# Assistable.ai

## V3 Support Docs

## Getting Started
- [Connecting to GHL video](https://help.assistable.ai/getting-started/connecting-to-ghl-video)
- [Custom Menu Link](https://help.assistable.ai/getting-started/custom-menu-link)
- [$97 GHL Users - Direct Connection to the Subaccount](https://help.assistable.ai/getting-started/97-ghl-users-direct-connection)
- [Connecting External GoHighLevel Sub-Accounts to Workspace via OAuth](https://help.assistable.ai/getting-started/connecting-external-gohighlevel-sub-accounts-to-workspace-via-oauth)

## Agency Dashboard
- [White Label and Brand Your Portal](https://help.assistable.ai/agency-dashboard/white-label-and-brand-your-portal)
- [Setting Up Your Agency Wallet](https://help.assistable.ai/agency-dashboard/setting-up-your-agency-wallet)
- [Understanding the Billing Portal](https://help.assistable.ai/agency-dashboard/understanding-billing-portal)
- [Connect or Reset Stripe Integration for Rebilling Setup](https://help.assistable.ai/agency-dashboard/connect-or-reset-stripe-integration-for-rebilling-setup)
- [Add and Remove Users in Your Workspace](https://help.assistable.ai/agency-dashboard/add-and-remove-users-in-your-gohighlevel-workspace)
- [Setting Up Your Agency Snapshot](https://help.assistable.ai/agency-dashboard/setting-up-your-agency-snapshot)
- [Update Branding](https://help.assistable.ai/agency-dashboard/update-branding)
- [Managing Sub-accounts](https://help.assistable.ai/agency-dashboard/managing-sub-accounts)
- [Set Up an Agency Snapshot for New Sub-Accounts with Default Features, Assistants, Rebilling & Admin Lock](https://help.assistable.ai/agency-dashboard/set-up-an-agency-snapshot-for-new-sub-accounts-with-default-features-assistants-rebilling-admin-lock)
- [Import Sub-Accounts and Install Custom Menu Link](https://help.assistable.ai/agency-dashboard/import-sub-accounts-and-install-custom-menu-link-in-gohighlevel-workspace)
- [Add Members to your Subaccount](https://help.assistable.ai/agency-dashboard/add-members-to-your-subaccount)
- [Setting up Rebilling](https://help.assistable.ai/agency-dashboard/setting-up-rebilling)
- [Set up your Subaccount wallet](https://help.assistable.ai/agency-dashboard/set-up-your-wallet)
- [Change or Reset Your User Account Password in the Workspace or Sub-Account](https://help.assistable.ai/agency-dashboard/change-or-reset-your-user-account-password-in-the-workspace-or-sub-account)
- [Manage Subaccount Limits](https://help.assistable.ai/agency-dashboard/manage-subaccount-limits)
- [Edit Subaccount Navigation Permissions](https://help.assistable.ai/agency-dashboard/edit-subaccount-navigation-permissions)
- [Restrict a Subaccount](https://help.assistable.ai/agency-dashboard/restrict-a-subaccount)
- [Why Can't My Client Set Up Their Wallet?](https://help.assistable.ai/agency-dashboard/why-can-t-my-client-set-up-their-wallet)

## Learning the Software - Beginner
- [01. Knowledgebase](https://help.assistable.ai/beginner-walkthrough/knowledgebase)
- [02. Prompting](https://help.assistable.ai/beginner-walkthrough/prompting)
- [03. Active Tag - Phone Numbers - Outbound Calling](https://help.assistable.ai/beginner-walkthrough/active-tag-phone-numbers-outbound-calling)
- [04. Calendar Booking - Tools - Extractions](https://help.assistable.ai/beginner-walkthrough/calendar-booking-tools-extractions)
- [05. Custom Tools](https://help.assistable.ai/beginner-walkthrough/05-custom-tools)

## Variables & References
- [Available Variables Reference](https://help.assistable.ai/variables-references/available-variables-reference)

