The complete assistant setup flow for users who want full control over every field. Follow the steps in order, then use the example and common mistakes sections to verify you understood the flow. The web wizard is the detailed path. Expect to set the assistant slowly, tab by tab, then sync it live after payment.
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 setup wizard on web 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.
Go to the assistant dashboard and choose the full setup wizard when you need every setting exposed. Confirm the result before you move to the next step. Open the full wizard from the assistant dashboard when you need every setting exposed one by one.
Work through the tabs one by one and save the current state before moving ahead. Confirm the result before you move to the next step. Save each tab locally before moving ahead so the assistant draft is preserved even if you stop midway.
After the local draft is complete, activate the plan and sync it into a live assistant. Confirm the result before you move to the next step. After the draft is complete, activate payment and sync the assistant so the live version uses the saved settings.
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.
An agency uses the web wizard to fine-tune hours, knowledge, forwarding, recordings, and conversation texts before activation.