Why it matters
Whippy Business Phone replaces standalone phone systems with a fully integrated calling experience inside the Whippy platform. Teams can make and receive calls from the dashboard, use Voice AI for automated and outbound calling, and keep every recording, transcript, and note alongside SMS and Email conversations.
Because calls live inside Whippy, all call data is automatically stored, searchable, and attributed to the correct contact; giving your team a single source of truth for every interaction.
What is Whippy Business Phone?
Whippy Business Phone is an internet-based phone system built directly into Whippy. Instead of relying on desk phones or external telephony tools, calls are handled through your browser, mobile device, or provisioned desk phones—while remaining fully connected to Whippy’s inbox, automation, and AI features.
It’s more than a phone system; it’s a core communication channel that amplifies the value of SMS, Email, and AI agents.
Key Concepts
Whippy Business Phone:
Whippy’s built-in calling channel used for inbound and outbound calls, voicemail, call routing, and Voice AI handoffs.
Business Phone Channel:
A phone channel configured in Whippy with a dedicated business number. Channels control call flow, business hours, voicemail, recording, and routing.
All Calls:
A centralized view where you can see, filter, and open every Business Phone call across your organization.
Call Recording & Transcription:
Audio recordings and written transcripts that are automatically stored in the contact’s conversation history.
Call Analysis:
AI-powered insights such as call summaries, completion ratings, agent task completion, and caller sentiment (when enabled).
Voice AI:
An AI agent that can place or receive calls, handle conversations, and seamlessly hand off to a human agent on the same Business Phone channel.
Call Parking:
A queue-based feature that lets you place live calls into queues so another user can retrieve them later—supporting multiple queues per channel.
Call Transfer:
Move an active call to another user, agent, queue, or external number without disconnecting the caller.
Where You Can Make and Receive Calls
With Whippy Business Phone, calls can be made and managed from multiple places in the platform:
The top navigation bar (one-click calling)
All Conversations in the inbox
A specific contact conversation
The All Calls view
From within call logs or contact profiles
No desk phone or external system is required—everything happens inside Whippy.
Getting Started with Whippy Business Phone
1. Add a Business Phone channel
Go to Settings → Organization Settings → Channels.
Click Add Channel.
Select Phone as the channel type.
Choose Whippy Phone as the provider.
Buy a new number or add an existing one.
Review and complete setup.
Once created, the channel appears in your channel list and is ready for configuration.
2. Configure channel settings
Open your Business Phone channel and review the following tabs:
Overview: Name, icon, and address
Configuration: Provider and sending speed
Business Hours & Auto Responses: Availability and after-hours behavior
Call Flow: Routing, IVR, voicemail, recording, transcription, and after-hours handling
Settings: Conversation closing rules, AI behavior, and link tracking
Users: Assign who can answer calls
3. Make outbound calls
You can place calls from:
The call button in the top navigation
A contact conversation
A contact profile
The All Calls view
During a live call, you can:
Mute or unmute your microphone
Stop or start recording (if allowed)
Use the keypad
Park the call into a queue
Transfer the call
Adjust audio settings
4. Receive inbound calls
Enable call notifications in Settings → Notifications
When a call comes in, an incoming call modal appears
Accept or decline the call
Use the same in-call controls as outbound calls
5. Manage multiple calls with parking and queues
Every Business Phone channel has a default call queue
You can create multiple queues per channel (for example, Support or Sales)
Park calls into queues and retrieve them later
Use extensions to park calls directly into specific queues
This makes it easy to handle multiple simultaneous calls across teams.
6. Review calls in All Calls
Open All Calls from the sidebar to:
Filter by inbound, outbound, missed, voicemail, parked, or handled calls
Sort by date, duration, or status
Open any call to view details, recording, transcript, and analysis
7. Access call data and transcripts
From a contact conversation or call log, you can:
Play or download the recording
Read the full transcript
View AI-generated summaries and sentiment
Use AI search to ask questions about the call
Add notes, tags, or follow-up actions
All call data is stored alongside SMS and Email messages for a complete communication history.
8. Use Voice AI with Business Phone
Whippy Business Phone is tightly integrated with Voice AI:
AI agents can place or receive calls
Calls can be handed off to humans mid-conversation
All AI and human interactions remain in the same thread
Call data feeds directly into reporting and automation
How Whippy Stores Call Data
Every Business Phone call automatically creates:
A call log in All Calls
A conversation entry tied to the contact
A recording and transcript (if enabled)
Call analysis and metadata
This ensures nothing is lost and every interaction is attributed correctly.
Tips and Best Practices
Use Whippy Business Phone as your primary business number to unify calls, SMS, and Email.
Enable recording and transcription for better visibility and training.
Monitor missed, parked, and voicemail calls in the All Calls view.
Use call parking and queues to manage peak call volumes.
Regularly review call analysis to improve scripts, Voice AI behavior, and agent performance.
Keep business hours and after-hours routing up to date.
Troubleshooting
Issue | Possible Cause | Fix |
Cannot make or receive calls | Business Phone channel not configured or disabled | Check Settings → Organization Settings → Channels and confirm the channel is active |
Incoming call modal not appearing | Notifications disabled | Enable call notifications in your notification settings |
No recording or transcript | Recording or transcription disabled | Enable these options in the channel Call Flow settings |
Parked calls not visible | Viewing the wrong channel or queue | Open Parked Calls and confirm channel access |
Poor call quality | Network instability | Switch to a stronger or wired internet connection |
Related Guides
Making Calls with Whippy Business Phone
Accepting Incoming Calls
Reviewing Call Recordings and Transcripts
Using Call Parking and Call Transfers
Configuring Voice AI for Business Phone
Editing Business Phone Channel Settings