# Outbound Calling Guide

This guide walks you through the requirements, rules, and step-by-step workflow for using Outbound WhatsApp Calling. Follow these instructions to ensure your business can place calls successfully and compliantly.

***

### 1. Requirements

To enable outbound WhatsApp Calling, your WhatsApp Business Account (WABA) must meet the following criteria:

1. Your Business Portfolio's message limit must higer than 2000.
2. The phone number you use for calling must **not** belong to the following regions:

* United States
* Canada
* Turkey
* Egypt
* Vietnam
* Nigeria

***

### 2. Calling Rules

1. **Customer Permission Is Required.** You can only start an outbound call after the customer grants calling permission.
2. **Request Messages Limits.** You may send up to 2 calling-request messages to the same customer within 72 hours.
3. **Outbound Calls Limits.** You may initiate up to 5 outbound voice calls to the same customer within 24 hours, provided permission is valid.

***

###

### 3. Getting Customer Permission

To request permission, send a Calling Request Template Message.

Once the customer taps Allow, your business will receive calling permission for a limited time.

Example template:

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2Fueta9u0ZNoxZQDzorllN%2Fimage.png?alt=media&#x26;token=423b085c-10a4-4928-a43b-57c37be50993" alt=""><figcaption></figcaption></figure>

#### 3.1 Step-by-Step guide

**Step 1: Create a Calling Request Template**

Navigate to: Templates → Create Template

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FbtVrWefwkr2uK1AwycJv%2Fimage.png?alt=media&#x26;token=9c44de6d-2751-4151-9a0c-6b4484bd55ee" alt=""><figcaption></figcaption></figure>

Fill in the template body according to your calling use case.

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FhZ69rt3TQ0UbS7WdgOCL%2Fimage.png?alt=media&#x26;token=c0928b54-3d5f-424d-991b-0e7e10cae0dd" alt=""><figcaption></figcaption></figure>

**Step 2: Send the Calling Request Template**

After your template is approved, you can deliver it via Inbox or Campaigns.

**Option A — Send via Inbox**

If you want to request calling permission from an individual customer:

1. Open Inbox
2. Use those quick actions:
   * \[+Conversation] for new contacts
   * \[WhatsApp template icon] for contacts you’ve chatted with before

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FTCRAKPRirbdY9SYKQZ39%2Fimage.png?alt=media&#x26;token=2c0d0e2d-2e99-437f-971b-d04f143946f0" alt=""><figcaption></figcaption></figure>

3. Choose your Calling Request template and send it.

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FQ5FYZ9TGwC71BmfkH0B5%2Fimage.png?alt=media&#x26;token=aa95e2aa-25b0-4879-a8af-2f58ef297f90" alt=""><figcaption></figcaption></figure>

**Option B — Send via Campaigns**

For large-scale permission requests:

1. Go to Campaigns
2. Select your Calling Request template
3. Send to the selected audience

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FlLnrHqdebhGsnHYZLP0s%2Fimage.png?alt=media&#x26;token=6fa16a9b-adbe-4f34-b1e2-71266a3202ed" alt=""><figcaption></figcaption></figure>

You can monitor permission acceptance rates directly in the campaign’s performance dashboard.

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FhHydJ457MoINY7ollyn8%2Fimage.png?alt=media&#x26;token=70b0efba-87d1-47bd-bc3f-7453f3427868" alt=""><figcaption></figcaption></figure>

***

### 4. Viewing Customers Who Granted Permission

Once a customer accepts your request, their permission record appears in the Calling → Permission List.

* Access depends on your role and permission scope.
* You will only see customers you are authorized to access.

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FtZB2xGyqlkJHiQIAsATS%2Fimage.png?alt=media&#x26;token=5846cad2-bbb5-45c0-856d-b40b314fb890" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FOe1qssvtI5rjd51KoxsR%2Fimage.png?alt=media&#x26;token=c765a8de-d721-4c19-be8c-4f30c40c8da9" alt=""><figcaption></figcaption></figure>

***

### 5. Starting an Outbound Call

You can initiate outbound calls in two ways.

#### Method 1 — Call from the Permission List

1. Go to Calling → Permission List
2. Click Call button

{% hint style="warning" %}
Ensure:

* You have outbound-call permission for the business number
* The customer’s permission is still valid
  {% endhint %}

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FgVQsKCTXaYc0qShtDLqg%2Fimage.png?alt=media&#x26;token=5d032afe-b0d5-4bd8-a68e-ea4c7f9cedfc" alt=""><figcaption></figcaption></figure>

#### Method 2 — Call Directly From the Calling Page

1. Go to Calling
2. Click + Calling

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FM9yR5T6snf25c8Jn4jMW%2Fimage.png?alt=media&#x26;token=b75628ca-f3f7-4167-a0f5-543cdae9b60d" alt=""><figcaption></figcaption></figure>

3. Enter the customer’s phone number and select the business number you wish to use.

{% hint style="warning" %}
Before placing the call, ensure:

* You have outbound-call permission for the business number
* The customer has already granted calling permission
  {% endhint %}

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2Fo0bvir8FKHhTFu3RSOnx%2Fimage.png?alt=media&#x26;token=cb857043-399e-4baf-9dab-56753d8e291d" alt=""><figcaption></figcaption></figure>

####

#### Method 3 — Call From Inbox

To help businesses communicate more effectively with customers, WhatsApp voice calling has been integrated into the Inbox.&#x20;

1. Go to Inbox
2. Open the conversation, and click the WhatsApp Calling> Call out button.

&#x20;Refer:

{% content-ref url="../inbox/inbox-calling" %}
[inbox-calling](https://helpdocs.ycloud.com/help-center/inbox/inbox-calling)
{% endcontent-ref %}

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FtNwZKKO1o1SUoYKpx640%2Fimage.png?alt=media&#x26;token=5015c893-ad29-45e8-ac7c-210ccbcbed14" alt=""><figcaption></figcaption></figure>


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