AI Voice Assistant
OktoAssist Overview
OktoAssist is OktoRocket's AI Voice Assistant. It helps your shop answer after-hours and overflow calls, assist customers, and create appointment opportunities when your team is unavailable.
What OktoAssist Is
OktoAssist works within your OktoRocket phone system and Scheduler. It holds a natural conversation with callers, gathers the information needed for their request, and guides them toward the appropriate next step.
Depending on your configuration, OktoAssist can book an appointment, offer to text your online scheduler, transfer the caller to an advisor or towing partner, or allow the caller to leave a voicemail.
Key Takeaway
OktoAssist helps your shop respond to more callers and capture appointment opportunities without requiring an advisor to answer every call.
Watch & Learn
OktoAssist Overview Video
This video covers
- ›What OktoAssist is and when it answers
- ›What callers can accomplish
- ›How admins manage OktoAssist
How It Works
The call moves through four stages. Available actions depend on the settings configured for your shop.
1
OktoAssist answers the call
2
The caller is identified
Checks for an existing customer, matches their name and vehicle info, or captures a new number.
3
OktoAssist handles the request
Gathers service and vehicle details, checks availability, and books the appointment.
4
Your shop reviews the results
What OktoAssist Can Do
Capabilities are grouped by how the call ends.
Booking
Book Appointments
- ›Collect service and vehicle info, offering configured services or a general option if something isn't listed
- ›Schedule wait, drop-off, or after-hours drop-off appointments
- ›Confirm details and request approval before booking
- ›Help callers change an existing appointment
- ›Text the scheduler link, appointment info, or drop-off instructions
Routing
Route the Call
- ›Transfer to an advisor
- ›Transfer to your towing partner
- ›Transfer to a specific extension or call group
- ›Send the caller to voicemail if no one's available
Follow-Up
Flag Missed Opportunities
- ›Create a lead task when a call ends without a completed appointment, so your team can follow up
Customer Appointment Experience
During an appointment call, OktoAssist can guide the customer through the following sequence.
1
Identify the caller and locate available customer or vehicle information.
2
Ask what service the vehicle needs and offer available service options.
3
Ask whether the customer wants to wait, drop off, or use an after-hours option.
4
Review the shop's business hours and available appointment times.
5
Confirm the appointment details and request approval before booking.
6
Book the appointment and send confirmation or drop-off info by text.
After the Call
Review what happened and follow up when needed
Your shop can review OktoAssist activity through reports, individual call details, performance summaries, and usage notifications — see the reports article for the complete workflow.
Key Things to Know
Requirement
Scheduler setup: Your OktoRocket Scheduler must be configured before OktoAssist can book appointments.
How Identification Works
Caller identification: OktoAssist captures the incoming phone number when the call begins. It checks for an existing customer match or registers the number during a first-time call.
Important
Configuration-dependent: The services, business hours, availability, transfer destinations, and instructions OktoAssist uses depend on your shop's configuration.
Related Articles
Continue with OktoAssist
Use these articles to configure, monitor, and measure your AI Voice Assistant.
Copy your default route, configure the OktoAssist step fields, test, and activate.
Set usage limits, lead follow-up, and limit-reached behavior — then monitor them going forward.
Review bookings, transfers, text messages, estimated revenue, and individual call outcomes.
Understand daily, weekly, and monthly summaries and call-limit notifications.
Need Additional Help?
Contact our Support team if you need additional assistance with OktoAssist.
