Handoff to Dialpad

10 · Human in the loop

Handoff to Dialpad

When AI hits insurance advice limits, carrier escalations, or member preference, SIP warm-transfer into Dialpad — where your people already work — with full transcript and Salesforce case context.

Admin & analytics
Warm transfer to Dialpad
  • SIP inDialpad toll-free bridged over SIP into Grok Voice
  • SIP outWarm transfer back into Dialpad queues/users
  • Context packIntent, identity state, knowledge cites, CRM links
  • SalesforceDialpad already writes call activity; AI also opens/updates cases