What you’ll achieve
By the end of this guide, you’ll have a working AI Assistant that makes real phone calls or runs on your website as a voice widget.You’ll need an Orato account. Sign up at app.tryorato.com if you haven’t already.
Create your first AI Assistant
Step 1 - Setup: Name and Instructions
Enter your assistant’s name and select a role (Web Widget for website, or Phone for calls).Then use the AI Instruction Generator:
- Field 1: “What does your business do?” - e.g.
We sell CRM software for real estate agents - Field 2: “Call goal?” - e.g.
Qualify leads and book demos - Click Generate Instructions
Step 2 - Personality: Voice and Messages
Choose your AI Brain (LLM):Choose your Voice:Set your Opening Message - write your own greeting or let AI generate it based on caller context.
- Groq (Fastest)
- Anthropic
- OpenAI
Llama 3.3 70B: ultra-low latency. Best for phone calls where response speed matters most.
- Cartesia (Recommended)
- ElevenLabs
- Sarvam
sonic-2 model - natural, low-latency. Click Preview to hear it before choosing.
Make your first call
- From the Dashboard
- Via the API
- Web Widget
Create a Lead Batch first
Go to Leads → Create Batch. Add a contact manually or upload a CSV with at least a
phone_number column.Before you go live
Test your assistant using the Talk button in the dashboard
Review the conversation transcript after testing — check for unnatural responses
Set up a Phone Number if you need inbound or outbound calling
Connect your calendar in Settings → Calendar if your assistant books meetings
Upload Knowledge Base documents if your assistant needs to answer product questions
Next steps
AI Assistants
Deep dive into all assistant configuration options
Campaigns
Launch your first outbound calling campaign
Knowledge Base
Upload documents for accurate answers on every call
Developer
Integrate Orato into your own application

