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Your AI assistant is the core of VozAgent — it’s what answers your phone calls, talks to your customers, and handles the conversation. This guide walks you through creating one from scratch.

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Step 1: Choose Assistant Type

Navigate to Assistants in the sidebar and click Create Assistant. You’ll see the template selector with two options:
  • Inbound — Answers incoming calls to your business. This is what most businesses start with.
  • Outbound — Makes outgoing calls to contacts (available on Growth plan and above).
Select Inbound to get started.
Tip: If you have an unfinished draft from a previous session, you’ll see a banner at the top letting you pick up where you left off.

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Step 2: Choose Your Specialization

If your industry has multiple service types (for example, a plumbing company that does both residential and commercial work), you’ll be asked to pick a specialization. This helps VozAgent tailor the questions your assistant asks callers. If your business only has one specialization, this step is skipped automatically.

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Step 3: Configure Caller Questions

This is where you decide what information your assistant collects from callers. You’ll see a list of questions organized into two groups:
  • Required questions — Turned on by default. These cover the basics like caller name, phone number, and reason for calling.
  • Optional questions — Additional information like service address, preferred appointment time, and urgency level.
Toggle questions on or off based on what matters to your business. You need at least 3 questions enabled to proceed.

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Step 4: Set Up Booking and Appointments

Choose how your assistant handles appointment scheduling:
  • Book appointments — Your assistant actively books appointments during the call. You can connect a calendar (Google Calendar, Cal.com, Calendly, or GoHighLevel) and set your availability.
  • Collect availability — Your assistant asks for the caller’s preferred times but doesn’t book directly.
  • No booking — Your assistant doesn’t handle scheduling at all.
If you choose to book appointments, you’ll configure:
  • Available days (e.g., Monday through Friday)
  • Business hours (e.g., 9:00 AM to 5:00 PM)
  • Appointment duration (default: 30 minutes)
  • Buffer time between appointments (default: 15 minutes)

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Step 5: Industry-Specific Questions

If your industry has specialized questions (like asking about property type for a roofing company, or system age for an HVAC business), you’ll see them here. These are pre-configured based on your business profile and specialization. You can toggle these on or off just like the caller questions in Step 3.
Note: This step only appears for industries with trade-specific questions. If it doesn’t show up, don’t worry — your assistant already has what it needs.

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Step 6: Emergency Handling

Configure how your assistant responds to emergency situations:
  • Transfer immediately — Routes emergency calls directly to a phone number you specify.
  • Notify — Takes a message and sends you an immediate notification.
You’ll also see common emergency scenarios for your industry (e.g., “burst pipe” for plumbing, “no heat in winter” for HVAC).
Note: This step only appears if your industry has defined emergency scenarios.

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Step 7: Call Transfers

Decide what happens when a caller wants to speak to a real person:
  • Transfer the call — Forward the call to one or more team members. You can set specific hours for each person.
  • Take a message — Your assistant captures the caller’s details and lets them know someone will call back.
If you choose to transfer, you’ll add team members and their phone numbers.

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Step 8: After-Hours Behavior

Set what your assistant does when someone calls outside your business hours:
  • Continue handling calls normally
  • Take a message and let the caller know you’ll follow up
  • Provide emergency contact information
  • A combination of the above

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Step 9: Review and Create

The final step shows a summary of everything you’ve configured. Review each section to make sure it looks right. When you’re ready, click Create Assistant. VozAgent will set up your assistant, configure the AI, and have it ready to take calls within a few moments.

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What Happens Next

Once your assistant is created:
  • It’s automatically named “[Your Company] Receptionist” with a friendly greeting based on your company name
  • A default voice (Elliot) is assigned — you can change this later in the assistant settings
  • If you have an available phone number, it may be automatically assigned
Your next step is to set up a phone number so your assistant can start receiving calls.