An AI Assistant (sometimes called an agent) is your configurable bot that speaks with customers or leads over the phone—either when they call you (inbound) or when your system calls them (outbound).

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Why Use an AI Assistant?

  • Automate Common Interactions: Answer FAQs, book appointments, or qualify leads 24/7.
  • Reduce Workload: Free your human team from repetitive tasks like verifying contact info or taking messages.
  • Scalable: One assistant can handle many calls in parallel, allowing you to grow without adding more agents.

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Key Components

  1. System Prompt: The core instructions guiding how your assistant behaves.
  2. Initial Message: The very first phrase the AI says (especially critical for inbound calls).
  3. Voice Settings: Choose a built-in voice or clone your own.
  4. Tools (Optional): Transfer, end call, scheduling, and more.
Next Steps