# Gail Documentation

> Documentation for Gail, the AI platform for financial services. Learn how to set up GailGPT and Gail Agent to automate customer communications for insurance, banking, and finance.

## Instructions for AI Agents

- For clean Markdown of any page, append `.md` to the page URL
- For section-specific indexes, append `/llms.txt` to any section URL
- For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.meetgail.com/_mcp/server

## Docs

- [Introduction to Gail](https://docs.meetgail.com/platform/getting-started/welcome-to-gail.md): Learn what Gail is and how it helps financial services teams automate customer communications with AI-powered assistants and agents.
- [Choose Your Path](https://docs.meetgail.com/platform/getting-started/choose-your-path.md): Select what you want to accomplish first and we'll guide you through the setup.
- [Key Concepts](https://docs.meetgail.com/platform/getting-started/key-concepts.md): Understand the fundamental concepts and terminology used throughout the Gail platform.
- [Analytics Overview](https://docs.meetgail.com/platform/data-analytics/dashboard-overview.md): Monitor your Gail agents' performance with comprehensive analytics and reporting.
- [Call Logs](https://docs.meetgail.com/platform/data-analytics/call-logs.md): Review detailed information about every call handled by your Gail agents.
- [Starting a Conversation with GailGPT](https://docs.meetgail.com/platform/gailgpt/starting-a-conversation.md): Learn how to start chatting with your AI assistant and get instant answers to your business questions.
- [Conversation History](https://docs.meetgail.com/platform/gailgpt/conversation-history.md): Learn how to view, search, and manage your conversation history with GailGPT.
- [Using GailGPT Effectively](https://docs.meetgail.com/platform/gailgpt/using-gail-gpt-effectively.md): Tips, best practices, and strategies for getting the most value from your AI assistant.
- [Calls](https://docs.meetgail.com/platform/communications/calls-overview.md): View, manage, and interact with all calls made or received by your organization
- [Actions Creation guide](https://docs.meetgail.com/platform/communications/actions-creation-guide.md): A best practices guide for you to create the best Actions possible
- [Inbound Overview](https://docs.meetgail.com/platform/communications/inbound/overview.md): Set up Gail as your AI receptionist with inbound scripts, actions, directory contacts, and call testing.
- [Setting Up Actions](https://docs.meetgail.com/platform/communications/inbound/setting-up-use-cases.md): Learn how to create and configure Actions (Scenarios) to guide your AI through specific conversation flows
- [Directory](https://docs.meetgail.com/platform/communications/inbound/directory.md): Manage your agency contacts so Gail can transfer callers to the right people
- [Data Extraction](https://docs.meetgail.com/platform/communications/inbound/data-extraction.md): Automatically capture and organize key information from your calls
- [Post-Call & Mid-Call SMS](https://docs.meetgail.com/platform/communications/inbound/post-call-mid-call-sms.md): Set up automated text messages to send during or after calls with customers
- [Outbound Campaigns Overview](https://docs.meetgail.com/platform/communications/outbound/overview.md): Learn how to use outbound campaigns to proactively reach your contacts with automated voice calls.
- [Managing Contacts](https://docs.meetgail.com/platform/communications/outbound/managing-contacts.md): Learn how to create and manage contact lists for your outbound campaigns.
- [Creating Campaigns](https://docs.meetgail.com/platform/communications/outbound/creating-campaigns.md): Learn how to create and configure outbound campaigns to reach your contacts automatically.
- [Campaign Example - Renewal Reminders](https://docs.meetgail.com/platform/communications/outbound/example-renewal-reminders.md): A complete walkthrough of setting up an outbound campaign for 30-day renewal reminders, from start to finish.
- [Campaign Sequences](https://docs.meetgail.com/platform/communications/outbound/sequences.md): Learn how to create multi-step outreach sequences for your outbound campaigns.
- [Redialing Rules](https://docs.meetgail.com/platform/communications/outbound/redialing-rules.md): Learn how to configure redialing rules to control how often contacts are called back.
- [Complete SMS Setup Guide](https://docs.meetgail.com/platform/communications/sms/complete-sms-setup-guide.md): A comprehensive step-by-step guide to setting up, running, and reviewing outbound SMS campaigns with Gail from start to finish.
- [SMS & Text Messaging](https://docs.meetgail.com/platform/communications/sms/sms-text-messaging.md): Learn how to set up and manage SMS text templates for outbound messaging campaigns in Gail.
- [Creating SMS Campaigns](https://docs.meetgail.com/platform/communications/sms/creating-sms-campaigns.md): Learn how to set up and launch automated text message campaigns to reach your contacts.
- [Reviewing SMS Conversations](https://docs.meetgail.com/platform/communications/sms/reviewing-sms-conversations.md): Learn how to monitor and review SMS conversations between Gail and your contacts to ensure quality and track engagement.
