Quick Start Guide
Get your AI voice assistant up and running in just 5 minutes!
Step 1: Purchase a Phone Number
- Navigate to Phone Numbers in your dashboard
- Click Buy Number
- Search for available numbers by area code or region
- Select a number with Voice + SMS capabilities
- Complete the purchase
Pro Tip
Choose a local area code to build trust with your customers!
Step 2: Create Your AI Assistant
- Go to AI Assistants in the dashboard
- Click Create New Assistant
- Give your assistant a name
- Choose an industry template (or start from scratch)
- Configure basic settings:
- Business name
- Business hours
- Voice preference
- Primary language
Step 3: Customize Instructions
Tell your assistant what to do:
You are a friendly receptionist for [Business Name]. Your role is to:
- Greet callers warmly
- Answer common questions about services and pricing
- Book appointments when requested
- Collect caller information
- Transfer urgent calls to [Phone Number]
Business hours: Monday-Friday 9am-5pm
Closed on weekends and holidays.
Step 4: Assign Number to Assistant
- Return to Phone Numbers
- Click on your purchased number
- Select Assign to Assistant
- Choose the assistant you just created
- Save changes
Step 5: Test Your Assistant
- Call your new phone number
- Have a conversation with your AI assistant
- Review the call transcript in Analytics
- Make adjustments as needed
What's Next?
- Set up integrations to connect booking systems
- Customize your assistant further
- Configure SMS messaging for appointment confirmations
- Review analytics to monitor performance
info
Your assistant learns from each interaction. Review call transcripts regularly to improve responses!