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” to start building your custom AI agent.

Choose Your Mode

Basic Mode: Quick setup—just provide the Gail’s name, specialty, and a one-sentence description.

Advanced Mode: Full control—define name, persona/tone, GPT model preference, and custom abilities.

Enable Communication Channels

Select which channels your Gail should use: SMS, Chat widget, or within the Gail portal itself.

If enabling SMS: Choose your SMS sender name/short code and indicate if MMS/incoming media should be allowed.

Build the Knowledge Base

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

Set Rules and Instructions

Provide specific rules, compliance constraints, or mandatory instructions your Gail must always follow.

Add Custom Tools/Integrations

If your Gail needs to use specific tools, name them and briefly describe their function.

Define Business Hours

Set your desired business hours and the correct timezone for automated responses.

Enable File Uploads (Optional)

For chat channels, enable file uploads and set any size/type restrictions if needed.

Navigate to Inbound

Go to the left-hand menu in your portal and click on “Inbound” → “Receptionist” page. You’ll find Handbook, Directory, and Knowledge tabs here.

Create Your Inbound Scripts

Navigate to the “Handbook” tab within Receptionist. Create the scripts Gail will use to answer calls, greet callers, and manage different scenarios (business hours vs. after hours).

Build Your Directory

Head to the “Directory” tab in the Receptionist section. Add all your internal contacts with their phone numbers so Gail knows exactly who to transfer calls to.

Set Your Business Hours

Go to the “Knowledge” tab in the Receptionist section. Define your agency’s operating hours. Gail uses this to decide which script to run.

Configure Call Forwarding Logic

On the Receptionist page, configure the transfer logic. This tells Gail how to handle calls based on your business hours, ensuring calls go to the right place every time.

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 or specific redialing rules.

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 this campaign to reach out to.

Save and Launch

Click the orange “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!