- [Website Chat Integration](https://docs.meetgail.com/platform/communications/web-chat/website-chat-integration.md): Embed Gail chat on your website to provide instant AI-powered customer support through web chat
- [Create Your First Gail](https://docs.meetgail.com/platform/gails/create-your-first-gail.md): A step-by-step guide to creating and configuring your first AI voice agent (Gail) on the platform.
- [Knowledge Base Overview](https://docs.meetgail.com/platform/knowledge/overview.md): Learn how to use the Knowledge Base to give your agent the information it needs to help callers.
- [Business Hours](https://docs.meetgail.com/platform/knowledge/business-hours.md): Ensure Gail knows your hours of operation to properly assist clients
- [Holiday Hours](https://docs.meetgail.com/platform/knowledge/holiday-hours.md): Configure holiday schedules and ensure Gail handles calls appropriately during closures
- [Integrations Overview](https://docs.meetgail.com/platform/integrations/overview.md): Connect Gail with your existing tools and systems for seamless workflows and automation.
- [AgencyZoom Integration](https://docs.meetgail.com/platform/integrations/agency-zoom.md): Learn how to integrate Gail with AgencyZoom to automate outbound calls directly from your insurance workflows
- [Calendly Integration](https://docs.meetgail.com/platform/integrations/calendly.md): Connect Calendly to enable automated meeting scheduling with timezone-aware booking and real-time availability
- [Google Calendar Integration](https://docs.meetgail.com/platform/integrations/google-calendar.md): Connect your Google Calendar to Gail for seamless scheduling and automated calendar management
- [Hawksoft Integration](https://docs.meetgail.com/platform/integrations/hawksoft.md): Connect Gail with Hawksoft to deliver personalized caller experiences and automate post-call data entry
- [VoIP Integration via Call Forwarding](https://docs.meetgail.com/platform/integrations/vo-ip-via-call-forwarding.md): Connect your existing VoIP phone system with Gail through call forwarding to enable AI-powered call handling
- [Team Management](https://docs.meetgail.com/platform/settings/team-management.md): Manage your team members, roles, and permissions in Gail.
- [Billing & Usage](https://docs.meetgail.com/platform/settings/billing-usage.md): Manage your subscription, view usage, and understand billing in Gail.
- [Security Settings](https://docs.meetgail.com/platform/settings/security-settings.md): Configure security settings to protect your Gail workspace and data.
- [Session Timeouts](https://docs.meetgail.com/platform/settings/session-timeouts.md): Configure session timeout settings to enhance security and comply with organizational policies.
- [Applying for SMS Approval](https://docs.meetgail.com/platform/settings/applying-for-sms-approval.md): Learn how to apply for SMS approval to run compliant SMS campaigns in Gail.
- [What Are Workflows](https://docs.meetgail.com/platform/workflows/getting-started/what-are-workflows.md): An introduction to workflows, who they are for, and the work they can automate for your agency.
- [How Workflows Run](https://docs.meetgail.com/platform/workflows/getting-started/how-workflows-run.md): The trigger, steps, and end model behind every workflow, plus a tour of the builder canvas.
- [Build Your First Workflow](https://docs.meetgail.com/platform/workflows/getting-started/build-your-first-workflow.md): A hands-on tutorial that walks you through building a lead-welcome workflow from start to finish.
- [Core Concepts](https://docs.meetgail.com/platform/workflows/core-concepts.md): The building blocks behind every workflow, from nodes and variables to secrets, triggers, and templates.
- [Nodes & Connections](https://docs.meetgail.com/platform/workflows/core-concepts/nodes-connections.md): How individual steps and the arrows between them combine into a workflow.
- [Variables & Data Flow](https://docs.meetgail.com/platform/workflows/core-concepts/variables-data-flow.md): How data moves from one step to the next as a workflow runs.
- [Expressions](https://docs.meetgail.com/platform/workflows/core-concepts/expressions.md): Build text and compute values on the fly from the data your steps produce.
- [String Templates](https://docs.meetgail.com/platform/workflows/core-concepts/expressions/string-templates.md): Compose text with live values dropped in, and repeat text for every item in a list.
- [Using Expressions in Nodes](https://docs.meetgail.com/platform/workflows/core-concepts/expressions/using-expressions-in-nodes.md): Calculate, compare, and choose between values using CEL, the expression language behind workflows.
- [Function Reference](https://docs.meetgail.com/platform/workflows/core-concepts/expressions/function-reference.md): The functions you can call inside an expression, from text checks to phone-number formatting.
- [Configuration](https://docs.meetgail.com/platform/workflows/core-concepts/configuration.md): Keep your agency's shared settings in one place and read them by name from any workflow.
- [Secrets](https://docs.meetgail.com/platform/workflows/core-concepts/secrets.md): Store API keys, passwords, and tokens safely and reference them in a workflow by name.
- [Starting a Workflow](https://docs.meetgail.com/platform/workflows/core-concepts/starting-a-workflow.md): Define the information a run needs to begin, including optional file attachments.
