Before you begin, make sure you’ve signed up for an account. You can find detailed instructions here.

1

Start the creation process

After logging in, click “Create Assistant” to start the process.

You can also duplicate an existing assistant from the home page by clicking the three dots information icon next to a profile. The duplicated profile will have the same name as the original, but appended with (copy). You can also export and import existing assistants as .bin files.

2

Set a name, response language, voice, and greeting line

Full page: Voice, Agent settings

Set the general information for the assistant, including assistant name, response language, voice, and the welcome greeting.

You can also set a custom disclaimer message to precede the call using an alternate voice.

After completing these steps, click “Next”.

3

Select personality, role, and additional info

Next, select the personality, role, and enter the additional info for your assistant.

Any additional info will be included as part of your assistant’s personality prompt, packaged together with the other fields in this section.

After completing these steps, click “Next”.

4

Select knowledge topics

Full page: Knowledge base

Knowledge refers to the information and context the assistant will have access to.

Once you have completed your knowledge topics, you are ready to publish your assistant to the sandbox. For more information, visit the versioning overview.

5

[Optional] Select a number for telephony integration

Full page: Telephony Integration

You may buy a number or connect an existing number for your assistant. You can also skip this step and return later.

6

[Advanced] Integrate functions into your knowledge base

Full page: Functions

What they do: Functions allow you to add dynamic, programmable behavior to your assistant, and allow you to handle external API calls, retrieve specific data, and use that data make decisions based on real-time context.

Example use case: An assistant retrieving shipping information for a customer query about an order.

7

[Advanced] Add a flow to your project

Full page: Flows

What they do: Flows are designed for managing multi-step conversations, like booking a table at a restaurant, resetting a password, or collecting feedback.

Example use case: A customer reservation flow for a restaurant, with steps to ask for the date, time, and number of people before confirming the booking, as well as handling any problems that might arise along the way.

By following these steps, you can create a personalized and effective assistant tailored to your needs.

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