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.

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📍 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

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✨ Step 1: Create a New Agent

1. Go to your Launch Pad

2. Click “Create Agent”

3. 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.

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🧱 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.

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🧠 Step 3: Write Basic Instructions

This is your Agent’s "job description."

1. 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

2. 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.

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📦 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.

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🧩 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.

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✅ Step 6: Review and Launch

1. You’ll see a summary page with everything you configured:

   • Role, Description, Skills, Packs, Memory settings, and Appearance

2. 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

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🔄 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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