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Assistants Documentation ​

Welcome to the Assistants section! Here you'll find guides and video tutorials to help you configure, manage, and get the most out of your AI assistants.

Guides ​

  • Creating a Telephone Assistant: Step-by-step guide to set up a new assistant, including a video walkthrough.
  • Managing Assistants: Learn how to view, edit, and delete your existing assistants.
  • Assistant Configuration: Learn how to customize your assistant's settings, activate call recordings, and personalize greetings.
  • File Upload: Enable your assistant to request and collect documents from callers via SMS during conversations.
  • Automatic Call Forwarding: Discover how to set up and use the automatic call forwarding feature.
  • Call Reasons and Questions: Understand the difference between call reasons and questions, and how to configure your assistant's responses.
  • Keyword Search: Learn how to use the keyword search feature to find similar terms and improve your assistant's vocabulary and understanding.
  • Cal.com Scheduling Integration: Configure automatic meeting scheduling capabilities for your assistants using Cal.com integration.

Browse each guide for detailed instructions and embedded video tutorials.