OldCreateAssistant

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.

5. Company Name:
   • Enter your company name.
6. 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.

• 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.

7. 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