How to Create WhatsApp Voice Call Campaigns

If you've been looking for a way to automatically call your customers at scale through WhatsApp, DoubleTick's new Voice Call Campaign feature is exactly what you need. This guide walks you through the entire setup — from uploading your customer list to confirming and launching your campaign.


Step 1: Upload Your Customer Data

Before creating a campaign, you need your customer list ready in DoubleTick.

Go to the Customer section and click on Import. Your spreadsheet should have at minimum two columns — Name and Phone Number. During the import, you'll be asked to map fields like custom fields, WhatsApp mapping, agent mapping, and tags.

Once uploaded, your list will appear and be ready to use as a segment in your campaign.


Step 2: Create a New Voice Campaign

Navigate to the Voice Calls section and click Create Campaign. A "New voice campaign" dialog will open where you fill in all the key settings.

Campaign Name

Give your campaign a clear, descriptive name — something like "AI Voice – Jewelry Customers – 25 May" so you can easily identify it later.

Calling Method

Currently, WhatsApp Calling is the only available method. It uses free voice calls over a WhatsApp channel. More calling methods are coming soon.

Segment

Select the customer list you want to call. This can be a newly uploaded list or any previously created segment in DoubleTick.

AI Voice Agent

Choose which AI voice agent will be handling these calls. This is the bot that will speak to your customers when they pick up.

Calling Window

Set the time range during which the system is allowed to make and retry calls — for example, 10:00 to 19:00. All call attempts, including retries, will strictly happen within this window.

This matters for two reasons:

  • Compliance — Many industries have regulations around when customers can be contacted.

  • Business hours — You don't want automated calls going out outside your working hours.

Parallel Calls

This controls how many calls can be dialed simultaneously at any given moment. You can choose from preset values — 1, 5, 10, 25, or 50 — or set a custom number using the + and – buttons.

⚠️ Important: Parallel calls (concurrency) is fixed at the time you create the campaign and cannot be changed later. Choose this number carefully.

Here's a simple way to think about it: if you have 1 lakh (100,000) contacts and a 9-hour calling window, you need to dial roughly 11,000 calls per hour. If the average call lasts about 2 minutes, you'd need around 4,000 concurrent channels. The larger your list and the shorter your window, the higher you'll want to set this number.

Send this Campaign via

Select which WhatsApp number or channel the calls should go out from

Once all fields are filled, click Review to proceed.


Step 3: Review and Confirm

The Review and confirm screen gives you a full summary of your campaign before it goes live. You'll see four tiles:

  • Voice Agent — the AI agent assigned to the campaign

  • Calling Method — WhatsApp Calling and the channel selected

  • Calling Window — the time range you set, shown in local time

  • Parallel Calls — the concurrency number, with a reminder that it's fixed at create time

Take a moment to double-check everything here. If something looks wrong, click Back to go and fix it.

Step 4: Choose When to Send

At the bottom of the review screen, you'll see the option "Send this campaign from" with two choices:

Start now — The campaign begins immediately after you confirm.

Schedule for later — A date and time picker appears where you can set a future launch date and time. The Confirm and start button will remain greyed out until you pick a valid date and time.

Once you're happy with everything, click Confirm and start to launch your campaign.


Quick Summary

Step
What You Do

1

Import customer list with name and phone number

2

Fill in campaign name, calling method, segment, AI agent, calling window, parallel calls, and channel

3

Review the summary across all four setting tiles

4

Choose to start now or schedule for later, then confirm

That's all it takes to set up a WhatsApp voice call campaign on DoubleTick. Once confirmed, the system handles all the dialing, retrying, and queueing automatically — so your team can focus on the conversations that matter.

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