Your assistant — what it will do on your behalf
Your assistant collects, in one place, everything the assistant will do when a lead comes in: when it may call, what it says first, how it sounds, what it can answer from, and who it hands a live caller to.
The page is read-only on purpose. Every control that changes any of it lives on Settings, and each row here links to the one that changes it. That is not a limitation — it is why the assistant cannot end up in two different states depending on which page you edited.
When it calls
- Is it ready? is the first card. Calling new leads says On, or the one reason it is paused and where to fix it: no plan yet, a trial that ended or is used up, setup not finished, AI calling switched off in Settings, this period's AI conversations used up, or an account under review. Below it: your plan (an admin or house account says it calls without a subscription), your phone number, your calendar and when it last synced, and where new-lead alerts go. - Your first lead, in four steps — Hear it (talk to your assistant from this page), Describe it (add the facts it answers from), Route it (connect where leads come from, and your calendar) and Prove it (send yourself a test lead). Each step ticks itself when it has really happened. - Before it calls says how long you have to call a new lead yourself before the assistant does ("You have 5 minutes to call first"). Set to zero, it reads "The assistant calls right away". - Hours it may call is your setting narrowed by the calling law that applies to each lead, in the lead's own timezone. It is shown narrowed, so what you read is what can actually happen — never wider. - Attempts per day is the most calls that will be placed to one person in twenty-four hours. The calls also end as a series: after at most three calls that do not reach the person (fewer if you set fewer per day), the assistant stops calling them. It starts again only if a call reaches them or they ask again, for example by filling in your form again.
What it says first
The opening line every lead hears, exactly as it will be spoken. Two parts of it cannot be removed: it identifies itself as an AI, and it says the call is recorded. If you save a greeting without them, the save is refused and tells you which part is missing.
How it sounds and what it knows
The voice, the kind of business it interviews leads as, and how many facts it can answer from. If a lead asks something outside those facts, it says it does not have that detail and gets them booked with you rather than guessing.
When someone wants a person
The order people are tried in when a caller asks for a human. The first is always your own number. Below it, If you miss a call says what happens when nobody picks up.