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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

1

Go to AI Assistants

In the left sidebar, click AI Assistants, then click + Create Assistant.
AI Assistant
2

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
Orato writes a structured, voice-optimised prompt for you. Edit the text directly to match your tone.
The generator enforces voice-first rules - responses stay under 2 sentences, no bullet points or emojis. This keeps your assistant sounding natural on calls.
3

Step 2 - Personality: Voice and Messages

Choose your AI Brain (LLM):
Llama 3.3 70B:  ultra-low latency. Best for phone calls where response speed matters most.
Choose your Voice:Set your Opening Message - write your own greeting or let AI generate it based on caller context.
4

Step 3 - Review and Save

Check your full configuration summary - name, voice, AI model, opening, and closing. Optionally attach a Knowledge Base document.Click Update Assistant to save.
Click Talk (top right) to test your assistant in the browser immediately after saving.

Make your first call

1

Go to Campaigns

Click Campaigns in the sidebar, then + Create Campaign.
2

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.
3

Launch the Campaign

Select your Lead Batch and your AI Assistant. Set call rate to 5 calls/min (recommended). Click Create Campaign - your assistant starts calling immediately.

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