
Dialpad WFM
Dialpad WFM forecasts contact demand, schedules shifts, and tracks agent performance for contact centers.
What Dialpad WFM is
Dialpad WFM forecasts contact demand, schedules shifts, and tracks agent performance for contact centers. Forecasting covers queues, inboxes, or channels, and automated schedules are based on operational needs. The real-time dashboard shows agents, activity, and queue coverage, updates every minute, and supports schedule edits and redeployment. Reports cover adherence, occupancy, and productivity when integration setup and published schedules support those measures. Dialpad WFM imports 12 months of historical voice and SMS data from a connected Dialpad account; forecasts typically take around 72 hours to generate for supported customer-service integrations. Listed integrations include Front, Twilio, Aircall, Intercom, Salesforce, Zendesk, Dixa, Kustomer, and Talkdesk. Outlook calendar syncing brings meetings and time off into WFM, but does not send schedules or shifts back. WFM can see contact volumes, while message content is redacted during data collection. Pricing is on request, and the product is available to Dialpad users or as a standalone product.
Good
- Dashboard updates every minute.
- Forecasting covers queues, inboxes, and channels.
- Supports adherence tracking and intraday management.
- Outlook sync brings meetings and time off into WFM.
Watch out
- Pricing is available on request.
- Forecast generation typically takes around 72 hours.
- Outlook sync is one-way into WFM.
- Performance tracking is unsupported for unlisted integrations.
Who it suits
Dialpad WFM suits contact centers that need demand forecasts, shift scheduling, and agent performance tracking. It is available to Dialpad users and as a standalone product.
Verdict
Dialpad WFM combines forecasting, scheduling, and live coverage visibility for contact centers. Check integration support and the one-way Outlook sync against your workflows before choosing it.
Plans and prices
From Dialpad WFM's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Dialpad WFM | Priced on request | forecasting · scheduling · performance tracking · real-time management · reporting and exports · Contact Customer Success Manager |
The facts
Each one read from Dialpad WFM's own pages, with the date it was checked.
What it does
- Acquisition
- Dialpad's WFM product is based on its acquisition of Surfboard, which Crunchbase lists as Dialpad's most recent acquisition.checked 15 Oct 2026
- Agent self-service
- Agents can view shifts and activity plans, review historical performance metrics, submit schedule changes and manage time-related tasks.checked 15 Oct 2026
- API
- WFM APIs provide schedule and agent performance data, with access through the Dialpad API or legacy Surfboard API depending on customer type.checked 3 Oct 2026
- API access requirement
- Access to the WFM API requires contacting a Customer Success Manager for a secure access token.checked 3 Oct 2026
- API architecture
- Dialpad customers use Dialpad APIs for performance data, while standalone or legacy Surfboard customers use the legacy Surfboard API.checked 15 Oct 2026
- API authentication
- API access requires a bearer token supplied by a Customer Success Manager.checked 15 Oct 2026
- API data
- The WFM APIs expose schedule data plus performance metrics broken down by activity and agent.checked 15 Oct 2026
- Automatic scheduling
- Dialpad markets automated shift and activity scheduling, round-robin rotations, availability controls and bulk or real-time edits.checked 15 Oct 2026
- Chrome extension scope
- The Chrome extension supports click-to-call, texting, call-center status, contacts and communication history without leaving supported websites.checked 15 Oct 2026
- Compliance
- Dialpad states that it is SOC 2 Type II compliant and supports SAML and SCIM single sign-on integrations.checked 15 Oct 2026
- Customer service integrations
- The WFM integrations page lists Front, Twilio, Aircall, Intercom, Salesforce, Zendesk, Dixa, Kustomer, and Talkdesk.checked 3 Oct 2026
- Customer-service integrations
- WFM integrates with Dialpad and nine other CRM or customer-service platforms for contact-volume data.checked 15 Oct 2026
- Data access
- The integrations page says WFM can see contact volumes but not message content, which is redacted when data is collected.checked 3 Oct 2026
- Developer tooling
- Dialpad publishes developer documentation and supports OAuth access for its broader Connect, Sell and Support APIs.checked 15 Oct 2026
- Dialpad ecosystem
- Dialpad's integration marketplace covers Google Workspace, Microsoft 365, Salesforce, Zendesk, HubSpot, ServiceNow, Zoho CRM, Copper and Outreach among others.checked 15 Oct 2026
- Forecast data setup
