Checklist

🚀 PHASE 1: SETUP

Goal: Get the AI Agent working with basic functionality

Must Complete:

• Agent Created - Agent configured in raia platform and responding to basic questions

• Skills Working - Core business skills (chat, email, CRM lookup) functional

• Instructions Set - Agent personality and response style defined

• Basic Testing Done - Agent gives correct answers to 10 test questions

✅ Ready for Training When: Agent responds correctly and consistently

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📚 PHASE 2: TRAINING

Goal: Agent has the knowledge to answer business questions

Must Complete:

• Data Converted - All PDFs, documents, and spreadsheets converted to agent format

• Knowledge Uploaded - All business information loaded into agent's knowledge base

• Search Working - Agent finds correct information when asked questions

• Accuracy Tested - Agent gives correct answers 95%+ of the time

✅ Ready for Integration When: Agent provides accurate business information

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🔗 PHASE 3: INTEGRATION

Goal: Agent works with your business systems

Must Complete:

• CRM Connected - Agent can lookup and update customer information (Salesforce/HubSpot)

• Communication Working - Agent responds in Slack, email, or chosen channels

• Workflows Automated - Key business processes (lead routing, ticket creation) automated

• End-to-End Tested - Complete customer journey works from start to finish

✅ Ready for Production When: All systems work together smoothly

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📊 Quick Status Check

□ SETUP Complete    (Agent working with basic knowledge)
□ TRAINING Complete (Agent has all business information)  
□ INTEGRATION Complete (Agent connected to business systems)

= READY FOR LAUNCH 🚀

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⚠️ Critical Success Factors

Before You Start:

• raia platform access for team

• Business requirements clearly defined

• Data sources identified and accessible

For Each Phase:

• Test everything before moving to next phase

• Get business user approval before proceeding

• Document any issues or workarounds

Red Flags - Stop and Fix:

• Agent giving wrong answers

• Integrations failing or data not syncing

• Users can't complete their normal workflows

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