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An AI assistant (sometimes called an agent) is your configurable bot that speaks with customers or leads over the phone — either when they call you (inbound) or when your system calls them (outbound).

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Why use an AI assistant?

  • Automate common interactions: Answer FAQs, book appointments, or qualify leads 24/7.
  • Reduce workload: Free your human team from repetitive tasks like verifying contact information or taking messages.
  • Scale effortlessly: One assistant can handle many simultaneous calls, so you grow without adding more agents.

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Key components

Every AI assistant is made up of four core elements:

System prompt

The core instructions that define how your assistant behaves, what it knows, and how it speaks.

Initial message

The very first phrase the AI says — especially critical for making a good first impression on inbound calls.

Voice settings

Choose a built-in voice from the library or clone your own for a consistent brand sound.

Tools (optional)

Add capabilities like call transfer, call ending, appointment scheduling, or custom API integrations.

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How to create an assistant

1

Go to Assistants

In the sidebar, navigate to Assistants and click Create Assistant.
2

Choose call direction

Select Inbound (answers calls) or Outbound (makes calls). This affects which configuration options are available.
3

Set up your system prompt

Write the instructions that guide your assistant’s behavior, or start from a template.
4

Configure a voice

Pick a built-in voice or clone your own from the voice settings.
5

Add tools

Enable built-in tools (transfer, end call, scheduling) or connect custom API tools as needed.
6

Test your assistant

Use the browser-based web call or make a real phone call to verify everything works before going live.

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Next steps