- Dialpad WFM imports 12 months of historical voice and SMS data from a connected Dialpad account; forecasts typically take around 72 hours to generate for supported customer-service integrations.checked 3 Oct 2026
- Forecasting
- The product forecasts calls, emails and messages in 15-minute intervals for the next 12 months using machine learning.checked 15 Oct 2026
- Forecasting and scheduling
- It forecasts volumes for queues, inboxes, or channels and automates scheduling based on operational needs.checked 3 Oct 2026
- Funding
- Owler reports nine funding rounds totaling $535.9 million, including a $170 million round in December 2021.checked 15 Oct 2026
The company
- Company headquarters
- Dialpad's primary headquarters is listed at San Ramon, California, United States.checked 15 Oct 2026
- Company legal name
- The legal entity is Dialpad, Inc.checked 15 Oct 2026
- Company size
- LinkedIn lists Dialpad in the 1,001–5,000 employee range.checked 15 Oct 2026
- Founded
- Dialpad was founded in 2011.checked 15 Oct 2026
Money
- Coverage planning
- Forecast volumes are combined with service-level and productivity assumptions to calculate required agent coverage.checked 15 Oct 2026
The full review of Dialpad WFM
Dialpad WFM is a cloud workforce management product for contact centers, combining demand forecasts, shift planning, and agent performance reporting. It suits teams that need to manage staffing across queues and channels, especially those using one of its supported service integrations. Its practical appeal is the link between interval forecasting and live coverage adjustments; custom pricing and setup-dependent reporting call for careful fit checks.
Overview
Dialpad WFM forecasts contact volumes across queues, inboxes, or channels and automates schedules around operational needs. It is built for contact-center staffing, where demand changes throughout the day and coverage needs to reflect both workload and agent skills. It is available to Dialpad users and as a standalone product.
Forecasting can use 12 months of historical voice and SMS data from a connected Dialpad account. For supported customer-service integrations, forecasts typically take around 72 hours to generate. Teams should plan for that initial setup period and ensure they have suitable historical data before relying on forecasts for staffing decisions.
Key features
Demand planning and schedules
Interval forecasting, skills-based scheduling, and automated shift planning help managers align coverage with expected volume and agent capabilities. Agent self-service gives staff a way to manage their schedules, while time-off calendar integration can bring absence planning into the workflow. These features suit contact centers balancing several queues or types of work; they are less compelling for teams with stable, simple shift patterns.
Live coverage and performance
The dashboard shows agents, activity, and queue coverage, refreshes every minute, and lets managers edit schedules and redeploy agents as conditions change. That makes intraday management more responsive than planning from static reports alone. Performance reporting covers adherence, occupancy, and productivity, but depends on integration setup and published schedules. Tracking is not supported for integrations outside Dialpad’s adherence setup documentation, so teams should confirm their specific service connection supports the measures they need.
Integrations, data, and access
The integrations page names Front, Twilio, Aircall, Intercom, Salesforce, Zendesk, Dixa, Kustomer, and Talkdesk. WFM can see contact volumes but not message content, which is redacted during collection. Dialpad states that WFM is SOC 2 compliant; its security page describes TLS encryption in transit and AES 256-bit encryption at rest for Dialpad application data.
Outlook syncing brings meetings and time off from Outlook into WFM, but it works in one direction: WFM does not send shifts or schedules back to Outlook. APIs provide schedule and agent-performance data through the Dialpad API or legacy Surfboard API, depending on customer type. API access requires a secure token from a Customer Success Manager, adding a step for teams building their own reporting or connections.
Pricing
Dialpad WFM has paid, custom pricing. The WFM plan has no published amount; Dialpad users can contact their Customer Success Manager about adding it, and the product is also offered as a standalone option. The price is therefore a sales discussion rather than a self-serve purchase, which makes direct cost comparison difficult before contacting Dialpad.
No lower-priced or free WFM tier is described. Buyers should weigh the cost against their need for interval forecasts, skills-based scheduling, and live coverage tools, and establish the plan terms with Dialpad before committing.
