Launch Checklist

✅ RAIA AI Agent Deployment Checklist

🚀 PHASE 1: BUILD (Launch Pad)

Goal: Set up the agent with basic behavior and channel skills.

Must Complete:

• Agent Created via the Launch Pad Wizard (role, name, description, tags).

• Skills Assigned: At least one (e.g., Chat, Email, SMS, API, Webhooks, Voice) is configured.

• Instructions Written: Response tone, greeting, and disclaimer set (optional but recommended).

• Basic Workflow Integrated: Webhooks or APIs set up for simple task execution.

• Draft Status Confirmed: Agent is in “Draft” mode for safe testing.

✅ Ready for Training When: Agent responds to 10+ basic test prompts accurately.

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📚 PHASE 2: TRAIN (Copilot + Packs)

Goal: Upload and organize business knowledge and refine the agent’s behavior.

Must Complete:

• Knowledge Uploaded via document files, URLs, or Packs.

• Pack(s) Selected: Training content grouped and reused across agents.

• Search & Recall Verified: Agent returns correct info during simulated conversations.

• Human Feedback Enabled: Copilot used for thumbs up/down and custom answer correction.

• Training Loop Active: Feedback marked as “Include in Training” and agent updated.

✅ Ready for Integration When: Agent answers business-specific questions with 95%+ accuracy in simulation.

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🔗 PHASE 3: INTEGRATION (Mission Control + APIs)

Goal: Enable full business automation and real-time communication.

Must Complete:

• CRM Integrated (e.g., HubSpot, Salesforce) for lead lookup, updates, and logging.

• Channel Skills Live: SMS, Email, Slack, or Website Chat activated and tested.

• Workflow Automation Live: Trigger actions like lead routing, appointment booking, ticketing.

• Security Configured: SOC2 compliance, user access control, and audit logs enabled.

• End-to-End Test Run: Agent completes a full real-world task from user input to backend action.

✅ Ready for Production When: All tools work together smoothly and agent performs independently.

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✅ FINAL LAUNCH CHECK

• Setup Complete (Agent created and responding to basic prompts)

• Training Complete (Knowledgebase integrated and tested)

• Integration Complete (All external systems connected)

🎉 RAIA AGENT IS READY FOR LAUNCH

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⚠️ Critical Success Factors

Before You Start:

• Confirm access to RAIA platform and Launch Pad

• Define agent use-case, role, and target outcomes

• Gather PDFs, spreadsheets, emails, FAQs, and knowledge sources

At Every Phase:

• Test thoroughly before advancing

• Get business stakeholder approval at each milestone

• Document blockers and workarounds

🚫 Red Flags to Stop and Fix:

• Agent gives inconsistent or incorrect answers

• Integrations fail or data doesn’t sync

• Agents disrupt user workflows or miss key tasks

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