🛠️ Prerequisite: Please ensure you have completed the
Setup & Installation steps for both the ConverseKit app and the Salesforce managed package.
Follow these steps to quicky create a converseKit Assistant.
1

Open ConverseKit in Salesforce

  • Log in to your Salesforce org.
  • Use the App Launcher (🔍 9-dot grid) to search for and open ConverseKit.
  • Navigate to the Assistants tab.
  • Click New to create your first Voice Assistant.
2

Fill in Assistant Details

You’ll be prompted to fill the following key fields:
​
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?
​
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.
​
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.
​
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.
​
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"
}
Once you click Save, your assistant is immediately created
3

Test Your Assistant

You can interact with your assistant right away from its detail page.
  • Open the Assistant Details page.
  • Scroll to the Test Assistant section.
  • Click Talk with our assistant.
  • Grant microphone access when prompted.
  • Start speaking and watch your assistant respond in real time!
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.