- [Triggers & Webhooks](https://docs.meetgail.com/platform/workflows/core-concepts/triggers-webhooks.md): Start a published workflow from another system, a JotForm or Google Form submission, or a Facebook lead ad.
- [Timeouts & Retries](https://docs.meetgail.com/platform/workflows/core-concepts/timeouts-retries.md): What happens when a step is slow, hangs, or fails while a workflow runs.
- [Testing & Debugging](https://docs.meetgail.com/platform/workflows/core-concepts/testing-debugging.md): Step through a run one node at a time, stop at chosen nodes, stand in for a node's result, and follow a run's progress from start to finish.
- [Templates](https://docs.meetgail.com/platform/workflows/core-concepts/templates.md): Save a workflow's design and reuse it as the starting point for new workflows.
- [Node Reference](https://docs.meetgail.com/platform/workflows/node-reference.md): Every building block you can drop into a workflow, grouped by what it does.
- [Logic & Flow](https://docs.meetgail.com/platform/workflows/node-reference/logic-and-flow.md): Nodes that control how a workflow starts, branches, waits, repeats, and ends.
- [Start](https://docs.meetgail.com/platform/workflows/node-reference/logic-and-flow/start.md): The entry point of every workflow, where a run begins and receives its incoming information.
- [End](https://docs.meetgail.com/platform/workflows/node-reference/logic-and-flow/end.md): Marks where a workflow run finishes.
- [Check](https://docs.meetgail.com/platform/workflows/node-reference/logic-and-flow/check.md): Combines several conditions into a single labeled outcome your workflow can act on.
- [Conditional](https://docs.meetgail.com/platform/workflows/node-reference/logic-and-flow/conditional.md): Sends a run down different paths based on a list of conditions.
- [Data Transform](https://docs.meetgail.com/platform/workflows/node-reference/logic-and-flow/data-transform.md): Reshapes and renames values into clean, named variables for later steps.
- [Delay](https://docs.meetgail.com/platform/workflows/node-reference/logic-and-flow/delay.md): Pauses a run for a set amount of time or until a specific moment.
- [Random Number](https://docs.meetgail.com/platform/workflows/node-reference/logic-and-flow/random-number.md): Produces a random whole number within a range you set.
- [Map](https://docs.meetgail.com/platform/workflows/node-reference/logic-and-flow/map.md): Transforms every item in a list into a new shape in a single step.
- [For Each](https://docs.meetgail.com/platform/workflows/node-reference/logic-and-flow/for-each.md): Runs a set of steps once for every item in a list.
- [Sub Graph](https://docs.meetgail.com/platform/workflows/node-reference/logic-and-flow/sub-graph.md): Packages a group of steps into a single reusable unit inside a workflow.
- [Web & HTTP](https://docs.meetgail.com/platform/workflows/node-reference/web-and-http.md): Nodes that reach out to the web to call a service, pull data from a page, or search for information.
- [HTTP Request](https://docs.meetgail.com/platform/workflows/node-reference/web-and-http/http-request.md): Calls an external service over the web and returns its status, body, and headers for later steps to use.
- [Web Extract](https://docs.meetgail.com/platform/workflows/node-reference/web-and-http/web-extract.md): Pulls specific fields off a web page, including pages that are only reachable through a search form.
- [Web Search](https://docs.meetgail.com/platform/workflows/node-reference/web-and-http/web-search.md): Looks up current information on the web and returns a list of matching pages with their content.
- [AI](https://docs.meetgail.com/platform/workflows/node-reference/ai.md): Nodes that hand a task to an AI agent to read, classify, summarize, decide, or work with documents.
- [Agent](https://docs.meetgail.com/platform/workflows/node-reference/ai/agent.md): Hands a prompt and some data to an AI agent and returns the structured fields you define.
- [Document Analysis](https://docs.meetgail.com/platform/workflows/node-reference/ai/document-analysis.md): Examines uploaded files to confirm the right documents are present and pulls key details off them.
- [Run Skill](https://docs.meetgail.com/platform/workflows/node-reference/ai/run-skill.md): Runs a reusable Skill that can write and run code in a private sandbox to handle an open-ended task.
- [Files & Documents](https://docs.meetgail.com/platform/workflows/node-reference/files-and-documents.md): Nodes that create, read, split, and fill files as a workflow runs.
- [Create Text File](https://docs.meetgail.com/platform/workflows/node-reference/files-and-documents/create-text-file.md): Builds a stored file from content you provide and hands it to later steps.
- [Create CSV](https://docs.meetgail.com/platform/workflows/node-reference/files-and-documents/create-csv.md): Turns a list of records into a spreadsheet file, with control over columns, headers, and which rows to include.
- [Parse CSV](https://docs.meetgail.com/platform/workflows/node-reference/files-and-documents/parse-csv.md): Reads a spreadsheet file into rows your workflow can loop over and act on.
