> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vozagent.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating an Inbound Assistant

> A step-by-step walkthrough of the inbound assistant wizard — from booking to review.

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.

***

## Step 1: Booking & Appointments

Decide how your assistant handles appointment scheduling.

### 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.

### 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)

***

## 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.

***

## Step 3: Call Transfers

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

### 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

### 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.

***

## 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.

***

## 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

***

## Related articles

* [Inbound vs. Outbound Assistants](/help/assistants/inbound-vs-outbound-assistants)
* [Editing Your Assistant](/help/assistants/editing-your-assistant)
* [Assistant Knowledge Base](/help/assistants/assistant-knowledge-base)
