Building Your Gail

Create Your First Gail

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Building from Scratch

To create a Gail:

  1. Go to Gails in the dashboard

Gails Dashboard

  1. Click Create New Gail (or Create Agent)

Create Gail Button

1. Define Your Gail’s Purpose

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

Gail Setup General

  • Name: What should this Gail be called
  • Instruction Name: What types of tasks will it handle?
  • Describe Instructions: What actions should it be able to take?
  • Knowledge: What information does it need to access?
1Name: Frank
2Instruction Name: "Acme Support Agent"
3Describe Instructions: "Handles customer support inquiries for Acme Corp"
4Knowledge: Support docs.pdf

2. Adjust the Channels

The Active Channels are the channels where this Gail will be active:

Active Channels

  • GailGPT: For GailGPT usage
  • Chat: For the Webchat integration
  • SMS: For SMS messaging
  • WhatsApp: For WhatsApp messaging

3. Add Actions

Add actions that you want this Gail to be able to accomplish. See Actions for details.

Use Cases

4. Configure Tools

Configure external tools and APIs you want this Gail to be able to use.

Tools

Testing Your Gail

Before going live:

  1. Try various scenarios and questions
  2. Review results to identify gaps
  3. Iterate on knowledge and configuration

Next Steps