How do I set up a Whippy Business Phone channel?

Last updated: November 5, 2026

Set up a Whippy Business Phone channel so your team can make and receive calls inside Whippy using a configured phone number.

Before you start

Confirm you have permission to manage channels.
Have the business address ready so Google Maps autocomplete can populate the Place ID.
Decide whether you will buy a new phone number or add an existing number manually.
If adding manually, collect the phone number, phone number SID, and capabilities.

Go to Settings.
Under Organization Settings, select Channels.
Click Add Channel.
Enter the channel name, optional icon, channel description, business address, and Google Place ID.
Click Next.
Select Phone as the channel type.
Choose Whippy Phone as the communication provider, or select another supported provider if needed.
Configure the channel sender:
- To buy a new number, select Buy a New Phone Number, choose a provider account, search by area code, and select a number.
- To add an existing number, select Add Manually, enter the phone number and SID, then select capabilities such as Voice, SMS, MMS, or Fax.
Review the channel details and sender phone number.
Click Complete.
Confirm the channel appears in the Channels list.

Use Whippy Phone for the tightest Business Phone integration.
Assign the channel to the right users after setup.
Plan call routing, voicemail, forwarding, IVR, or AI agent behavior before going live.
If you use Voice AI, configure handoff behavior so calls can route to a human when needed.

If setup cannot be completed, confirm all required fields are filled.
If sender setup is blocked, confirm phone number, SID, and capabilities are provided.
If a number will not verify, re-enter the phone number and SID.
If users do not see call options, update their channel access.
If no numbers are available in an area code, try a nearby area code.