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🚀 Go from zero to a working AI voice assistant in minutes.
This guide walks you through creating your first AI assistant, assigning a phone number, and making a test call.
1

Create Your Assistant

Navigate to the Assistants section in your dashboard and click Create New Assistant. You can:
  • Generate Template — Use AI to generate a prompt based on your description (recommended for beginners)
  • Blank Canvas — Start from scratch with full control
  • Import with ID — Copy an existing assistant from another account
Give your assistant a name, define its identity (e.g., “Emma, a receptionist for Acme Corp”), and set up its tasks.
2

Configure Prompting

In the assistant builder, set up:
  • Identity — Who the AI is and what it does
  • Tasks — Sequential steps the AI should follow (greet, qualify, book appointments, etc.)
  • Response Guidelines — Tone, style, and guardrails
  • Knowledge Base — Upload company-specific information (services, hours, pricing, FAQs)
Use the task-based framework to give your AI clear objectives. This produces much better results than a single paragraph prompt.
3

Add a Phone Number

Go to the Numbers section and either:
  • Buy a number directly through the platform
  • Import a number from Twilio, Telnyx, or Vonage via SIP trunking
Assign the number to your assistant in the assistant’s call settings.
4

Set Up Calendar (Optional)

If your assistant needs to book appointments:
  1. Go to Calendar settings and sync your calendar
  2. Enable the built-in calendar tools: Check Availability, Book Appointment, Reschedule, Cancel
  3. Test the calendar connection to verify available time slots
5

Test Your Assistant

Inbound test: Call your assigned number and have a conversation with your AI.Outbound test: Create a GHL workflow with the Make an AI Call action, enter your assistant ID, and trigger it against a test contact.Verify that the assistant responds correctly and any bookings appear in your calendar.

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What’s Next?

Voice Cloning

Give your assistant a custom voice.

Custom Tools

Extend your AI with API integrations.

Deploy Widgets

Add a voice orb to your website.

Monitor Calls

Track outcomes and optimize.