Introduction
Gia is Gyde’s intelligent assistant that communicates directly with clients on behalf of brokers. Gia helps brokers deliver consistent, high-quality support at scale by handling outreach, follow-ups, and scheduling so brokers can focus on higher-value client conversations.
Designed to work alongside brokers, Gia supports client engagement while keeping humans firmly in control.
What Gia does
Gia supports brokers by managing common client communications and next steps, including:
Reaching out to clients through SMS
(voice outreach by phone is coming in a future release)Sending personalized reminders and follow-ups based on timing, engagement, and client responses
Helping clients take action, such as scheduling a meeting or confirming next steps with their broker
Answering common questions and escalating more complex requests to the broker when needed
Capturing and summarizing key conversation outcomes directly inside GydeOS
These capabilities help ensure clients receive timely, consistent support without adding manual work for brokers.
Proactive, year-round outreach
Gia is designed to check in with clients proactively throughout the year, not just during peak moments.
Gia can:
Send intelligent reminders during onboarding, renewals, and other key milestones
Follow up automatically when a client has not responded
Adjust outreach timing based on engagement patterns
This proactive approach helps brokers stay top-of-mind with clients while reducing the need for manual follow-ups.
Responsive 24/7 support
Clients can reach out to Gia at any time, even outside of business hours.
Gia can resolve many common questions immediately and, when a request requires broker involvement, escalates it promptly. This ensures clients feel supported while brokers stay focused on the conversations that matter most.
Designed for service at scale
Gia helps brokers scale client support during busy seasons and across large books of business. Gia can:
Automate repeatable tasks like appointment scheduling, confirmations, and reminders
Adjust follow-up timing based on whether a client responds
Deliver a consistent experience using standardized, human-in-the-loop workflows
This makes it easier to maintain a strong client experience as your practice grows.
Direct Client Communication
Gia communicates with clients through SMS. Each agency has a dedicated phone number so that clients have a consistent point of contact for all communications with Gyde.
Voice outreach by phone will be available in a future release.
Standardized Workflows
Gia is designed to safeguard every client interaction.
All scripted messaging complies with HIPAA and CMS policies
Gyde will never request sensitive personal or financial information
Outreach follows standardized workflows designed to reduce risk and ensure consistency
This ensures client communications remain compliant, predictable, and trustworthy.
Transparency by Design
Brokers control which clients participate in Gyde’s outreach and can review all interactions within GydeOS. Each engagement is summarized, with full transcripts available to track conversation outcomes. Brokers maintain complete visibility at every step, and summaries catch brokers up to speed for quick briefings before meetings.
If a client asks to speak with their broker, Gia routes the request right away. The broker is notified instantly, and all escalations are recorded and viewable in the Campaigns page.
Built on Trusted AI Models
Gia is powered by large language models from OpenAI and Anthropic, enabling natural, accurate, and adaptive communication. Gyde also leverages LiveKit for advanced voice models, supporting realistic, high-quality speech interactions.
The system is closely monitored and continuously refined by Gyde’s engineering team to maintain strong standards for reliability, privacy, and performance.
Clear Boundaries on Data Access
Client data access is carefully controlled and protected.
Brokers can only view their own client records and conversations
Agency principals and admins can view their own clients and those of their downline brokers
No external users or vendors have access to client data or outreach activity
These safeguards ensure privacy, security, and trust across all client communications.