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By the end of this guide you’ll have a working AI assistant you can talk to in your browser, plus a clear path to your first real phone call.
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1. Create an assistant

1

Open AI Assistants

In the sidebar, click AI Assistants. Start from one of the Agent templates or click + Create Assistant to start blank.
AI Assistants page with agent templates
2

Write the prompt

On the Prompt tab:
  • Enter an Agent name, for example Priya.
  • Optionally add a First message, for example Hi {{customer_name}}, this is Priya calling from Acme Realty.
  • Under Generate & refine, pick a conversation style (Follow my steps or Chat naturally), describe your agent in a sentence or two, and click Generate. Orato writes the instructions for you.
Prompt tab
Have a website? Click Import from website. Orato imports your pages into the knowledge base and helps you confirm business facts for the prompt.
3

Choose a voice

On the Voice tab, pick a provider (Cartesia, ElevenLabs, Sarvam, or Smallest AI), a voice, and the speed. Click Preview to hear it. Set the Primary language the agent starts in.
4

Pick a role and AI model

On the Settings tab, choose the Role:
  • Outbound to call leads
  • Inbound to answer calls to your number
  • Web Widget to talk to visitors on your website
Then choose the AI Brain provider and model. The default, Anthropic Claude Haiku 4.5, is a good starting point.
5

Save

Click Create Assistant. You can come back and edit any tab later.

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2. Test it in your browser

You don’t need a phone number to test. Open your assistant and use Talk to start a live voice conversation in the browser. Try the questions your customers usually ask and listen for anything that sounds off. After each test, open Conversations to review what happened and refine the prompt.

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3. Go live

1

Buy a number

Go to Phone Numbers → Buy a number and buy a US number, or submit India compliance for an Indian number. See Phone numbers.
2

Set the caller ID

In your assistant’s Settings tab, choose the number under Outbound caller ID.
3

Add leads

Go to Leads → Create batch. Add contacts manually or upload a CSV/Excel file with name and phone columns.
4

Call

For one lead, go to Calls → Make call. For a whole batch, go to Campaigns → Create campaign.

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Before you go live

Test the assistant with Talk and review the transcript in Conversations.
Attach knowledge documents if the assistant needs to answer product or pricing questions.
Add a Transfer to Human number in Advanced so callers can reach a person.
Top up your wallet in Settings → Billing & Credits.

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Next steps

AI Assistants

Every assistant setting explained.

Prompting guide

Write instructions that sound natural on calls.

Campaigns

Call a full lead batch automatically.

Tutorials

Step-by-step builds for common use cases.