Creating and Editing an AI Assistant

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1. Go to “Assistants”

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2. Click “Create New Assistant”

• Choose Inbound if you want it to answer incoming calls.
• Choose Outbound if it’s for campaigns calling out to leads/customers.

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3. Fill Out Basic Info

• Assistant Name: Internal label, e.g. “Support Bot” or “Sales Bot.”
• System Prompt: Outline the assistant’s role, tone, and key instructions.
• Initial Message: The first line the AI will speak (inbound calls usually need a quick greeting).

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4. Language & Voice

• Select a Voice from the built-in library, or pick a cloned voice if you’ve created one.
• (Optional) Configure speech speed, filler usage, or “voice activity detection” if you need specialized settings.

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5. Tools & Functions

• Add or remove items like transfer call, end call, or appointment scheduling (more in Tools & Functions).

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6. Save & Test

• Click Save and your assistant is ready!
• For inbound, you’ll need to assign a phone number.
• For outbound, attach the assistant to a campaign or test with your own phone number.

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Editing an Assistant

• Return to Assistants in the dashboard.
• Click on the assistant name.
• Adjust prompts, voice, or add new tools—then Save.