Documentation

Get your workspace set up and start building automated workflows with AI assistance.

Manage conversations across web, SMS, voice, and email channels.

Build, publish, and manage AI-powered workflows that guide members through multi-step processes.

Build automated workflows, event-triggered actions, and scheduled tasks.

Manage members, roles, and AI agents in your workspace.

Give your AI agents capabilities like web search, calendar booking, and file access.

Build multi-step care programs that guide members through onboarding, treatment plans, and engagement sequences.

Manage schedules, availability, event types, and AI-powered appointment booking.

Create and manage secure API keys for integrations and automation.

Connect external services like HubSpot, Salesforce, Monday.com, FHIR EHRs, Slack, Discord, and MCP servers to sync data and extend your workspace.

Developer tools, API access, webhooks, and integrations for extending your workspace.

Manage your account profile, login methods, and security settings.

Manage your organization, members, and workspaces.

Configure Single Sign-On (SSO) with your organization's identity provider.

Enable reseller mode, define products, and provision client workspaces.

Save reusable searches across chats and members — combine multiple rules, pin to the dashboard, and reuse in routines and goals.

Send 1:1 messages to teammates and AI agents — including streaming agent responses, read receipts, and archive.

Store and manage structured data, files, and labels in your workspace.

Understand and configure notification rules, delivery channels, and member preferences for alerts and escalations.

Connect with people across phone, email, web, Discord, Slack, and more.

Create and manage customer-facing portals with customizable pages, themes, and custom domains.

How your AI agent delegates slow work to a second agent so your conversation never has to wait.

File, track, comment on, and close support requests with the Gravity Rail team.

Track AI, SMS, phone, voice, and member-level usage across your workspace for billing, budgeting, and cost analysis.

Configure workspace identity, business hours, phone defaults, escalation, email, and import/export.

Understand your credit balance, configure auto-reload, view invoices, and set spending limits.

Configure your workspace through natural conversation with your AI agent.

Step-by-step guides for common workflows and use cases in Gravity Rail.

Learn how to set time-bound goals, define measurable targets with member filters, and track progress in your workspace.

Latest updates and improvements to Gravity Rail