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Assistants Quickstart

Build your first assistant and make a phone call in minutes 🚀 In this quickstart, you’ll:
  • Create a voice assistant using a simple prompt
  • Attach a phone number
  • Make your first call
  • (Optional) Add tools so your assistant can take real actions

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🧩 Prerequisites

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1️⃣ Create an Assistant

Follow these three steps to create your first assistant:
  1. Open the Assistant Dashboard Go to Dashboard → Agents and click “Create Assistant.”
  2. Add a System Prompt Use a friendly and concise system prompt to define your assistant’s behavior: 
    You are a friendly phone support assistant. 
Greet the caller and offer help. 
Keep responses under 40 words.
  3. Save Your Assistant Once your prompt is ready, click Save to finish creating your assistant.

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2️⃣ Add a Twilio Phone Number

  1. Open Dashboard → Phone Numbers and click “Create Phone Number.”
  2. Enter the following details:
    • Phone Number
    • Twilio Account SID
    • Twilio Auth Token (available in your Twilio Console)
  3. Save your phone number configuration.

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3️⃣ Make Your First Call

Now that your assistant and phone number are ready:
  • Call the Twilio number you added, or
  • Use the “Start Call” feature directly from the Agent section in your dashboard.
💡 Tip: You can later add tools and workflows to let your assistant perform real actions — like booking appointments, sending emails, or fetching CRM data.