Follow these steps to create a New Assistant :

  1. Access Call Platforms:

    • Navigate to the Call Platforms option.
    • Locate the Assistants feature.

  2. Fill in Assistant Details:

    • Type: Select whether you want to create an outbound or inbound assistant.
    • Name: Enter the desired name for your assistant.
    • Language: Choose your preferred language.

  3. Call Opening Message:

    • Write a message that will be delivered when a call is received.
    • Use @ to mention the first name and last name of the caller.

  4. Script Creation:

    • A script guides the conversation between the bot and customers, ensuring smooth interaction.
      • Options for Script Setup:
      • Existing Templates: Choose from pre-filled templates.
      • Generative AI: Answer a few questions to generate a script.
      • Manual: Type your custom script.

    Steps to Set Script:

  • Click on the assistant for which you want to set the script.
  • Select your preferred script method (Manual, Generative, Templates).
  • Edit or remove the pre-filled script as needed.
  • Click the “Save” button.

Congratulations! You have successfully added a script for your assistant! 👏👏

  1. Company Name:

    • Enter your company name.

  2. Set the Goal of the Assistant:

    • Define the purpose of your assistant (referred to as the goal).
    • Examples of Valid Goals:
      • Inform contacts about the upcoming sale.
      • Take customer feedback.
      • Get test drive bookings.

Steps to Set Up Goal:

  • Click on the assistant for which you want to add a goal.
  • Fill in the goal in the provided text box.
  • Click “Save” on the Edit Assistant Page.

Congratulations! You have successfully added a goal for your assistant! 👏👏

  1. Voice Note:
    • This feature activates if the user fails to answer the call and it transfers to voicemail.
    • Choose Accent: Select your assistant’s accent, gender, and language.
    • Maximum Duration of Your Call: Specify the maximum call duration in minutes.
    • Knowledge Base: Provide any relevant knowledge base information.

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Final Note

Ensure all details are filled in correctly before saving. This will help your assistant perform tasks effectively and meet the desired goals.