Your assistant represents your business on the phone. On the Assistant page you set how it behaves. It takes your business details and services from your Business profile and from Services & Resources, so you don't write them again here.
Switching on and off
At the top is the Assistant is Active / Assistant is Off switch. When you switch it off, the assistant immediately stops taking calls. It is useful if you want to handle calls yourself for a while. In the sidebar, next to Your assistant is, you then see On duty or Off duty.
When should assistant answer?
Choose one of four options:
- Missed calls only: the assistant steps in only when you don't pick up the call. This is the default.
- Outside business hours: the assistant answers only when you are closed.
- Missed calls + outside hours: a combination of both, the most common choice.
- Always answer: the assistant picks up every incoming call.
The choice works together with the call forwarding set up on your phone. After you change it, a reminder appears: Make sure your number is forwarded to your AI number. Leadoro can't change the forwarding on your phone for you, so check that it matches the option you chose.
Assistant instructions
This is the most important part of the setup. The assistant instructions are a description in plain language: how the assistant should speak, what matters for your business and how to handle typical situations.
A salon can tell the assistant to focus on booking appointments and on which hairdresser the customer wants. A plumber can tell it to always ask first what the problem is and whether it is urgent.
Good instructions are specific to your business, not generic. Mention typical services, the tone (formal or friendly), what the assistant must never promise, and when to pass a call on as an enquiry instead of trying to solve it. A detailed guide is in How to write good instructions.
You don't have to write business information or services in the instructions; they are added automatically.
You save the instructions with Save changes. Generate with AI drafts the instructions again from the website you have in Settings. The draft is only placed in the field and saved when you click Save changes. The number of drafts per day is limited.
When you enter a website at registration, Leadoro prepares a first version of the instructions, your business description and the opening greeting for you and saves them right away (see First setup). The AI draft is written in English. The assistant speaks to callers in their own language anyway, and you can rewrite the instructions your own way.
Opening greeting
The opening greeting is the first sentence the caller hears. When you switch it on, the assistant speaks first and says exactly what you write in the Greeting message field, word for word. For example: "Hello, you've reached Novak & Sons, how can I help you?" Without a greeting, the assistant waits for the caller to speak first.
Capabilities
In the Capabilities section you switch on what your assistant can do. Each capability is optional and set up separately:
- Calendar: booking appointments during the call.
- Business knowledge: answers from your documents.
- Web search: looking up information on the internet.
- Enquiries: noting down a request the assistant couldn't resolve straight away.
- End call: the assistant ends the call itself once everything is sorted.
- Custom functions: coming soon.
Below them are the switches for SMS and e-mail after the call and the details the assistant collects from the caller (see Lead collection).
Advanced settings
The section is collapsed by default. You find the voice quality and the voice choice there. Most businesses never need to change them. See Advanced settings.
Try your changes
After every bigger change, try the assistant with the Test assistant button at the top right. See Test call.