1. Create an assistant
1
Open Assistants and select New Assistant
The Create assistant modal opens. Enter a name your team will recognize, e.g.
Reception EN.2
Choose the agent type
- Single prompt — free-form conversations from one system prompt (best for most first assistants).
- Conversational flow — visual flow builder for branches, data collection, and transfers.
3
Pick a template (or build from scratch)
Use Build from scratch, or apply a catalog template (filter by theme). Templates copy into the system prompt and optional first message — they are not live-linked.
4
Edit greeting and instructions
In the editor:
- Prompt mode: greeting + system prompt on the canvas. Use Choose template anytime.
- Flow mode: open the flow builder; the base instructions live under Settings → General → Advanced prompt (also collapsed on the canvas).
5
Pick a voice and models — or keep the defaults
The defaults (a low-latency pipeline with a recommended voice) work well out of the box. You can browse the voice library later and preview voices before switching.
6
Save
Your assistant is now ready to take calls.
2. Test it in the browser
Every test runs your assistant exactly as saved — same prompt, flow, tools, and knowledge base. Select the Test button in the editor header and pick how you want to test:- Chat — a text-only session, no audio. The fastest way to get wording and logic right without speaking out loud.
- Web Call — a live voice call in the browser, no phone number involved:
- Allow microphone access.
- Talk to your assistant. Interrupt it mid-sentence — it should stop and listen.
- End the call, then open History to review the transcript.
- Call — a real phone call, available once the assistant has an outbound number or a verified caller ID (step 3). Enter your own number and the assistant rings you.
- Simulations — an AI-played caller works through a scenario you define and scores the result; see Simulations.
Web and phone test calls consume voice-time credits like any other call. A Chat test places no call. See How usage is billed.
3. Put it on a phone number
Chat and Web Call already run the assistant’s real logic — once both sound right, move to an actual number:- Buy a number in Phone numbers and assign the assistant to it — inbound calls are answered immediately.
- Or connect your own SIP trunk (BYO SIP) to use existing numbers.
- Or verify a number you already own as an outbound caller ID — enough for the Call test and for outbound calling, though it does not receive calls.
Next steps
System prompt vs. flow builder
When a single prompt is enough — and when to switch to a visual flow.
Conversation quality
Background audio, interruption handling, filler phrases, guardrails.
Knowledge base
Let the assistant answer from your documents.
Engine modes
Pipeline, realtime, and half-cascade explained.