Creating Assistants

Overview

Creating a virtual assistant is the first crucial step toward streamlining and automating your call processes with Call Agent AI. By setting up a virtual assistant, you enable your business to handle customer inquiries, manage appointments, and process requests without needing constant human intervention. You can customize the assistant’s prompts, set up rules for handling specific tasks, and even test its performance in simulated scenarios. This ensures that your virtual assistant is fully equipped to manage calls efficiently from the start.

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Watch the Tutorial

For a visual walkthrough, watch our instructional video: How to Add an Assistant.

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Step 1: Log In and Access the Dashboard

1

Sign in to your Call Agent AI account. You can login here.

2

Once logged in, you will be directed to the Dashboard.

Step 2: Navigate to the Assistants Tab

1

On the left-hand side of the screen, locate the Assistants tab.

2

Click on the Assistants tab to open the Assistant Management Page.

Step 3: Add a New Assistant

1

On the top-right corner of the Assistants page, find the Add Assistant button.

2

Click on the Add Assistant button to begin creating a new assistant.

Step 4: Configure the Assistant

1

Once you click "Add Assistant" button, go to the Configuration Tab.

2

Assign a Name

• In the Assistant Name Field, enter a clear and specific name for your assistant.

• This name will help you identify the assistant later.

3

Assign a Phone Number

• In the Phone Number Field, enter the phone number to assign to the assistant.

• This phone number is where the assistant will answer incoming calls and handle customer interactions.

• Make sure that you set your Twilio Account SID and Twilio Auth Token in your User Settings to properly activate your phone number. For complete instructions, got to Connect Twilio Account SID and Auth Token

If you don’t have a phone number yet, a Call Agent AI specialist will provide one. If you already have a Twilio phone number, you can input it here. For more details, see this guide.

4

Validate the Phone Number

• After entering the phone number, click the Validate Number button on the same screen.

• Wait for the system to confirm validation. You should see the message: "Number validated successfully".

5

Select your Assistant’s Voice

Call Agent AI offers a variety of voice options powered by text-to-speech (TTS) technology. These include:

• Gender: Male or Female voices.

• Accent/Language: Select accents (e.g., American, British, Australian)

6

Select you AI Model

Note: Each AI model has different capabilities, which means token consumption varies based on the quality and advanced features you enable. For more information, visit https://callagentai.com/pricing-and-plans/

Step 5: Save the Configuration

1

In the upper-right corner of the screen, click the Submit button.

2

This will save all the configurations you’ve made.

Step 6: Activate the Assistant

1

After submitting, click the Activate button.

2

This action will officially activate the assistant.

Once activated, your assistant will be ready to handle incoming calls and customer interactions.