Quickstart
Set up a client from zero to a live AI assistant across chat + voice
Your client wants their customers handled automatically — across messengers and over the phone. Here's the end-to-end path.
The path
- Create the client's company (workspace, language) → Companies
- Build an assistant — pick model, write the prompt and first message → Assistants
- Give it knowledge — menu, policies, FAQ, files, URLs → Knowledge
- Add tools and webhooks for real actions — bookings, lookups, CRM → Tools
- Connect chat channels — Telegram, Instagram, WhatsApp, Facebook, Viber → Channels
- Add voice — telephony provider plus phone numbers → Voice
- Go live and monitor — watch the Chats inbox, read Analytics, toggle AI control for handoff
Chat vs voice
One assistant serves both surfaces — same model, prompt, knowledge, and tools. Channels are messengers (text + voice messages); Voice is a telephony provider with assigned phone numbers for live calls.
Next
- Integrations — the three-tier model behind every connection
- Account — team members, roles, settings