Everything you need, step by step.

Go to dialswarm.com/signup. Use your work email. If someone gave you a referral code, add it and you start with 100 free calls instead of 10.

In the portal, open Company & Products. Add your company name, then a product with one or two lines on what it is and why people buy it. That's what the agent pitches.

Open Agents, then New agent. Give it a name, pick a voice and a speaking style, choose the product, and write an opening line if you want one. Save.

In the agent editor, click Talk to it and have a conversation in your browser. Push back like a real prospect. Tweak the opening line and objections until it sounds right.

Open Settings. Tick the three calling confirmations and leave the recording notice on. Turn on Save call recordings if you want to play calls back later.

On the agent card, use Test call to dial your own mobile. Answer it and see how it handles you. Then you're ready for a real list.

A CSV with name, phone and company works. Add notes, and the consent source and date for each lead (where and when they agreed to be called).

Open Campaigns, then New campaign. Pick the agent, the calling window, calls per hour, and a call schedule: how long to wait before trying again when nobody picks up, like 4 hours, then 1 day, then 3 days.

Upload the CSV or paste the list. Confirm that every person agreed to be called by your business. Each lead keeps its consent record, so you can show it later.

Click Start. The agent dials inside your window, leaves voicemails when it hits one, and retries the rest on the schedule you set.

The live console in the bottom right shows each call as it happens: dialing, who picked up, the transcript, and the outcome.

In the portal open Integrations, then API keys. Tick the consent confirmation and create a key. Copy it somewhere safe.

Your web form should say people agree to be called by your business, including by an AI voice. Keep the wording and the date they submitted.

In Zapier or Make, add a webhook step: POST to dialswarm.com/api/v1/leads with your key, the name, phone, campaign name, consent source, consent date and your business name. The API page has a ready example.

The leads land in the campaign you named. Start it once, and new leads are called as they arrive, inside your calling window.

Fill in your own form with your mobile. Your phone should ring within a few minutes during calling hours.

It sits in the bottom right of the portal. Click the pill to expand it. Every live call has its own row.

Click the headphones on a call to hear both sides through your computer. Click again to stop.

Click the light bulb, then type a short tip like 'focus on the product features' and press Enter. Or click the mic and say it. The agent picks it up from its next sentence.

Click the phone button on the call, enter your mobile once, and click Ring me. The agent says one line to bring you in, and the call rings your phone.

Click the pop-out button in the console header. In Chrome or Edge you get a small window that stays on top of everything, so you can keep working while you listen.

Every tip is saved with the agent. On the agent's page, click Draft updated instructions from these tips to get a merged draft, edit it, then click Use this and Save. Or add tips one at a time.

After each call the system suggests what to do next: call back tomorrow, try again in two days, and so on. Overdue ones are marked.

Choose I'll do it, Let the agent call (the lead goes back in its campaign at the due time), Snooze a day, Done, or Dismiss.

Open Leads to search every lead across your campaigns. Click one to see every call: date, outcome, summary, recording and transcript.

Use Export CSV on the Leads page to take the list, with outcomes and call counts, anywhere you like.

Open Settings. Keep 'Tell people the call is transcribed and may be recorded' on, then tick 'Save call recordings'. Save.

Open Calls and click any call. The recording plays at the top of the drawer, above the summary and transcript.

Every call in a lead's history has its own player, so you can hear how the whole relationship went.

Add your name and company exactly as callers should hear them, your business hours, and anything extra that counts as urgent for you.

Choose which of your numbers she answers. Add a number under Numbers first if you don't see it.

Tick 'Reception is on for this number' and save. DialSwarm support connects the line for you.

Each message shows who called, the callback number, what it's about, an urgent flag, a three line summary, the transcript and the recording.

Go to Agents and edit the agent that should use your voice. Scroll to Copy your voice.

Type your full name, then click Start recording and read the script on screen at a normal pace, ending with the consent line. About 30 seconds.

Play it back. If it sounds clear, tick the consent box and click Send for review.

We check the consent line, build the voice and switch the agent to it. You'll see Voice ready on the card.

AI voice calls need prior express written consent from the person, to your business. Record where and when for every lead you upload.

If anyone says stop, the agent ends the call and adds the number to your do-not-call list automatically. Upload your own lists under Numbers.

Set each campaign's calling window. Before every dial, DialSwarm reads the prospect's local time from the area code and holds calls outside your window. The usual rule is 8am to 9pm their time.

Every agent says it's an AI assistant in its opening line and whenever asked. That can't be switched off.

Every call stores the consent record, the checks that ran and what was said. Export it from Compliance any time.

Open Referrals in the portal. Your personal code and link are at the top.

Copy the link and send it to salespeople you know. Anyone who signs up with it starts with 100 free calls instead of 10.

Everyone who signed up with your code shows in the list on the same page.