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Dialpad WFM

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What Dialpad WFM is

Dialpad WFM helps contact centers forecast demand, schedule shifts and track agent performance. It forecasts volumes for queues, inboxes or channels, then automates schedules around operational needs. Its live dashboard shows agents, activity and queue coverage, refreshes every minute, and lets teams edit schedules or redeploy agents. Reports cover adherence, occupancy and productivity when integrations and published schedules support those measures. Forecasts use 12 months of historical voice and SMS data from a connected Dialpad account and typically take around 72 hours for supported customer-service integrations. Listed integrations include Front, Twilio, Aircall, Intercom, Salesforce, Zendesk, Dixa, Kustomer and Talkdesk. Calendar tools support time-off integration and Outlook syncing for meetings and time off; Outlook sync runs only into WFM. The integrations page says message content is redacted and WFM sees contact volumes. It is cloud-based, available to Dialpad users or as a standalone product, with pricing on request.

Who it suits

It suits contact-center teams that need forecasting, scheduling and intraday oversight. It may also suit teams that need agent adherence tracking or schedule data through an API.

What it does well

  • Forecasts volumes across queues, inboxes and channels
  • Dashboard refreshes every minute
  • Supports intraday management and agent self-service
  • Listed integrations include Salesforce and Zendesk
  • SOC 2 compliant; TLS and AES 256-bit encryption described

What to know first

  • Pricing is available on request
  • Forecast generation typically takes around 72 hours
  • Performance tracking excludes integrations outside adherence setup documentation
  • Outlook sync does not send schedules or shifts back

Limits

Forecasts based on supported customer-service integrations typically take around 72 hours to generate. Performance tracking is not supported for integrations absent from Dialpad’s adherence setup documentation, and Outlook sync does not send schedules or shifts back to Outlook.

Plans

PlanBilled and limitsPrice
Dialpad WFMContact Customer Success Manager · forecasting · scheduling · performance tracking · real-time management · reporting and exportsOn request

As wfm.dialpad.com lists them, read 15 Oct 2026. The maker's own page has the final word.

Getting started

  1. Visit the Dialpad WFM website.
  2. Contact a Customer Success Manager to discuss adding WFM to a plan or using it standalone.
  3. Connect a Dialpad account or supported customer-service integration.
  4. Allow time for forecast generation after connecting an integration.
  5. Use the supported Android, iOS, macOS, web, or Windows platform.

Dialpad WFM is a cloud workforce management product for contact centers, available to Dialpad users and as a standalone option. It suits teams that need interval forecasts and flexible agent coverage; its strongest case is joining those workflows to live coverage management, while custom pricing and integration-dependent reporting are meaningful trade-offs.

Overview

The product forecasts contact volumes across queues, inboxes, or channels, builds schedules around operational needs, and tracks agent performance. It is designed specifically for contact-center staffing rather than general-purpose workforce planning. Forecasts draw on 12 months of historical voice and SMS data from a connected Dialpad account. For supported customer-service integrations, generation typically takes around 72 hours, so teams should allow for setup before relying on forecasts.

Dialpad says WFM can access contact volumes but not message content; content is redacted during collection. Dialpad states that WFM is SOC 2 compliant, and describes TLS encryption in transit and AES 256-bit encryption at rest for Dialpad application data.

Key features

Forecasting and scheduling

Interval forecasting and automated scheduling help teams align shifts with expected demand. Skills-based scheduling can account for the capabilities needed across different work, while agent self-service gives staff a role in managing their schedules. These tools make WFM a stronger fit for contact centers balancing varied queues than for teams that only need basic shift calendars.

Live coverage and performance

The dashboard shows agents, activity, and queue coverage, refreshing every minute. Managers can edit schedules and redeploy coverage as conditions change, making intraday management a practical strength. Reports cover adherence, occupancy, and productivity, but depend on integration setup and published schedules. Performance tracking is not supported for integrations absent from Dialpad’s adherence setup documentation, so teams should confirm their systems qualify before treating these reports as a core requirement.

Integrations and API

The customer-service integrations page names Front, Twilio, Aircall, Intercom, Salesforce, Zendesk, Dixa, Kustomer, and Talkdesk. Time-off calendar integration and Outlook syncing for meetings and time off are also supported. Outlook sync is one-way: information flows from Outlook to WFM, not from WFM back to Outlook with schedules or shifts. The API provides 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 token, which adds a step for teams building their own workflows.

Pricing

Dialpad WFM uses paid, custom pricing. The Dialpad WFM plan has no published price; contact a Customer Success Manager to discuss adding it to a Dialpad plan. It is also available as a standalone product. Since there is no published amount or seat quota, teams should request a quote against their staffing needs before comparing total cost. There are no cheaper or free WFM tiers described.

Platforms

Dialpad WFM supports Android, iOS, macOS, web, and Windows, and provides API access. It is cloud deployed, so the listed platform coverage spans mobile, desktop, and browser use rather than an on-premises deployment.

Who it's for

Contact centers that need interval demand planning, skills-based schedules, adherence reporting, and minute-by-minute coverage visibility should shortlist Dialpad WFM, particularly when their service systems are supported. It is less suitable for teams that need transparent self-serve pricing, immediate forecasting without historical data setup, performance tracking across unlisted integrations, or two-way Outlook schedule sync.

