Setting up and testing your assistant

In this guide

Your assistant follows its industry instructions plus your business details.

Business details

Fill in every field marked with . Required fields must be complete before you can publish. Use Additional instructions* for anything specific to you; the assistant's safety rules always apply.

Publishing

Publishing sends your assistant to our voice provider. If you change details, knowledge or tools afterwards, the page shows Unpublished changes — publish again to update the live assistant.

Testing

  • Run tests plays short simulated conversations and checks that the assistant introduces your business, takes requests correctly and follows its safety rules.
  • Try it lets you chat with the published assistant exactly as a caller would get it.

What assistants won't do

They won't give medical, legal or financial advice, won't accept card numbers, and will tell callers they are an AI if asked.

Updated 2026-11-03. Still stuck? Contact support from your dashboard.