AS

Assistant Studio

Pampena Financial Group

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AS

Assistant Studio

Pampena Financial Group
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Assistant

How your assistant introduces itself and sounds.
Live: v– Draft v– not published
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Identity

Voice and identity changes apply to live conversations right away.

Comma-separated adjectives that shape the tone.
Standing guidance for every reply: length, acknowledgments, what to avoid.

Realism

Make replies feel human.

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These are your assistant's playbook. Edit any section, save as a draft, then use Publish when you're ready for the changes to go live. You can always restore an earlier version from the Versions tab.

Automatic follow-ups

When a lead goes quiet, your assistant nudges them on this schedule. Each step is measured from the previous message. Changes apply right away.

Follow-ups enabled
Turn off to stop all automatic nudges.
Smart follow-ups
Let the assistant write each nudge based on the conversation instead of a fixed message.

Schedule

Up to 10 steps.

Version history

Every saved draft becomes a version. Live is what leads are talking to now. Restore any earlier version to make it your current draft, then publish it.

VersionStatusSaved

Lead scenario

Your assistant reads the lead's record before every reply. Pick what the test lead should look like so the conversation matches a real one. Tests use the live version and never touch real contacts.

Shown for context only. The lead's first reply is what kicks off the assistant.
Start a new test conversation to begin.

Contact details captured

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