1. Build the list.
As a workspace admin, create a list on the Leads page and upload a CSV. Only import people your business may call; DialBreeze does not scrub against the National Do Not Call Registry or check consent. Column names and limits: CSV import.
2. Give agents access.
Admins can dial every list. An agent sees only the lists assigned to them; with none, the Dialer says You have no lists assigned yet. There is no button for list assignment in the app today, so email support@dialbreeze.com with the list name and the agent's sign-in email and a person sets it up.
3. Choose the caller ID.
Each person picks a caller ID in Settings. Admins can set a caller ID per list under Numbers, Campaign caller IDs, and can save a pool of numbers for agents to choose from. Each seat has one caller ID set; DialBreeze does not rotate caller IDs. Breeze agents can import their own lists. See caller ID and numbers.
4. Check voicemail behavior before relying on it.
On any seat, you can upload or record a default message on the Voicemails page. Prerecorded voicemail drop requires the called party's prior consent, and you are responsible for meeting that requirement. On cold lists, leave your voicemail live in your own voice. On Breeze and Jetstream the dialer can detect the machine and wait for the beep automatically, where enabled on your workspace. Check the Auto voicemail drop on machine answer row in Advanced settings, where enabled on your workspace, and listen to the first calls before you rely on it.
5. Set up the session.
- Open Dialer. Under Queue your lists, pick one or more lists (up to 10 in one session).
- Under Session settings, check Calling from, the Calling mode and the Lead statuses to dial. Newly imported leads are New.
- Set Parallel lines. Breeze dials one line. Jetstream, which is Breeze with up to three lines, allows up to three; start on one line and move up once a session runs cleanly.
- Optional: Play disconnect message to dropped lines and Only call leads assigned to me. Check the Auto voicemail drop on machine answer row first, where enabled on your workspace, and listen to the first calls before you rely on it.
- Select Start dialing. If the button is greyed out, the line next to it says why.
6. Work the calls.
- When someone answers, you are connected. With more than one line, if a second person answers while you are on a call, that person hears your disconnect message, or silence if you have none, and the call ends.
- After a connected conversation ends, save a disposition, with a note or follow-up task if needed. A call with a provider call ID, no saved disposition and stored duration of at least 45 seconds also enters the waiting state, even if its status does not show a connection. Other non-connected calls normally advance automatically.
- Use pause when you step away. Nothing dials while paused.
- End the session when you are done. You can have one active session at a time.
What the dialer skips on its own.
The default calling window is 8am to 8pm in the called number's local time; you set your own hours in settings. DialBreeze places no more than 2 calls to one number in any rolling 24 hours, and no more than 15 in total, and skips invalid numbers, unknown area codes and do-not-call leads. Skipped leads keep their reason. Calling rules for your business remain your responsibility; see who does what and calling hours and DNC.
Calling cost.
Seats: Breeze $29, Jetstream $49 per seat per month. Load calling credit in $25, $50, $75 or a custom amount in whole dollars from $25 to $2,000. Calling is $0.75 per dialing hour, drawn from your balance. AI transcription and call notes are included on Breeze and Jetstream. Calling is $0.75 per dialing hour, prepaid.
Still stuck?
See support for what to include, then email support@dialbreeze.com. Never send passwords, webhook secrets, card details or lead lists by email.
More help: Import a CSV list · Caller ID and numbers · Make a test call to your own phone · Common errors and fixes · Billing and cancellation · All help