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).

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.

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