- [Slice CSV](https://docs.meetgail.com/platform/workflows/node-reference/files-and-documents/slice-csv.md): Breaks a spreadsheet too large to read at once into smaller pieces a workflow can process one at a time.
- [Fill PDF Form](https://docs.meetgail.com/platform/workflows/node-reference/files-and-documents/fill-pdf-form.md): Fills a fillable PDF form, such as an ACORD form, from data your workflow gathered.
- [Gail](https://docs.meetgail.com/platform/workflows/node-reference/gail.md): Nodes that work directly with your Gail contacts, contact lists, campaigns, and calls.
- [Add Contact](https://docs.meetgail.com/platform/workflows/node-reference/gail/add-contact.md): Creates a single contact in Gail with their details and phone numbers.
- [Add Bulk Contacts](https://docs.meetgail.com/platform/workflows/node-reference/gail/add-bulk-contacts.md): Creates many Gail contacts at once, ideal for spreadsheet-driven imports.
- [Create Contact List](https://docs.meetgail.com/platform/workflows/node-reference/gail/create-contact-list.md): Creates a new contact list in Gail to group contacts for targeted outreach.
- [Add Contact to Contact List](https://docs.meetgail.com/platform/workflows/node-reference/gail/add-contact-to-contact-list.md): Adds one or more existing contacts to an existing Gail contact list.
- [Create Campaign](https://docs.meetgail.com/platform/workflows/node-reference/gail/create-campaign.md): Clones a new Gail campaign from a template, keeping its sequences and rules.
- [Start Campaign](https://docs.meetgail.com/platform/workflows/node-reference/gail/start-campaign.md): Puts an existing Gail campaign into a running state.
- [Add Contact to Campaign](https://docs.meetgail.com/platform/workflows/node-reference/gail/add-contact-to-campaign.md): Enrolls a single existing contact into a Gail campaign.
- [Add Contacts to Campaign (Bulk)](https://docs.meetgail.com/platform/workflows/node-reference/gail/add-contacts-to-campaign-bulk.md): Enrolls many existing contacts into a Gail campaign in a single step.
- [Outbound Call](https://docs.meetgail.com/platform/workflows/node-reference/gail/outbound-call.md): Places a live outbound call through Gail, driven by a script you define.
- [Get Call Data](https://docs.meetgail.com/platform/workflows/node-reference/gail/get-call-data.md): Retrieves the recording, transcript, and details of a Gail call.
- [Download Call Recording](https://docs.meetgail.com/platform/workflows/node-reference/gail/download-call-recording.md): Saves a Gail call's audio recording as a workflow file for later steps.
- [Communication](https://docs.meetgail.com/platform/workflows/node-reference/communication.md): Nodes that reach out to people, by text message, email, or Slack.
- [Send SMS](https://docs.meetgail.com/platform/workflows/node-reference/communication/send-sms.md): Sends a text message to a phone number.
- [Send Email](https://docs.meetgail.com/platform/workflows/node-reference/communication/send-email.md): Sends an email, with optional attachments from earlier steps.
- [Channel Message](https://docs.meetgail.com/platform/workflows/node-reference/communication/channel-message.md): Posts a message to a Slack channel.
- [Direct Message](https://docs.meetgail.com/platform/workflows/node-reference/communication/direct-message.md): Sends a direct message to a Slack user.
- [Integrations](https://docs.meetgail.com/platform/workflows/node-reference/integrations.md): Nodes that connect your workflows to outside apps like Google Drive, Google Sheets, SFTP, JotForm, and AgencyZoom.
- [Google Drive](https://docs.meetgail.com/platform/workflows/node-reference/integrations/google-drive.md): Nodes that read from and write to a connected Google Drive account.
- [Google Drive Download File](https://docs.meetgail.com/platform/workflows/node-reference/integrations/google-drive/google-drive-download-file.md): Downloads a single Google Drive file into the run so later steps can use it.
- [Google Drive List Files](https://docs.meetgail.com/platform/workflows/node-reference/integrations/google-drive/google-drive-list-files.md): Lists the files and folders in a Google Drive folder, with optional filters and sorting.
- [Google Drive Upload File](https://docs.meetgail.com/platform/workflows/node-reference/integrations/google-drive/google-drive-upload-file.md): Saves a file into a Google Drive folder, creating it or replacing the matching one by name.
- [Google Sheets](https://docs.meetgail.com/platform/workflows/node-reference/integrations/google-sheets.md): Nodes that write to a connected Google Sheets spreadsheet.
- [Google Sheets Append Rows](https://docs.meetgail.com/platform/workflows/node-reference/integrations/google-sheets/google-sheets-append-rows.md): Adds one or more rows to a Google Sheets tab, matching each row's fields to columns by header name.
- [SFTP](https://docs.meetgail.com/platform/workflows/node-reference/integrations/sftp.md): Nodes that list, download, and upload files on a remote SFTP server.
