Create an assistant

Where to find itAssistantsCreate assistant

Before you start

Have your website and a few common customer questions ready. To set up bookings, you’ll need access to the Google Calendar or Microsoft Outlook account where you want appointments saved.

1. Basics

1. 1Go to Assistants and press Create assistant.
2. 2Type a name, like “Reception” or “After hours”. It’s only for finding it in your list.
3. 3Pick the voice and language. You can listen to each voice first.
4. 4Press Continue.

2. Behavior

Select the tasks it should handle. You can pick more than one.

You can add your business’s Website and Sector or industry. Both are optional and help prepare instructions that fit your business.

3. Connect

Set up the tasks you picked: connect a calendar for appointments, add the phone numbers of the people who take transferred calls, and prepare the emails you want to receive. You can also finish these later in the editor.

4. Test

When it’s ready, press Start a test call to try it or Edit the assistant to review its settings.

Then review the instructions and check they include current services, prices, hours, and contact details. Fill in anything missing and save.