The Scenario
You manage a contact center of 20 agents. Every Friday afternoon you send leadership a performance snapshot: total calls, average handle time, and CSAT score per agent.
The data is in Dialpad. The report is expected as an Excel workbook. Leadership has come to rely on seeing it by 4 PM Friday.
The bad version of every Friday:
- You log into the Dialpad reporting interface at 3:15
- You navigate to the stats section, set the date range to the past 7 days
- You export a CSV, open it in Excel, copy the columns you need into your template
- You realize the export has all agents, not just your 20, and you filter by hand
- You format the CSAT column because Dialpad exports it as a decimal
- It is 4:10 PM and the workbook is in your drafts.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads a call center ID and pulls the Dialpad stats directly, writing them into the workbook formatted and ready.
Open the SheetXAI sidebar and type:
Fetch Dialpad call statistics for all agents in call center ID 8821 for the past 7 days. Write agent name, total calls, average duration in minutes, and CSAT score as a percentage into a new "Team Stats" tab, sorted by total calls descending.
SheetXAI calls the Dialpad stats API, formats the response, and writes a clean table into the workbook. The report is ready well before 4 PM.
What You Get
A clean table with one row per agent:
- Agent name — readable, not an ID
- Total calls — for the 7-day window
- Average duration — in minutes, not seconds
- CSAT score — as a percentage, not a 0–1 decimal
Sorted by total calls descending so leadership sees the highest-volume agents first.
Want a summary row at the top with team totals and the average CSAT across all agents? Add that to the prompt.
What If the Data Is Not Quite Ready
Stats pulls rarely produce exactly what leadership wants to see. SheetXAI handles the shape and the pull in the same prompt.
When you want this week compared to last week
Leadership keeps asking whether things are trending up or down.
Fetch Dialpad call statistics for call center ID 8821 for the past 7 days and the 7 days before that. Write agent name, this-week call count, last-week call count, and week-over-week change as a percentage into the "Weekly Trend" tab. Flag any agent whose call count dropped more than 20%.
When some agents are on leave and should be excluded
Two agents were out this week. Including them drags the average down.
Fetch Dialpad stats for call center ID 8821 for the past 7 days. Exclude any agent with zero calls. Write the remaining agents' stats into the "Team Stats" tab with name, total calls, average duration, and CSAT score.
When leadership wants it broken out by shift
Morning and afternoon shifts are managed separately.
Fetch Dialpad stats for call center ID 8821 for the past 7 days. Group agents by shift using the shift assignments in the "Agent Roster" tab (column A = agent name, column B = shift). Write a summary row per shift showing total calls, average CSAT, and average handle time into the "Shift Report" tab.
When you want the full chain: pull stats, tier agents, and flag underperformers
Your quarterly review is Monday and you need more than raw numbers.
Fetch Dialpad call statistics for call center ID 8821 for the past 30 days. Write agent name, total calls, average handle time, and CSAT score into the "Performance Review" tab. Add a column E that assigns each agent a tier: "Top" if CSAT is above 90%, "Mid" if between 75% and 90%, and "At Risk" if below 75%. Flag any agent in the "At Risk" tier with a note in column F.
The pattern: instead of pulling the stats and then formatting the analysis separately, you describe the full output in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to pull your Dialpad call stats and write them into a formatted table. The Dialpad integration is included in every SheetXAI plan. For related workflows, see how to pull call transcripts for QA review in Excel or the Dialpad in Excel overview.