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From payment to your first session.
Seven steps from checkout to a live dialing session, who does each one and how long it takes, plus fixes for the usual problems. Most of the waiting is on our provisioning and your Telnyx account, so start both the day you pay.
Step 1: Pay for your plan.
Choose Starter, Pro or Team on the pricing page. Stripe checkout opens a monthly subscription. Subscriptions renew automatically every month until you cancel.
- Stripe emails your receipt right away. Your card statement shows DIALBREEZE. Stripe checkout and receipts show MIRA, DialBreeze's parent company.
- Keep that receipt. It is your proof of payment; it does not mean your login is ready.
- No receipt? Check spam, then email brayden@themilnerteamfl.com before paying again.
Step 2: We provision your workspace.
A person on our team creates your workspace, your admin login and your dialing seats. We target the same business day. It is a target, not a guaranteed time.
If we cannot provision your workspace within 5 business days of payment, we refund that payment in full.
Use this time to start step 4. Telnyx account verification can take longer than our provisioning.
Step 3: Watch for your access email.
We send it to your billing email from brayden@themilnerteamfl.com, written by a person on our setup team. Add that address to your contacts so it does not land in spam. It contains:
- Your sign-in details for app.dialbreeze.com.
- The webhook URL to paste into your Telnyx Call Control application in step 4.
- A time to run the production readiness check together.
There is no self-serve signup. Accounts are created for you, which is why this email comes from a person.
Step 4: Connect your Telnyx account.
Production calls run on your own Telnyx account. Telnyx bills calling and numbers to you; DialBreeze adds no per-dial or per-minute charge. In the Telnyx portal:
- Create a Telnyx account. Sign up at telnyx.com, complete the account verification Telnyx asks for, and add a payment method. Telnyx bills calling and numbers to this account directly.
- Buy a local number. In the Telnyx portal, search for and buy a local number with voice. This is the number your prospects see, so pick an area code that fits the people you call. Keep the number in E.164 format, for example +15551234567.
- Create an Outbound Voice Profile. Allow the destinations you call (for most teams, the United States and Canada). Telnyx lets you set a spending limit on the profile if you want one.
- Create a Call Control application. Telnyx also calls these Voice API applications. Paste the webhook URL from your access email, attach the Outbound Voice Profile you just made, and assign your number or numbers to this application. Copy the application ID.
- Create an API key. In the Telnyx portal, create an API key. It starts with KEY. Copy it once; Telnyx does not show it again.
- Copy your public key. Telnyx signs every call event. DialBreeze checks that signature with your account's public key, found with your API keys in the Telnyx portal.
Then sign in to DialBreeze as the workspace admin, open Settings, and find Telnyx connection (BYO telephony). Fill in all five fields:
| Field in DialBreeze | What to paste |
|---|---|
| API key | The Telnyx API key you created above. |
| Call Control app ID | The ID of the Call Control application you created above. |
| Dialer number (agent leg) | A number on your Telnyx account, assigned to the Call Control application, that DialBreeze uses to connect you to the session. E.164 format. |
| Default caller ID (lead leg) | The number prospects see. It must be a number you are authorized to call from. E.164 format. |
| Webhook verification secret | Your Telnyx public key. |
Select Save credentials, then Test connection. The key and secret are encrypted before storage and never shown again in full. Test connection confirms Telnyx accepts the key; the readiness check in step 5 confirms a real call works.
Browser calling needs one more ID. Calling from the browser (WebRTC) also uses a Telnyx credential connection (a SIP connection that authenticates with credentials). The settings card does not have a field for it yet: email its connection ID to brayden@themilnerteamfl.com and we add it. Until then, Phone Bridge mode works: DialBreeze calls your verified phone first.
Sandbox Production readiness check Live list
Step 5Production readiness check.
A named stage after the sandbox and before rollout. We walk through these four checks with you on your own Telnyx account before your first live list.
- Browser audioHeadset connected and microphone permission allowed for the DialBreeze app, heard both ways.
- Telnyx connectionYour own Telnyx account, with outbound voice enabled, linked to DialBreeze.
- Authorized caller IDA number on your Telnyx account that you are allowed to call from, set as the outbound caller ID.
- A permitted test callOne call to a number you may call, worked through its disposition, recording and after-call output.
It confirms the setup works. It does not predict your connect rate, caller ID display on every phone or your Telnyx bill.
Step 6: Import a CSV.
Create a list on the Leads page, open it, and select Upload CSV. Only import people your business is allowed to call: DialBreeze does not scrub against the National Do Not Call Registry or check consent. The first row must be column headers. Header names are matched without regard to capital letters or extra spaces, and DialBreeze reads these names:
| Field | Column names it reads |
|---|---|
| Phone (required) | phone, phone_number, phone number, primary phone, phone 1, phone1, cell phone, mobile, primary contact phone, mailing phone, home phone |
| First name | first_name, firstname, owner first name, name_first |
| Last name | last_name, lastname, owner last name, name_last |
| email, email address | |
| Address | address, mailing address, or mailing address line 1 and mailing address line 2 |
| City, state, ZIP | city, state, zip |
| Tags | tags (separate several tags with a pipe, comma or semicolon) |
| Property details | zillow, zillow_url, zillow link; mls, mlsid, mls_id; price, list_price, listing price; property_type, property type; beds, bedrooms; baths, bathrooms; sqft, square_feet, square feet; lot_size, lot size; year_built, year built |
- Each row needs a readable phone number or it is skipped. If no phone column matches, DialBreeze uses the first cell with seven or more digits.
- One number per row. If a cell holds several numbers separated by a pipe, comma, slash or semicolon, only the first is used.
- Ten-digit US numbers are read as +1 numbers. Files can be up to 10 MB.
- After upload, DialBreeze shows how many leads were imported. Compare it with your row count.
Step 7: Run your first session.
- Pick a calling mode. In Settings, Calling Mode, choose Browser (WebRTC) to talk through your headset, or Phone Bridge to have DialBreeze call your verified phone first.
- Open the Dialer and pick your lists. You can queue up to 10 lists in one session.
- Start on one line. Starter dials one line at a time. Pro and Team allow up to three; move up once the first session runs cleanly.
- Select Start dialing. When someone answers, you are connected. If a second line answers while you are on a call, that person hears your disconnect message, or silence if you have none, and the call ends.
- Save a disposition. Choose one of the ten outcomes, add a note or a follow-up task. Dialing waits until the disposition is saved.
- Check the record. When recording is on, the recording appears on the call. On Pro and Team, the AI transcript and summary follow after the call is processed. Review important details against the recording.
Leads outside quiet hours, with an unknown area code, over a call cap or marked do not call are skipped and keep their reason. See who does what for DNC and calling rules.
Step 8: Troubleshooting.
Still stuck? Email brayden@themilnerteamfl.com with your workspace name, the time and what you saw. Never send your API key or card details by email.
The browser never asks for the microphone, or calls have no audio from my side.
My headset is plugged in but DialBreeze uses the laptop microphone or speakers.
Which browser should I use?
Test connection says Telnyx rejected the stored credentials.
The CSV upload says no valid leads were found.
Calls ring on my side but prospects never connect, or no calls go out.
Browser calling fails to start, but Phone Bridge works.
Not ready to pay yet?
Inspect the workflow in a 14-day product sandbox with test numbers. We set it up. No card.