Partners · Dialpad

Calls + texts, on the timeline.

Voice, SMS, voicemail, and AI-transcribed call recordings on the client timeline -- without leaving the operator app.

messaging.voicemessaging.smsmessaging.voicemailmessaging.call_recording
About

Dialpad is the cloud phone system PeptideClients connects to so every call and every SMS lands on the right client's timeline automatically. Bring your own Dialpad account; PeptideClients reads the events through the Dialpad API, attaches them to the matching client (by caller ID), and writes the AI-transcribed call summary alongside the recording link. The operator app does not become a softphone -- Dialpad's own desktop and mobile apps keep doing what they do best -- but the platform becomes the canonical record of what was said, when, and by whom. Your number, your account, your retention policy. We mirror events; we never sit in the voice path.

What's connected
Calls on the timeline
Every inbound and outbound call surfaces on the matched client's timeline -- duration, direction, operator, and the link to the recording (when enabled).
SMS in the inbox
Inbound SMS land in the per-client conversation thread; outbound SMS sent from the operator app routes through your Dialpad number with full delivery receipts.
AI-transcribed voicemail + recordings
Dialpad's transcription writes the call summary onto the timeline -- searchable, exportable, never opaque audio that nobody listens to.
Caller-ID matching
Inbound calls and SMS auto-match against client + wholesaler records by phone number. Unmatched calls fall to a queue for assignment.
Per-org credential vault
Your Dialpad API token is stored in Supabase Vault, referenced by id from your org. Never readable through the public API.
Audit on every event
Every connect, disconnect, and credential rotation writes to the per-org audit chain. Operator id, IP, before/after value.
Use cases
Patient coordinator
Recall the last conversation
Client texts asking about a refill. Open their timeline; the last three calls (with AI summary) and every SMS are right there. Resolve in seconds, not minutes.
Compliance officer
Pull every call for a client
Auditor asks for the call history on a specific client over the last 12 months. Filter the timeline by call; export the list with recording links and AI summaries. Two clicks.
Owner
Coach the team
Pull last week's call recordings for the top three sales reps; review the AI summaries; spot the pattern in objections that lost the room. Coaching grounded in evidence, not vibes.
FAQ
Do I need a Dialpad account?
Yes. You bring your own; the voice + SMS bill comes from Dialpad direct so you keep the audit trail and the rate.
How do I get an API token?
In Dialpad Admin go to Company Settings -> Authentication -> API Keys, mint a token, paste it into PeptideClients integrations. Documented in the Dialpad developer docs linked above.
What about PHI in call recordings?
Recording is opt-in per call in Dialpad; the platform respects that flag. If a recording exists, it is referenced by URL only; we do not copy the audio.
Does it support WhatsApp?
No. WhatsApp goes through Twilio today. Dialpad is for voice + SMS on US/CA numbers.
What happens if Dialpad goes down?
The timeline backfills when the API recovers. Outbound calls and SMS attempted during the outage are queued client-side in the Dialpad app; we will not double-send.
How are opt-outs handled?
Per-client mute applies across SMS senders -- Twilio, Dialpad, and Marketing all respect the same mute state. STOP keyword on Dialpad SMS is honored automatically.
Wire up Dialpad from your settings.
Connect Dialpad in your account → Talk to us