Step-by-Step Guide
🛠️ How to Build an AI Agent in raia v2
raia v2 makes it easy for anyone—technical or not—to build a powerful AI Agent that works across channels, understands your business, and performs real tasks. This guide will walk you through the step-by-step process using the Launch Pad workflow.
📍 Before You Begin
Make sure you have:
A clear idea of what you want your Agent to do (sales, support, onboarding, etc.)
Documents, FAQs, or websites your Agent should learn from (optional, but recommended)
Access to raia v2
✨ Step 1: Create a New Agent
Go to your Launch Pad
Click “Create Agent”
Select the Agent Role:
Choose from roles like Sales Assistant, Support Bot, Internal Helpdesk, etc.
This helps pre-configure the Agent with relevant capabilities.
📝 Tip: Each role comes with a unique skill and prompt setup tailored for common business goals.
🧱 Step 2: Add Basic Information
You’ll be prompted to enter:
Public Name: What end users will see (e.g., “Ask Ava”)
Internal Name: For internal tracking
Description: Briefly describe what the Agent does
Tags: Add relevant tags to help search and categorize later
Avatar/Image (optional): Upload a logo or icon
✅ All fields except tags and image are required to proceed.
🧠 Step 3: Write Basic Instructions
This is your Agent’s "job description."
Use simple, clear language to explain:
What the Agent should do
How it should behave (tone, goals, rules)
Any important business logic or phrases to avoid
Upload any documents or URLs your Agent should learn from
PDFs, manuals, internal policies, knowledge base articles
You can also add websites for scraping relevant content
🛠️ Use the "Optimize with AI" button to improve your instructions with AI help.
📦 Step 4: Add Packs (Optional)
Packs are prebuilt instruction sets that train your Agent on specific skills or knowledge areas.
Popular examples:
Sales Pack: Teaches your Agent how to follow up with leads
Support Pack: Helps answer customer service questions
Q&A Pack: Handles frequently asked questions
Policy Pack: Trains on compliance or internal procedures
✅ You can skip this step or select multiple packs to combine their knowledge.
🧩 Step 5: Add Skills
Skills determine how your Agent communicates and what it can do.
Choose from:
Live Chat: For website or portal interactions
Email: Responds via email on your domain
SMS: Text-based interaction (requires number setup)
API: Headless Agent you can connect to your app
Campaigns: Send one-to-many outreach via SMS or email
Calendar: Helps schedule meetings or appointments
Webhooks: Connect with third-party tools like CRMs
⚙️ Each skill has setup options—like welcome messages, security settings, and branding.
✅ Step 6: Review and Launch
You’ll see a summary page with everything you configured:
Role, Description, Skills, Packs, Memory settings, and Appearance
Click “Launch Agent” when ready
Your Agent will now appear in your dashboard and is ready to use!
🎯 You can:
Interact with it in Copilot
Embed it on your website
Assign it to a Campaign
Share it with users or teammates
🔄 Ongoing Management
After launch, you can always:
Edit skills or add new ones
Train with new content (docs, sites, prompts)
Track performance (conversations, feedback, scoring)
Improve results with Copilot feedback tools
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