Configure an Assistant

After creating an assistant, configure what it says, what it can look up, and how calls should behave. To open the configuration page, click Assistants in the left sidebar, then click the assistant you want to edit.

Configuration Areas

The left panel groups settings into three areas.

Area	What You Control
Assistant Settings	Prompt, voice, custom variables, and knowledge base
Call Settings	Phone call behavior and webcall chat timing
Advanced Settings	Website embed, keyword boosting, and post-call analysis

Prompt

Click Assistant Settings and then Prompt. The prompt is the assistant’s working script. It has three important parts.

Part	What to Write
First Message	The exact opening line the assistant says when the call connects
Objective	The assistant’s role, goal, and business context
Response Guidelines	Rules for tone, language, answer length, objections, and handoff behavior

First Message

Keep the first message short and clear.

Hello, this is Ananya from Aakash Digital. Am I speaking with @{{callee_name}}?

Use @{{variable_name}} when the greeting should include a value from the calling list, such as the customer’s name. The Interruptible setting controls whether the customer can speak before the first message finishes.

Objective

Write one short paragraph that tells the assistant what to achieve.

You are Ananya, an academic counselor calling on behalf of Aakash Digital.
Your goal is to understand the student's exam preparation status and book a demo class if they are interested.

Response Guidelines

Use bullet points for rules the assistant must follow.

- Keep answers under 40 words.
- Be polite and direct.
- Switch to Hindi if the customer starts speaking Hindi.
- If the customer asks for pricing, use the attached knowledge base.
- If the customer is upset, apologize once and end the call politely.

Voice

Click Assistant Settings and then Voice.

Field	What It Means
Primary Language	The main language for the call
Secondary Language	Optional backup language
Voice Character	The voice customers will hear

Use Most Used or Neutral to filter voice options. Save the voice, then run a test call before using it in a campaign.

Custom Variables

Click Assistant Settings and then Custom Variables. Custom variables are placeholders that Ringg AI fills in for each call. They usually come from a campaign CSV or from your backend.

Variable	Example Value	Where You Might Use It
`callee_name`	`Vikram`	First message
`loan_amount`	`120000`	Collections script
`course_name`	`JEE Advanced`	Admissions or education script

Use the same spelling in the assistant prompt and in the CSV column name. For example, @{{callee_name}} needs a CSV column named callee_name.

Knowledge Base

Click Assistant Settings and then Knowledge Base.

Select an existing knowledge base.
Confirm it is trained and ready.
Click Save.

Use a knowledge base when the assistant needs to answer questions from approved documents, such as FAQs, pricing, policy rules, product details, or eligibility criteria. See Create a Knowledge Base if you need to create one first.

Call Settings

Click Call Settings and then Call.

Setting	Plain-English Meaning
Maximum Call Duration	The longest one call can last
Inactivity Duration	How long silence can continue before the assistant reacts
Timezone	The timezone used for call schedules and reporting
Noise Filtering	Helps reduce background noise
Voicemail Detection	Detects voicemail instead of a live person
Leave Voicemail Message	Lets the assistant leave a voicemail message
Retry Call	Tries again when voicemail is detected
Silence Callee During Introduction	Prevents interruption during the opening line
Silence Callee When Assistant is Speaking	Reduces cross-talk while the assistant speaks
Enable Background Audio	Adds background sound for a more natural call
Enable Graceful Exit Warning	Warns the customer before ending the call

For a first launch, keep settings simple. Set a reasonable maximum duration, choose the correct timezone, and test voicemail behavior before calling real contacts.

Chat Settings

Click Call Settings and then Chat. These settings apply to Webcall assistants.

Setting	What It Controls
Maximum Call Length	The total webcall session length
Idle Timeout Warning	When the user is warned about inactivity
Idle Timeout End	When the webcall ends after inactivity

Embed

Click Advanced Settings and then Embed. Use this only for a Webcall assistant.

Choose the widget theme, size, feedback screen, and branding.
Select the SDK version.
Click Preview to check the widget.
Copy the generated code.
Send the code to the website owner or developer.

Website teams should add the embed code to the website, not to internal documents or email templates.

Keyword Boosting

Click Advanced Settings and then Keyword Boosting. Add words the assistant must recognize correctly, such as brand names, course names, product names, city names, acronyms, or plan names.

Type one keyword.
Click Add.
Repeat for each important word.

Custom Analysis

Click Advanced Settings and then Custom Analysis. Custom analysis extracts structured results after each call. Use it when your team needs consistent reporting fields. Example fields:

Field	Type	Meaning
`interested`	Boolean	Whether the customer showed interest
`preferred_course`	String	Course mentioned by the customer
`objection`	String	Main reason the customer did not agree

Example prompt:

From the transcript, extract whether the customer agreed to a demo booking, the preferred course, and the main objection if they declined.

Click Save, then Test Analysis before launch.

Run a Test Call

Click Test call in the top-right corner. Use a real phone number owned by your team. Check that:

The first message sounds right.
Variables such as customer name are filled correctly.
The assistant follows the objective.
The voice and language are appropriate.
The call ends politely.
The transcript and analysis are useful.

Developer Handoff

Send this information to the engineer or website owner before launch:

Item	Why It Matters
`agent_id`	Required for API calls, campaigns, webhooks, and webcall setup
Custom variable names	Must match CSV columns or backend payload fields
Knowledge base name or ID	Helps confirm the right documents are attached
Embed code	Needed only for webcall website setup
Webhook events needed	Examples: call status, recording, transcript, custom analysis, all processing completed
Test call results	Gives the developer a real call to verify history, webhooks, and reporting

For production integrations, ask the developer to configure webhooks after the assistant is approved. See Webhook setup.

Get Started

API Reference

Webhooks Setup

Telephony Integration

External Integrations

Configure an Assistant

Configuration Areas

Prompt

First Message

Objective

Response Guidelines

Voice

Custom Variables

Knowledge Base

Call Settings

Chat Settings

Embed

Keyword Boosting

Custom Analysis

Run a Test Call

Developer Handoff

​Configuration Areas

​Prompt

​First Message

​Objective

​Response Guidelines

​Voice

​Custom Variables

​Knowledge Base

​Call Settings

​Chat Settings

​Embed

​Keyword Boosting

​Custom Analysis

​Run a Test Call

​Developer Handoff

Configuration Areas

Prompt

First Message

Objective

Response Guidelines

Voice

Custom Variables

Knowledge Base

Call Settings

Chat Settings

Embed

Keyword Boosting

Custom Analysis

Run a Test Call

Developer Handoff