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Your assistant

Duplicate or delete an assistant

Manage your assistants from the list.

Where to find itAssistants⋯ on the row

In Assistants, each row shows the assistant’s channel, language, and when it was last updated. Press the three-dot menu at the end of the row to see the actions.

Assistants, with the actions menu open

In the appAssistants, with the actions menu open
ActionWhat it does
Edit assistantOpens the editor.
Assign a number / Manage numberAssigns or changes the number it answers.
Duplicate assistantCreates a copy with the same setup.
Delete assistantDeletes it. This can’t be undone.

Duplicate

Use it to try changes without touching the assistant your customers talk to, or to create a similar one. Type a new name and press Duplicate. The copy has no number assigned.

Delete

Important

If the assistant has a number, it stops answering those calls. Assign the number to another assistant before deleting it.

Suggestions

  • Write the instructions
  • Connect your calendar
  • Transfer calls to your team
  • Get emails after calls
  • Plans and prices
  • Review conversations
Type a task, like “transfer calls” or “change the voice”.