Guided Assistant Setup
Follow our comprehensive step-by-step guided process to set up your assistant quickly from initial setup to deployment.
Overview
The guided setup provides a streamlined path from assistant creation to deployment, perfect for users who want to get started quickly with minimal configuration decisions.
Video Walkthrough
Watch a step-by-step video guide for the assistant setup process:
Who Should Use Guided Setup
Ideal for:
- First-time users new to the platform
- Quick prototype development
- Standard use cases with common requirements
- Users preferring step-by-step guidance
Consider custom setup if you need:
- Specific provider or model requirements
- Complex integration scenarios
- Advanced configuration options
Complete Setup Process
Step 1: Access Quick Setup
Click the 'Quick Setup' button located on your dashboard or navigate using the sidebar on the left side of your interface.
Getting started:
- Ensure you have an active account
- Verify sufficient credits for setup
- Have your business requirements defined
Step 2: Choose Assistant Type
In step 1 of the setup process, select your preferred assistant type from the available options that best fits your business needs.
Available options:
- Customer Service: Handle inquiries and support
- Sales Assistant: Lead qualification and conversion
- Information Bot: FAQ and knowledge sharing
- Appointment Scheduler: Booking and calendar management
Step 3: Select Assistant Role
In step 2, choose from existing assistant roles or create a custom role that aligns with your specific requirements and use case.
Role options:
- Pre-built templates: Industry-standard configurations
- Custom roles: Tailored to specific business needs
- Hybrid approach: Start with template, customize as needed
Step 4: Add Integration Channel
Choose your integration channel by clicking the 'Add Integration Channel' button to connect your assistant with your preferred communication methods.
Channel selection:
- Consider where your customers prefer to interact
- Think about your team's capacity to manage channels
- Plan for future channel expansion
Step 5: Purchase Phone Number
Browse through available phone numbers according to your region and select one that suits your business. Click 'Buy Number' to complete the purchase.
Number selection tips:
- Local numbers: Better customer trust and familiarity
- Toll-free numbers: Professional appearance, broader reach
- Vanity numbers: Memorable for marketing purposes
- International numbers: Global customer accessibility
Step 6: Review and Test
Move to the next step to review your assistant configuration and test it by interacting with it to ensure everything works as expected.
Testing checklist:
- ✅ Test basic conversation flow
- ✅ Verify role-specific responses
- ✅ Check channel connectivity
- ✅ Validate escalation procedures
Step 7: Deploy Assistant
Click 'Deploy Assistant' to release your assistant into real-world service and start serving your customers.
Pre-deployment verification:
- Final configuration review
- Team notification setup
- Monitoring tools activated
- Backup procedures in place
Interactive Demo
Setup Timeline
Expected duration: 15-30 minutes
| Phase | Time | Activities |
|---|---|---|
| Planning | 5 min | Define requirements, choose options |
| Configuration | 10 min | Set up assistant, role, and channels |
| Number Purchase | 3 min | Select and buy phone number |
| Testing | 10 min | Comprehensive testing and validation |
| Deployment | 2 min | Final review and go-live |
Phone Number Purchasing Guide
Regional Considerations
- United States: Wide availability, various area codes
- Canada: Provincial options, bilingual support
- International: Country-specific regulations and features
Number Types
| Type | Benefits | Best For |
|---|---|---|
| Local | Customer familiarity, cost-effective | Regional businesses |
| Toll-free | Professional image, nationwide reach | National businesses |
| Vanity | Marketing value, memorable | Brand-focused companies |
Pricing Factors
- Monthly fees vary by region and type
- Usage charges for voice calls and SMS
- Additional features (recording, analytics)
Post-Deployment Best Practices
Monitoring and Optimization
- Track key metrics: Response time, resolution rate, customer satisfaction
- Regular testing: Periodic quality assurance checks
- Performance tuning: Adjust based on real usage patterns
- Feedback collection: Gather customer and team input
Scaling Considerations
- Traffic growth: Monitor usage patterns and capacity
- Channel expansion: Add new communication methods
- Feature enhancement: Implement additional capabilities
- Team training: Ensure staff understands assistant capabilities
Troubleshooting Common Issues
Setup Problems
Assistant not responding during testing:
- Check internet connectivity
- Verify account permissions
- Review role configuration
Channel connection issues:
- Confirm phone number activation
- Test integration endpoints
- Check firewall settings
Deployment Challenges
Low response quality:
- Review and refine role instructions
- Add more training examples
- Adjust knowledge base access
Performance issues:
- Monitor system resources
- Check provider service status
- Optimize configuration settings
Next Steps After Deployment
- Monitor Performance: Track metrics and user feedback
- Iterate and Improve: Regular updates based on usage data
- Expand Capabilities: Add new features and channels
- Team Training: Ensure staff can support and maintain the assistant
Getting Support
During setup:
- Use in-app help tooltips
- Access guided tutorials
- Contact setup specialists
After deployment:
- Technical documentation (Comming Soon)
Your assistant is now ready to serve customers! Continue monitoring and optimizing for the best results.