Getting started with the AI Office Assistant

A reliable setup starts with approved business facts. Gather the services you want the assistant to discuss, the areas you serve, business hours, preferred caller details, and the next step for each common request. Include only information your team is comfortable using in a live customer conversation.

Choose a real employee, alternate number, or voicemail destination for calls that should not stay with the assistant. Also decide which situations need an immediate transfer, which can become a message, and which require a team member to review the call after it ends.

Start the setup flow from the AI Office Assistant page. Create or sign in to your VizionSpace account, confirm the business you are configuring, and review the generated profile before it becomes part of the call experience. Correct names, hours, service descriptions, and contact details at this stage instead of relying on the assistant to infer missing information.

The business workspace keeps configuration and call activity associated with the authenticated account. If the account already has an active workspace, the product routes back to its dashboard rather than creating a second setup.

Preview the available voices and select the one that fits the pace and tone your callers should hear. Then choose a new AI phone number or plan how calls from the existing business number will reach the assistant. Selecting an available number does not by itself start billing; checkout and the applicable trial terms are shown before launch.

Businesses that want to keep advertising an established number can forward calls to the AI number or request a number transfer. Forwarding is usually the fastest operational path, while a transfer requires carrier details, authorization, and coordinated timing.

Configure the greeting, approved knowledge, intake fields, business hours, transfer destinations, fallback behavior, and notifications. Use the test experience to call as a new lead, an existing customer, an urgent caller, and someone asking an unsupported question.

Review whether the assistant asks for the right details, avoids guessing, and leaves every caller with a clear next step. Correct the underlying business information or rule when a test exposes a problem; do not patch one transcript with a narrow phrase that may fail on the next call.

Before checkout, review the selected plan, included AI conversation minutes, overage rate, billing interval, and trial terms. The website trial lasts 14 days or 20 AI conversation minutes, whichever comes first, and requires a card. Terms can vary by purchase platform and are displayed before confirmation.

After activation, place one final call through the real phone path. Confirm routing, notifications, transcripts or summaries, and any recording notice. Monitor the first completed customer calls in the dashboard and adjust the configuration when the business process changes.