The Scenario
You manage a contact center of 35 agents. Every quarter, each agent completes a skills assessment. The results are in an Excel workbook: user ID in column A, call center ID in column B, and new skill score in column C of the "Agent Assessments" tab.
The quarter just ended. New routing goes live Monday. Dialpad routes calls based on skill scores, so every score needs to be updated in Dialpad before the routing logic kicks in at 8 AM.
It is Friday at 3 PM.
The bad version of Friday afternoon:
- You log into the Dialpad admin portal and navigate to Call Centers
- You find your call center, click into the operator list
- You click the first agent's profile, find the skill score field, type the new value, save
- You go back to the operator list and click the second agent
- 35 times
- It is 5:30 PM and you have done 22 of them. The routing goes live anyway Monday.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads your assessment results and pushes every skill score update to Dialpad in one batch.
Open the SheetXAI sidebar and type:
From the "Agent Assessments" tab (columns: AgentID, CenterID, NewSkillLevel), batch-update all 35 operator skill levels in Dialpad and mark column D as "Updated" for each success and "ERROR: [reason]" for any failure.
SheetXAI reads the 35 rows, calls the Dialpad operator update API for each, and fills column D. The routing is ready for Monday before you leave your desk Friday.
What You Get
A workbook where column D shows the outcome for every row:
- "Updated" for every successful skill score change
- "ERROR: [reason]" for any failed update, with the reason inline
- A permanent record of what was changed and when, tied to the assessment workbook
You do not touch the Dialpad portal once.
What If the Data Is Not Quite Ready
Assessment workbooks come out of QA tools and survey platforms in formats that are rarely Dialpad-ready. SheetXAI handles the cleanup and the update in the same prompt.
When agent IDs in the workbook do not match Dialpad user IDs
Your assessment tool uses employee IDs, but Dialpad expects its own user ID format. You have a mapping table in the "ID Map" tab.
For each row in the "Agent Assessments" tab, look up the Dialpad user ID using the employee ID in column A and the mapping table in the "ID Map" tab (column A = employee ID, column B = Dialpad user ID). Write the Dialpad user ID into column E. Then update each operator's skill level in Dialpad using the ID in column E and the score in column C.
When skill scores need to be converted from a 100-point scale to a 10-point scale
Your assessment ran on a 0–100 scale. Dialpad expects a 0–10 integer.
Divide all values in column C by 10 and round to the nearest integer. Write the converted score into column D. Then update each operator's skill level in Dialpad using the call center ID in column B, the user ID in column A, and the converted score in column D.
When some agents transferred call centers mid-quarter
A handful of agents are on a different call center than their assessment row shows. The correct current assignment is in the "Current Assignments" tab.
For each row in the "Agent Assessments" tab, check the "Current Assignments" tab (column A = user ID, column B = current call center ID) for the correct call center. If found, use the current call center ID. If not found, use the call center ID in column B. Then update each operator's skill level in Dialpad using the correct call center ID and the score in column C.
When you want to update scores, verify the update, and flag discrepancies
Your contact center director wants proof the updates took effect.
Read the "Agent Assessments" tab and update each operator's skill level in Dialpad using the user ID in column A, call center ID in column B, and score in column C. Write "UPDATED" into column D for each success. Then pull each operator's current skill level from Dialpad and write it into column E. Flag any row where column E does not match column C with "MISMATCH" in column F.
The pattern: instead of cleaning the assessment workbook and then running the updates as a separate step, you describe the transformation and the write-back in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open your next assessment results workbook, then ask it to push the skill scores to Dialpad and write the outcomes back. The Dialpad integration is included in every SheetXAI plan. For related workflows, see how to pull team call stats into a performance report in Excel or the Dialpad in Excel overview.