Step 1 — Open the Create Assistant Modal
- Go to Assistants in the left sidebar.
- Click + Create Assistant in the top-right corner.
Step 2 — Choose a Call Type
At the top of the modal, select the call direction for your assistant:| Tab | Description |
|---|---|
| Outbound | Assistant dials the contact (campaigns, follow-ups) |
| Inbound | Assistant picks up calls made to your number |
| Webcall | Assistant handles calls from a web widget on your site |
Step 3 — Select a Template or Start from Scratch
- Use an Industry Template
- Start from Scratch
In the left panel, choose from:
- Logistics
- Healthcare
- Financial
- Education
- HR & Recruitment
- eCommerce
Step 4 — Fill in Agent Basics
After selecting your template and orchestration type, you’ll be taken to the assistant setup form. Fill in:- Agent Name (required) — A descriptive name for your assistant (e.g. “Loan Collection Agent – Hindi”)
- Primary Language (required) — The main language the assistant will speak (e.g. English (IN), Hindi)
- Secondary Language (optional) — A fallback language if the caller switches (e.g. English if primary is Hindi)
Step 5 — Choose a Voice
In the Set up voice section, pick the voice character your assistant will use:- Toggle between Most Used and Neutral to filter voices by category.
- Click a voice card (e.g. Tanya, Naina, Raj, Rahul, Anya) to select it.
- Click See more to browse all available voices.
Each voice has a distinct tone and personality. Test a few with your target audience before finalising.
