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

# Create Your First Gail

> A step-by-step guide to creating and configuring your first AI voice agent (Gail) on the platform.

## Building from Scratch

To create a Gail:

1. Go to **Gails** in the dashboard

![Gails Dashboard](/_fern-img/f28f3340243748026d035d3cb94bcfef6ab69b47d5da4ea694c08b20a233221e.webp)

2. Click **Create New Gail** (or **Create Agent**)

![Create Gail Button](/_fern-img/9264bc5372cb5697b06b5f76169a55a46aa99f37e76c0f435ec61bf0208088a5.webp)

### 1. Define Your Gail's Purpose

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

![Gail Setup General](/_fern-img/ab5ddc28e70a4c31e870d1103d8bb8f44556a79033e54c5966d0c12049d8aba3.webp)

* **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?

```yaml
Name: Frank
Instruction Name: "Acme Support Agent"
Describe Instructions: "Handles customer support inquiries for Acme Corp"
Knowledge: Support docs.pdf
```

### 2. Adjust the Channels

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

![Active Channels](/_fern-img/42be182cf02e151536d12c4c47432008e38589110efa9b216fd9f7b4cb8753c0.webp)

* **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](/platform/communications/inbound/setting-up-use-cases) for details.

![Use Cases](/_fern-img/9aa533e2c0d97485487c95310dbe075d5933fee9c82378da0cf04987d608b064.webp)

### 4. Configure Tools

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

![Tools](/_fern-img/e9aa20dabdeca52cea2144b475f677025a028f521e45d7a56c6fe61a5c1761c5.webp)

## 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

* [Knowledge Base](/platform/knowledge/overview) - Add information to train your Gail
* [Inbound Call Handling](/platform/communications/inbound/overview) - Learn how to handle incoming calls
* [Actions](/platform/communications/inbound/setting-up-use-cases) - Design conversation flows for different scenarios

> 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.