Set Call and WhatsApp Controls
This page controls the calling and direct WhatsApp actions available to workspace users. It affects both web and mobile workflows.
Entry pointAdmin → Settings → Activity → Call & WhatsApp controls
Who Can Do This
Account admins and CRM admins can change these workspace-wide controls.
Set the Controls
- Open Admin → Settings → Activity → Call & WhatsApp controls.
- Review Require a note when logging calls and Automatically log mobile calls.
- Set Disable direct WhatsApp Messaging if users should send through your connected Business API channel instead of opening WhatsApp directly. This can route mobile contact actions into Brixi Inbox when Inbox is enabled.
- Review Disable IVR calling, Disable mobile SIM dialing, and Disable phone dialer links. Each switch removes the named calling route for users.
- Select Save and confirm Call settings saved.
After saving, ask an affected agent to check a contact's call and WhatsApp actions. See Use WhatsApp Business on Mobile for the mobile behavior.
Common Issues
| Issue | What to check |
|---|---|
| A WhatsApp shortcut opens Inbox | Check Disable direct WhatsApp Messaging and whether Inbox is enabled. |
| Dial has no usable method | Review the IVR, SIM, and dialer-link switches and any connected calling numbers. |
| A call log cannot be saved | If notes are required, add a note before saving. |
Contact Brixi support if a saved control has no effect after an affected user refreshes or signs in again. Include the switch name and the action the user tried.
Was this article helpful?If something is unclear or out of date, email support@brixi.ai with the article title — or see Getting Help for what to check first.