Where to find itAssistantsopen an assistant
Open Assistants and click the one you want to change. Settings are listed on the left, and the one you’re editing opens on the right.
What’s in each group
| Group | Settings |
|---|---|
| General | Voice / Language and Prompt / Instructions. |
| Actions | Send emails after call, Book appointments, and Transfer calls. |
| Advanced | Knowledge base, Technical configuration and Webhooks (coming soon). |
A plus sign next to an action means it still needs setting up. An arrow means it’s already set up.
Save your changes
When you change a setting, Unsaved changes appears. Press Save before leaving or starting a test: Talk to assistant uses the last saved version.
The phone channel
At the top you’ll see the Phone card. It shows whether the assistant has a number (Active) or not (No number). From there you can assign or change the number.