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).Documentation Index
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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.
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.
How to create an assistant
Choose call direction
Select Inbound (answers calls) or Outbound (makes calls). This affects which configuration options are available.
Set up your system prompt
Write the instructions that guide your assistant’s behavior, or start from a template.
Add tools
Enable built-in tools (transfer, end call, scheduling) or connect custom API tools as needed.
Next steps
- Read assistant modes to pick the right voice processing engine.
- Explore tools and functions to see what capabilities you can give your assistant.
- Check testing your assistant to validate your setup before launch.