---
title: "Creating an AI Voice Assistant"
description: "outlines the setup of a voice-based AI system capable of booking, rescheduling, and canceling appointments via voice calls."
url: https://support.agentsuite.ai/en/articles/29-creating-an-ai-voice-assistant
collection: "Voice AI"
updated: 2026-10-27
language: en
---

# Creating an AI Voice Assistant

outlines the setup of a voice-based AI system capable of booking, rescheduling, and canceling appointments via voice calls.

### **Step-by-Step Process**

#### **1. AI Assistant Initial Setup**

-   **Create New Assistant**:
    
    -   Go to the "Create Assistant" interface
        
    -   Name the assistant (e.g., “Voice AI”) and define basic configurations.
        
    -   Set the **Identity** and use a **Task-Based Framework** fields to streamline the assistant’s purpose (booking appointments and related tasks).
        
-   **Define Assistant Attributes**:
    
    -   Add **Identity** (assistant name and function, e.g., “Katie”).
        
    -   You can generally leave the **Response Guideline**, and **Style Guardrails**,  as defaults to ensure smooth conversational flow.
        
-   Define Tasks:
    
    -   Use a **Task-Based Framework** to give the AI Assistant objectives.   
          
        

#### **2. Telephony Setup**

-   **Select or Buy a Phone Number**:
    
    -   Use the Twilio integration to buy a new number or import an existing one.
        
    -   Ensure the number is compatible with SIP trunking if using an external provider.
        
-   **Set Up Number for AI**:
    
    -   Once you purchase the number, assign the purchased or imported number to the AI assistant in your platform’s configuration.
        
    -   This enables the assistant to handle inbound and outbound calls.
        

#### **3. Calendar Integration**

-   **Sync Calendars**:
    
    -   Go to the calendar settings and select the appropriate calendars for booking.
        
    -   Sync the assistant’s account with the Go High Level (or another calendar platform).
        
-   **Test Calendar Connection**:
    
    -   Run a calendar availability check to verify that the assistant has the correct permissions and can retrieve available time slots.
        
-   **Enable Appointment Actions**:
    
    -   Ensure that calendar booking, availability check, rescheduling, and cancellation actions are all configured.
        

#### **4. Configure Assistant Tools**

-   In the AI platform, add tools to perform specific calendar actions:
    
    -   **Check Availability**: Allows the AI to view open slots.
        
    -   **Book Appointment**: Books an appointment in the calendar.
        
    -   **Reschedule Appointment**: Changes an existing appointment.
        
    -   **Cancel Appointment**: Removes an appointment.
        
    -   **View Appointments**: Displays the list of upcoming appointments for the user.
        
-   **Test Each Tool**:
    
    -   Test each tool individually to confirm functionality.
        
    -   Verify that bookings, reschedules, and cancellations reflect accurately on the calendar.
        

#### **5. Testing and Verification**

-   **Inbound Call Test**:
    
    -   Place a test call to the assistant and ask it to check availability, book, reschedule, and cancel an appointment.
        
    -   Verify that the assistant follows prompts correctly and that appointments reflect in the calendar.
        
-   **Outbound Call Test**:
    
    -   Create an automation in the platform’s workflow to initiate an outbound call.
        
    -   Use the **Make an AI Call** action in the workflow to trigger the assistant.
        
    -   Test that outbound calls are correctly logged, and verify that the assistant performs the requested booking tasks during the call.
        

#### **6. Automation and Workflow Setup (Outbound Call)**

-   Go to **Automations** in the platform.
    
-   Create or edit a workflow that includes the **Make an AI Call** action.
    
-   Enter the assistant’s ID and other call details.
    
-   Test workflow by running it with a contact and verifying that the assistant performs outbound calls as expected.