What the assistant can do and how the web and mobile app work together. Follow the steps in order, then use the example and common mistakes sections to verify you understood the flow. The assistant area connects setup, billing, activity, and management so the live assistant can be controlled from one place.
Follow this page in order. Read the steps first, watch the video when available, then use the common mistakes section to avoid setup errors.
This lesson is about ai assistant overview and how to do it correctly the first time.
Read this section first. Each step tells you what to click, what to enter, and what should happen next. Use the video after the steps if you want to see the same flow in motion.
The assistant includes setup, billing, calls, messages, bookings, recordings, and management from web or mobile. Confirm the result before you move to the next step. Use the assistant area as the control center for setup, billing, call handling, messages, bookings, and recordings.
Use the full wizard if you want complete control, or guided onboarding if you want a faster first-time setup. Confirm the result before you move to the next step. Choose the setup path that fits the user: full wizard for control, guided onboarding for simplicity.
The web assistant area is the source of truth, while mobile mirrors the same state and allows cross-device resume. Confirm the result before you move to the next step. Remember that web is the source of truth and the mobile app mirrors the same assistant state when you resume later.
Use this video for better understanding this resource. The video bellow tries to explain more indeep this guide part.
This lesson is ready in text form first. Add the YouTube video ID here when the walkthrough is recorded.
A new user learns that trial, payment, activity, and setup all live in the assistant area and are not separate products.