Getting Started: Creating Your First AI Assistant
Step 1: Navigate to AI Assistants
From your Conversifi dashboard, locate the AI Assistants option in the left sidebar menu under the "Prospecting" section and click it.
Step 2: Create New Assistant
Click the Create New AI Assistant button to begin the setup process.
Choosing Your Assistant Type
You'll be presented with two outreach options. Select the one that matches your business goal:
Sales & Business Development
Perfect for SDRs, sales teams, and founders who want to automate LinkedIn outreach and book more sales calls. Ideal for:
B2B lead generation
Client acquisition
Pipeline building
Booking meetings with decision-makers
Recruitment & Talent Acquisition
Designed for recruiters and HR teams who want to automate candidate outreach and grow their talent pipeline. Best for:
Candidate sourcing
Talent pipeline building
Interview scheduling
Candidate engagement
Completing the Setup Questions
After selecting your assistant type, you'll answer 11 questions that train your AI on your specific business. The more detailed your answers, the better your assistant will perform.
Key Questions You'll Answer (Sales & Business Development example)
Company Name
Enter your business name exactly as you want it referenced in conversations.
Industry or Service
Select your industry or primary service from the dropdown so the AI understands your market context.
[Insert Image 5 here – Industry/Service selection screen]
Ideal Client Profile
Describe your ideal client in as much detail as possible (job titles, company size, industry, revenue, pain points).
Problem & Outcome
Explain the main problem you solve and the specific result or transformation your clients achieve.
Client Results & Success Stories
Share your strongest results, case studies, or success stories that demonstrate credibility and outcomes.
Average Deal Value
Indicate your typical client value, contract size, or average deal amount.
Tone Preference
Choose how you want the AI assistant to communicate (Professional, Friendly, Direct, Consultative, etc.).
Calendar Link
Paste the scheduling link where prospects should book calls (Calendly, Cal.com, or similar).
Website Link
Add your website URL so the AI has additional context about your business and offer.
Sales Call Owner
Specify who handles booked sales calls (yourself or another team member).
Pro Tip: Be as specific and detailed as possible. The quality of your answers directly impacts conversation quality. Vague inputs lead to generic responses, the AI learns your business from this information.
AI Assistant Generation
Once you've answered all questions, Conversifi will automatically build your optimized AI assistant.
The system will:
Analyze your business information
Generate a custom system prompt
Configure tone of voice rules
Create conversation flows
Set up objection handling
Build booking logic
This process takes 1-2 minutes.
When complete, you'll see a confirmation screen with your assistant details and configuration summary.
Your AI assistant is now ready to use. You can immediately create a campaign with it, or you can fine-tune it further using Advanced Mode.
Entering Advanced Mode: Direct Prompt Editing
For power users who want complete control over their AI's behavior, Advanced Mode lets you edit the system prompt directly.
How to Access Advanced Mode:
From the success screen, click Edit Assistant (or find your assistant in the AI Assistants list and click edit)
Look for the Advanced option with the gear icon in the top section
Click Advanced to enter Advanced Mode
You'll see a warning message explaining that Advanced Mode overrides basic settings
Click Load Current Prompt to display your current system prompt
4. Edit the prompt directly in the text editor
5. Click Save Changes when finished
Warning: Changes made in Advanced Mode will override all basic configuration settings. Always save a backup copy of your working prompt before making major edits.