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This guide takes you from an empty account to a live conversation with your own AI assistant — no phone number required for the first test.

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1. Create an assistant

1

Open Assistants and click 'New assistant'

The Create assistant modal opens. Enter a name your team will recognize, e.g. Reception EN.
2

Choose the agent type

  • Single prompt — free-form conversations from one system prompt (best for most first assistants).
  • Conversational flow — visual flow builder for branches, data collection, and transfers.
3

Pick a template (or build from scratch)

Use Build from scratch, or apply a catalog template (filter by theme). Templates copy into the system prompt and optional first message — they are not live-linked.
4

Edit greeting and instructions

In the editor:
  • Prompt mode: greeting + system prompt on the canvas. Use Choose template anytime.
  • Flow mode: open the flow builder; the base instructions live under Settings → General → Advanced prompt (also collapsed on the canvas).
A solid starting prompt:
5

Pick a voice and models — or keep the defaults

The defaults (a low-latency pipeline with a recommended voice) work well out of the box. You can browse the voice library later and preview voices before switching.
6

Save

Your assistant is now ready to take calls.

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2. Test it in the browser

Every assistant can be tested directly from the editor — same engine, same models, no telephony involved. Click the Test button in the editor header and pick a channel:
  • Call — a live voice call in the browser:
    1. Allow microphone access.
    2. Talk to your assistant. Interrupt it mid-sentence — it should stop and listen.
    3. End the call, then open Calls to review the transcript.
  • Chat — a text-only session with the same prompt, flow, tools and knowledge base. Perfect for quickly iterating on prompts without speaking out loud.
Iterate on the prompt between test calls. Short prompts with concrete rules (“keep answers under two sentences”, “always confirm the phone number by reading it back”) beat long essays.

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3. Put it on a phone number

When the web call sounds right:
  • Buy a number in Phone numbers and assign the assistant to it — inbound calls are answered immediately.
  • Or connect your own SIP trunk (BYO SIP) to use existing numbers.
  • For outbound, start a single test call from the assistant page or set up a campaign.

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Next steps

System prompt vs. flow builder

When a single prompt is enough — and when to switch to a visual flow.

Conversation quality

Background audio, interruption handling, filler phrases, guardrails.

Knowledge base

Let the assistant answer from your documents.

Engine modes

Pipeline, realtime, and half-cascade explained.