Create an Assistant from Quick Start

This guide provides a straightforward, step-by-step process for creating a personalized assistant using the Quick Start function.


Step-by-Step Guide

1. Click "Create"

2. Click "Assistant"

3. Click "Quick Assistant Setup"

4. Click "Inbound Receptionist"

5. Click "Company URL" and enter the URL of your business.

6. Click "Scrape Website"

7. Add your Company Name to the Custom Greeting.

8. Click "Next"

9. Click here

10. Select a Phone Number.

11. Click "Next"

12. To install Actions, select one from the Dropdown.

13. Click "Next"

14. Click to select a CRM

15. To Test your AI Assistant, call the number. When you're happy, click Finish.