WhatsApp Calling Setup — myCRMSIM

Before setting up WhatsApp Calling, make sure your myCRMSIM dashboard is running the required version.

• 📞 Place WhatsApp calls directly from a contact's profile, just like Android or FaceTime calls.
• 📲 The recipient receives the call as a WhatsApp call.
• 📝 Calls are recorded in the CRM conversation timeline.
• 📋 Calls appear in Message Logs with the type CALL over WhatsApp.
• 🔔 Incoming calls are announced in the dashboard as Incoming WhatsApp call.
• ☎️ Each WhatsApp number with calling enabled uses one purchased calling line.

• ✅ A myCRMSIM account connected to your CRM platform, such as HighLevel.
• ✅ An existing sub-account or workspace.
• ✅ An active Calling plan with enough available calling lines.
• ✅ A WhatsApp number already connected to your account and in good standing.
• ✅ A valid phone number saved in the contact's profile.

1. Open Plans in the myCRMSIM dashboard.
2. Select the Calling tab.
3. Click Change calling lines.
4. Enter the number of calling lines you want to purchase.
5. Review the current and updated quantities. The window displays how many lines you already have.
6. Review the monthly price and click Continue to payment.
7. Complete the payment process on the billing page.
8. Return to Plans → Calling and verify the updated Purchased lines, In use, Available, and Monthly total values.

1. Open Devices from the left-hand menu.
2. Select the WhatsApp tab.
3. Confirm that the number you want to use for calling shows as Connected and is online.

1. Open Subaccount SIM from the left-hand menu.
2. Find the sub-account you want to configure, such as Prism-Solutions.
3. Scroll across the table to the WHATSAPP column and click the + button. If numbers are already assigned, you may see a green check instead.
4. The Assign WhatsApp Device to [Sub-account name] dialog opens, displaying the USER, DEVICE, DEFAULT, and ACTIONS columns.
5. Click + Assign new WhatsApp Device to add a row.
6. Open the Select user… dropdown and choose the user associated with the workspace.
7. Open the Select device… dropdown and select the WhatsApp number. Connected numbers appear in a format similar to 92310******@c.us — Connected.
8. Mark the DEFAULT option if this should be the sub-account's default WhatsApp number.
9. Click the green Assign button in the ACTIONS column.
10. Confirm that the following success message appears:
    Success. Status: WhatsApp device assigned successfully.
    The message also directs you to configure the workspace's Message Routing preference.
11. Click OK and close the dialog.
12. Confirm that the sub-account row displays the assigned number, for example, Connected WhatsApp × 1 ✅.

1. Open Plans from the left-hand menu.
2. Select the Calling tab.
3. Locate the WhatsApp section, described as WhatsApp calls from a connected number.
4. Find your WhatsApp number in the list. Each row displays the number, its status, and a toggle on the right.
5. Turn on the toggle next to the number you want to use for calling.
6. A confirmation dialog explains that the number will move to a calling server. Click Move number.
7. The row status changes to Moving…, with a message indicating that the move should take about a minute.
8. While the move is in progress, sending and receiving messages on that number are temporarily paused. This is expected and should last about a minute.
9. When the process finishes, a notification confirms:
   [Number] is on the calling server. Calling is on.
10. Confirm that the row status returns to Connected and that the Calling on counter increases accordingly.

1. Open Subaccount SIM.
2. In the relevant sub-account row, click the Call Routing icon under the CALL ROUTING column.
3. In the routing grid, locate the WhatsApp column.
4. Tick WhatsApp in the row where you want it to act as a calling line, such as 1 · Primary or 2 · Backup.
5. Review the panel at the bottom, When a call can’t be connected, to confirm what will happen if a call fails.
6. Click Save.

For more information about routing order, backup lines, and failure rules, see Configure Call Routing.

1. Open Contacts from the left-hand menu.
2. Select the contact you want to call, such as UZAIR SAEED, and open their profile.
3. Confirm that the contact has a valid phone number saved.
4. Click the green Call button in the top-right corner of the contact header.
5. If multiple WhatsApp numbers have calling enabled in the workspace, the dashboard asks you to select which number should place the call. If only one number is available, the call starts automatically using that number.
6. Observe the call status as it changes from Connecting… to Ringing…. A call panel appears in the bottom-right corner, showing the contact's name, WhatsApp channel badge, phone number, and live timer.
7. Answer the call and confirm that you can hear the contact through your browser.
8. Test the available call controls, including Mute and End call.
9. While the call is connected, confirm that the contact header displays On call and the call panel shows the elapsed time, such as 00:15.

1. Navigate to Subaccount SIM → Message Logs.
2. Set Type to All.
3. If you manage multiple numbers or sub-accounts, use the SIM, Subaccounts, or Device ID filters.
4. Click Refresh.
5. Find the latest entry and verify the call details.

Once WhatsApp Calling is working, you can automate follow-up actions using workflows.

• The dashboard is updated to the required version.
• An active Calling plan is available with at least one free calling line.
• The WhatsApp number shows as Connected under Devices → WhatsApp.
• The WhatsApp number is assigned to the correct sub-account under Subaccount SIM → WHATSAPP.
• A default WhatsApp number is configured for the sub-account, where needed.
• Calling is enabled under Plans → Calling → WhatsApp, and the number's status shows Connected.
• The Calling on counter includes the configured number.
• WhatsApp is optionally configured as a backup line under Call Routing.
• A test call has been placed and ended successfully.
• The test call appears in Message Logs with the type CALL over WhatsApp.

• Configure Call Routing — Backup lines for calls, including WhatsApp.
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