dialnote is the AI business phone system priced for your whole team: shared numbers, call routing, branded AI voice agents that answer, qualify, and book, and automatic CRM sync, all included, with no per-user cost. This documentation covers everything from basic setup to advanced API integrations.
Quick Links#
Pick where you want to start based on what you're trying to do:
| If you want to... | Start here |
|---|---|
| Set up your account | Getting Started |
| Build an AI receptionist | AI Agents |
| Get a phone number | Phone Numbers |
| Send texts and replies | Messaging |
| Connect your CRM | Integrations |
| Use the API | API Reference |
| Fix a problem | Troubleshooting |
What's in Here#
Core Features#
Getting Started — Create your account, pick a phone number, and make your first call. Most users finish basic setup in under 10 minutes.
Phone System — Everything about making and receiving calls, recording, voicemail, and call routing. Learn how to configure business hours and IVR menus.
AI Agents — Build voice agents that answer calls 24/7. They handle FAQs, book appointments, send texts, and transfer calls when needed.
Messaging — Send and receive SMS and MMS, set up missed-call and after-hours auto-replies, and save canned responses your team can reuse.
Inbox — Manage all your conversations in one place. The inbox shows calls, texts, and notes in a unified timeline for each contact.
Team & Organization#
Contacts — Import your contacts, add tags, and keep track of every interaction. AI automatically tags calls based on the conversation.
Team Management — Invite team members, assign roles, and share phone numbers across your organization. Set availability statuses so calls route to the right people.
Analytics — Track call volume, missed call rates, team performance, and AI agent metrics. Export reports for deeper analysis.
Integrations & API#
Integrations — Connect to HubSpot, Salesforce, Pipedrive, Calendly, Cal.com, and Zapier. Sync contacts and log calls automatically.
API Reference — Full REST API documentation for building custom integrations. Includes authentication, endpoints, webhooks, and error handling.
Mobile & Support#
Mobile App — Use dialnote on iOS and Android. Make calls, manage conversations, and receive push notifications from anywhere.
Troubleshooting — Fix common issues with call quality, network setup, and more. Plus info on contacting support.
New to dialnote?
Start with the Quick Start guide. It walks you through getting a phone number, making your first call, and setting up basic features.
Platform Overview#
dialnote works on three platforms:
- Web app — Full-featured dashboard accessible from any browser at app.dialnote.com
- iOS app — iPhone app for calls and messaging (iOS 15.1+)
- Android app — Android app with the same features (Android 10+)
All platforms sync in real-time, so your calls, contacts, and settings stay consistent no matter where you're working.
Need Help?#
Can't find what you're looking for? Check the Troubleshooting section first. If you're still stuck, reach out to our support team—we're happy to help.