phone number or request one from a specific area code to get them live on the system.
Create callback
Queue a callback request in a call center for a customer. Use this when a user requests a return call via a portal.
Add member to channel
Add a user to a specific communication channel for team collaboration or project tracking.
Attach labels to call
Categorize a call with labels for better filtering and reporting. Use this to mark calls as sales qualified or support issues.
Create user
Provision a new user account with basic profile details and auto assign settings for quick onboarding.
Create IVR
Set up a custom interactive voice response workflow with a specific audio file for automated call routing.
Create call review link
Generate a shareable URL for a call recording or summary to share with managers for coaching.
List access policies
Pull all current access control policies to audit who has permission to change system settings.
Create SMS subscription
Set up a webhook to receive notifications for inbound and outbound SMS messages in real time.
Create call router
Configure new call routing logic based on a specific URL to handle complex inbound traffic.
Add blocked numbers
Add a list of phone numbers to the blocked list to prevent spam calls from reaching your team.
Access control policies listing
Retrieves a list of access control policies for the authenticated dialpad company. this endpoint allows company administrators to view all custom sets of permissions defined for ai contact center settings. it should be used when auditing ex
Add blocked phone numbers
Adds specified phone numbers to the blocked list in dialpad. this endpoint allows users to block unwanted or spam numbers, preventing incoming calls or messages from these numbers. it accepts a list of e.164 formatted phone numbers and adds
Add department operator by id
Adds a new operator to a specific department in dialpad. this endpoint allows you to assign either a user or a room as an operator, with the option to specify their role. it's used to manage call handling and department operations by adding
Add member to coaching team
Adds a new member to a specific coaching team in dialpad. this endpoint allows you to assign a user to a coaching team with a designated role, enabling effective team management and performance monitoring. use this when you need to include
Add operator to call center
This endpoint adds a new operator to a specified call center in the dialpad system. it allows for the configuration of the operator's role, skill level, and license type, as well as managing phone number retention when switching to a suppor
Add operator to office
This endpoint adds a new operator to a specific office within the dialpad system. it allows administrators to assign users or rooms as operators, enhancing the office's communication capabilities. the endpoint requires the office id (specif
Add participant to call
Adds a new participant to an existing call in the dialpad system. this endpoint allows you to include additional members in an ongoing call by specifying either a phone number or a target within your dialpad organization. use this when you
Assign fax line to target
Creates and assigns a new fax line to a specified target (user or department) in the dialpad system. this endpoint allows you to set up a fax line with various options, including reserved numbers, area code based searches, or toll free numb
Assign number to call router
This endpoint assigns a phone number to a specific call router in the dialpad system. it allows users to either provide a full phone number for assignment or specify an area code to automatically select an available number within that regio
Assign phone number to office
This endpoint assigns a phone number to a specific office in the dialpad system. it allows you to either specify a particular phone number or request an available number from a given area code. the assigned number can optionally be set as t
Assign phone number to room
Assigns a phone number to a specified room in dialpad. this endpoint allows you to either assign a specific phone number or request a number from a given area code. it's useful for setting up new rooms or updating existing ones with additio
Assign phone number to target
Assigns a phone number to a specified target within the dialpad system. this endpoint allows you to either assign a specific number or request a number from a given area code. it can be used to add new numbers to various entities such as us
Assign policy to user by id
Assigns an access control policy to a specific user within the dialpad system. this endpoint allows administrators to grant customized settings permissions to users at various levels of the organization: company wide, for specific offices,
Configure call center settings
This endpoint creates a new call center within the dialpad system with customizable settings for call handling, routing, operational hours, and advanced features. it allows for detailed configuration of call center behavior, including auto
Create access control policy
Creates a new access control policy in dialpad, defining a set of permissions and their application scope. this endpoint allows administrators to establish granular control over various dialpad features and settings. it's used to manage use
Create agent status subscription
Creates or updates an agent status subscription for real time monitoring of contact center agent statuses in dialpad. this endpoint allows you to configure event notifications for changes in agent availability, such as when agents become av
Create call review share link
Creates a shareable link for a specific call review in the dialpad platform. this endpoint allows users to generate a url that can be used to share call recordings or summaries with others, either within the company or publicly. it's partic
Create call router configuration
Creates a new call router in the dialpad system, allowing for custom call routing logic based on a specified url. this endpoint configures essential settings for the call router, including its name, default target for fallback scenarios, an

30 actions · scroll to see them all

Frequently asked questions

Ceven uses OAuth 2.0 to connect to Dialpad. When you initiate the connection, you are redirected to the Dialpad authorization page where you grant specific permissions to Ceven. Once approved, Dialpad provides an access token and a refresh token. We store these tokens in an encrypted vault. The access token is used for individual API requests, and the refresh token allows Ceven to maintain the connection without requiring you to log in every few hours. You can revoke this access at any time through your Dialpad admin portal, which immediately kills the token and stops all agent activity.
Yes. The agent can handle the entire provisioning flow. It can create the user account, assign them to the correct office or department, and allocate a phone number from a specific area code. If you have a standard onboarding checklist in a tool like Notion or Jira, Ceven can watch for a new hire ticket and execute these Dialpad steps automatically. This ensures that new team members have their communication tools ready on day one without an admin having to manually click through the Dialpad dashboard for every new hire.
Absolutely. By using the agent status subscription tool, Ceven can monitor when agents switch between available, busy, or off duty statuses. You can build a workflow that notifies a manager in Slack if a critical queue has no available agents for more than five minutes. This allows for real time staffing adjustments based on actual Dialpad data rather than relying on manual check ins or waiting for end of day reports to see where the bottlenecks occurred during a shift.
Yes, Ceven can create SMS event subscriptions via the Dialpad API. This means every time an inbound or outbound text is sent or received, Dialpad sends a webhook notification to Ceven. The agent can then analyze the text for keywords, update a customer record in your CRM, or trigger a response sequence. This allows you to treat SMS as a structured data stream that can trigger complex business logic instead of just a chat window that someone has to check manually throughout the day.
One critical limitation is the Dialpad API rate limit, which varies by your subscription tier. If a workflow attempts to create hundreds of contacts or users in a very short window, Dialpad may return a 429 too many requests error. Ceven handles this by implementing an exponential backoff strategy, meaning the agent will pause and retry the request automatically. However, for massive data migrations, it is better to schedule these tasks over several hours rather than all at once to avoid hitting those hard limits and causing temporary service interruptions.
Yes, the agent can manage call routers and IVR settings. If your business has seasonal changes or special event routing, you can tell the agent to update the IVR audio file or change the routing logic for a specific number. This is particularly useful for companies that need to switch between standard business hours and holiday schedules. Instead of an admin manually updating the Dialpad settings, a simple calendar trigger can tell Ceven to swap the active call router configuration to the holiday version.
Ceven can generate shareable call review links for any recording in your system. While the agent does not store the audio itself, it can pull the metadata and the share link to attach it to a ticket or a CRM record. This means your sales team can find the exact recording of a customer call directly within the lead record without searching through the Dialpad call log. It effectively turns your call history into a linked asset within your broader business intelligence system.
Yes, the agent can programmatically add phone numbers to your blocked list. You can create a workflow where if a customer is marked as do not call in your CRM, their phone number is automatically pushed to the Dialpad blocked list. This ensures that your sales team does not accidentally call a restricted number, which helps maintain compliance with telemarketing laws and protects your brand reputation by automating the sync between your legal preferences and your actual phone system.

Alternatives to Dialpad

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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