## Voice AI
- [AI Call Error Tags](https://help.assistable.ai/voice-ai/ai-call-error-tags)
- [Phone Calls & DNC Compliance](https://help.assistable.ai/voice-ai/phone-calls-dnc-compliance)
- [How to Install and Launch an AI Orb Sales Assistant on Your Website](https://help.assistable.ai/voice-ai/how-to-install-and-launch-an-ai-orb-sales-assistant-on-your-website)
- [How to Make an Outbound Call](https://help.assistable.ai/voice-ai/how-to-make-an-outbound-call)
- [Creating an AI Voice Assistant](https://help.assistable.ai/voice-ai/creating-an-ai-voice-assistant)
- [Transferring Phone Calls with Your AI Assistant](https://help.assistable.ai/voice-ai/transferring-phone-calls-with-your-ai-assistant)
- [Call Forwarding to Your AI Assistant](https://help.assistable.ai/voice-ai/call-forwarding-to-your-ai-assistant)
- [Setting Up Pre-Call and Post-Call Webhooks in GoHighLevel](https://help.assistable.ai/voice-ai/setting-up-pre-call-and-post-call-webhooks-in-gohighlevel)
- [Call Tagging](https://help.assistable.ai/voice-ai/call-tagging)
- [Importing Twilio Numbers](https://help.assistable.ai/voice-ai/importing-numbers)
- [Forwarding Unanswered Calls to an AI Assistant Using GoHighLevel](https://help.assistable.ai/voice-ai/forwarding-unanswered-calls-to-an-ai-assistant-using-gohighlevel)
- [How to Update a Contact's Name after an Initial Phone Call](https://help.assistable.ai/voice-ai/how-to-update-a-contact-s-name-after-an-initial-phone-call)
- [Setting Call Duration Limit](https://help.assistable.ai/voice-ai/setting-call-duration-limit)
- [How to Update Your CRM with AI Voice Transcripts](https://help.assistable.ai/voice-ai/how-to-update-your-crm-with-ai-voice-transcripts)
- [Handling Voicemail](https://help.assistable.ai/voice-ai/handling-voicemail)
- [Voice Cloning Features](https://help.assistable.ai/voice-ai/voice-cloning-features)
- [Importing Vonage Numbers](https://help.assistable.ai/voice-ai/importing-vonage-numbers)
- [Importing Telnyx Numbers](https://help.assistable.ai/voice-ai/importing-telnyx-numbers)
- [Number Intelligence](https://help.assistable.ai/voice-ai/number-intelligence)

## Chat AI
- [Ai Chat Overview](https://help.assistable.ai/chat-ai/ai-chat-overview)
- [Ai Replying Tag](https://help.assistable.ai/chat-ai/ai-replying-tag-1)
- [AI Voice Widget (BETA) (Call You/Call Me)](https://help.assistable.ai/chat-ai/ai-chat-widget-beta)
- [Global Kill Switch for AI Chat (ai_off)](https://help.assistable.ai/chat-ai/global-kill-switch-for-ai-chat-ai-off)

## Assistable Buildouts
- [Send Conversation Transcript Workflow (Assistable → GoHighLevel)](https://help.assistable.ai/assistable-buildouts/send-conversation-transcript-workflow-assistable-gohighlevel)
- [No-Show Follow-Up Automation Using Assistable + GoHighLevel](https://help.assistable.ai/assistable-buildouts/no-show-follow-up-automation-using-assistable-gohighlevel)
- [Setting Up Automated Appointment Deposit Workflows](https://help.assistable.ai/assistable-buildouts/setting-up-automated-appointment-deposit-workflows)
- [Control your entire Assistable account by chatting with Claude](https://help.assistable.ai/assistable-buildouts/control-your-entire-assistable-account-by-chatting-with-claude)
- [How to Use Autopilot](https://help.assistable.ai/assistable-buildouts/how-to-use-autopilot)

## AI Prompting
- [Things to Add to Your Prompts to Improve Performance](https://help.assistable.ai/ai-prompting/things-to-add-to-your-prompts-to-improve-performance)
- [Self-Selling Orb Demo](https://help.assistable.ai/ai-prompting/self-selling-orb-demo)

## Custom Tools
- [Custom Tools Overview](https://help.assistable.ai/custom-tools/custom-tools-overview)
- [Creating a Custom Tool to Save User's Address](https://help.assistable.ai/custom-tools/creating-a-custom-tool-to-save-user-s-address)
- [Custom Tool: Search the Web With Your AI Assistant](https://help.assistable.ai/custom-tools/custom-tool-search-the-web-with-your-ai-assistant)
- [Custom Tool: Update Contact Information in GoHighLevel](https://help.assistable.ai/custom-tools/custom-tool-update-contact-information-in-gohighlevel)
- [Custom Tool: Submit a Support Ticket on Behalf of User](https://help.assistable.ai/custom-tools/custom-tool-submit-a-support-ticket-on-behalf-of-user)
- [Managing Tools in Assistant Builder](https://help.assistable.ai/custom-tools/managing-tools-in-assistant-builder)
- [Custom Tool: Send Conversation Summary to Your Clients](https://help.assistable.ai/custom-tools/custom-tool-send-conversation-summary-to-your-clients)
- [Custom Tool: Calculate Distance](https://help.assistable.ai/custom-tools/calculate-distance)
- [Custom Tool: Call the User from SMS Conversation with Context](https://help.assistable.ai/custom-tools/custom-tool-call-the-user-from-sms-conversation-with-context)
- [Setting Up Multi-Calendar Booking with Custom Tools](https://help.assistable.ai/custom-tools/setting-up-multi-calendar-booking-with-custom-tools)
- [Custom Tool: Scrape Website and Understand the Return](https://help.assistable.ai/custom-tools/custom-tool-scrape-website-and-understand-the-return)
- [Custom Tool: Screenshot a Website](https://help.assistable.ai/custom-tools/custom-tool-screenshot-a-website)

