Choose Your Path

Navigate to Gails

In your portal, go to the “General” dropdown on the left-hand menu and click on the “Gails” tab.

Select ‘Create a Gail’

On the Gails page, click “Create a Gail” in the top right to start building your custom AI agent.

Choose Your Mode

Basic Mode: Quick setup—just provide the Gail’s name, specialty, and a brief description of the task you would like it to complete.

Advanced Mode: Full control—give Gail detailed steps and instructions you would like it to follow to complete the tasks you are assigning it. Provide specific rules, compliance constraints, or mandatory instructions your Gail must always follow.

Build the Knowledge Base

Attach documents to teach your Gail about your company. Add document types and tags for grouping and organization.

Enable Communication Channels

Select which channels your Gail should use as well as the models you would like it to use for: SMS, Chat widget, or within the Gail portal itself.

Add Actions

If you would like your Gail to follow specific steps to complete certain tasks, create a use case for them and outline the steps you would like Gail to take.

Add Custom Tools/Integrations

If your Gail needs to use specific tools, click add tool and select a tool from the list of options provided.

Save your Gail

Once you are done creating your Gail, click save. Once saved, your Gail is now ready to use!

Navigate to Inbound

In the left-hand menu, open Communications and click Inbound. You will land on the Scripts tab, with Actions, Directory, and Data Extraction next to it.

Create Your Scripts

On the Scripts tab, click + New Script. Create the scripts Gail will use to answer calls, greet callers, and handle different scenarios (business hours vs. after hours). You can create separate scripts for during hours and after hours, or one script that handles both.

Build Your Directory

Open the Directory tab. Add your internal contacts and their phone numbers, plus any external contacts, so Gail knows who to transfer calls to.

Manage your Actions

Open the Actions tab. Create Actions for the scenarios you want Gail to handle. You can enable these actions on any inbound script so Gail knows the right steps to take on a call.

Configure Data Extraction

Open the Data Extraction tab. Configure the details you want Gail to capture from your calls so that information is easy to review later.

Create a New Campaign

On the Campaigns page, click the “New Campaign” button to start setting up your campaign.

Fill in Campaign Details

Give your campaign a clear name and description. Toggle “Advanced Campaign” if you need features like multiple scripts, call sequences, specific redialing rules or contact thresholds.

Select Your Script

From the “Script” dropdown menu, choose the specific script you want Gail to use for this campaign. This is the message or conversation flow Gail will follow when making calls.

Choose Your Contact List

Click the “Choose Contact List” button and select the list of contacts you want Gail to reach out to for this campaign.

Save and Launch

Click the “Save” button to save your campaign as a draft. From the “Edit Campaign” page, you can either click “Edit” to make more changes or hit “Start” to launch immediately!