Phone & Texting

Overview

White Swan integrates with Dialpad to provide a fully white-labeled phone and texting system.

This allows you to:

• Send automatic client texts from company numbers

• Call and text clients directly from the platform

• Automatically log conversations and interactions with AI summaries

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What you get

• 📞 Calls from case pages

• 💬 Automated and manual texting

• 🧠 AI summaries of calls and messages

• 📊 Communication logs tied to client records

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Setup Flow

Step 1: Create Dialpad Account

Set up a Dialpad account (paid plan required).

Dialpad acts as your:

• Phone system

• Texting infrastructure

• AI communication layer

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Step 2: Connect Dialpad to White Swan

Authorize the connection between Dialpad and White Swan.

This enables:

• Calling from within the platform

• Syncing communication data

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Step 3: Register Text Campaign (Required)

To enable texting, you must register a text campaign.

This is required by regulations (TCR – The Campaign Registry).

Steps:

1. Submit business details

2. Define use case for messaging

3. Wait for approval

⏱ Approval time: 3–28 days

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Step 4: Activate AI Features

Enable Dialpad AI to unlock:

• Call summaries

• Action items

• Conversation insights

This is done directly in your Dialpad settings.

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Step 5: Install Dialpad App (Optional but Recommended)

Install the Dialpad desktop or mobile app to:

• Handle calls more efficiently

• Stay on top of conversations

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Step 6: Texting Approval

Once your campaign is approved:

• Texting is automatically activated

• You’ll be notified by White Swan

Until then:

• Calling works

• Texting is disabled