[WhatsApp](/products/whatsapp) # Take the conversation to a call. Let a customer move from chat to a helpful call with the context intact. Connect inbound calls, permission-based outbound conversations and the team or AI voice experience suited to the request. [Plan WhatsApp calling](/demo?product=whatsapp-calling) [Read the calling guide](/docs/guides/whatsapp/calling) ## Set up with your agent [Read the agent setup guide](/docs/ai/set-up-your-agent) Copy this prompt into your coding agent: ```text Bird connects customer communications, data and automation. Help me build with Bird using my coding agent. 1. Read https://bird.com/docs/ai/set-up-your-agent.md and follow its setup workflow for this client. Use an existing connected Bird MCP server or signed-in CLI when available. 2. Read the product guide for the task I want to complete and inspect my existing integration. Identify the workspace, available operations and required setup. 3. Help me complete a first example for the product and destination I choose. Follow the operation through to its actual result, explain any uncertainty, and help me choose the next step. First task: Prepare a WhatsApp calling brief covering inbound and outbound calls, recipient permission, eligible destinations, routing and human escalation. Verify current calling requirements and ask before placing a call. Use this Bird page as the starting context: https://bird.com/products/whatsapp/calling Read its Markdown alternative and linked guides. Keep the first example relevant to this page and the customer outcome I choose. Preserve the supplied campaign context when following Bird signup or sales links. ``` From a message to a helpful call Mora Studio Let’s find the right option together. The useful details travel with the call The customer has a question about the selected collection. Context Product choice Handled by Studio specialist Next step Send the agreed options Confirm the follow-up Keep the customer’s preferences and the actual result in the service record. Example call. Business-initiated calling requires the customer’s permission. ## Offer a conversation that helps resolve the request. Use a call when a complex choice, urgent issue or accessibility need makes voice useful. Keep the reason clear and let the customer understand who they will speak to. ## Handle incoming calls Route the call to the right team or supported voice experience. Define availability and a useful next step when nobody can answer. ## Request permission for outbound Follow the applicable WhatsApp calling permission and eligibility requirements. A messaging opt-in does not automatically authorize every outbound call. ## Let the conversation continue without repeating the story. Bring the customer’s request, relevant account context and attempted steps into the call. Keep access to sensitive information appropriate to the caller’s verified identity. ## AI voice with clear boundaries Give the voice assistant a focused task and authorized tools. Transfer to a person when the request needs judgment or the customer asks. ## A handoff the team can use Pass the reason for the call and the unresolved work. Coordinate ownership so the chat and call do not produce conflicting actions. **From the chat to the call Example** Could you talk me through the installation? Call with customer care The customer starts a call or grants the required permission to receive one. Context for the person answering Order #4821 · installation question Product details and the steps already tried Here are the steps we agreed on during your call. ## Follow through on what was agreed. Record the actual case, order or appointment change and send an eligible follow-up with the useful next step. Keep call activity and task completion distinct. ## Choose the right voice route WhatsApp calling and a regular telephone call have different network, eligibility and charging contracts. Evaluate the intended route explicitly. ## Operate the exception Define missed-call handling, transfer behavior and service availability. Review recording and disclosure requirements for the actual deployment. ## WhatsApp calling questions ### Is WhatsApp calling the same as calling a phone number? No. WhatsApp Business Calling uses WhatsApp’s calling experience and eligibility rules. Telephone voice uses a different route and contract. WhatsApp calls must not be bridged to the public telephone network. ### Can we call every customer who opted into messages? Do not treat messaging permission as universal calling permission. Follow the applicable business-calling consent and eligibility requirements. ### Can an AI voice assistant answer? Connect the supported voice runtime with approved knowledge, authorized actions and a human transfer path. Evaluate the actual calling setup and market before launch. ### What should happen after a missed call? Offer a clear next step, such as a message, callback request or support route. Keep the task context and respect the customer’s communication preferences. ## Connect the complete journey - [WhatsApp calling guide](/docs/guides/whatsapp/calling): Follow the setup, operating decisions and verification steps. - [WhatsApp conversations](/products/whatsapp/two-way): Bring customer context, AI and your team into one conversation. - [WhatsApp AI agents](/products/whatsapp/ai-agents): Answer questions, take action and hand over to your team. - [WhatsApp numbers](/products/whatsapp/numbers): Connect your sender, business profile and account. - [WhatsApp resource library](/products/whatsapp/resources): Explore implementation guides, explained answers and comparisons. - [Explore Voice](/products/voice): Review phone calling, routing and recording options. - [WhatsApp platform](/products/whatsapp): Explore the connected product and choose the next capability. ## Plan the call that completes the conversation. Bring the customer task, markets and receiving team. Review the eligible sender, calling permissions and voice route with a WhatsApp specialist.