Assist Staff
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Get to know Assist Staff

A high-level look at how the platform works, what to expect during onboarding, common use cases, pricing questions, and the small things worth knowing before you go live.

See the FlowPricing Q&A

The Big Picture

How Assist Staff Works

At its core, Assist Staff is an AI voice agent paired with a CRM, task manager, and knowledge base. Calls come in, the assistant handles them using what it knows about your business, and everything is logged in one dashboard.

Listens & Understands

Caller speaks naturally. The assistant transcribes, interprets intent, and replies in real time.

Acts On Your Behalf

Books appointments, qualifies leads, creates tasks, sends messages — driven by rules you configure.

Tracks Everything

Every call, contact, and task is logged with transcripts and history available in your dashboard.

Read the full walkthrough

Onboarding Flow

From sign-up to live in six steps

Each step is guided in your dashboard, with no code required. For best results we recommend our one-time setup service — see the Pricing Q&A for what is included.

  1. 01

    Sign Up

    Create your account with email. Takes under a minute.

  2. 02

    Choose Your Plan

    Pick a plan that matches your expected call volume. You can change later.

  3. 03

    Brand & Voice

    Set your business name, tone, language, and the personality of your assistant.

  4. 04

    Knowledge Base

    Upload FAQs, services, hours, pricing, and policies. Your assistant learns from these.

  5. 05

    Phone Number

    Connect a number you own or get a new one. Test calls go through immediately.

  6. 06

    Go Live

    Forward your business line. Your assistant starts answering calls 24/7.

Typical onboarding time: 30–60 minutes. Number porting (if chosen) takes 2–7 business days.

Use Cases

What businesses use Assist Staff for

A snapshot of the most common ways teams put their assistant to work.

AI Receptionist

Answers every call, greets callers professionally, routes urgent calls, and never puts anyone on hold.

Appointment Booking

Books, reschedules, and confirms appointments directly into your calendar without manual work.

Lead Qualification

Captures contact info, asks qualifying questions, and prioritizes leads that match your criteria.

After-Hours Coverage

Handles calls outside business hours so you never miss a customer or revenue opportunity.

Multilingual Support

Detects language and responds in the caller’s preferred language to widen your customer reach.

CRM Intake

Logs every call, builds contact records, and tracks customer history automatically.

Pricing & Plans

Pricing Q&A

The most common questions about how plans, minutes, and billing work.

How is Assist Staff priced?
Plans are based on usage — primarily monthly call minutes and the features you need. Higher tiers unlock more minutes, more concurrent calls, and advanced features like custom workflows and integrations.
Is there a free trial?
We do not offer a free trial. However, you can cancel anytime from your dashboard — once you cancel, you will not be charged from that date forward.
What counts as a "minute"?
A minute is one minute of live conversation between a caller and your AI assistant. Idle time, hold time, and the moments your assistant is silent listening do not count the same as active dialogue.
What happens if I go over my plan’s minutes?
Each plan has a fixed monthly minute limit and we do not bill automatic overages. If you anticipate exceeding your limit, we can accommodate additional minutes for your account or recommend upgrading to the next tier — whichever fits your usage best.
Can I change or cancel my plan?
You can upgrade, downgrade, or cancel from your dashboard at any time. Changes take effect immediately or at the start of your next billing cycle depending on the action.
Do I pay extra for the phone number?
Each plan includes a phone number for your AI assistant — callers can dial it directly. If you would prefer to keep using your existing business number, you can enable call forwarding on your current phone service to forward calls to the number we provide. Either option works.
Is there a setup fee?
Setup is optional but recommended — most tenant owners are not technical enough to configure their assistant effectively on their own. We offer a fixed one-time setup fee covering prompt configuration, QA call testing, and establishing baseline results. For more advanced or customized work, we provide hourly consulting under a Statement of Work with estimates, timeline, and deliverables agreed up front.
How many users can I have on my plan?
Each plan supports a set number of users — we do not charge per seat. If you need additional users beyond your plan’s limit, we can accommodate that based on your requirements.
How does billing work?
Subscriptions are billed monthly through Stripe to the card on file. There are no default overage charges; if you need additional minutes or users beyond your plan, we work with you on a solution rather than auto-billing extras. You can view itemized usage and invoices in your dashboard.

Top Questions

Common questions, at a glance

Quick answers to the questions prospects ask most often. For the complete library, see the full FAQ.

Do I need technical skills to set up Assist Staff?
The dashboard includes built-in tooling for prompts, workflows, and configuration — you do not need to code. That said, we recommend our one-time setup service to ensure your assistant is configured and tested properly from day one. See "Is there a setup fee?" in the Pricing Q&A above for what is included.
Can my assistant book directly into my calendar?
Yes. Assist Staff integrates with common calendar systems so appointments land directly on your schedule, with conflicts avoided automatically.
Will callers know they are speaking with AI?
You decide. You can disclose, leave it ambiguous, or have the assistant adopt a persona. Most customers cannot tell the difference for routine calls.
What languages are supported?
English plus several major languages. The assistant can detect the caller’s language and respond accordingly when multilingual support is enabled.
How does Assist Staff handle my customer data?
All tenant data is isolated per organization. Conversations are encrypted in transit and at rest, and you control retention policies from your dashboard.
Can it transfer calls to a human?
Yes. You define escalation rules — the assistant can transfer to a person, send an SMS alert, or escalate by priority based on your criteria.
Does it work with my existing phone number?
Yes. Forward calls from your current business line to the Assist Staff number, or port your number entirely. Either approach works.
How fast does the assistant respond?
Response latency targets under one second from end-of-caller-speech to start-of-assistant-reply, matching natural conversation pace.
See the full FAQ

Set Expectations

Common issues & what to expect

Honest notes about edge cases and the small things worth knowing up front — nothing scary, just useful context.

First 24 hours is a learning period

Your assistant gets sharper as it processes real calls. Early conversations may be more cautious; performance improves quickly once it has examples to learn from.

Knowledge base takes time to index

After uploading documents, allow a short window for indexing. Until that finishes, the assistant relies on whatever has already been processed.

Assistant may ask the caller to repeat

In noisy environments or with strong accents, the assistant will politely ask for clarification rather than guess. This is by design — accuracy over speed.

Calendar conflicts on first sync

When you connect a calendar with existing busy time, expect a brief sync. Once complete, the assistant respects all existing appointments.

Edge cases need explicit instructions

For unusual policies (refunds, special discounts, restricted services), add them to your knowledge base. If it is not written down, the assistant will default to a safe answer or escalate.

Number porting takes a few business days

If you port your existing number rather than forward it, expect 2–7 business days depending on your carrier. Forwarding works instantly.

Still have questions?

Reach out and we will walk you through how Assist Staff would fit your business, or jump straight in and try it yourself.

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