GailGPT Help Documentation

GailGPT Help Documentation

Getting Started

What is GailGPT?

GailGPT is an AI-powered assistant specifically designed for financial services professionals. Built for insurance, banking, and finance industries, GailGPT understands domain-specific language, compliance requirements, and industry business processes.

Key Differences from General AI Tools

Unlike general-purpose AI assistants, GailGPT is purpose-built for financial services with:

• Industry-specific knowledge and terminology
• Compliance-aware responses
• Financial services workflow integration
• Enterprise-grade security standards

Getting Started with GailGPT

Starting a Conversation Simply type your question in natural language—no special formatting or keywords required. GailGPT understands context and supports follow-up questions within the same conversation.

Best Practices for Questions

• Be clear and specific: "Summarize the claims policy for commercial auto coverage"
• Include relevant context when asking follow-up questions
• Upload supporting documents when asking about specific policies or procedures

Core Capabilities

Document Analysis

• File Upload: Support for PDF, CSV, PNG, and JPG formats (5MB limit)
• Document Summarization: Upload files and ask for summaries, key insights, or specific information
• Document Comparison: Analyze differences between contracts, policies, or other business documents
• Multi-file Processing: Upload and analyze multiple files simultaneously

Communication Support

• Email Drafting: Generate professional email templates and responses
• Document Generation: Create structured business documents and templates
• Workflow Guidance: Step-by-step assistance with complex business processes

Data Analysis

• Spreadsheet Analysis: Process and interpret CSV files and structured data
• Calculations: Perform mathematical computations and financial calculations
• Basic Visualizations: Generate simple charts and visual representations (limited capacity)

File Management

Supported File Types

• Supported: PDF, CSV, PNG, JPG
• Not Currently Supported: .docx, .txt, .xls

File Limitations

• Standard Size Limit: 5MB per file
• Large File Support: Available with Gails configured for Comprehensive thinking style
• Retention: Files are stored for the duration of the conversation
• Deletion: Contact support@meetgail.com to request file deletion

Upload Process

1. Click the upload button (paperclip icon)
2. Select your file(s)
3. Wait for processing confirmation
4. Ask questions about the uploaded content

Large File Upload Process

For files larger than 5MB, use Gails with Comprehensive thinking style:

1. Verify Thinking Style: Ensure your Gail is configured for "Comprehensive thinking style" (this is the default setting)
2. Initiate Analysis Mode: Start your conversation with "let's analyze these files"
3. Wait for View Change: The interface will switch to a new analysis view
4. Upload Large Files: Drop your large files into the updated interface
5. Begin Analysis: Ask questions about the uploaded content

Data Security & Compliance

Security Standards

GailGPT adheres to financial services industry security requirements:

• Compliance: SOC 2, ISO, and HIPAA compliant
• Encryption: Data encrypted both at rest and in transit
• Data Isolation: Your data remains within your organization's secure environment

Data Privacy

• No Data Sharing: Your data is never sold or shared outside your organization
• Training Isolation: Your data is only used to improve your organization's GailGPT experience
• Data Ownership: All uploaded data and conversations remain your property

Access Controls

• Role-Based Access: Permissions configured based on your organizational role
• Conversation Privacy: Chats are private unless audit logging is required
• Admin Oversight: Company administrators have access to conversation logs for compliance purposes

Customization & Administration

Personal Customization

• Language Settings: Change GailGPT's default language in settings
• Response Style: Modify tone and communication style through the Persona tab
• Advanced Prompting: Use the Abilities section for granular response control

Creating Custom Gails

1. Navigate to the "Gails" section
2. Click "Create Gail" in the top-right corner
3. Upload relevant knowledge base content
4. Configure specific skills in the "Abilities" tab under Advanced Settings

Team Administration

• User Management: Admins control access permissions and user roles
• Knowledge Base Updates: Submit content requests to your internal admin or support team
• Workflow Configuration: Create guided decision trees and multi-step processes

Integrations & Advanced Features

System Integrations

GailGPT supports API-level integrations with:

• Customer Relationship Management (CRM) systems
• Claims management platforms
• Internal knowledge bases
• Business intelligence tools

For integration setup, contact support@meetgail.com

Workflow Automation

• Decision Trees: Configure guided flows for complex processes
• Multi-step Logic: Create sequential workflows for standard procedures
• Employee Onboarding: Use as a training assistant for new team members

Limitations & Important Notes

Current Limitations

• Real-time Data: Does not connect to live internet or real-time systems
• Decision Making: Provides guidance and support but cannot make autonomous business decisions
• Direct Actions: Cannot send emails, make phone calls, or perform transactions independently
• Voice Interaction: Text-based only (voice features coming soon)

Quality Assurance

• Accuracy: While highly capable, GailGPT is continuously learning and may occasionally make errors
• Review Recommended: Always review GailGPT's work, especially for critical business decisions
• Source Citation: GailGPT cites sources when available from uploaded or structured documents

Financial Advice Disclaimer

GailGPT can provide different perspectives and analysis but should not be used as the sole basis for financial decisions. Always consult with qualified financial professionals for investment and financial advice.

Troubleshooting

Common Issues

GailGPT Stopped Responding

• Possible Causes: Large file uploads, unsupported file formats, or system processing
• Solution: Send a new message to re-engage, or try uploading smaller/supported file types

Document Not Recognized

• Possible Causes: Scanned documents, corruption, poor formatting, or file size issues
• Solution: Try re-uploading, splitting large content, or converting to a supported format

Repeated or Unclear Responses

• Possible Causes: Long or ambiguous input
• Solution: Rephrase your question more clearly and specifically

Missing Company-Specific Information

• Solution: Submit content requests to your internal admin or notify support@meetgail.com

Getting Additional Help

Internal Support

1. Contact your internal Gail admin or team lead
2. Submit a ticket through your organization's IT help desk

External Support

• Email: support@meetgail.com
• Use Cases: Technical issues, feature requests, privacy concerns, or onboarding assistance

Updates & Maintenance

Update Schedule

• Knowledge Base: Weekly updates to core GailGPT capabilities
• Company Content: Updates managed by your internal admin team
• Feature Releases: New features and improvements deployed regularly

Onboarding Timeline

• Initial Setup: Complete within minutes
• Advanced Configuration: 2-4 weeks depending on scope and customization requirements
• Full Deployment: Timeline varies based on organizational size and integration complexity

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For additional support or feature requests, contact your internal Gail administrator or reach out to support@meetgail.com