Whippy Business Phone provides a full set of call-handling tools directly inside the Whippy dashboard. Whether you are answering inbound calls, making outbound calls, or collaborating with teammates, these features help you manage calls smoothly and keep all conversation context in one place.
This guide covers every action you can take during and after a Whippy Business Phone call.
Actions You Can Take During a Call
1. Mute Your Microphone
Click Mute to silence your microphone while staying connected to the caller.
Useful when:
You need a moment to confirm information
You are speaking with a colleague
There is background noise
2. Stop Call Recording
If call recording is enabled for the Whippy Business Phone channel, you can toggle recording off during an active call.
Recording stops immediately, but the call continues.
3. Use the Keypad
Click Keypad to enter digits during a call.
Common use cases:
Navigating IVR menus
Entering extensions
Providing verification or authentication codes
4. Transfer a Call
You can transfer an active Whippy Business Phone call to another user or channel in your organization.
Transfer types:
Blind Transfer: Immediately transfers the caller without an introduction.
Warm Transfer: Allows you to speak with the recipient before completing the transfer.
(Available transfer options depend on your Whippy configuration.)
To transfer a call:
Click More Options (…)
Select Transfer Call
Choose the user or channel
5. Park a Call
Call parking places the caller on hold so another teammate can retrieve the call from their own device.
How call parking works:
Click Park Call during an active call
The caller hears hold music
The call appears in the Parked Calls list (top right of the dashboard)
Any teammate can select Pick Up to resume the call
When to use call parking:
You are unsure who should handle the call
You need another teammate or manager to join
You are moving between devices or workstations
You operate in a queue-based or support workflow
6. Adjust Audio Settings
Click Audio Settings during a call to change:
Microphone
Speaker output
This is helpful when switching headsets, troubleshooting audio, or changing devices mid-call.
7. End the Call
You can end a call by:
Clicking the red End Call button in the call interface
Hanging up on your connected device if applicable
Actions You Can Take After a Call
8. View the Call Summary
After the call ends, a summary is automatically added to the conversation (if enabled).
The summary includes:
Call duration
Call direction
Channel used
Handling user
Recording
Transcript (if enabled)
9. Replay or Download the Call Recording
From the conversation view:
Click Play to listen to the recording
Click Download to save the recording as a .wav file
Common use cases:
Quality assurance
Team coaching
Compliance or dispute review
10. View or Search the Call Transcript
If transcription is enabled in the channel call flow:
Click Show Full Transcript
Use AI Search to ask questions about the call
Reference transcripts for summaries, notes, or follow-ups
11. Add Notes
Notes are internal-only and help teams collaborate.
You can:
Tag teammates
Add call summaries
Leave instructions or reminders
Notes appear in the right-side panel and in the conversation activity timeline.
12. Tag the Conversation
Apply tags to organize and categorize calls, such as:
Support
Sales
Billing
Follow-up required
Tags support filtering, reporting, and automation.
13. Forward the Call Recording or Message
From the More Options (…) menu on a call event, you can forward the call or recording to another conversation or user when needed.
14. Hide or Delete Call Events
Depending on permissions, you can:
Hide a call event from the conversation view
Delete a call event entirely
Where to Find Call Logs
All Whippy Business Phone call activity is stored in two locations.
In the Conversation
You can view:
Call events
Transcripts
Recordings
Notes
In the All Calls Log
Navigate to Inbox → Calls to:
Filter by user, agent, missed calls, voicemail, or parked calls
Expand individual call entries
Sort or search call history
Troubleshooting
Issue | Possible Cause | Fix |
Cannot park a call | Call parking not enabled or permissions missing | Confirm call parking is enabled for the channel and you have access |
Transfer option not available | Call flow or permissions restrict transfers | Check channel call flow and user permissions |
No audio during call | Incorrect microphone or speaker selected | Update audio settings during the call |
Call not recorded | Recording disabled for the channel | Enable call recording in the channel call flow |
Transcript missing | Transcription disabled or not supported | Enable transcription in call flow settings |
Parked call not visible | Viewing wrong queue or channel | Check the Parked Calls list and confirm channel access |
Best Practices
Use call parking instead of transferring when ownership is unclear.
Add notes after calls with important context.
Confirm recording and transcription are enabled before handling sensitive calls.
Use tags consistently to improve reporting and automation.
Related Guides
Making and Receiving Calls with Whippy Business Phone
Setting Up a Whippy Business Phone Channel
Editing Whippy Business Phone Channel Settings
Configuring Call Flow and Voicemail
Using Voice AI with Whippy Business Phone