If your customers already message you on WhatsApp, being able to switch from chat to a live voice call in the same conversation can make a big difference. It helps you answer questions faster, clear up confusion, and close sales without asking people to switch apps or share another phone number.

📌 Why This Matters

Text works well for simple questions, but some moments are better handled with a quick conversation. When a customer is confused, in a hurry, or ready to buy, a short call can do what a long back-and-forth chat cannot. For small business owners, this means fewer missed opportunities, faster decisions, and a better customer experience from the same inbox your team already uses.

✨ What’s New

• Voice calls inside WhatsApp conversations: Make and receive calls from the same chat thread, so your customer stays in one familiar place.
• Easy call buttons: Start a call quickly when a chat becomes too detailed or urgent for text alone.
• Callback requests for missed calls: Give customers a simple way to ask for a return call instead of losing the conversation.
• Call permission options: Request permission to call customers in a compliant way when needed.
• Availability settings: Choose when your business is available for calls and block off times when your team should not be interrupted.
• Shared conversation history: Keep chat and call activity tied to the same customer record so nothing gets lost.

🛠️ How to Use It

1. Step 1: Open your CRM settings and go to the WhatsApp calling section.
2. Step 2: Choose the WhatsApp number you want to use for calling.
3. Step 3: Turn on calling and enable callbacks for missed calls if you want customers to request a return call.
4. Step 4: Set up call buttons so your team can move from chat to voice with one click.
5. Step 5: Add your available hours and any temporary unavailable times, such as lunch breaks or staff meetings.
6. Step 6: Save your settings and start handling calls from the same place as your WhatsApp messages.

💡 Pro Tip

If a customer is asking detailed buying questions or seems hesitant, offer a quick call right away because a two-minute conversation can often turn interest into revenue faster than a long message thread.