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Fill in Assistant Details

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.

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Assistant Instructions

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.
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First Message
required
The initial message your assistant will speak at the start of the call.
Example as below
Hi! This is Maya from Glow & Shine Salon. I can help you book or manage your appointment. How can I assist you today?
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Instructions / Prompt
required
Describe what the assistant is supposed to do, including behavior, tone, rules, and persona.
Example as below
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.

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Summary

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.
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Summary Prompt
required
Define how the assistant should summarize the conversation after it ends. This helps the assistant summarize the call after it ends.
Example as below
Summarize the call in 1–2 sentences. Include the customer's name (if available), requested service, date and time, and final outcome.

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Success Evaluation

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.
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Success Evaluation Prompt
Add a prompt that guides the assistant in evaluating whether the conversation achieved its goal.
Example as below
Evaluate if the conversation was successful. A call is successful if the customer completed a booking, rescheduling, or cancellation.

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Structured Data

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.
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Structured Data Prompt
Specify the data points you want extracted in JSON format.
Example as below
Extract the following fields: customer_name, contact_number, service, stylist, appointment_time, action, and outcome.
Examle Output 
{
  "customer_name": "Anita Sharma",
  "contact_number": "9876543210",
  "service": "Hair Spa",
  "stylist": "Priya",
  "appointment_time": "2025-07-02T16:00:00",
  "action": "Book",
  "outcome": "Confirmed"
}

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Voice Settings

This section determine how your assistant sounds and communicates.
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Voice
required
Select the specific voice your assistant should use from the available options (e.g., Paula, Vince, etc..)
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Language
required
Choose the language your assistant will speak in (e.g., English, Spanish, etc.).

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Other Settings

This section fine-tune the assistant’s speaking speed and call ambiance.
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Speed
Adjust how fast or slow the assistant speaks. Use this to suit different audiences or contexts.
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Backchanneling Enabled
Checkbox
When enabled, your assistant will naturally say words like ‘mhmm’, ‘ya’ etc. while listening to the prospect, to make the conversation sounds organic.
Default disabled
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Background Sound
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.