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  1. Choose the assistant’s job, such as answering calls, booking appointments, or qualifying leads.
  2. Add your industry and business details. You can provide a website to pull in details such as hours and services, then review what was found.
  3. Choose a language and voice.
  4. Add pages or documents the assistant should consult.
  5. Review the opening line and instructions, then create the assistant.
The overview shows what you still need to configure before going live. Use Change beside Number, Voice, Language, Calendar, or Passes to a person to update that item. Changes to those rows save immediately. Edit the opening line directly or use Change it by chatting to revise the script. Use the test panel to try the saved assistant. Switch to Advanced for webhooks, custom tools, voice cloning, or detailed call settings.