Platforms
Dialpad WFM supports Android, iOS, macOS, Windows, and web, with API access also available. Its cloud deployment suits teams working across devices, while API access supports data exchange subject to the required token and customer type.
Who it's for
Dialpad WFM is a strong fit for contact centers that need interval-level demand planning, skills-based schedules, adherence tracking, and intraday redeployment in one workforce-management workflow. It can serve Dialpad customers or organizations using a supported service integration. Teams that depend on performance tracking should verify adherence support for their integration, and Outlook-centric teams should be comfortable keeping schedule data in WFM rather than syncing it back to Outlook.
Pros and cons
- Pros: Interval forecasts and skills-based scheduling help match staffing to changing workload and agent capabilities.
- Pros: The dashboard refreshes every minute and supports schedule edits and redeployment, giving managers a way to respond during the day.
- Pros: Contact-volume access without message content, alongside stated SOC 2 compliance and described encryption protections, addresses important data-handling concerns.
- Cons: Forecasts take around 72 hours to generate for supported integrations, and Dialpad-account forecasts draw on 12 months of historical voice and SMS data.
- Cons: Performance reporting depends on setup and published schedules, and is not supported for integrations outside the adherence setup documentation.
- Cons: Outlook sync is one-way, while API access requires a Customer Success Manager to provide a secure token.
- Cons: Custom pricing means buyers cannot compare a published WFM price without contacting Dialpad.
Alternatives
Call Center Workforce Management Software is the broader category to explore when comparing contact-center workforce tools. Choose Daktela WFM if a free plan or free trial matters; its Admin plan is free for users without scheduled shifts. GetWFM offers a free Team plan for up to three teams, one timezone, and one month of history, with unlimited employees. Turnella has a free Core plan with no expiry and no trial period.
CommunityWFM is another paid option, with Essentials aimed at contact centers under 100 agents and Enterprise at teams of 101 to 10,000 agents. If a published per-user price is a priority, HiveDesk Contact Center WFM has a $5 a month plan, a free trial, and month-to-month cancellation. Pipkins Vantage Point is another paid option with pricing and availability handled through sales. CCsuite is a paid alternative. QStory Workforce Management discusses plan pricing with buyers rather than publishing an amount.
Verdict
Choose Dialpad WFM if your contact center needs interval forecasting, skills-based schedules, and minute-by-minute coverage visibility, and your service integrations support the reporting you require. Its main advantage is connecting demand planning with intraday action; look elsewhere if you need published pricing, performance reporting across an unsupported integration, or two-way Outlook schedule syncing.
Getting started
- Visit the Dialpad WFM website.
- Contact a Customer Success Manager to discuss adding WFM to a plan, or consider it as a standalone product.
- Connect a Dialpad account or supported customer-service integration and provide historical voice and SMS data for forecasting.
- Set up integrations and published schedules for the performance measures you need.
- For WFM API access, contact a Customer Success Manager for a secure access token.
Limits worth knowing
Forecast generation for supported customer-service integrations typically takes around 72 hours and uses 12 months of historical voice and SMS data from a connected Dialpad account. Performance tracking is not supported for integrations outside Dialpad’s adherence setup documentation; Outlook sync is one-way into WFM.
Questions
What does Dialpad WFM do?
It forecasts contact demand, schedules shifts, and tracks agent performance for contact centers. Its dashboard shows agents, activity, and queue coverage and supports schedule edits and redeployment.
How much does it cost?
Pricing is on request. Dialpad says WFM is available to existing Dialpad users and as a standalone product.
Which integrations are listed?
Customer-service integrations include Front, Twilio, Aircall, Intercom, Salesforce, Zendesk, Dixa, Kustomer, and Talkdesk. WFM also supports time-off calendar integration and Outlook calendar syncing.
How does Outlook syncing work?
The Outlook calendar connection sends meetings and time off from Outlook into WFM. WFM does not send schedules or shifts back to Outlook.
What data does forecasting use?
WFM imports 12 months of historical voice and SMS data from a connected Dialpad account. Forecasts for supported customer-service integrations typically take around 72 hours to generate.
Can I use the API?
WFM APIs provide schedule and agent performance data through the Dialpad API or legacy Surfboard API, depending on customer type. Access requires contacting a Customer Success Manager for a secure access token.
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