We’re happy to have you as a DialLink customer!
This article will help you get started with your setup based on your subscription plan.
Log in to your DialLink account
To log in to your DialLink account, go to diallink.com and click Sign in. Use the credentials you created when you registered for DialLink.
If you signed up through one of our partners, please check your inbox for a welcome email from DialLink. This email contains your login credentials.
Common questions to get started
I ordered a desk phone. How can I check the delivery status?
After logging in to your DialLink account, go to Settings → Desk phones.
There, you’ll see the current delivery status of your desk phone.
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I submitted a porting request and want to check its status or understand why it was rejected.
Log in to your DialLink account and go to Settings → Porting requests.
You’ll see the status of your porting request, along with the rejection reason if it was not approved.
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What’s next?
Review the basic settings available with your subscription plan to ensure a smooth start with DialLink.
Settings available on every plan
Number management
Company main line
Go to Settings → General → Company main line.
Make sure the selected phone number is the one you want to use as your company’s main line.
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Phone numbers
Go to Settings → Phone numbers to assign numbers and configure call flows for each number. From there, you can also add new local or toll-free numbers.
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Porting phone number
If you need to port existing numbers, go to Settings → Porting requests, click “+”, and follow the step-by-step instructions to submit a porting request.
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Before submitting your first porting request, we recommend reviewing our support articles that explain the porting requirements and process in detail to help reduce the risk of rejection.
User management
Invite users
Note: Inviting a user requires an additional user license, which will increase your subscription cost.
Go to Settings → Users and click “+” to invite team members. Each user license includes one free US local phone number. However, inviting a user does not automatically add or assign a phone number. You need to add and assign it separately.
To add a phone number, go to Settings → Phone numbers → + Add new phone number → Local, select a number, and assign it to the user.
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From this page, you can also manage user-specific settings, including administrative permissions, automatic call recording, voicemail, and on-hold music.
The invited user must accept the invitation to be added to the tenant.
Contact management
Add contacts manually
You can add contacts to your DialLink contact book manually.
Open the Contacts tab
Click Create Contact
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3. Fill in the required fields:
First name
Last name
Company name
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Phone number
Email address
Physical address
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4. (Optional) Upload a profile photo
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5. Click Save
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Sync contact from other sources
You can sync contacts from multiple Google and Microsoft 365 accounts directly to your DialLink contact book.
Learn more about syncing contacts:
Device management
Mobile and desktop applications
DialLink can always be accessed via the web. For a more convenient experience, we recommend downloading the desktop or mobile application. You can find all app downloads on this page.
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Connect a desk phone you purchased from DialLink
All desk phones purchased from DialLink arrive pre-provisioned. Turn the phone on and follow the setup instructions in this article.
Sending text messages to US phone numbers
To send outbound messages to US phone numbers, you must complete US carrier registration.
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If you’re not sure where to start, don’t worry. We’ve created a detailed guide to help you through the process. Please review this collection of articles to understand the requirements and how to submit your registration.
Familiarizing yourself with the process and requirements will help reduce the risk of your registration being rejected.
Auto-receptionist
Go to Settings → Auto-receptionists to define business hours, holidays, and call routing for open and closed hours. Routing options vary by plan.
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Learn more in our video tutorial:
Ring groups
Go to Settings → Ring groups to enable shared lines for your team, allowing multiple users to handle calls and messages together.
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Learn how to set them up in our video tutorial:
Holiday schedules
First, make sure your business hours are set up in the auto-receptionist. Then go to Settings → Holiday schedules to configure your holiday schedule.
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On holidays, calls follow the after-hours call flow defined during your business hours setup.
Features available only on the Professional and Enterprise plans
Call queues
Call queues help manage high inbound call volumes, ensuring no caller hears a busy signal and calls are handled efficiently.
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Watch our video tutorial to learn how to set them up:
AI features
Call transcript, summary, action items, and sentiment analysis
These features rely on call recordings. To use them, call recording must be enabled.
On the Professional and Enterprise plans, you can enable automatic call recording in the settings for the following features:
Auto-receptionists
Ring groups
Call queues
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Call tagging
Automated call tagging is enabled at the tenant level.
Learn how to assign calls tags to calls in the article.
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AI-suggested messages and AI-suggested contacts
No additional setup is required for these features; they work automatically.
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AI voice agents
In the basic configuration, AI voice agents can:
Answer questions
Transfer calls to team members
Route calls based on keywords
Add your business-specific materials so the AI agent can tailor its responses to your business.
Create an intake flow to give AI voice agents a guided sequence of questions and answers to follow during the call.
Integrate AI voice agents with other business tools to expand what they can do.
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AI messaging agents
Create an AI messaging agent to handle incoming SMS and WhatsApp for Business messages.
Give it your business-specific materials so it can tailor responses to your business, the same way you would for a voice agent.
Set up an intake flow to guide the conversation with a sequence of questions and answers the agent will follow.
Connect it to your other business tools to extend what it can handle beyond the conversation itself.
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WhatsApp for Business
You can send and receive WhatsApp for Business messages alongside text messages. With this integration, you can manage WhatsApp conversations in the same interface you use for calls and SMS, eliminating the need to switch between tools.
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To learn how to set this up, please review this collection of support articles.
Available on the Enterprise plan only
Automated callback
In your call queue settings, turn on automated callbacks so callers can request a callback instead of waiting on hold.
Phone support
Phone support is available only on the Enterprise plan.
To request phone support, contact us using one of the methods described in this article