---
title: "Create real time assist cards"
slug: "create-real-time-assist-cards"
updated: 2026-10-15T01:10:56Z
published: 2026-10-15T01:10:56Z
canonical: "help.servicetitan.com/create-real-time-assist-cards"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create real time assist cards

## Overview

The *Real Time Assist* feature automatically suggests talk-tracks and key details to representatives during a call based on user-defined trigger words. You can equip your customer service representatives with the content they need by using real time assist cards.

Check out the video to learn more about real time assist cards.

---

### 

#### Who uses this feature

- Administrators and managers
- Applies to all business types

#### Feature configuration

- To get started with Phones Pro, request a demo on our [Pro Products page](https://www.servicetitan.com/features/pro), or reach out to your Customer Success Manager (CSM) or Pro Account Manager.

## Create cards

To create your assist cards:

1. In Dialpad settings, go to **Admin Settings** > **Voice Intelligence**.
2. Click **Create Real Time Assist Card**. ![Voice Intelligence section displaying Real Time Assist cards and membership levels information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-real-time-assist-cards-image-76euysr0.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A14Z&se=2026-10-31T02%3A36%3A14Z&sr=c&sp=r&sig=uwM3m6ezVmCPJ7ZaTuwFZelJ38BNNESZEYWwEQYquCs%3D)
3. Select the *Create from scratch* or *Start from a template* option. ![Real Time Assist cards for call center agents with membership levels and trigger words.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-real-time-assist-cards-image-t0po9sly.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A14Z&se=2026-10-31T02%3A36%3A14Z&sr=c&sp=r&sig=uwM3m6ezVmCPJ7ZaTuwFZelJ38BNNESZEYWwEQYquCs%3D)
4. Give a **name** and **description** to the *Real Time Assist* card.
5. Add a talk-track in the **Rep Response** field. You can add links to assist customer service representatives (CSRs) with their calls.
6. In **Trigger words/phrases**, add information to say which side can trigger the card to appear. ![Form for creating a Real Time Assist card with fields for name and description.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-real-time-assist-cards-image-um0wt6qr.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A14Z&se=2026-10-31T02%3A36%3A14Z&sr=c&sp=r&sig=uwM3m6ezVmCPJ7ZaTuwFZelJ38BNNESZEYWwEQYquCs%3D)
7. Assign the Real time assist card to call centers or coaching groups.
8. Click **Create Card**.
9. A newly edited, deleted, or added *Real-Time Assist* card is available after the next 10 minute period without a call on a given coaching group or call center.

> [!NOTE]
> **Note:** There is a limit of 100 cards per Call Center or Coaching Group.

## Assist pop-ups

When one of the defined trigger words is mentioned on a call center call, a pop-up with the talk tracks appears for your agent to view.

![Salesforce overview highlighting its cloud platforms and CRM product features.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-real-time-assist-cards-image-h1j7uz98.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A14Z&se=2026-10-31T02%3A36%3A14Z&sr=c&sp=r&sig=uwM3m6ezVmCPJ7ZaTuwFZelJ38BNNESZEYWwEQYquCs%3D)

If a trigger word is mentioned twice on a call, the assist card only pops up the first time the word is mentioned.

## Speech coaching

Real Time Assist can also coach your team members on good speaking behaviors like using fewer words and not speaking too quickly.

![A transcript highlights excessive filler words in a conversation about communication improvement.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-real-time-assist-cards-image-ji1oe7su.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A14Z&se=2026-10-31T02%3A36%3A14Z&sr=c&sp=r&sig=uwM3m6ezVmCPJ7ZaTuwFZelJ38BNNESZEYWwEQYquCs%3D)

## Want to learn more?

- See [Phones Pro](/construction/docs/phones-pro-home)

ServiceTitan's integrated phone system that routes calls, records conversations, and connects call data to job and customer records.

**What it does:** Gives businesses a CSR productivity platform with call tracking, recording, and booking analytics built into the same system as their jobs.

**Also called:** ST Phones, Integrated phone system

**Tags:** Phones Pro

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)