Quickstart Wizard Mode
Here we show you how to create your first AI phone assistant in less than 5 minutes. In this example, we configure the AI phone assistant as an intelligent answering machine for a law firm.
Quick overview
First give your assistant a 😀 name, choose from hundreds of 🗣️ voices with or without an accent, and define the 👋 greeting the assistant should use.
Let the 🤖 AI automatically crawl your 🌐 company website so it can answer any customer question. The information can also be enriched with ℹ️ additional details that are not on the website, so short‑term changes such as 🕑 opening hours can be communicated.
Define the 📋 intents and tasks the agent should handle and which data should be collected from customers. In addition to intents, you can define actions such as 📞 call transfer to a specific employee, sending ✉️ emails, call summaries, or even more complex tasks like 📅 appointment bookings.
Finally, you can either assign a new number to your voice bot or integrate it directly into your phone system as a SIP trunk or extension of your existing numbers—easily and at no extra cost.
1. Create a new assistant and set the name and greeting
Create a new assistant and select Beginner mode. Then give your assistant a name and define the sentence the assistant should use to greet callers.
2. (Optional) Choose a different voice
VoiceBooker offers a wide selection of voices you can use for your AI phone assistant from various providers (Google, ElevenLabs, Cartesia, RimeLabs, etc.). You can listen to the different voices to better decide which one fits best. There are voices that sound more realistic than others, as well as voices with and without regional accents.
3. Knowledge base
So the AI assistant can answer general questions about your company, you can have VoiceBooker automatically analyze your website and extract the most important information.
Finally, you can review the data extracted from your website and, if needed, add important information that is not yet available on the website.
4. Capture/define intents and tasks
Next, define which intents the assistant should capture. For example, in the case of a law firm, whether a client has an intent regarding the incorporation of a company or wants to commission the drafting or review of commercial contracts. For each intent, briefly describe what it is about and which specific details the assistant should capture. The AI then automatically analyzes the intent, extracts the desired information going forward, and stores it in the listed variables.
Additionally, a task for the intent can be created automatically in the dashboard. Each task/intent can be tagged with so‑called tags to better categorize tasks/intents. Tags can also be assigned colors.
Finally, if needed, you can customize the task text (task template) that should be created. This text already includes the variables, which are then filled with the values extracted from the call/chat.
Additionally, you can trigger further actions, such as sending an email to an employee/department, a call transfer, or simply ending/hanging up the conversation.
5. (Optional) Call transfers
If the AI assistant should transfer calls about certain topics or intents to specific employees, you can define these transfers in the next step. Describe the conditions under which the transfer should happen, for example when a customer/client/patient has a specific question.
6. (Optional) Call summary
As a final step, you can configure a call summary if an email with bullet points about the conversation should be sent to an employee or department. After this step, the assistant is fully configured and can be generated with a click on Finish. At this point, the system prompt is generated from the information you provided.
Testing
You can now test the completed assistant right away, either via a browser call or as a text chat. Then you can find the created task in the dashboard under Tasks/Intents, including the extracted conversation data.
Assign a phone number
Finally, you can either order a phone number under which the assistant will be available, or configure it directly in your existing phone system as an extension (SIP UAC Client) or as a SIP trunk. To receive calls as an extension, you need the SIP ID, registrar, proxy, and login credentials.
👏 Congratulations. You’ve now configured your first AI phone assistant.