Quick Start Guide

Follow these simple steps to set up your MasterMind Marketing AI Assistant and get started in no time.

Setup Process

Start by configuring your assistant. Define its purpose, and set up its key features and behavior.

Personalize your assistant with a name, company information, and an avatar that reflects its identity.

Upload relevant documents or input key information to help your assistant answer queries effectively. (Optional)

Link your calendar to allow scheduling capabilities. This makes appointment booking seamless. (Optional)

Select a phone number for your assistant. Set up your preferred inbound and outbound message settings.

Draft the first message your assistant will send for inbound and outbound calls to create a great first impression.

Set up a fallback by providing a phone number to transfer calls when needed. (Optional)

Make test calls to ensure everything works smoothly. Fine-tune the settings as required.

Use analytics to track your assistant’s performance and refine its automation settings for better results.