> ## 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 Your First Assistant

> Step-by-step guide to creating your first AI phone assistant in VozAgent.

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.

## 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.

## 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.

## 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.

## 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)

## 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.

## 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.

## 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.

## 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

## 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.

## 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](/help/getting-started/setting-up-your-first-phone-number)** so your assistant can start receiving calls.
