> For the complete documentation index, see [llms.txt](https://learn.doubletick.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.doubletick.io/ai-voice-calling/getting-started-with-ai-calling-what-you-need-to-share-before-onboarding.md).

# 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.

***

#### <mark style="color:$primary;">**What is AI Calling?**</mark>

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.

***

#### <mark style="color:$primary;">**What You Need to Share with Us**</mark>

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.

***

#### <mark style="color:$primary;">**What We Handle on Our End**</mark>

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.

***

#### <mark style="color:$primary;">**How the Onboarding Process Works**</mark>

1. You share the prerequisites — the numbers, use case, script, and optionally an audio transcript or recording.
2. If applicable, DoubleTick whitelists the number on the platform.
3. We build the AI agent configured around your script and use case.
4. We share a test agent for you to try and provide feedback on.
5. After your sign-off, the number is onboarded and the agent goes live.

***

#### <mark style="color:$primary;">**Summary**</mark>

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.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://learn.doubletick.io/ai-voice-calling/getting-started-with-ai-calling-what-you-need-to-share-before-onboarding.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.