You’ll be prompted to fill the following sections with its Key Fields. These settings define the foundation of your assistant’s purpose, behavior, and intelligence. Taking a few thoughtful moments here will help your assistant interact effectively with users and deliver meaningful results.
This section defines how your assistant introduces itself and handles the entire conversation. It includes the first message spoken to the user and the core instructions that guide the assistant’s behavior, tone, and goals throughout the interaction.
Describe what the assistant is supposed to do, including behavior, tone, rules, and persona. Example as below
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You are Maya, a virtual assistant for Glow & Shine Salon. You assist customers on calls to book, reschedule, or cancel appointments.Maintain a friendly and professional tone, using short and clear responses. Do not use humor. Keep messages under 25 words when possible.Follow this structure:Greet the customer and offer help.Collect service type, stylist (optional), preferred date/time.If the time is unavailable, suggest alternatives.Confirm the details back to the customer.Clearly state the booking/reschedule/cancellation outcome.Never interrupt the customer. Avoid multiple questions at once. If the customer seems unsure, guide them gently.At the end, summarize the appointment and thank them.
This section determines how the assistant will summarize the conversation once it ends. A well-written summary helps with logging, reporting, or handing over context to human agents.
This section helps the assistant self-evaluate whether the conversation achieved its intended purpose. It’s useful for performance tracking, analytics, and identifying failed conversations.
Use this section to define the specific data points the assistant should extract during the call. The assistant will return this information in a structured format (like JSON), enabling automation and seamless CRM updates.
Select a light ambient background sound to play during calls (e.g., office sounds) to make the call environment feel more authentic.
Once you click Save, your assistant is immediately created
If you’d like to make your assistant available on external channels:
Navigate to the Web Widget section to get embed code and instructions for adding the assistant to your website.
Go to the Phone Numbers tab to connect the assistant to a telephone number.
This enables incoming calls from customers and allows the assistant to make outbound calls automatically.