This lesson will explain how to setup your Dialpad account in Tracker
Tracker Admin - Please follow steps 1-13 to add your Dialpad API Key to your Tracker Database.
Each User that needs to dial using Dialpad will need to download the Dialpad App: https://www.dialpad.com/download/ then start at Step 14 to connect their account in Tracker.
1. Login to your Dialpad account and go to My Company
2. Then select Authentication on the bottom left and then select API Keys
3. On the right hand side of the screen select the Add Key button
4. Name the key Tracker and set the expiration date to Never
5. Select the Additional Scopes highlighted below.
6. Select Save
7. Copy the key to your clipboard, you will not be able to access it again. (you may want to paste in a safe place)
8. Login to Tracker
9. Click on your name in the upper right corner and select Tools & Settings
10. Click on Telephone & Text Settings under the Application Settings Heading
11. Select Dialpad from the Telephony System Field (You do not have to set anythig in the Log All Calls Field)
12. Paste the API Key that you created from your DIalpad account in the Dialpad API Token Field then click he Validate token with Dialpad
(The Dialpad Webhook Status should now what a green check next to it)
13. Select Dialpad in the Text Provider Field then Click Save Settings in the top right.
Follow the next steps to setup your User to have the ability to use Dialpad:
14. Click on your name in the upper right corner and select My Settings
15. Scroll to the Plugin section and find the Dialpad Plugin. Turn the toggle on
16. Enter the email address assoicated to your Dialpad account in the Dialpad Email Address field then click on Verify with Dialpad
17. If the email address that you entered is correct you will get a pop up that shows your email address was validated - Click the OK button
18. The Click Ok again
19. Click save in the upper right corner
You have successfully set your Dialpad account up and can start using immediately!