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Dialpad WFM

San Ramon, California, USA

What it is

Dialpad WFM forecasts contact demand, schedules shifts, and tracks agent performance for contact centers. It forecasts volumes across queues, inboxes, or channels and automates schedules around operational needs. Its real-time dashboard shows agents, activity, and queue coverage, refreshes every minute, and supports schedule edits and redeployment. Reports cover adherence, occupancy, and productivity when integration setup and published schedules support those measures. The product 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. Listed integrations include Front, Twilio, Aircall, Intercom, Salesforce, Zendesk, Dixa, Kustomer, and Talkdesk. WFM also supports time-off calendar integration and Outlook syncing for meetings and time off, but the Outlook connection only sends information into WFM. Message content is redacted when contact-volume data is collected. Pricing is available on request, and the product is offered to Dialpad users or as a standalone product.

For and against

For

  • Dashboard updates every minute
  • Forecasts queues, inboxes, or channels
  • Outlook sync brings meetings and time off into WFM
  • Integrations include Salesforce, Zendesk, and Talkdesk

Against

  • Pricing is available on request
  • Forecast generation typically takes around 72 hours
  • Outlook sync does not send schedules back
  • Performance tracking lacks support for some integrations

The verdict

Dialpad WFM combines demand forecasting with schedule management and real-time coverage visibility. Its usefulness for performance reporting depends on supported integration setup, and pricing requires a request.

Who it suits

It suits contact centers that need demand forecasts, agent schedules, and intraday visibility. Teams relying on performance tracking should verify that their integration is supported by the adherence setup documentation.

Plans and prices

Dialpad WFM

Priced on request

forecasting · scheduling · performance tracking · real-time management

Every plan, in full

On the record

Acquisition
Dialpad's WFM product is based on its acquisition of Surfboard, which Crunchbase lists as Dialpad's most recent acquisition.crunchbase.com · read 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 · read 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 · read 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 · read 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 · read 15 Oct 2026
API authentication
API access requires a bearer token supplied by a Customer Success Manager.help.dialpad.com · read 15 Oct 2026
API data
The WFM APIs expose schedule data plus performance metrics broken down by activity and agent.help.dialpad.com · read 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 · read 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 · read 15 Oct 2026
Company headquarters
Dialpad's primary headquarters is listed at San Ramon, California, United States.linkedin.com · read 15 Oct 2026
Company legal name
The legal entity is Dialpad, Inc.crunchbase.com · read 15 Oct 2026
Company size
LinkedIn lists Dialpad in the 1,001–5,000 employee range.linkedin.com · read 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 · read 15 Oct 2026
Coverage planning
Forecast volumes are combined with service-level and productivity assumptions to calculate required agent coverage.help.dialpad.com · read 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 · read 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 · read 3 Oct 2026
Developer tooling
Dialpad publishes developer documentation and supports OAuth access for its broader Connect, Sell and Support APIs.dialpad.com · read 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 · read 15 Oct 2026

The review

Dialpad WFM is a cloud workforce-management system for contact centers that turns demand forecasts into staffed schedules and live coverage decisions. It fits operations teams managing changing queues, channels, and agent skills, especially when supported service integrations are already in place. The trade-off is a setup- and integration-dependent reporting experience with custom pricing rather than a self-serve purchase.

Overview

Dialpad WFM forecasts contact volumes for queues, inboxes, or channels, then automates schedules around operational requirements. It is available to Dialpad customers and as a standalone product, so it can serve both existing Dialpad deployments and contact centers assembling a broader service stack.

Forecasts import 12 months of historical voice and SMS data from a connected Dialpad account. With supported customer-service integrations, generation typically takes about 72 hours. That historical foundation is useful for established operations, but a new deployment needs time and usable data before forecasts become dependable planning inputs.

Dialpad says WFM receives contact volumes without message content; content is redacted during collection. Dialpad states that WFM is SOC 2 compliant, with TLS encryption in transit and AES 256-bit encryption at rest for Dialpad application data.

Key features

Forecasting and scheduling

Interval-based volume forecasting gives planners a more granular view of changing demand than a single daily total. Automated scheduling aligns shifts with operational needs, while skills-based scheduling can match work to agent capabilities. Agent self-service gives staff a direct role in managing their schedules. Together, these features suit centers balancing varied queues and specialist coverage; they are more than a simple rota for teams with stable, uniform workloads.

