> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.meetgail.com/platform/communications/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.meetgail.com/_mcp/server.

# Communications

> 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.

## Docs

- [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