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

Go to the left-hand menu in your portal and click on “Inbound”. You’ll find Inbound Agents, Directory, Action Library and Data Extraction tabs here.

Create Your Inbound Agents

Navigate to the “Inbound Agents” tab. Create the Inbound Agents Gail will use to answer calls, greet callers, and manage different scenarios (business hours vs. after hours). You can create separate agents to handle during hours and after hours calls, or you can create one that handles both.

Build Your Directory

Head to the “Directory” tab. Add all your internal contacts with their phone numbers as well as any external contacts so Gail knows exactly who to transfer calls to.

Manage your Action Library

Go to the “Action Library” tab. Create new Actions for different scenarios that you would like Gail to handle. These actions can be added to any Inbound Agent so they know the proper steps to handle these scenarios on call.

Configure Data Extraction

Lastly, go to the Data Extraction tab. Configure the data you would like Gail to intelligently extract from your calls. This tells Gail what information is important so it can keep track of it for easy viewing.

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!