- [SFTP Download](https://docs.meetgail.com/platform/workflows/node-reference/integrations/sftp/sftp-download.md): Downloads a single file from a remote SFTP server into the run so later steps can use it.
- [SFTP List Directory](https://docs.meetgail.com/platform/workflows/node-reference/integrations/sftp/sftp-list-directory.md): Lists the files and folders in a directory on a remote SFTP server, with optional filters and sorting.
- [SFTP Upload](https://docs.meetgail.com/platform/workflows/node-reference/integrations/sftp/sftp-upload.md): Uploads a file from the run to a path on a remote SFTP server.
- [JotForm](https://docs.meetgail.com/platform/workflows/node-reference/integrations/jotform.md): Start a workflow from a JotForm submission, or submit answers to a JotForm form.
- [JotForm Submit](https://docs.meetgail.com/platform/workflows/node-reference/integrations/jotform/jot-form-submit.md): Submits answers to a JotForm form, labeling each answer with the form's question label.
- [AgencyZoom](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom.md): Nodes that search, create, and update customers, leads, and tasks in AgencyZoom.
- [AgencyZoom Search Customers](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-search-customers.md): Finds customers in AgencyZoom using optional filters, and returns a page of matches.
- [AgencyZoom Get Customer](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-get-customer.md): Fetches one AgencyZoom customer by id, including their policies.
- [AgencyZoom Add Customer Note](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-add-customer-note.md): Adds a note to an AgencyZoom customer by id.
- [AgencyZoom Search Leads](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-search-leads.md): Finds leads in AgencyZoom using optional filters, and returns a page of matches.
- [AgencyZoom Get Lead](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-get-lead.md): Fetches one AgencyZoom lead by id, including its opportunities and quotes.
- [AgencyZoom Add Lead Note](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-add-lead-note.md): Adds a note to an AgencyZoom lead by id.
- [AgencyZoom Create Lead](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-create-lead.md): Creates a personal-lines lead in AgencyZoom and returns the new lead's id.
- [AgencyZoom Create Business Lead](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-create-business-lead.md): Creates a commercial lead in AgencyZoom, with business details, and returns the new lead's id.
- [AgencyZoom Search Tasks](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-search-tasks.md): Finds tasks in AgencyZoom using optional filters, and returns a page of matches.
- [AgencyZoom Complete Task](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-complete-task.md): Marks an AgencyZoom task done by id, recording who completed it and when.
- [AgencyZoom Create Task](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-create-task.md): Creates a task in AgencyZoom, optionally linked to a customer or lead.
- [AgencyZoom Update Task](https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-update-task.md): Changes fields on an existing AgencyZoom task, touching only the fields you set.
- [Guides & Recipes](https://docs.meetgail.com/platform/workflows/guides-and-recipes.md): Complete end-to-end walkthroughs and short how-do-I answers for building real workflows.
- [Welcome New Leads](https://docs.meetgail.com/platform/workflows/guides-and-recipes/guides/welcome-new-leads.md): Build a workflow that greets every new lead the moment they arrive and enrolls them in a nurture campaign.
- [Process a Daily CSV](https://docs.meetgail.com/platform/workflows/guides-and-recipes/guides/process-a-daily-csv.md): Build a workflow that pulls a partner's daily lead file from SFTP every morning and adds each row as a contact.
- [Call an API](https://docs.meetgail.com/platform/workflows/guides-and-recipes/recipes/call-an-api.md): Send an HTTP request to another service, authenticate with a secret, and use the response.
- [Branch on a Value](https://docs.meetgail.com/platform/workflows/guides-and-recipes/recipes/branch-on-a-value.md): Evaluate a condition and send the run down a different path based on the result.
- [Reshape Data](https://docs.meetgail.com/platform/workflows/guides-and-recipes/recipes/reshape-data.md): Transform a single value or object, or reshape every item in a list.
- [Loop Over a CSV](https://docs.meetgail.com/platform/workflows/guides-and-recipes/recipes/loop-over-a-csv.md): Parse a spreadsheet file into rows and run steps for every row.
- [Extract Fields with AI](https://docs.meetgail.com/platform/workflows/guides-and-recipes/recipes/extract-fields-with-ai.md): Pull structured fields out of an uploaded document, such as a policy PDF.
- [Fill and Deliver a PDF](https://docs.meetgail.com/platform/workflows/guides-and-recipes/recipes/fill-and-deliver-a-pdf.md): Populate a PDF template with run data, then send or upload the finished file.
- [Append to Google Sheets](https://docs.meetgail.com/platform/workflows/guides-and-recipes/recipes/append-to-google-sheets.md): Log workflow results to a Google Sheet, one row at a time.
- [Send a Slack Alert](https://docs.meetgail.com/platform/workflows/guides-and-recipes/recipes/send-a-slack-alert.md): Post a message to a Slack channel or to a person when something happens in a run.
- [Trigger from a Webhook](https://docs.meetgail.com/platform/workflows/guides-and-recipes/recipes/trigger-from-a-webhook.md): Configure the Start node as a webhook so another system can start your workflow, then test it.
