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Ideal Assistant config

Accessing the Assistant Setup

In our dashboard, navigate to the Assistants section from the sidebar. Clicking on it will open a form where you can configure your AI assistant. Below are the key settings to optimize performance.

Defining the Assistant's Goal

The Goal represents the primary objective your AI assistant will work towards during conversations with users. It should be in one line only to maintain clarity and focus.

Example:

To convince users to book a test ride and answer all their queries about Tesla.

Configuring Conversation Initiation

Who Speaks First?

You can choose between two options:

  • User Initiates: The assistant remains silent until the user speaks first.
  • Assistant Initiates: The assistant begins with the call opening message.

Recommended Setting: We recommend selecting Assistant Initiates to ensure a structured conversation. When the user speaks first, there is a higher chance of an unstructured response, which may cause the AI to deviate from the desired call flow and structure.

Crafting the Welcome Message

The Welcome Message is the first statement your AI assistant delivers when the call is answered. Use variables to personalize it (type @ in the text box to insert dynamic content). When you type @, suggestions will appear based on the contact list you have provided.

Example:

Hi @first_name, how are you doing today?

Creating a Script for the Assistant

The Script defines the structured dialogue your AI assistant will follow. It includes prompts, responses, and decision-based actions to ensure a clear call flow and call structure.

Example Script:

1. Open with a Warm Welcome
"Hello @first_name, thank you for reaching out! I'm here to assist you. Could you share a bit about what you're looking for or how I might help?"

Goal: Establish a friendly tone and understand user needs.

2. Explore Customer Needs
"Could you tell me a bit more about what's most important to you? For example, some customers look for reliability, affordability, or customization."

Goal: Gather user preferences without focusing on a specific product.

3. Offer Relevant Options
"Thank you for sharing that! Based on what you've mentioned, we have some options that might be a great fit. Would you like to hear more about them?"

Goal: Provide solutions based on user needs.

4. Encourage Next Steps
"Many of our customers find that exploring more details, trying a demo, or setting up a consultation is helpful. Would you be interested in moving forward with this?"

Goal: Suggest a logical next step.

5. Confirm Contact Information
"To assist you further, could you please confirm your contact details? This will allow us to follow up with any additional information you may need."

Goal: Gather or verify contact details for follow-up.

6. Wrap Up with Gratitude
"Thank you so much for your time today, @first_name. We're here to help anytime, so please don’t hesitate to reach out! Goodbye."

Goal: End the conversation on a positive note.

Note: The FAQs and rebuttals can be stored in the Knowledge Bases.

Speech Settings for Assistant Performance

On the right-hand side of the dashboard, you can adjust various Speech Settings to fine-tune the assistant’s voice interaction.

1. Speech Rate

  • Default Setting: 15

2. Assistant’s Response Behavior

You can choose between two response behaviors:

  • Rapid Response: The assistant speaks as soon as silence is detected, ensuring quicker replies.
  • Thoughtful Response (Contextual Precision): The assistant prioritizes user intent over silence detection, making responses slightly slower but more accurate.

Recommendation:

  • If the user prefers quicker replies, select Rapid Response.
  • Otherwise, use Thoughtful Response for better accuracy.

3. Allow Assistant Interruption

  • Toggle Option: If enabled, the assistant stops speaking immediately when interrupted by the caller.
  • Default Setting: Disabled (Recommended to keep it off to maintain a structured conversation.)

4. No Response Time Limit

  • Default Setting: 22 seconds

5. Re-engage Settings

  • Enable Re-engagement: Allows the assistant to re-engage if the user is silent.
  • Re-engage Count: 2 attempts
  • Re-engage Message:
"Sorry, I didn’t get any response from you. Are you still there?"

Conclusion

Following these structured steps ensures that your AI assistant performs optimally, providing a seamless and engaging experience for users. Fine-tune settings based on your business requirements to achieve the best results.