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Call pop

Call pops—or, as we refer to them at Dialpad, Real-Time Assist (RTA) cards—are designed to pop up automatically on a contact centre agent's screen when they're faced with a question they don't know the answer to. See how it works with a product tour!

A woman wearing a headset on a phone call with Dialpad's real-time Ai sales coaching feature overlaid on top

What is a call pop-up and how does it work in Dialpad?

When an agent is on a call and a specific keyword or phrase is used during the conversation, an incoming call pop-up or RTA card will appear in real-time.

You can create notifications with tailored notes on everything from pricing plans to your refund policies, and even competitors (to help your sales team with objection handling). Essentially, they cover anything your business needs them to:

RTA card Real estate example blog size

(If a trigger word is mentioned twice on a call, the card will only pop up the first time, so as not to bombard agents with unnecessary information.)

Not only that, Dialpad's unique AI can also automatically search your knowledge base—and even unstructured sources of data like PDFs and past customer conversations—to find answers for agents live on calls.

Whereas the RTA cards are created by supervisors or managers based on their understanding of what customers are asking, this Ai Agent Assist feature works all on its own:

Dialpad Ai Agent Assist for Sales

A contact centre platform that gives you call pops—and a whole lot more

With Dialpad, you get more than just a phone service or a basic call pop feature. It's a robust, truly unified communications system that gives you phone calls, video meetings, instant messaging, SMS messaging, omnichannel contact centre, and self-service functionality... All in one beautifully designed platform.

Set up easily in minutes

Set up your new account, contact centre solution, and phone number in minutes. Pick a new number or keep your current one, download the app on your preferred device (phone, tablet, desktop, iOS, Android, etc.), and start calling, texting, and collaborating.

Screenshot of porting a phone number from Dialpad's online dashboard

Advanced call management

With Dialpad, you don't just get a phone system—you get advanced call management functionality that will provide a better customer experience. That includes features like call waiting, call routing, voicemail transcriptions, call forwarding, and more.

Single Item Card Ask First Transfer v2

All your communications in one place

With Dialpad Ai Contact Centre, your agents and supervisors can manage all your communication channels, including phone calls, video conferencing, messaging, live chat, social media, and even chatbot response flows. No third-party vendors or add-ons needed.

Screenshot of Dialpads desktop and mobile apps

Customizable caller ID

Need to make business calls from your personal cell phone? In the Dialpad app, you can choose the caller ID you want to display on the screen of the person you're calling. It can be your company number, department number, or any other business number that you have with Dialpad. This way, you can protect your personal phone number even when taking calls or texting colleagues on the go.

Screenshot of choosing a caller ID to display when making a work call using Dialpad's app

Versatile call routing

From your online dashboard in Dialpad, you can set up and make changes to your call routing to customize exactly where your inbound calls are going. Route to agents who have been idle the longest or route calls based on skill level, and so on. (You also have the option to route to voicemail or other department!)

Screenshot of Dialpads call routing options

Plays nice on any device

Dialpad Ai Contact Centre works across all desktop and mobile devices—including web browsers. No matter if your team is using iOS, Mac, PC, or Android, they'll be able to make VoIP calls, handle contact centre messages, and more, while working from anywhere.

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Integrate the call pop screen with these popular tools

Fun fact: Dialpad has a wide range of integrations that streamline workflows for agents and take repetitive, low-value tasks off their plates. Here are a few examples. (And if you want to, you can also build your own custom integrations with more niche tools with Dialpad's APIs.)

HubSpot

When you connect with a customer over a call, you can launch the Dialpad Everywhere widget, which lets you use the call pop feature inside HubSpot. This means that even when agents are inside their HubSpot tab or window, they have access to the screen pop-ups they need.

With Dialpad's HubSpot integration, all your data from both platforms will update and sync automatically across devices—perfect for closing tickets and managing customer info efficiently. Agents can also take inbound calls—and make outbound calls—from inside HubSpot through the CTI (Computer Telephony Integration) dialer:

Hubspot Dialpads Hubspot integration automatic call logging v2

Salesforce

One of the most popular CRMs around, Salesforce has a large library of integrations. One of these is with Dialpad, which lets sales reps sync contact details and log activities like phone calls and texts.

Dialpad‘s RTA cards, or call pops, will also show up directly in Salesforce while reps are live on sales calls:

Salesforce RTA card in Salesforce v2

Need a call centre screen pop feature?

Whether you run a small business or global contact centre team, Dialpad gives your agents the call centre screen pop feature they need to provide a great customer experience—without supervisors having to personally coach every call.

See how it works now!

Need call pops for your contact centre agents?

Book a demo to see Dialpad's unique features and how they're designed to make life easier for agents and supervisors. Or, take a self-guided interactive tour of the app on your own first!

FAQs about call pop