Getting Started with AI Calling: What You Need to Share Before Onboarding
AI Calling by DoubleTick lets you automate voice conversations with your customers using an AI voice agent. The agent is built specifically around your business use case and speaks in a natural, human-like Indian English voice — so your customers experience a real, conversational interaction, not a robotic one.
This article walks you through everything you need to provide before your AI voice agent can be built and taken live.
What is AI Calling?
DoubleTick AI Calling enables your business to have automated, natural-sounding phone conversations with customers — without a human agent on the line.
The AI voice agent is custom-built around your specific use case, whether that is qualifying leads, sending appointment reminders, following up on payments, or collecting customer feedback.
What You Need to Share with Us
Before we can begin building your AI agent, please share the following:
1. Number for Whitelisting (Conditional)
Whitelisting is required only if you plan to make unconsented calls — that is, calling customers who have not previously opted in to receive calls from you.
If your customers have already consented, whitelisting is not required and you can skip this step.
If you are making unconsented calls but prefer not to go through whitelisting, you can send a consent template to your customers first. Once a customer responds to the template, the call can proceed without whitelisting.
Before choosing the unconsented route, here is what you should know:
Unconsented calls carry a higher risk of customers blocking your number. If a significant number of recipients mark your calls as unwanted or block your number, it can negatively impact your number's reputation and calling ability on WhatsApp — and in some cases, lead to restrictions imposed by Meta. Whitelisting reduces this risk significantly and is the safer long-term choice for high-volume or cold outreach campaigns.
2. Number for Onboarding
This is the number that will be taken live with the AI agent. In many cases, this is the same as the whitelisting number — but it may differ depending on your setup.
3. Your Use Case
Describe what you want the AI agent to do. Be as specific as possible. Some common examples:
Lead qualification
Appointment reminders
Order or payment follow-ups
Customer feedback collection
4. Your Call Script
Share the conversation flow you want the agent to follow. This should include:
How the call opens
The key questions the agent should ask
Expected customer responses
How the call should close
A rough draft is perfectly fine — our team will refine and structure it into a production-ready conversation flow.
5. Audio Transcript or Call Recording (Optional, Highly Recommended)
If you have a recording or transcript of a real or sample call, sharing it makes a significant difference. It helps us match the agent's tone, phrasing, and delivery to something genuinely natural and human-sounding.
What We Handle on Our End
Once you share the above, here is what DoubleTick takes care of — no action needed from your side:
Whitelisting (If Applicable) — We enable your number for AI Calling on the platform. This step applies only if you are making unconsented calls and have opted for whitelisting over the consent template route.
AI Agent Build — We design and configure the agent around your script and use case.
Voice Tuning — We apply Indian English accent enforcement and conversational tuning for a realistic, human-sounding delivery.
Testing and Go-Live — We share a test agent for your review and take the number live after your sign-off.
How the Onboarding Process Works
You share the prerequisites — the numbers, use case, script, and optionally an audio transcript or recording.
If applicable, DoubleTick whitelists the number on the platform.
We build the AI agent configured around your script and use case.
We share a test agent for you to try and provide feedback on.
After your sign-off, the number is onboarded and the agent goes live.
Summary
To get your AI voice agent built and deployed, share your onboarding number, use case, and call script. A whitelisting number is required only if you are making unconsented calls. An audio recording or transcript is optional but strongly recommended.
Everything else — whitelisting (where applicable), agent configuration, voice tuning, and go-live — is handled entirely by the DoubleTick team.
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