Answer your business line with AI

In this tutorial you’ll build an AI receptionist for a clinic. It answers calls, handles common questions, and hands off to your front desk when needed. You’ll need: a wallet balance and a phone number.

Buy a number

Go to Phone Numbers → Buy a number. Buy a US number instantly, or submit India compliance (company legal name and GSTIN) for an Indian number. Approval takes 2 to 3 business days.

Add your knowledge

Go to Knowledge Base and upload a short FAQ document (PDF, TXT, or DOCX, up to 2 MB) with opening hours, address, doctors, services, and fees. Or click Import website to pull in your site’s pages.

Create the assistant

Go to AI Assistants and click Clinic Appointment Scheduler.

Agent name: Asha
First message: Thank you for calling Acme Clinic, this is Asha. How can I help you today?
Replace the clinic details in the instructions with your own.

Configure settings

On the Settings tab:

Role: Inbound
Inbound phone number: the number you bought
Who speaks first?: Agent speaks first, so callers hear the greeting right away
Interruption sensitivity: Default, or Strict if many callers are in noisy places

Add a human fallback and knowledge

On the Advanced tab:

Transfer to Human: your front desk number, in E.164 format (for example +919876543210)
Knowledge documents: select your FAQ
Ticketing Integration: optional, if you’ve connected Zoho Desk or Zendesk

Add to the instructions:

If the caller has a medical emergency, tell them to call emergency services immediately.
If they ask for a doctor or the front desk, transfer the call.
Never give medical advice.

Click Create Assistant.

Test

Call your number from your phone. Ask about opening hours, book an appointment, and ask for a person to check the transfer.

Monitor

Track Answered by AI, Escalated to Human, and Missed on the Dashboard, and read call summaries on Conversations.