You can turn on and manage your AI Assistant directly from the Voiply desktop app. You don't need to log in to the portal to do any of this.
Keep in mind that the AI Assistant is available on Business Premier only. If you're on a different plan, you'll see a message letting you know it's not available on your current plan.
How to find your AI Assistant in the desktop app
- Open the Voiply desktop app on your computer.
- Click Assistant in the left sidebar.
- You'll land on the AI Assistant page.
How to activate your AI Assistant
If your AI Assistant isn't on yet, you'll see an intro screen explaining what it does. Click Activate my assistant to turn it on. 
Once activated, you'll see a confirmation screen that says You're all set. Your assistant will show as Active - warming up (~2 min). Wait a couple of minutes before testing it with a missed call, then click Manage my assistant to go to your settings. 
Setting up your email for missed-call messages
The first thing to set up is the email address where you want missed-call messages sent.
- Under Email missed-call messages to, enter your email address.
- This is the only required setting. Everything else is optional.
The Overview tab
The Overview tab shows your current setup at a glance. You'll see which settings are active and which ones still need to be filled in. Items with a green checkmark are ready. Items without one are optional but available to set up.
You can also turn your AI Assistant on or off anytime using the toggle at the top of the screen. 
The Routing tab
The Routing tab controls what happens when certain callers reach your assistant.
- Escalate urgent calls to a phone — When this is turned on, the assistant will transfer genuinely urgent calls straight to your phone instead of taking a message. It tells you who's calling first before connecting. If you don't pick up, it falls back to taking a message.
- Add a rule — You can also set up specific routing rules, like sending calls from your boss straight to your cell. Rules are checked from top to bottom, and the first match wins. If no rules match, the assistant takes a message.
The Answers tab
The Answers tab lets you teach your assistant how to handle common questions from callers.
For example, you can set it up so that if a caller asks about your rates, the assistant speaks your pricing out loud. Or if someone asks about booking, it can text them your scheduling link.
Click Add an answer to get started. 
The Training tab
The Training tab has two sections.
- Coach your assistant — Type in plain instructions and facts about your business, like your hours, what your business does, or how you want the assistant to speak. You can also add a note whenever a call didn't go the way you wanted, so the assistant can do better next time.
- Try it out — Test what your assistant will say by typing in a sample caller question, like "What are your rates?" or "Can I book an appointment?" This checks the assistant's answers and tone but does not test your routing rules. To test routing, use the Test routing option on the Routing tab. No real transfers or texts go out during testing.
Privacy settings
Also on the Training tab, you'll find two privacy options.
- Store conversation data — Choose whether to keep a record of each call, including its history, insights, and recording. Turn this off if you need to store nothing, for example for HIPAA compliance.
- Redact sensitive info (PII/PHI) — Turn this on to automatically hide details like Social Security numbers or card numbers from stored conversations.
The Integrations tab
The Integrations tab is where you can connect a calendar so your assistant can check your availability and book appointments right on a call. Three options are available:
- Google Calendar
- Outlook / Microsoft 365
- Apple iCloud
Click Connect next to the calendar you use to get started. For Apple iCloud, you'll connect using an app-specific password. 
The Calls tab
The Calls tab shows a log of every call your assistant has handled. When the assistant answers a missed call, it shows up here with a recording and a summary. If you just activated your assistant, it may take a few minutes before calls start appearing. 
How to turn off your AI Assistant
You can turn your assistant off at any time by clicking the toggle at the top of the AI Assistant screen. Your settings will be saved so you can turn it back on whenever you'd like. 
Still need help?
If you run into any issues, our support team is happy to help. Visit support.voiply.com.