Damian RamosMay 11, 2026
Creating a Gail
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Creating a Gail
Damian Ramos
Learn how to build your first AI agent, or Gale, from scratch. This guide covers defining your agent's purpose, setting instructions, adding knowledge bases, and configuring channels and tools.
Creating a Gail
Damian Ramos
Learn how to build your first AI agent, or Gale, from scratch. This guide covers defining your agent's purpose, setting instructions, adding knowledge bases, and configuring channels and tools.
Chapters
00:00
Introduction
Overview of the process for creating your first Gale agent from scratch.
00:16
Defining Agent Purpose
00:57
Configuring Active Channels
01:16
Adding Agent Actions
01:28
Connecting External Tools
Transcript
00:00
Create your first Gale in this walkthrough, we'll show you how to create your first Gale from scratch.
00:06
To get started, go to Gales in your dashboard.
00:09
Once you're there, click Create New Gale or Create Agent, depending on how it appears in your portal.
00:16
The first step is to define your Gale's purpose.
00:18
Start by clearly identifying what this Gale should do.
00:21
Enter a name for your Gale.
00:23
This is how the agent will be identified in your workspace.
00:26
Next, add an instruction name to define the type of tasks this Gale will handle.
00:31
Then use the Describe Instructions field to explain what actions the Gale should be able to take.
00:36
Finally, add the knowledge this Gale should have access to, such as internal documents or support materials.
00:42
For example, you might name the Gail Frank.
00:45
Use an instruction name like Acme Support Agent.
00:48
Describe the instructions as handles customer support inquiries for Acme Corp, and attach a file like Support Docs PDF as part of the knowledge base.
00:57
After that, adjust the Active channels.
01:00
Active Channels Determine where this Gale will be available.
01:03
You can enable Gale GPT for internal Gale GPT usage.
01:07
You can enable Chat for the web chat integration, you can enable SMS for text messaging, and you can enable WhatsApp if you want the gale to communicate through WhatsApp.
01:16
Next, add actions Actions define the tasks and workflows you want this Gale to be able to complete.
01:22
These can be used to guide the Gale through specific use cases and help ensure consistent behavior.
01:28
Finally, configure any tools.
01:31
This is where you connect external tools and AP is that you want your Gale to use, giving it access to additional systems and capabilities when needed.
01:40
Once these pieces are in place, your Gale is ready to be tailored to your business needs and used across the channels you've selected.
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