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The inbound wizard walks you through setting up an AI assistant that answers your incoming calls. The whole process takes just a few minutes. To get started, go to Assistants in your dashboard and click Create Assistant. Select the Inbound template. Your assistant is automatically configured with smart defaults based on your business profile:
  • Name: “Voz”
  • Voice: Brittney (natural-sounding AI voice)
  • Tone: Friendly
  • Greeting: Auto-generated from your company name
  • Specialization: Auto-assigned from your business profile industry and sub-niche
  • Caller questions: Name, phone number, and other relevant questions based on your industry
  • After-hours behavior: Takes a message (or books the next available slot if booking is enabled)
You can change all of these later from the assistant detail page. The wizard has up to 4 steps, though some may be skipped depending on your industry.

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Step 1: Booking & Appointments

Decide how your assistant handles appointment scheduling.

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Choose a booking mode

  • Book appointments directly — Your AI checks your calendar and books appointments for callers in real time
  • No appointment booking — Your AI takes messages but doesn’t schedule anything
This also determines your after-hours behavior: if booking is enabled, your assistant will book the next available slot after hours. If booking is disabled, it will take a message instead.

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If you enable booking

You’ll need to connect a calendar. VozAgent supports:
  • Google Calendar — Connect via OAuth (one-click sign-in)
  • Calendly — Connect via OAuth
  • GoHighLevel — Enter your Private Integration Token and Location ID
  • Cal.com — Enter your API key
After connecting, configure your availability:
  • Booking days — Select which days of the week you accept appointments (defaults to Monday through Friday)
  • Start and end times — Set your available hours
  • Appointment duration — Choose from 15 minutes to 4 hours
  • Buffer time — Set time between appointments (0 minutes to 2 hours)

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Step 2: Emergency Handling

This step only appears if your industry has emergency-related questions. When your assistant detects an emergency situation, what should it do?
  • Transfer the call immediately — Your assistant transfers the caller directly to you or your team in real time
  • Notify me and take their info — Your assistant collects details and sends you an immediate notification
If your specialization includes built-in emergency scenarios (like gas leaks for HVAC or burst pipes for plumbing), they’ll be listed on this page. You can also add custom emergency scenarios specific to your business.

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Step 3: Call Transfers

Choose what happens when a caller asks to speak with someone by name.

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Two options

  • Try to transfer calls — Your assistant asks what the call is regarding, then attempts to connect the caller to the right person
  • Always take a message — Your assistant collects their details and sends the message to the appropriate person

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If you choose to transfer

You’ll select which team members can receive transfers from your company directory. Only members with a phone number on file will appear. Then configure when transfers can happen:
  • During appointment hours — Transfers only during your booking schedule
  • Custom transfer hours — Set specific hours
  • Anytime (24/7) — Always attempt transfers
Under Advanced Options, you can set different available hours for each team member.
How transfers work: Your assistant always asks “What is this regarding?” first. If the person doesn’t answer or it’s outside their hours, the assistant takes a detailed message and sends it to the person’s email.

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Step 4: Review & Create

Review everything before creating your assistant. The review screen shows a summary of all your settings in expandable cards:
  • Meet your assistant — Name, tone, and greeting
  • Appointments & Availability — Booking mode, hours, duration, and buffer time
  • Call Transfers — Transfer mode and selected team members
  • Emergency Calls — Emergency behavior (only shown if applicable)
  • After-Hours Calls — What happens outside business hours
  • Where Messages Go — Email routing for messages and missed calls
Click the Edit button on any card to jump back and make changes. When you’re ready, click Create Assistant. VozAgent will generate your assistant, set up the AI configuration, and assign a phone number if one is available.

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What happens next

After creation, you’ll land on the assistant detail page where you can:
  • Test your assistant with a chat or voice call
  • Fine-tune settings like the greeting, voice, or questions
  • Attach knowledge bases so your assistant can answer business-specific questions
  • Connect a phone number if one wasn’t automatically assigned