Why it matters
Whippy Business Phone lets you make calls without leaving Whippy or using a desk phone. All calls are logged automatically, recorded if enabled, and stored alongside SMS and email conversations so teams have full context in one place.
Key Concepts
Whippy Business Phone: Whippy’s built-in phone system that uses VoIP (calling over the internet) to make and receive calls inside the Whippy platform.
VoIP: Voice over Internet Protocol. Calls are made using an internet connection instead of traditional phone lines.
Call Controls: In-call actions such as mute, keypad, park, transfer, recording, and audio settings.
Call Log: A record of all inbound and outbound calls, including recordings, transcripts, duration, and status.
Step-by-Step: Make an Outbound Call
Open the Whippy dashboard.
Navigate to All Conversations or the Omni-channel Inbox.
Use one of the following methods to start a call:
Click the Call button in the top navigation bar.
Open a conversation with a contact and click Make a call.
Open a call entry from All Calls and initiate a call from the contact record.
Confirm the phone number if prompted.
Click Call to start the call.
Accept the call on your device when it connects.
Tips and Best Practices
Ensure browser notifications are enabled so incoming and outgoing call modals appear correctly.
Use a stable internet connection and a headset for best audio quality.
Check your microphone and speaker in Audio Settings before starting important calls.
Keep call recording enabled if transcripts and playback are required for later review.
Use call parking if another team member needs to pick up the call.
Troubleshooting
Issue | Possible Cause | Fix |
Call button does not appear | Insufficient permissions or channel not configured | Confirm access to the Whippy Business Phone channel in settings |
Cannot hear audio | Incorrect speaker or microphone selected | Update device settings in the call audio menu |
Call modal does not appear | Notifications disabled | Enable call notifications in user settings |
Call drops or has poor quality | Unstable internet connection | Switch to a stronger network or wired connection |
Call not recorded | Recording disabled for the channel | Enable call recording in channel call flow settings |