> ## Documentation Index
> Fetch the complete documentation index at: https://docs.conversekit.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Create An Assistant

> Follow these steps to quicky set up a ConverseKit Assistant.

### 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.

### 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.

<ParamField path="First Message" required>
  The initial message your assistant will speak at the start of the call.\
  **Example as below**
</ParamField>

```markdown theme={null}
Hi! This is Maya from Glow & Shine Salon. I can help you book or manage your appointment. How can I assist you today?
```

<ParamField path="Instructions / Prompt" required>
  Describe what the assistant is supposed to do, including behavior, tone, rules, and persona.\
  **Example as below**
</ParamField>

```markdown theme={null}
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.
```

### 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.

<ParamField path="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**
</ParamField>

```markdown theme={null}
Summarize the call in 1–2 sentences. Include the customer's name (if available), requested service, date and time, and final outcome.
```

### 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.

<ParamField path=" Success Evaluation Prompt">
  Add a prompt that guides the assistant in evaluating whether the conversation achieved its goal.\
  **Example as below**
</ParamField>

```markdown theme={null}
Evaluate if the conversation was successful. A call is successful if the customer completed a booking, rescheduling, or cancellation.
```

### 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.

<ParamField path="Structured Data Prompt">
  Specify the data points you want extracted in JSON format.\
  **Example as below**
</ParamField>

```markdown theme={null}
Extract the following fields: customer_name, contact_number, service, stylist, appointment_time, action, and outcome.
```

> **Examle Output**

```json theme={null}
{
  "customer_name": "Anita Sharma",
  "contact_number": "9876543210",
  "service": "Hair Spa",
  "stylist": "Priya",
  "appointment_time": "2025-07-02T16:00:00",
  "action": "Book",
  "outcome": "Confirmed"
}
```

### Voice Settings

This section determine how your assistant sounds and communicates.

<ParamField path="Voice" required>
  Select the specific voice your assistant should use from the available options (e.g., Paula, Vince, etc..)
</ParamField>

<ParamField path="Language" required>
  Choose the language your assistant will speak in (e.g., English, Spanish, etc.).
</ParamField>

### Other Settings

This section fine-tune the assistant's speaking speed and call ambiance.

<ParamField path="Speed">
  Adjust how fast or slow the assistant speaks. Use this to suit different audiences or contexts.
</ParamField>

<ParamField path="Backchanneling Enabled" type="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
</ParamField>

<ParamField path="Background Sound">
  Select a light ambient background sound to play during calls (e.g., office sounds) to make the call environment feel more authentic.
</ParamField>

Once you click **Save**, your assistant is immediately created

<Info>
  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.
</Info>