1. Introduction 0:00
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Overview of the video content
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Purpose: Show how to edit your assistant and create an inbound agent.
2. Editing Your Assistant 0:10
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Navigate to the assistant page.
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Click on the three dots to access options:
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Edit
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Delete
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Clone
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Recommendation: Clone your first assistant for editing.
3. Configuring Assistant Settings 0:22
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Set the assistant type (inbound or outbound).
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Fill in the assistant's name and description.
4. Initial Message and Prompts 0:31
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Define the initial message based on the type of outreach.
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Provide detailed prompts for the assistant:
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Use AI chatbot-like instructions (e.g., personality, conversation style).
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Specify wait times if necessary.
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5. Company Information 1:06
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Input company information (e.g., 'About Us').
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More information leads to better assistant performance.
6. Info Gathering 1:16
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Specify what you want to achieve from the conversation.
7. Voicemail Configuration 1:32
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Enable personalized voicemail:
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Use curly braces for personalization (e.g., {first_name}).
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Customize voicemail content as desired.
8. Post Call Actions 1:47
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Define what information or call transcripts to extract after calls.
9. Creating an Inbound Agent 1:47
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Go to settings and enable inbound calls (usually disabled by default).
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Return to the assistant page to create a new assistant.
10. Inbound Agent Configuration 2:03
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Select inbound agent option:
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Configure inbound phone settings.
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Purchase an additional phone number if needed.
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11. Transfer Phone Number (Optional) 2:36
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Optionally set a transfer phone number to connect callers to you directly.
12. Conclusion 3:04
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Recap of the process.
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Thank you and closing remarks.