Create and Configure an AI Call Assistant

What this guide helps you do

Create an AI Call Assistant with a greeting, call direction, instructions, hours, closing behavior and transfer rules.

Who should use it

Workspace owners, managers, automation users and authorized technical users responsible for AI configuration or customer workflows.

Before you begin

• Use the correct workspace and minimum required role.
• Use a business-controlled provider account where applicable.
• Understand provider billing, usage and data settings.
• Use fictional Pakistan test data.
• Define human handover before enabling automatic replies or calls.

Main concepts and fields

Step-by-step instructions

1. Open AI Call Assistant.
2. Choose Create Assistant.
3. Enter a clear internal name.
4. Set call direction.
5. Write the greeting and AI disclosure where required.
6. Add instructions and knowledge.
7. Set PKT business hours and outbound rules.
8. Add exit keywords and closing message.
9. Configure transfer/callback.
10. Save as draft and test.

Test and verification

1. Call from +92 300 1234567 fictional example.
2. Check greeting and disclosure.
3. Check business hours.
4. Check exit keywords.
5. Check transfer.

Common issues and solutions