Pros and cons

  • Pro: Interval forecasts, automated scheduling, and skills-based planning address both expected demand and agent capabilities.
  • Pro: A dashboard that refreshes every minute supports schedule edits and intraday redeployment.
  • Pro: Redaction of message content limits what WFM sees while it collects contact volumes.
  • Con: Forecasting depends on 12 months of connected Dialpad voice and SMS history, and supported integrations typically take around 72 hours to generate forecasts.
  • Con: Performance reports depend on setup and published schedules, and some integrations do not support performance tracking.
  • Con: Outlook sync is one-way, and API access requires a Customer Success Manager-issued token.
  • Con: Custom pricing makes it harder to assess cost before contacting Dialpad.

Alternatives

Call Center Workforce Management Software is a useful starting point for comparing workforce management products across the category.

  • Daktela WFM may suit teams seeking a free tier: its Admin plan costs nothing for users without scheduled shifts, and it also offers a free trial.
  • Turnella is worth considering for teams wanting a no-cost starting point: its Core Turnella plan is free, with no credit card, trial period, or expiry.
  • CommunityWFM offers Essentials for small and mid-size contact centers under 100 agents at a single site, and Enterprise for large and multi-site teams of 101–10,000 agents.
  • Pipkins Vantage Point is another paid option, with pricing and availability handled through sales.
  • QStory Workforce Management is a paid alternative whose plans are discussed with QStory.
  • RingCX AI Workforce Management may appeal to buyers seeking a published monthly price: RingCX costs $65 a month and includes unlimited minutes, core contact center features, and AI tools.
  • Aspect Workforce is a paid option with per-seat, tiered pricing tailored to team size by custom quote.
  • Verint Workforce Management is another paid alternative; its Enterprise Workforce Management plan requires contacting sales for pricing.

Verdict

Choose Dialpad WFM if your contact center needs interval forecasting, skills-based scheduling, and live intraday coverage management, and your integrations support the reporting you need. Its combination of planning and real-time redeployment is the main reason to choose it; custom pricing, setup dependencies, and one-way Outlook sync are good reasons to compare alternatives first.

Verdict

Dialpad WFM combines interval forecasting, automated scheduling and live agent coverage views for contact centers. Check integration support and the one-way Outlook sync before relying on particular performance reports or calendar workflows.

Questions

How much does Dialpad WFM cost?

Pricing is on request. Contact a Customer Success Manager to discuss adding it to a plan.

Can I use Dialpad WFM without another Dialpad product?

Yes. It is available to Dialpad users and as a standalone product.

Which platforms does it support?

Android, iOS, macOS, web, and Windows.

Which customer-service integrations are listed?

Front, Twilio, Aircall, Intercom, Salesforce, Zendesk, Dixa, Kustomer, and Talkdesk.

How does Outlook calendar syncing work?

The sync is one-way from Outlook into WFM for meetings and time off; WFM does not send shifts or schedules back.

What data does WFM collect from integrations?

Dialpad says WFM can see contact volumes, while message content is redacted during collection.

Facts from Dialpad WFM's own pages

Acquisition
Dialpad's WFM product is based on its acquisition of Surfboard, which Crunchbase lists as Dialpad's most recent acquisition. · crunchbase.com, 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. · help.dialpad.com, 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. · help.dialpad.com, 3 Oct 2026
API access requirement
Access to the WFM API requires contacting a Customer Success Manager for a secure access token. · help.dialpad.com, 3 Oct 2026
API architecture
Dialpad customers use Dialpad APIs for performance data, while standalone or legacy Surfboard customers use the legacy Surfboard API. · help.dialpad.com, 15 Oct 2026
API authentication
API access requires a bearer token supplied by a Customer Success Manager. · help.dialpad.com, 15 Oct 2026
API data
The WFM APIs expose schedule data plus performance metrics broken down by activity and agent. · help.dialpad.com, 15 Oct 2026
Automatic scheduling
Dialpad markets automated shift and activity scheduling, round-robin rotations, availability controls and bulk or real-time edits. · help.dialpad.com, 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. · chromewebstore.google.com, 15 Oct 2026
Company headquarters
Dialpad's primary headquarters is listed at San Ramon, California, United States. · linkedin.com, 15 Oct 2026
Company legal name
The legal entity is Dialpad, Inc. · crunchbase.com, 15 Oct 2026
Company size
LinkedIn lists Dialpad in the 1,001–5,000 employee range. · linkedin.com, 15 Oct 2026
Compliance
Dialpad states that it is SOC 2 Type II compliant and supports SAML and SCIM single sign-on integrations. · dialpad.com, 15 Oct 2026
Coverage planning
Forecast volumes are combined with service-level and productivity assumptions to calculate required agent coverage. · help.dialpad.com, 15 Oct 2026
Customer-service integrations
WFM integrates with Dialpad and nine other CRM or customer-service platforms for contact-volume data. · help.dialpad.com, 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. · help.dialpad.com, 3 Oct 2026
Developer tooling
Dialpad publishes developer documentation and supports OAuth access for its broader Connect, Sell and Support APIs. · dialpad.com, 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. · dialpad.com, 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. · help.dialpad.com, 3 Oct 2026
Forecasting
The product forecasts calls, emails and messages in 15-minute intervals for the next 12 months using machine learning. · help.dialpad.com, 15 Oct 2026
Forecasting and scheduling
It forecasts volumes for queues, inboxes, or channels and automates scheduling based on operational needs. · help.dialpad.com, 3 Oct 2026
Founded
Dialpad was founded in 2011. · linkedin.com, 15 Oct 2026
Funding
Owler reports nine funding rounds totaling $535.9 million, including a $170 million round in December 2021. · owler.com, 15 Oct 2026
Headquarters
San Ramon, California, USA · wfm.dialpad.com, 28 Sept 2026

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