# 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.

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#### <mark style="color:$primary;">**Step 1: Upload Your Customer Data**</mark>

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.

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#### <mark style="color:$primary;">**Step 2: Create a New Voice Campaign**</mark>

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.

<mark style="color:$primary;">**Campaign Name**</mark>

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

<mark style="color:$primary;">**Calling Method**</mark>

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

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

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

<mark style="color:$primary;">**AI Voice Agent**</mark>

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

<mark style="color:$primary;">**Calling Window**</mark>

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.

<mark style="color:$primary;">**Parallel Calls**</mark>

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.

<mark style="color:$primary;">**Send this Campaign via**</mark>

Select which WhatsApp number or channel the calls should go out from&#x20;

Once all fields are filled, click **Review** to proceed.

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#### <mark style="color:$primary;">**Step 3: Review and Confirm**</mark>

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.

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#### <mark style="color:$primary;">**Step 4: Choose When to Send**</mark>

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.

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

<table><thead><tr><th width="97.73333740234375">Step</th><th>What You Do</th></tr></thead><tbody><tr><td>1</td><td>Import customer list with name and phone number</td></tr><tr><td>2</td><td>Fill in campaign name, calling method, segment, AI agent, calling window, parallel calls, and channel</td></tr><tr><td>3</td><td>Review the summary across all four setting tiles</td></tr><tr><td>4</td><td>Choose to start now or schedule for later, then confirm</td></tr></tbody></table>

*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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