## Flow Agent
- [Logic Node & Conditional Branching](https://help.assistable.ai/flow-agent/logic-node-conditional-branching)
- [Extraction & Variable Nodes](https://help.assistable.ai/flow-agent/extraction-variable-nodes)
- [Tool & Function Nodes](https://help.assistable.ai/flow-agent/tool-function-nodes)
- [Testing Your Agent](https://help.assistable.ai/flow-agent/testing-your-agent)
- [Embedding the Chat Widget](https://help.assistable.ai/flow-agent/embedding-the-chat-widget)
- [Request Node (API Calls)](https://help.assistable.ai/flow-agent/request-node-api-calls)
- [Conversation Node](https://help.assistable.ai/flow-agent/conversation-node)
- [Using the Node Builder (AI Generate)](https://help.assistable.ai/flow-agent/using-the-node-builder-ai-generate)
- [Engine & Streaming](https://help.assistable.ai/flow-agent/engine-streaming)
- [Getting Started with Flow Builder](https://help.assistable.ai/flow-agent/getting-started-with-flow-builder)
- [Variables & Dynamic Data](https://help.assistable.ai/flow-agent/variables-dynamic-data)
- [Setting Up Your API Key](https://help.assistable.ai/flow-agent/setting-up-your-api-key)
- [Connecting Voice (Telnyx)](https://help.assistable.ai/flow-agent/connecting-voice-telnyx)
- [Advanced Call Transfers with Agent Flows](https://help.assistable.ai/flow-agent/advanced-call-transfers-with-agent-flows)

## Widgets
- [Configuring the Voice Orb (Floating vs Fixed Placement)](https://help.assistable.ai/widgets/configuring-the-voice-orb-floating-vs-fixed-placement)

## How To
- [Multi-Calendar Booking Setup](https://help.assistable.ai/how-to/multi-calendar-booking-setup)
- [How to Use Flow Builder in Assistable to Build Smarter AI Assistants](https://help.assistable.ai/how-to/how-to-use-flow-builder-in-assistable-to-build-smarter-ai-assistants)
- [How to Send Emails Upon Request in SMS and Live Chat Conversations](https://help.assistable.ai/how-to/how-to-send-emails-upon-request-in-sms-and-live-chat-conversations)
- [How to Create a RAG Custom Database (Voice AI, Chat AI, and Web Orbs) Depricated](https://help.assistable.ai/how-to/how-to-create-a-rag-custom-database-voice-ai-chat-ai-and-web-orbs)
- [How to Send Links VIA Text Messages During Phone Calls](https://help.assistable.ai/how-to/how-to-send-text-messages-during-calls)
- [Automatically Populate Custom Fields Using Automatic Data Collection](https://help.assistable.ai/how-to/automatically-populate-custom-fields-using-automatic-data-collection)
- [How To Connect Your AI to Google Sheets](https://help.assistable.ai/how-to/ai-reads-google-sheets-data)
- [How to Extract Important User Information using automatic data extraction?](https://help.assistable.ai/how-to/how-to-gather-and-extract-important-user-information-using-automatic-data-extraction)

## Integrations
- [Failed to Exchange OAuth Code for Access Token when Connecting a GHL Sub-account](https://help.assistable.ai/integrations/failed-to-exchange-oauth-code-for-access-token-when-connecting-a-ghl-sub-account)

## API Refrence
- [Create Assistant](https://help.assistable.ai/api/create-assistant-api)
- [Get Assistant](https://help.assistable.ai/api/get-assistant)
- [Update Assistant](https://help.assistable.ai/api/update-assistant)
- [Create Flow](https://help.assistable.ai/api/create-flow)
- [Archive Assistant](https://help.assistable.ai/api/archive-assistant)
- [Make AI Call (GHL-Safe)](https://help.assistable.ai/api/make-ai-call-ghl-safe)
- [Agent Chat Completion (GHL-Safe)](https://help.assistable.ai/api/agent-chat-completion-ghl-safe)
- [Create Message](https://help.assistable.ai/api/create-message)
- [Get Messages](https://help.assistable.ai/api/get-messages)
- [Get Single Contact via Assistable API](https://help.assistable.ai/api/get-single-contact-via-assistable-api)
- [Get Contacts](https://help.assistable.ai/api/get-contacts)
- [Create Contact via Assistable API](https://help.assistable.ai/api/create-contact-via-assistable-api)
- [Update Contact](https://help.assistable.ai/api/update-contact)

## Troubleshooting & Help
- [Resolving 'Dial Failed' Error on Bot Outbound Calls (Twilio)](https://help.assistable.ai/troubleshooting-help/resolving-dial-failed-error-on-bot-outbound-calls)
- [Common issues and solutions](https://help.assistable.ai/troubleshooting-help/common-issues-and-solutions)
- [Calendar Booking Debugging Guide](https://help.assistable.ai/troubleshooting-help/calendar-booking-debugging-guide)
- [Optimizing AI Response Time and Queuing in Chat Assistants](https://help.assistable.ai/troubleshooting-help/optimizing-ai-response-time-and-queuing-in-chat-assistants)
- [OAuth Configuration](https://help.assistable.ai/troubleshooting-help/oauth-configuration)
- [Building and Optimizing a Knowledge Base for AI Assistants](https://help.assistable.ai/troubleshooting-help/building-and-optimizing-a-knowledge-base-for-ai-assistants)

## Draft Articles

## Leadindicator Buildouts

## Support Team Internal Documentation