Become a Pro at Smart Answering AI: Part 1

Sep 20, 2023

Smart Answering eGuide, Part 1: Getting Started

Welcome to the Smart Answering AI Voice Assistant Setup!

This guide is your step-by-step manual for creating an AI voice assistant that’s always ready to help and make sure you never miss a call 24/7/365.

Key takeaways:

  • The AI is built to automatically collect and organize your business information.
  • All you need to do is feed it details, set up actions, try it out, and keep fine-tuning.

Your AI assistant will reflect your unique style and personality. So during setup, think about the way you describe your products or services and how you normally greet customers.

Investing time in setting up Smart Answering is crucial for enhancing your business operations. The initial effort you put in will pay off in the long run.

To begin, create your account at Smart Answering.

Next, you’ll see your Knowledge Base:


AI Knowledge Base Setup

  • Click on ‘Add Knowledge’ in Smart Answering. This is your starting point for building the AI Knowledge Base.
  • Enter as much detail about your business as possible. The AI excels at organizing disorganized inputs into coherent business knowledge.

The AI arranges your input into relevant categories like hours, location, policies, products, and services.


  • More labels mean more information for the AI to use, leading to richer, more detailed answers.

Smart Answers vs Smart Actions:

Smart Answers:

  • Specific answers to questions, like “What hours are you open?” or “Do you offer vegan options?” and “Can you accommodate large groups?”
  • These responses are derived directly from the information you provide.

Smart Actions:

  • Go beyond basic call handling; create a dynamic, conversational experience that ensures you never miss a business opportunity.
  • Collect leads with conversational message taking, send SMS with appointment links, route calls to relevant departments or employees, provide location directions, menus, product specs, shopping, and more.
  • Activated in response to specific questions or requests.
  • Gather unique, impactful, or complex information from customers, turning conversations into valuable leads.

To go deep on Smart Actions, check out our next guide.

Ready for a Test Run?

Now that your AI demo is set up, it’s time to see it in action. This is your chance to check out how the voice assistant operates and tweak it to suit your needs.

  • To fully engage with your voice assistant, dial the provided number. This will give you a comprehensive understanding of its capabilities.
  • As you interact with the voice assistant, listen closely to its responses. Identify any areas that might need improvement or additional information.
  • Add your findings and insights to your Knowledge Base. This step is crucial for refining the assistant’s responses.
  • Persist in the cycle of testing, adjusting, and retesting. This iterative process is key to developing a highly effective and customer-friendly Smart Answering service. Expect multiple attempts as part of the journey towards perfection.

Remember: This initial test is just the start. The goal is to continually enhance your AI’s responses for the best customer experience.
Check out the Smart Answering Guide, Part II. It goes into additional functionalities of the Smart Actions feature, showing you even more ways to utilize your new voice assistant.

Part 2 Part 3

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