Ready to set up your first AI assistant? Follow these steps:

1. Go to “Assistants”

In your Autocalls.ai dashboard, find the Assistants page (sometimes labeled “AI Assistants” or similar).

2. Click “Create New Assistant”

  • Choose Inbound if you want it to answer incoming calls.
  • Choose Outbound if it’s for campaigns calling out to leads/customers.

3. Fill Out Basic Info

  • Assistant Name: Internal label, e.g. “Support Bot” or “Sales Bot.”
  • System Prompt: Outline the assistant’s role, tone, and key instructions.
  • Initial Message: The first line the AI will speak (inbound calls usually need a quick greeting).

4. Language & Voice

  • Select a Voice from the built-in library, or pick a cloned voice if you’ve created one.
  • (Optional) Configure speech speed, filler usage, or “voice activity detection” if you need specialized settings.

5. Tools & Functions

  • Add or remove items like transfer call, end call, or appointment scheduling (more in Tools & Functions).

6. Save & Test

  • Click Save and your assistant is ready!
  • For inbound, you’ll need to assign a phone number.
  • For outbound, attach the assistant to a campaign or test with your own phone number.

Editing an Assistant

  • Return to Assistants in the dashboard.
  • Click on the assistant name.
  • Adjust prompts, voice, or add new tools—then Save.

Tip: Always test your changes by calling the assistant or running a small outbound campaign to confirm it behaves as expected.