Getting Started

Gravity Rail is an AI-powered platform for engaging with people at scale — through phone, text, email, web chat, and more. You define the conversations your AI should have, the data it should collect, and the rules for when to involve a human. The platform handles the rest.

This guide walks you through setting up your first workspace and getting your AI talking to people.

Key Concepts

Before diving in, here's how the pieces fit together:

• Workspace — Your complete environment: workflows, agents, data, channels, and team members. Everything lives here.
• Workflows — Multi-step conversation scripts that guide your AI. Each step (called a task) has its own prompt, data collection goals, and abilities.
• Agents — AI personalities that run your workflows. Pick a model, set a voice, write a bio — they handle conversations 24/7.
• Channels — How people reach your agent: phone numbers, web chat widgets, email inboxes, Discord bots, Slack bots.
• Forms — Structured data your AI collects through conversation. Define the fields, and the agent asks for them naturally.
• Actions — Automations triggered by events. When a form is submitted, a task is completed, or a member joins — actions fire automatically.

Quick Setup

1. Create an Agent

Your agent is who people talk to. Start here.

1. Go to People → Agents
2. Click Create Agent
3. Give it a name and bio (this shapes its personality)
4. Pick an AI model and, if you'll use voice, choose a voice

2. Build a Workflow

Workflows define what your agent does. Even a simple one-step workflow is enough to get started.

1. Go to Workflows and click Create Workflow
2. Name it and assign your agent
3. Click Add Task and configure it:
   • Name — What this step does (e.g., "Greet & Qualify")
   • Prompt — Instructions for the AI at this step
   • Goal — When is this step complete?
4. Set this task as the Starting Task
5. Optionally attach a Form under Data Collection to gather structured information

For multi-step flows, add more tasks and connect them using Sub-Tasks or the visual Task Flow editor.

3. Connect a Channel

Now give people a way to reach your agent.

Web Chat (fastest to test):

1. Go to Channels → Sites
2. Create a site and assign your workflow
3. Visit the site URL — your AI is live

Phone & SMS:

1. Go to Channels → Phone
2. Add a phone number and assign your workflow
3. Call or text the number — your agent answers

Email:

1. Go to Channels → Inboxes
2. Create an inbox and assign a default workflow
3. Send an email to the inbox address — it triggers the workflow

4. Add Abilities

Give your agent superpowers by adding abilities to your workflow:

1. Open your workflow and go to the Abilities tab
2. Add what you need:
   • Web Search — Look up current information
   • Calendar Booking — Book appointments
   • File Access — Read and search documents
   • Data Access — Query form records
   • Phone Call Tools — Forward and hang up calls

See the Abilities guide for the full list.

5. Set Up Automations

Make your workspace react to events automatically:

1. Go to Actions and click New Action
2. Pick a trigger (e.g., "Data Record Created")
3. Add conditions if needed (e.g., "vip" in member.labels)
4. Choose what happens: send a notification, switch tasks, fire a webhook

See Actions for more patterns.

What to Build First

Not sure where to start? Here are common first workflows:

Tips

• Start with one workflow and test it thoroughly before adding complexity
• Use the Workspace Manager — Go to Manager and describe what you want in plain language. It can build workflows, forms, and roles for you.
• Test in the browser first — Web chat is the fastest way to iterate on your workflow before connecting phone or SMS
• Check Chats — Every conversation lives in Chats where you can review, pause AI responses, or take over manually
• Labels are powerful — Tag members with labels early. They drive automations, filtering, and routing throughout the platform.

Related

• Workspace Manager — Configure your workspace through natural conversation
• Abilities — Give your AI agents capabilities like web search and calendar booking
• Chats — Manage conversations across all channels