# Phone & Texting

#### **Overview**

White Swan integrates with [Dialpad](https://dialpad.com/) 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**

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**Step 1: Create Dialpad Account**

[Set up a Dialpad account](https://dialpad.com/signup) (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.&#x20;

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](https://dialpad.com/campaignregistration).

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](https://dialpad.com/settings/ai).

***

**Step 5: Install Dialpad App (Optional but Recommended)**

Install the [Dialpad desktop](https://www.dialpad.com/download/#mac) or [mobile app](https://www.dialpad.com/download/#mobile) to:

* Handle calls more efficiently
* Stay on top of conversations

***

**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