Create a Gail

What a Gail Is

A Gail is your personal AI assistant inside GailGPT. Each Gail can be customized to perform specific tasks, follow rules, and access your knowledge base.

• You can create multiple Gails for different use cases (e.g., Mortgage Underwriter, Compliance Specialist, Customer Support).
• Each Gail has its own personality, abilities, and knowledge access.
  
  

  

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  Creating a Gail

  You can create a Gail in two different modes: Basic Mode and Advanced Mode.

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  Basic Mode

  In Basic Mode, you provide just the essentials to quickly set up a Gail:

  • Name – what you’ll call your Gail.
  • Specialty – a short description of who the Gail should be (e.g., Mortgage Underwriter).
  • What this Gail should do – instructions that explain how the Gail should behave, including:
    • Information it should help with
    • Processes or workflows it should follow
    • Rules it must know

   

  
  

   

  Advanced Mode

  Advanced Mode gives you full customization for your Gail.

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  GPT Version (default)

  • Persona Tab
    • Name
    • Style (e.g., technical, concise, friendly)
  • Available Models Tab
    • Select which underlying model you’d like your Gail to use.
  • Abilities Tab
    • If created in Basic Mode, ability fields will be pre-filled.
    • Otherwise, you can define:
      • Base Instructions – pre-defined knowledge to get started quickly.
      • Custom Ability:
        • Ability Name
        • Description
        • Custom Information (rules, knowledge, or processes this Gail must always follow).

Gail Agent Version

The Agent version provides even more control with channels and tools.

• Channels – Instead of just “available models,” Gails can use multiple channels.
  • Channels include:
    • GailGPT – conversational Gail in the portal
    • Chat – embeddable chat widget
    • SMS – text-based conversations
  • Each channel has its own available models to choose from.
• Custom Tools – Add integrations and tools that your Gail can use during conversations.

Chat

Once you’ve created a Gail, you can start interacting with it through chat.

Selecting a Gail

• From the dashboard, select the Gail you want to use.
• Each conversation, file, or knowledge base interaction will be tied to this active Gail.

Conversation Starters

When you open a chat, you’ll see conversation starters to help you get going quickly.

• Examples: “Summarize this document”, “Explain in simple terms”, “Draft an email”.
  
  

Having a Conversation

• Chat with your Gail naturally, just like you would with a colleague.
• You can ask questions, brainstorm, or request structured outputs.

Adding Files in Chat

• Drag and drop files directly into your chat window.
• Gails will automatically read and use these as context for responses.

Asking to Format as a Table

• Example: “Format this information into a table.”
• Gail will return a clean, structured table.

Asking to Create Charts

• Example: “Create a bar chart of this data.”
• Gail will generate a visual chart from the information provided.

Knowledge Base (Beta)

The Knowledge Base is where you store and manage the documents that power you

Adding Documents

• Upload files (PDF, Word, text, etc.).
• Documents are automatically indexed for reference in conversations.

Tagging Documents

• Create tags to group related documents.
• Example tags: Compliance, Finance, Recruiting.

Assigning a Tag to a Gail

• Assign an entire tag to a Gail so it gains access to all documents under that tag.
• Great for scaling document management.

Assigning a Document to a Gail

• For more control, assign individual documents directly to a Gail.
• This is useful when only a few documents are relevant.