How do I make a call with Whippy Business Phone?

Last updated: November 5, 2026

Use Whippy Business Phone to place outbound calls to contacts or online teammates directly from the Whippy dashboard.

Before you start

  • Confirm you have access to Whippy Business Phone.

  • Use a stable internet connection and confirm your microphone and speaker are available.

  • Use external calls when you need call logging, recordings, transcripts, or transfers.

  • Use internal calls for quick teammate coordination.

Make an outbound call to a contact

  1. Open the Whippy dashboard.

  2. Start a call from one of these places:

    • The phone icon in the top navigation bar.

    • The Make Call action in the Inbox.

    • A contact conversation using Make a call.

    • A call entry in All Calls.

  3. Confirm or enter the contact’s phone number.

  4. Click Call.

  5. Accept the call on your device when it connects.

Make an internal call to a teammate

  1. Click the phone icon in the top navigation bar, or click Make Call from the Inbox.

  2. Search for your teammate by name.

  3. Select an available online user.

  4. Click their name to start the call.

Tips

  • Internal calls are not tied to a channel and do not create a conversation or message record.

  • Recording, parking, adding participants, and transfers are not available for internal calls.

  • Check audio settings before important calls.

  • Keep call recording enabled on channels when transcripts and playback are required.

Troubleshooting

  • If the call button does not appear, confirm Business Phone access and channel configuration.

  • If a teammate cannot be selected, confirm they are online.

  • If you cannot hear audio, update microphone or speaker settings.

  • If the call modal does not appear, enable call notifications.

  • If a call is not recorded, confirm recording is enabled and that the call is not internal.