raia Setup

✅ Phase 1: RAIA SETUP — Simple Implementation Guide

Goal: Configure a functioning AI Agent in raia that can be tested and trained Estimated Duration: ~2–4 days Who’s Involved:

• Project Manager (PM)

• raia Agent Engineer (AE)

• Optional: Subject Matter Expert (SME)

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⚙️ Step 1: Define the Agent’s Purpose

Time: ~2 hours Owner: PM + SME

Checklist:

• What role will the agent play? (e.g., Support Agent, Sales Assistant, Analyst)

• What are 2–3 primary outcomes the business wants?

• What types of conversations or tasks will the agent handle?

Tip: Use AI (like ChatGPT) to draft a description of the agent’s purpose in natural language.

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🛠 Step 2: Create and Configure the Agent in raia

Time: ~4 hours Owner: AE

Checklist:

• Create a new agent in Launch Pad

• Name it clearly (e.g., “SupportBot - Acme Inc.”)

• Add description, version tags, and use-case tags

• Choose initial role-based skill template (chat, email, voice, etc.)

• Set up dev, test, and production environments

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💬 Step 3: Define Agent Instructions + Personality

Time: ~4 hours Owner: AE

Checklist:

• Use a prompt to generate starter instructions:

  “Write markdown instructions for an AI agent that acts as a customer support rep for a real estate software company…”

• Edit the instructions to:

  • Match brand voice

  • List capabilities and limitations

  • Define how to handle errors and escalate

• Set tone (e.g., friendly, formal, expert)

• Define response formatting rules (e.g., bullet points, short sentences)

Deliverable: Clean, clear instructions saved in raia

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🔌 Step 4: Configure Skills

Time: ~6–10 hours Owner: AE

Checklist:

• Enable core skills:

  • Chat

  • Email

  • SMS (if needed)

  • CRM Lookup / API Calls

• For each skill:

  • Configure it (e.g., email from address, Slack channel, etc.)

  • Test it in isolation

• Add one custom skill if needed (e.g., scoring, tagging, or workflow trigger)

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🔐 Step 5: Set Up Access + Security

Time: ~2 hours Owner: AE

Checklist:

• Invite project collaborators in raia with correct roles (e.g., Admin, CoPilot-only)

• Configure access controls

• Validate API keys, permissions, and data handling

• Confirm audit logging is enabled

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🧪 Step 6: Perform Initial Testing

Time: ~4 hours Owner: AE + PM

Checklist:

• Test agent startup and skill loading

• Validate 10 real-world test prompts

• Confirm agent responds with personality and accuracy

• Note any limitations, bugs, or unclear replies

Deliverables:

• Basic test results documented

• Any fixes made and confirmed

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🧾 Step 7: Document and Prepare for Training

Time: ~2 hours Owner: PM

Checklist:

• Save agent setup snapshot

• Document:

  • Skills enabled

  • Agent instructions

  • Known limitations

• Prepare handoff notes for Phase 2 (Training)

• Confirm access for training team

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Let me know if you’d like this turned into a downloadable checklist (PDF, Google Doc, Notion, or Markdown template).