Building Your Gail

Create Your First Gail

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Create Your First Gail

This guide walks you through creating a fully functional AI voice agent from scratch. (We call these agents “Gails” throughout the platform.)

Starting from a Template

The platform offers several pre-built templates to help you get started quickly:

TemplateBest For
Customer SupportHandling inquiries and troubleshooting
Appointment BookingScheduling and managing appointments
Sales QualificationLead qualification and follow-up
General ReceptionRouting calls and taking messages

To use a template:

  1. Go to Gails in the dashboard
  2. Click Create New Gail (or Create Agent)
  3. Select a template that matches your use case
  4. Customize as needed

Building from Scratch

If you prefer to start fresh:

1. Define Your Gail’s Purpose

Start by clearly defining what your Gail (agent) should do:

  • What types of calls will it handle?
  • What information does it need to access?
  • What actions should it be able to take?

2. Set Up Basic Information

1name: "Acme Support Agent"
2description: "Handles customer support inquiries for Acme Corp"
3language: "en-US"

3. Write the Greeting

The greeting is the first thing callers hear. Make it:

  • Welcoming and professional
  • Brief (under 10 seconds)
  • Clear about who they’ve reached

Example:

“Thank you for calling Acme Corporation. I’m an AI assistant here to help you today. How can I assist you?“

4. Add Knowledge

Upload relevant documents to help your Gail answer questions accurately. See Knowledge Base for details.

5. Configure Voice Settings

Choose a voice that matches your brand through the Gail configuration options in your dashboard.

Testing Your Gail

Before going live:

  1. Use the Test Call feature to call yourself
  2. Try various scenarios and questions
  3. Review transcripts to identify gaps
  4. Iterate on knowledge and configuration

Next Steps