WEBVTT

00:00:00.120 --> 00:00:09.103
An AI phone assistant answers your business calls (e.g. after hours or
when you can't pick up), takes details, books appointments and emails

00:00:09.103 --> 00:00:10.900
you a summary of every call.

00:00:11.220 --> 00:00:18.900
Prepare knowledge-base material: services, prices, opening hours,
address, FAQs and policies.

00:00:19.220 --> 00:00:28.411
In "AI agents" click "New agent". Enter a name, language, greeting (e.g.
"Good afternoon, how can I help?"), instructions and the questions it

00:00:28.411 --> 00:00:33.200
should ask. Keep the status "Active", otherwise the agent will not
answer.

00:00:33.520 --> 00:00:44.355
Write the knowledge base (up to 120,000 characters) and set business
hours, a phone for transfers to a person, and an email for a summary

00:00:44.355 --> 00:00:45.700
after every call.

00:00:46.020 --> 00:00:57.300
In "Buy a new AI number" type a US area code (e.g. 212), then pick a
number and your agent. Click "Continue to payment" and pay by card.

00:00:57.620 --> 00:01:06.900
The number is usually live within 1–2 minutes and appears under "Your
numbers". If activation fails, you are refunded automatically.

00:01:07.220 --> 00:01:17.600
In your phone system or with your carrier, forward your calls to the AI
number (e.g. "When unanswered"). The "Copy" button copies the number.

00:01:17.920 --> 00:01:23.500
Click "Test call" and call it yourself to hear how it answers.

00:01:23.820 --> 00:01:33.269
Each number shows the minutes used this period and any overage. Under
"Settings" you can change recording, AI disclosure, the recording notice

00:01:33.269 --> 00:01:34.800
and the transfer phone.

00:01:35.120 --> 00:01:44.200
Under "Recent calls" see the duration, summary, transcript and whether
an appointment was booked (with a link to the Sales CRM).

00:01:44.520 --> 00:01:56.990
For outbound calls (AI Cold Calling), click "Request activation". Once
it is active, you add a script and contacts one per line (e.g. "Maria,

00:01:56.990 --> 00:02:01.500
Example SA, +302100000000") and start the campaign.

00:02:01.820 --> 00:02:08.400
The more detailed the knowledge base, the better the answers. Write
answers the way a good employee would say them.