- [Wait and Handle Failure](https://docs.meetgail.com/platform/workflows/guides-and-recipes/recipes/wait-and-handle-failure.md): Pause a run for a set time, and decide what happens when a step fails.

## API Docs

- API Reference > Call Recordings [Get a pre-signed URL for a call recording.](https://docs.meetgail.com/api-reference/api-reference/call-recordings/geturlbycallid.md)
- API Reference > Call Recordings [Download a call recording as an audio file.](https://docs.meetgail.com/api-reference/api-reference/call-recordings/getstreambycallid.md)
- API Reference > Calls [Start multiple outbound calls in bulk.](https://docs.meetgail.com/api-reference/api-reference/calls/bulkstartcall.md)
- API Reference > Calls [Start a single outbound call.](https://docs.meetgail.com/api-reference/api-reference/calls/startcall.md)
- API Reference > Campaigns [List all campaigns.](https://docs.meetgail.com/api-reference/api-reference/campaigns/get.md)
- API Reference > Campaigns [Create a new campaign.](https://docs.meetgail.com/api-reference/api-reference/campaigns/create.md)
- API Reference > Campaigns [Get all campaigns that use a specific sequence.](https://docs.meetgail.com/api-reference/api-reference/campaigns/getbyhassequenceid.md)
- API Reference > Campaigns [Get a specific campaign by ID.](https://docs.meetgail.com/api-reference/api-reference/campaigns/getbyid.md)
- API Reference > Campaigns [Update an existing campaign.](https://docs.meetgail.com/api-reference/api-reference/campaigns/update.md)
- API Reference > Campaigns [Start a campaign to begin outreach to contacts.
The campaign will begin processing contacts according to its sequences.](https://docs.meetgail.com/api-reference/api-reference/campaigns/start.md)
- API Reference > Campaigns [Stop a running campaign.
Pending touchpoints will not be processed, but in-progress calls will complete.](https://docs.meetgail.com/api-reference/api-reference/campaigns/stop.md)
- API Reference > Campaigns [Archive a campaign.
Archived campaigns are hidden from default views but can be restored.](https://docs.meetgail.com/api-reference/api-reference/campaigns/archive.md)
- API Reference > Campaigns [Restore an archived campaign to active status.](https://docs.meetgail.com/api-reference/api-reference/campaigns/restore.md)
- API Reference > Campaigns [Add a single contact to a campaign.
The contact will be queued for outreach according to the campaign's sequences.](https://docs.meetgail.com/api-reference/api-reference/campaigns/addcontact.md)
- API Reference > Campaigns [Add multiple contacts to a campaign in bulk.](https://docs.meetgail.com/api-reference/api-reference/campaigns/bulkaddcontacts.md)
- API Reference > Campaigns [Get touchpoints (call/message attempts) for a campaign.
Touchpoints represent individual outreach attempts to contacts.](https://docs.meetgail.com/api-reference/api-reference/campaigns/gettouchpoints.md)
- API Reference > Campaigns [Get a specific touchpoint by ID.](https://docs.meetgail.com/api-reference/api-reference/campaigns/gettouchpointbyid.md)
- API Reference > Campaigns [Get campaign results grouped by contact.
Provides a summary of all touchpoints for each contact in the campaign.](https://docs.meetgail.com/api-reference/api-reference/campaigns/gettouchpointsbycontacts.md)
- API Reference > Campaigns [Download a CSV report of campaign results.
Includes contact details, outcomes, durations, and transcripts for all touchpoints.](https://docs.meetgail.com/api-reference/api-reference/campaigns/getreport.md)
- API Reference > Contact Lists [List all contact lists.](https://docs.meetgail.com/api-reference/api-reference/contact-lists/get.md)
- API Reference > Contact Lists [Create a new contact list.](https://docs.meetgail.com/api-reference/api-reference/contact-lists/create.md)
- API Reference > Contact Lists [Get a specific contact list by ID.](https://docs.meetgail.com/api-reference/api-reference/contact-lists/getbyid.md)
- API Reference > Contact Lists [Update an existing contact list.](https://docs.meetgail.com/api-reference/api-reference/contact-lists/update.md)
- API Reference > Contact Lists [Archive a contact list, removing it from active use.
Archived contact lists can be restored later.](https://docs.meetgail.com/api-reference/api-reference/contact-lists/archive.md)
- API Reference > Contact Lists [Restore an archived contact list to active status.](https://docs.meetgail.com/api-reference/api-reference/contact-lists/restore.md)
- API Reference > Contact Lists [Get all contacts in a specific contact list.](https://docs.meetgail.com/api-reference/api-reference/contact-lists/getcontacts.md)
- API Reference > Contact Lists [Add contacts to a contact list.](https://docs.meetgail.com/api-reference/api-reference/contact-lists/addcontacts.md)
- API Reference > Contact Lists [Remove contacts from a contact list.](https://docs.meetgail.com/api-reference/api-reference/contact-lists/removecontacts.md)
- API Reference > Contact Lists [Delete a contact list and all its contacts.
