Connect Dialpad WFM to Your AI Agent

Prepare a workforce report from schedule and metric records.

3 tools API key

Try a Dialpad WFM Task

Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.

oo Skill Dialpad WFM

Prepare a workforce period report

Compare schedule records and recorded metrics in the same time window.

/oo Dialpad WFM: For [start and end times with timezone], review Dialpad WFM schedules and metrics for agents [emails]. Summarize schedule entries and the agent and activity measures present in the records. Highlight notable differences and state which measures support each observation.

Start Working with Dialpad WFM

Install OOMOL

Set up oo CLI and the oo Skill in your agent.
Install OOMOL →
Connect Dialpad WFM

Connect with a Dialpad WFM access token requested from your customer success manager.
Connect Dialpad WFM →
Give Your Agent a Task

Use /oo with the pages to read, the changes to make, and where to save the result.
Connection Guide →

Choose Your Agent

Codex Claude Code Cursor Hermes

Provide a start and end time with timezone, and agent email addresses when filtering metrics.
Use the same interval for comparisons and state whether deleted agents should be included.

Dialpad WFM Tools

Read Dialpad WFM schedules and agent or activity metrics for a specified interval. AI can organize the records by agent and summarize the patterns relevant to your workforce review.

Schedules and recorded metrics

Read schedule entries and agent or activity metrics by reporting interval.

3 tools

Get Schedule

Retrieve one page of Dialpad WFM schedule entries for an RFC 3339 time interval.

dialpad_wfm.get_schedule

List Agent Metrics

Retrieve one cursor page of Dialpad WFM agent metrics for an RFC 3339 interval.

dialpad_wfm.list_agent_metrics

List Activity Metrics

Retrieve one cursor page of Dialpad WFM activity metrics for an RFC 3339 interval.

dialpad_wfm.list_activity_metrics

Frequently Asked Questions

How do I make comparisons consistent?

Use one start and end interval with timezone and the same agent scope. Specify whether deleted agents belong in the report.

Can I focus on a few agents?

Supply their email addresses for metric filtering. The schedule report can then be organized alongside the selected agent metrics.

Can this change staffing schedules?

The exposed operations read schedules and metrics. They do not create or change schedules.