> ## 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.

# 🚀 Quick Start

> Deploy your first Voice Agent from Salesforce in just a few minutes.

<Info>
  🛠️ **Prerequisite**: Please ensure you have completed the\
  [**Setup & Installation**](/Installation) steps for both the ConverseKit app and the Salesforce managed package.
</Info>

Follow these steps to quicky create a converseKit Assistant.

<Steps>
  <Step title="Open ConverseKit in Salesforce" stepNumber={1} titleSize="h2">
    * 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.
  </Step>

  <Step title="Fill in Assistant Details" stepNumber={2} titleSize="h2">
    You’ll be prompted to fill the following key fields:

    <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.
    ```

    <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.
    ```

    <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.
    ```

    <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"
    }
    ```

    Once you click **Save**, your assistant is immediately created
  </Step>

  <Step title="Test Your Assistant" stepNumber={3} titleSize="h2">
    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!
  </Step>
</Steps>

<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>