This operation archives all contacts in the list page by page, then archives the list itself.
The operation runs in the background and may take time for large lists.
Check the contact list status to monitor progress - it will be "Deleting" while in progress.](https://docs.meetgail.com/api-reference/api-reference/contact-lists/deleteallcontactsandlist.md)
- API Reference > Contacts [List all contacts with optional search filtering.](https://docs.meetgail.com/api-reference/api-reference/contacts/get.md)
- API Reference > Contacts [Create a new contact.](https://docs.meetgail.com/api-reference/api-reference/contacts/create.md)
- API Reference > Contacts [Get a specific contact by ID.](https://docs.meetgail.com/api-reference/api-reference/contacts/getbyid.md)
- API Reference > Contacts [Update an existing contact.](https://docs.meetgail.com/api-reference/api-reference/contacts/update.md)
- API Reference > Contacts [Create multiple contacts in a single request.](https://docs.meetgail.com/api-reference/api-reference/contacts/bulkadd.md)
- API Reference > Contacts [Archive a contact, removing it from active use.
Archived contacts can be restored later.](https://docs.meetgail.com/api-reference/api-reference/contacts/archive.md)
- API Reference > Contacts [Archive multiple contacts in a single request.
The response maintains the same order as the input, including duplicates.
If the same ID appears multiple times in the request, each occurrence will have the same result.](https://docs.meetgail.com/api-reference/api-reference/contacts/bulkarchive.md)
- API Reference > Contacts [Get available variable field names from contact additional details.
These can be used as tokens in scripts and templates.](https://docs.meetgail.com/api-reference/api-reference/contacts/gettokens.md)
- API Reference > Conversations [List all conversations with optional filtering.](https://docs.meetgail.com/api-reference/api-reference/conversations/listconversations.md)
- API Reference > Conversations [Get a specific conversation by ID.](https://docs.meetgail.com/api-reference/api-reference/conversations/getconversation.md)
- API Reference > Conversations [Get messages for a specific conversation.](https://docs.meetgail.com/api-reference/api-reference/conversations/getconversationmessages.md)
- API Reference > Data Extraction [Get all data extraction fields configured for a phone script.](https://docs.meetgail.com/api-reference/api-reference/data-extraction/getdataextractionfields.md)
- API Reference > Data Extraction [Add a new data extraction field to a phone script.](https://docs.meetgail.com/api-reference/api-reference/data-extraction/updatedataextractionfields.md)
- API Reference > Data Extraction [Update an existing data extraction field in a phone script.](https://docs.meetgail.com/api-reference/api-reference/data-extraction/replacedataextractionfields.md)
- API Reference > Data Extraction [Remove a data extraction field from a phone script.](https://docs.meetgail.com/api-reference/api-reference/data-extraction/deletedataextractionfield.md)
- API Reference > Org [Get the current organization's details.
Returns the organization associated with the API key used for authentication.](https://docs.meetgail.com/api-reference/api-reference/org/getbyid.md)
- API Reference > Org [Update the current organization's settings.
Only provided fields will be updated; omitted fields remain unchanged.](https://docs.meetgail.com/api-reference/api-reference/org/updateorganization.md)
- API Reference > Redialing Rules [List all redialing rules with optional status filtering.](https://docs.meetgail.com/api-reference/api-reference/redialing-rules/getredialingrules.md)
- API Reference > Redialing Rules [Create a new redialing rule.](https://docs.meetgail.com/api-reference/api-reference/redialing-rules/createredialingrules.md)
- API Reference > Redialing Rules [Get a specific redialing rule by ID.](https://docs.meetgail.com/api-reference/api-reference/redialing-rules/getredialingrulesbyid.md)
- API Reference > Redialing Rules [Update an existing redialing rule.](https://docs.meetgail.com/api-reference/api-reference/redialing-rules/updateredialingrules.md)
- API Reference > Redialing Rules [Archive a redialing rule.
Archived rules are hidden from default views but can be restored.](https://docs.meetgail.com/api-reference/api-reference/redialing-rules/archiveredialingrules.md)
- API Reference > Redialing Rules [Restore an archived redialing rule to active status.](https://docs.meetgail.com/api-reference/api-reference/redialing-rules/restoreredialingrules.md)
- API Reference > Scripts [List all scripts with optional filtering.](https://docs.meetgail.com/api-reference/api-reference/scripts/get.md)
- API Reference > Scripts [Get a specific script by ID.](https://docs.meetgail.com/api-reference/api-reference/scripts/getbyid.md)
- API Reference > Scripts [Create a new phone script for AI-powered calls.](https://docs.meetgail.com/api-reference/api-reference/scripts/create.md)
- API Reference > Scripts [Update an existing phone script.](https://docs.meetgail.com/api-reference/api-reference/scripts/update.md)
- API Reference > Scripts [Get use cases associated with a phone script.](https://docs.meetgail.com/api-reference/api-reference/scripts/getphonescriptusecases.md)
- API Reference > Scripts [Update use case associations for a phone script.
