The five questions
1
What it does
Pick the job: answer calls and help people, book appointments, call and qualify leads, take
orders and reservations, confirm and remind, ask for feedback, or something else. This decides
the shape of the prompt and which settings get filled in.
2
Your business
Your industry and, if you have one, your website. The setup reads the site to learn your hours,
services and prices. If it cannot read it, you can type the details instead.
3
Its voice
The language it speaks and the voice it uses.
4
What it knows
Anything it should be able to look up during a call: documents, or pages from your site.
5
What it says
The first line the caller hears, and the rules it should always follow.
The assistant page
When the setup finishes you land on the assistant’s own page, which is where you come back to. The checklist at the top — Finish setting up — 2 of 3 done — tracks what is left before the assistant can take real calls: a number, a first campaign, or the widget on your site. The settings rows each have a Change button: Number, Voice, Language, Calendar and Passes to a person. Changes here save immediately, there is no separate save. What it says shows the first line of the conversation. Edit it in place, or press Change it by chatting and describe what you want in your own words. Under it sit the rules the assistant always follows, and the compiled system prompt, which is read-only unless you choose Edit raw. The test panel sits on the right: call your own phone, talk to the assistant in your browser, or open the free text chat. See Testing your assistant. The public demo link is a page you can send to anyone so they can try the assistant without an account.What is only in Advanced
Simple deliberately leaves out the deeper settings. Open Advanced when you need tools and mid-call actions, call variables, webhooks, turn-taking and timing, transcriber options, or voice cloning.The Web widget is available in both, but in Simple it opens as its own Web Widget
Configuration panel with its own save button.