Setting up Account
Absolutely! Here’s a clear, step-by-step guide to setting up a new account on raia and building your first AI agent, tailored for a business user or team member. I'll mix in both the big-picture overview and the practical clicks and steps you’ll take in the platform.
1. Sign Up and Access raia
Go to the raia website: https://www.raiaai.com or go direct to the app https://raia2.com
Click “Get Started” or “Sign Up” – You’ll usually see a prominent button to start the registration process.
Provide your information: You’ll be asked for your name, phone, email, and to set a password. Some plans may prompt for a company name.
Our platform requires 2FA via Phone - so make sure you put a mobile phone.
Verify your email: Check your inbox for a verification link and click it to activate your account.
Log in with your new credentials.
Note: raia supports multiple plans (Basic, Business, Enterprise), but you can start with a free trial or basic tier for evaluation.
2. Accessing the Launch Pad
Once logged in, you’ll land in the Dashboard.
Navigate to “Launch Pad” – This is the hub for building and managing AI agents.
You’ll see an option like “Create New Agent” or “Build Agent” – click this to start the agent setup wizard.
3. Build Your AI Agent: The Wizard Walkthrough
raia uses a step-by-step wizard. Here’s how the process typically flows:
Step 1: Define the Agent’s Role
Choose what your AI agent will do: Sales, Support, Operations, Internal HR, etc.
Pick a role template or start from scratch.
Pro Tip: The role determines your agent’s skillset and personality. You can customize tone and objectives.
Step 2: Name & Describe Your Agent
Enter a public-friendly name (required).
Add an internal name (required for your internal reference).
Upload a logo or avatar (optional, helps visually distinguish agents).
Write a short description (required, helps users know the agent’s purpose).
Add tags (optional, for quick search later).
Instructions: Write the “job description” or rules for your agent. This shapes how it responds.
Upload documents: Attach PDFs, FAQs, or knowledge files. This becomes the agent’s knowledge base.
Add URLs for scraping: Give websites if you want the agent to pull in more information (raia validates and avoids duplicates).
(Optional) Add packs: Use pre-built training packs for common use cases (e.g., mortgage, support, sales).
Step 4: Select Skills
raia agents come with built-in skills: Live Chat, SMS, Email, Voice, APIs, Calendar, Campaigns, Webhooks, etc.
Choose the communication channels and integrations your agent needs.
Note: At least one skill is required (Live Chat is default). You can add or remove skills later.
Step 5: Connect Integrations
Link to your CRM, calendar, or other apps via API keys or OAuth.
Configure permissions (least privilege is best).
Test the connections.
Step 6: Review and Launch
Preview your agent: Check summary, training sources, skills, and integrations.
Test with simulated conversations using raia’s built-in tools (“Copilot”).
If ready, click “Launch” or “Activate” to deploy your agent.
4. Manage & Monitor Your Agents
All your agents appear in the Agents dashboard.
You can switch between card and table views, search by tags, mark favorites, and personalize agents’ visuals/colors for easy identification.
Use Copilot for real conversations, human-in-the-loop oversight, and feedback training (rate answers, edit replies, intervene if needed).
5. Invite Users and Set Permissions
raia supports multiple user levels: Super Admin, Org Owner, Admin, Agent Owner, Editor, etc.
Invite team members via email, assign them to roles, and control their access to agents and data.
6. Advanced: Multi-Channel and Security Setup
Configure additional skills and channels (SMS, Email, Web Chat).
Set up 2FA, audit trails, and access controls for compliance.
Tips for Success
Start with a focused use case (e.g., sales lead qualifier or FAQ bot).
Upload clean, relevant documents for best results.
Use the feedback loop: test, adjust instructions, and retrain.
Leverage raia’s support by emailing support@raiaAI.com or launching the raia Agent Live Chat in the app if you get stuck or want a demo.
In Summary
Setting up a raia account and building your first agent is designed to be zero-code, fast, and intuitive. You’ll follow a guided wizard, supply instructions and knowledge, choose skills and channels, connect to your tools, and launch—all in a single session if you’re prepared with your data.
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