An “Inbound Assistant” is simply an AI assistant set to inbound mode. Key steps:

  1. Prompt & Voice

    • Provide a clear system prompt. Example:
      “You are the Support Bot for Acme Inc. Greet politely, ask for the customer’s need, and attempt to answer basic FAQs.”
    • Choose a voice from the built-in library or a cloned voice.

  2. Initial Message

    • The first line of dialogue once the AI picks up.
    • Example: “Hi, thank you for calling Acme Inc. How may I help you?”

  3. Add Tools (Optional)

    • Transfer: If the caller needs a human agent.
    • End Call: Condition to end the call politely.
    • Appointment Scheduler: If you want them to book a slot on your calendar.

  4. Call Flow

    • In the system prompt, mention potential dialogues, e.g., “If they mention billing, ask for their invoice number.”

  5. Save & Test

    • Dial the inbound number from your cell phone.
    • Confirm the AI greets and responds according to your instructions.

Tip: Revisit your assistant’s settings regularly to improve the conversation flow—especially if you see frequent hang-ups or missed info.