One assistant is where you start, not where you finish
The trade pack gets you answering calls the same afternoon. After that you build the thing you actually wanted — as many assistants as you have jobs, each with its own voice, its own knowledge and its own number.
A dental group runs one for new patients and another for emergencies. An agency runs one per client. A shop runs one that sells and one that handles "where's my order". They are separate assistants, not one assistant with a longer prompt — which is the difference between something that stays accurate and something that gets vague as you add to it.
As many as you have jobs
Each one is its own assistant: what it knows, how it speaks, what it says when it cannot help, and which number reaches it.
- Its own brief — what it does, what it must never do
- Greeting and fallback — the first line, and the honest one
- Conversation style — warm, brisk, formal
- Language, and multilingual — switches to the caller's
- A department and a number — sales here, support there
- Routing rules per number — including human-only
Design what the customer sees
Chat, voice, or both in one. Change it, watch it change beside you, then copy the code.
- Live preview — every change, as you make it
- Chat, voice or omnichannel — one embed either way
- Your colours, logo and assistant's name
- What to ask before it starts — name, email, whatever
- Which knowledge this one can read
- Copy the embed code — one tag, any site
Different links, different slices
Name a part of your knowledge and give it to one link. The recruitment link cannot read the pricing; the trade link can see the trade terms and the public one cannot. Delete a scope and the link answers less, never more.
A link that knows the offer
Tie a link to a campaign and it opens knowing that promotion, that landing page and that audience — while still answering from the rest of your knowledge when they ask something else.
Edited by you, bounded by the trade
Write how it introduces itself, what it emphasises, what it should never mention. The rules the trade requires — no clinical advice, no card numbers, no financial recommendations — sit underneath and cannot be written over.
Try it before anyone else does
Talk to it yourself from the studio, on the same connection a customer would use. The questions it fumbles are the ones to add — and the missed-question list tells you which those were, from real calls.