Set up your inbound AI assistant with prompts, voices, and tools for handling incoming calls
An “Inbound Assistant” is simply an AI assistant set to inbound mode. Key steps:
Prompt & Voice
Provide a clear system prompt. Example: “You are the Support Bot for Acme Inc. Greet politely, ask for the customer’s need, and attempt to answer basic FAQs.”
Choose a voice from the built-in library or a cloned voice.
Initial Message
The first line of dialogue once the AI picks up.
Example: “Hi, thank you for calling Acme Inc. How may I help you?”
Add Tools (Optional)
Transfer: If the caller needs a human agent.
End Call: Condition to end the call politely.
Appointment Scheduler: If you want them to book a slot on your calendar.
Call Flow
In the system prompt, mention potential dialogues, e.g., “If they mention billing, ask for their invoice number.”
Save & Test
Dial the inbound number from your cell phone.
Confirm the AI greets and responds according to your instructions.
Tip: Revisit your assistant’s settings regularly to improve the conversation flow—especially if you see frequent hang-ups or missed info.