Live coverage and intraday control

The real-time dashboard displays agents, activity, and queue coverage, refreshing every minute. Managers can edit schedules and redeploy people as conditions change, making intraday management a practical strength when actual demand diverges from the forecast. The value depends on keeping schedules and connected systems current.

Performance reporting

Reports cover adherence, occupancy, and productivity. Those measures can expose whether staffing plans are working, but reporting depends on integration setup and published schedules. Performance tracking is not supported for integrations outside Dialpad’s adherence setup documentation, so integration choice directly limits the analytics you can use.

Integrations, calendars, and API

Customer-service connections include Front, Twilio, Aircall, Intercom, Salesforce, Zendesk, Dixa, Kustomer, and Talkdesk. Time-off calendar integration and Outlook syncing can bring meetings and time off into WFM. Outlook sync is one-way: Outlook sends calendar information to WFM, but WFM does not return schedules or shifts to Outlook.

APIs expose 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 is appropriate for controlled data access but adds an administrative step for automation projects.

Pricing

Dialpad WFM

Dialpad WFM uses custom pricing. Dialpad customers can contact their Customer Success Manager to add it to an existing plan, while standalone availability lets non-Dialpad contact centers discuss a separate purchase. No published seat allowance, usage quota, trial, renewal term, or free tier is provided, so buyers must obtain those commercial terms directly. The model suits organizations willing to scope integrations and staffing needs with sales; it is a poor fit for teams that require an immediately comparable, published per-seat price.

Platforms

Dialpad WFM runs on Android, iOS, macOS, Windows, and the web, and provides an API. Its cloud deployment avoids an on-premises installation while supporting browser and mobile access across a mixed device environment.

Who it's for

Contact-center operations leaders, workforce planners, and supervisors are the clearest audience. It is particularly suitable for teams forecasting interval demand, scheduling by skill, and making frequent intraday coverage changes. Existing Dialpad users may have the most direct path to historical data, while teams on Front, Twilio, Aircall, Intercom, Salesforce, Zendesk, Dixa, Kustomer, or Talkdesk can evaluate the listed integration paths. Organizations dependent on unsupported adherence integrations or two-way Outlook scheduling should look elsewhere.

Pros and cons

Pros

  • Forecast-to-schedule workflow: interval forecasts, automated scheduling, and skills-based assignment connect planning to execution.
  • Useful intraday visibility: a minute-by-minute coverage dashboard supports schedule edits and redeployment.
  • Broad contact-center connectivity: listed integrations cover major voice, messaging, CRM, and help-desk systems.
  • Controlled data handling: contact volumes are available without message content, which is redacted during collection.

Cons

  • Custom pricing only: buyers cannot compare a published price or known plan limits before contacting Dialpad.
  • Reporting is integration-dependent: adherence-based performance tracking excludes integrations outside the supported setup documentation.
  • Forecast lead time: supported integrations typically require around 72 hours to generate forecasts.
  • One-way Outlook sync: WFM schedules do not flow back into Outlook.
  • API access requires approval: a Customer Success Manager must issue a secure token.

Alternatives

For a wider shortlist, see Call Center Workforce Management Software.

  • Daktela WFM is the better choice for teams wanting a free tier, free trial, and a published free Admin plan, with paid Agent pricing also offered.
  • CCsuite is an option for buyers focused on Android and iOS deployment.
  • CommunityWFM separates Essentials for teams under 100 agents at one site from Enterprise for 101–10,000 agents across multiple sites.
  • Pipkins Vantage Point is a paid alternative whose pricing and availability require a sales conversation.
  • QStory Workforce Management uses sales-discussed pricing rather than a published amount.
  • RingCX AI Workforce Management publishes a $$65-per-month RingCX plan with unlimited minutes, core contact-center features, and AI tools.
  • Aspect Workforce offers tailored, tiered per-seat quotes and also supports self-hosted deployment.
  • Verint Workforce Management is an enterprise-oriented alternative with sales-led pricing and no stated plan limits.

Verdict

Choose Dialpad WFM if your contact center needs interval forecasting, skills-aware scheduling, and minute-by-minute coverage control in one cloud system. Its strongest reason to buy is the tight connection between expected demand, published schedules, and intraday redeployment. Look elsewhere if transparent pricing, two-way Outlook scheduling, or performance reporting across unsupported integrations is essential.

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