Use cases define specific conversation scenarios the AI can handle.](https://docs.meetgail.com/api-reference/api-reference/scripts/updatephonescriptusecases.md)
- API Reference > Scripts [Create a new blaster script for automated voice broadcasts.](https://docs.meetgail.com/api-reference/api-reference/scripts/createblaster.md)
- API Reference > Scripts [Update an existing blaster script.](https://docs.meetgail.com/api-reference/api-reference/scripts/updateblaster.md)
- API Reference > Scripts [Create a new email script for automated email campaigns.](https://docs.meetgail.com/api-reference/api-reference/scripts/createemailscript.md)
- API Reference > Scripts [Update an existing email script.](https://docs.meetgail.com/api-reference/api-reference/scripts/updateemailscript.md)
- API Reference > Scripts [List all text/SMS scripts.](https://docs.meetgail.com/api-reference/api-reference/scripts/gettext.md)
- API Reference > Scripts [Create a new text/SMS script for automated messaging.](https://docs.meetgail.com/api-reference/api-reference/scripts/createtextscript.md)
- API Reference > Scripts [Get a specific text/SMS script by ID.](https://docs.meetgail.com/api-reference/api-reference/scripts/gettextbyid.md)
- API Reference > Scripts [Update an existing text/SMS script.](https://docs.meetgail.com/api-reference/api-reference/scripts/updatetextscript.md)
- API Reference > Scripts [Archive a script.
Archived scripts are hidden from default views but can be restored.](https://docs.meetgail.com/api-reference/api-reference/scripts/archivescript.md)
- API Reference > Scripts [Restore an archived script to active status.](https://docs.meetgail.com/api-reference/api-reference/scripts/restorescript.md)
- API Reference > Sequences [List all sequences with optional status filtering.](https://docs.meetgail.com/api-reference/api-reference/sequences/getsequences.md)
- API Reference > Sequences [Create a new sequence.](https://docs.meetgail.com/api-reference/api-reference/sequences/createsequence.md)
- API Reference > Sequences [Get a specific sequence by ID.](https://docs.meetgail.com/api-reference/api-reference/sequences/getsequence.md)
- API Reference > Sequences [Update an existing sequence.](https://docs.meetgail.com/api-reference/api-reference/sequences/updatesequence.md)
- API Reference > Sequences [Archive a sequence.
Archived sequences are removed from active campaigns and hidden from default views.](https://docs.meetgail.com/api-reference/api-reference/sequences/archivesequence.md)
- API Reference > Sequences [Restore an archived sequence to active status.](https://docs.meetgail.com/api-reference/api-reference/sequences/restoresequence.md)
- API Reference > Sessions [Create a new session for a user.](https://docs.meetgail.com/api-reference/api-reference/sessions/createsession.md)
- API Reference > Sms [Send an SMS message to a phone number.](https://docs.meetgail.com/api-reference/api-reference/sms/sendsms.md)
- API Reference > Use Cases [List all use cases with optional status filtering.](https://docs.meetgail.com/api-reference/api-reference/use-cases/getusecases.md)
- API Reference > Use Cases [Create a new use case.](https://docs.meetgail.com/api-reference/api-reference/use-cases/create.md)
- API Reference > Use Cases [Get a specific use case by ID.](https://docs.meetgail.com/api-reference/api-reference/use-cases/getbyid.md)
- API Reference > Use Cases [Update an existing use case.](https://docs.meetgail.com/api-reference/api-reference/use-cases/update.md)
- API Reference > Use Cases [Archive a use case.
Archiving a use case will also remove its associations from all phone scripts.](https://docs.meetgail.com/api-reference/api-reference/use-cases/archiveusecase.md)
- API Reference > Use Cases [Restore an archived use case to active status.](https://docs.meetgail.com/api-reference/api-reference/use-cases/restorescript.md)
- API Reference > Webhook [Register a new webhook for an event type.
When the specified event occurs, a POST request will be sent to the provided URL.](https://docs.meetgail.com/api-reference/api-reference/webhook/createwebhook.md)
- API Reference > Webhook [Delete a webhook registration.
The webhook will no longer receive notifications for the specified event.](https://docs.meetgail.com/api-reference/api-reference/webhook/delete.md)
- API Reference > Zapier [Get recent calls for Zapier triggers.](https://docs.meetgail.com/api-reference/api-reference/zapier/recent.md)

## OpenAPI Specification

The raw OpenAPI 3.1 specification for this API is available at:
- [OpenAPI JSON](https://docs.meetgail.com/openapi.json)
- [OpenAPI YAML](https://docs.meetgail.com/openapi.yaml)