Creating an AI assistant is the first step to automating your phone calls. This guide walks you through the entire setup process from start to finish.
Step 1: Navigate to Assistants
From your Live Bots 365 dashboard, click Assistants in the left sidebar. Then click the Create Assistant button in the top right corner of the page.
Step 2: Name Your Assistant
Give your assistant a descriptive internal name that helps you identify it later — for example, "Inbound Support Agent" or "Sales Outreach Bot." This name is only visible to you inside the dashboard and is not spoken to callers.
Step 3: Write the System Prompt
The system prompt is the most important part of your assistant configuration. It tells the AI who it is, what it should do, how it should behave, and what it should avoid. A well-written prompt is the difference between an assistant that sounds professional and one that goes off-script.
Tip
Start with a clear role definition: "You are a friendly customer service agent for [Company Name]. Your job is to..." Then add specific instructions, constraints, and examples. See the System Prompts guide for detailed best practices.
Step 4: Select a Voice
Choose the voice your assistant will use during calls. Live Bots 365 offers a library of pre-built voices in multiple languages, genders, and regional accents. You can preview each voice before selecting it. If you need a custom branded voice, see the Voice Cloning guide.
Step 5: Set the Initial Message
The initial message is the first thing your assistant says when a call connects. For inbound calls, this is typically a greeting: "Thank you for calling [Company]. How can I help you today?" For outbound calls, it is the opening of your script. Keep it concise and natural.
Step 6: Add Tools (Optional)
If you want your assistant to take actions during calls — such as booking appointments or sending follow-up texts — add the relevant tools in the Tools section. See Tools & Functions for setup instructions.
Step 7: Test Before Going Live
Before assigning your assistant to a live phone number or campaign, use the built-in test interface to simulate a conversation. This lets you verify that the assistant responds correctly, stays on topic, and handles edge cases gracefully. See Testing Your Assistant for details.
Editing an Existing Assistant
To edit an assistant, click its name from the Assistants list. All settings are editable at any time. Changes take effect immediately on the next call — there is no need to republish or redeploy. If the assistant is currently handling live calls, changes will apply to the next new call, not the one in progress.
Note on Active Campaigns
If you edit an assistant that is currently being used by an active campaign, the updated prompt and settings will apply to all subsequent calls in that campaign. Review your changes carefully before saving.