Learn Gravity Rail

A step-by-step guide for Builders and Care Coordinators Start here. Short videos (about 5 minutes each) and examples you can follow along with.

Before You Start

Gravity Rail is a member engagement platform for proactive care. You’ll use Workflows to create conversations, Files to power them with knowledge, and Forms to collect structured data — all within one secure, compliant platform. Create your first Workflow to begin.


Workflows: Create Conversations, Notifications, and Reminders

A Workflow is a member touchpoint. Use it to create enrollment campaigns, appointment reminders, or inbound receptionist flows.

Each workflow connects to your communication channels — SMS, email, and phone — letting you reach members naturally.


Files: Power Your Workflows with Reference Material

Files hold your knowledge — protocols, FAQs, care plans, and forms. When you attach a File to a Workflow, your assistant can reference it during conversations, making responses context‑aware and accurate.

💡Try uploading your first protocol note to see how assistants use it.

Getting Proactive: Outbound Calls and Messages

Whether it is an appointment reminder, a risk assessment, a birthday with or a weekly check-in, learn how to craft the opening message and schedule or trigger outbound conversations that engage your members.


Form Filling: Collect Information Seamlessly

Forms let you collect feedback, schedule details, or application data directly through conversation. Members answer naturally, and their responses automatically sync to your connected systems.


Smart Escalations: Notify Your Team in Real Time

Now that members are interacting with their guides, it's time to alert your team when specific things happen in conversation.

Configure triggers (keywords, thresholds, intents) to escalate, route, or notify the right coordinator instantly.


You’re Ready to Build

You now understand the building blocks of Gravity Rail: Workflows, Files, Forms, and Multi‑Step Journeys. Start building your own automation or explore advanced integrations next.