Skip to main content

Creating an Assistant

Step-by-step guide to create your AI assistant with the right configuration for your business.

Before You Start​

What you'll need:

  • A clear idea of what to name your assistant
  • Understanding of your primary customer language
  • 5-10 minutes to complete the setup

What you'll create:

  • An AI assistant with a personality and voice
  • The foundation for all your customer communications
  • A system ready to connect to communication channels

Creation Process​

Follow this simple 3-step process to create your assistant.

Assistant Creation Process

Step 1: Choose Assistant Type​

Access the Creation Page​

  1. Navigate to My Assistants in your dashboard
  2. Click "Create New Assistant"
  3. You'll see the assistant type selection screen

Why Unified Assistant:

  • Handles both text and voice conversations
  • Works with all communication channels
  • Provides maximum flexibility for customers
  • Simplest option to manage and maintain

Other Options:

  • Chat Assistant - Text only (website chat, SMS, email)
  • Voice Assistant - Voice only (phone calls, voice chat)

Recommendation: Choose Unified Assistant unless you have specific requirements for text-only or voice-only communication.

Step 2: Basic Configuration​

Assistant Name​

What it is:

  • The name customers will see and use when talking to your assistant
  • Appears in conversations and interactions

Best Practices:

  • Use real names - "Sarah", "Alex", "Jane" work well
  • Keep it professional - Match your business personality
  • Make it memorable - Easy for customers to remember and use
  • Avoid technical names - Skip names like "Bot_v2" or "AI_Assistant"

Examples:

  • Customer Service: "Sarah", "Mike", "Customer Support"
  • Sales: "Alex", "Sales Assistant", "Product Helper"
  • General: "Assistant", "Helper", your business name

Provider Selection​

Google (Recommended):

  • Best performance for Unified Assistants
  • Excellent voice and text capabilities
  • Reliable and fast responses
  • Optimized for business use

OpenAI (Alternative):

  • Alternative option available
  • Good performance for text-focused applications

Recommendation: Choose Google for the best overall performance.

Model Selection​

gemini-2.5-flash-live (Recommended):

  • Optimized for real-time conversations
  • Excellent balance of speed and intelligence
  • Best for voice and text interactions
  • Regularly updated with improvements

Why use recommended models:

  • Tested and optimized for business use
  • Best performance and reliability
  • Regular updates and improvements
  • Balanced cost and capability

Step 3: Advanced Settings (Optional)​

These settings are optional and come with sensible defaults. You can skip this step and use the defaults, or customize based on your specific needs.

Language Settings​

Default: English (United States)

  • Primary language for speech interactions
  • Affects voice recognition and responses
  • Choose based on your primary customer base

When to change:

  • Your customers primarily speak a different language
  • You operate in a non-English speaking market
  • You need specific regional language variants

Voice Settings​

Default: Aoede - female

  • How your assistant sounds during voice conversations
  • Affects phone calls and voice chat interactions
  • Choose based on your brand personality

Available Options:

  • Different voice characteristics available
  • Male and female voice options
  • Various accent and tone options

When to customize:

  • You want a specific brand voice personality
  • Your industry has voice preferences (professional vs casual)
  • Customer feedback suggests a different voice would work better

Additional Settings​

What's included:

  • Advanced AI behavior settings
  • Response timing and style options
  • Integration-specific configurations

Recommendation: Start with defaults and adjust later based on real-world usage.

For most new users, we recommend this setup:

  • Assistant Type: Unified Assistant
  • Assistant Name: Choose a professional, memorable name
  • Provider: Google
  • Model: gemini-2.5-flash-live
  • Language: English (United States) - Default
  • Voice: Aoede - female - Default

Why This Works​

  • Proven Performance: These settings work well for most businesses
  • Easy to Manage: Simple configuration that's reliable
  • Room to Grow: Can be customized later as you learn what works
  • Cost Effective: Optimized balance of capability and cost

What Happens After Creation​

Immediate Results​

  • Your assistant is created with the specified configuration
  • Basic personality and voice are established
  • Ready to be connected to roles and channels
  • No additional technical setup required

Next Steps Required​

  1. Create Roles - Define what your assistant knows and does
  2. Add Communication Channels - Connect to phone, website, SMS, etc.
  3. Test and Refine - Verify everything works as expected
  4. Launch - Make available to customers

What Your Assistant Can't Do Yet​

  • Answer specific questions about your business (needs roles)
  • Talk to customers (needs communication channels)
  • Access your business information (needs knowledge sources)

Testing Your Assistant​

Before Adding Roles​

  • Assistant will have basic conversational ability
  • Can introduce itself using the name you gave it
  • Will indicate it needs more information to help with specific questions
  • Voice and text capabilities work according to type selected
  1. Test the name - Make sure it sounds natural when spoken
  2. Check voice quality - Listen to how it sounds during voice interactions
  3. Verify language - Ensure it responds in the expected language
  4. Confirm type - Make sure text/voice capabilities match your selection

Common Configuration Mistakes​

Names to Avoid​

  • Technical names like "AI_Bot" or "System_Assistant"
  • Long complicated names that are hard to say
  • Names that don't match your business personality
  • Generic names like "Bot" or "Assistant" without personality

Configuration Issues​

  • Choosing Chat or Voice Assistant when you plan to use multiple channels
  • Selecting non-recommended models without understanding the differences
  • Changing language settings without understanding the impact on voice features
  • Over-configuring advanced settings before understanding basic functionality

Getting Help​

If You Get Stuck​

  • Use recommended settings - They work for most situations
  • Start simple - You can always customize later
  • Test basic functionality - Make sure the assistant responds before adding complexity

Support Resources​

  • Email Support: support@wiil.io
  • Documentation: Complete guides for next steps

Next Steps​

After creating your assistant:

  1. Create Assistant Roles - Define knowledge and behavior
  2. Connect Communication Channels - Add ways for customers to reach your assistant
  3. Test Your Setup - Verify everything works properly

Ready to create your assistant? Use the recommended settings for the fastest, most reliable setup that works for most businesses.