Setting up Account
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.
If you sign up using a phone number that is not a valid mobile phone, you will not receive the 2FA authorization code for logging into your account. You will need to request to reset your phone number from our support team. Email [email protected] to have our team refresh your account.
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 [email protected] 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.
Last updated