raia Training Playbook
The complete, step-by-step guide to building, deploying, and managing autonomous AI agents with raia CX, Command, Copilot, Chat, and the raia API. Follow the lessons in order to master the full agent lifecycle.
Your progress
0 of 19 lessons completed
What Is an AI Agent?
Understand the difference between a chatbot and an AI agent, the four-step lifecycle, and the five raia applications.
Planning Your Agent
Define a clear objective, establish guardrails, set tone and personality, and define escalation rules before building.
Writing Agent Instructions
Draft structured system instructions using a suggested six-section template and Four Pillars framework.
Building Your Knowledge Base
Prepare, format, and upload documents into the Vector Store via raia Command using the four-step workflow.
Configuring Agent Skills
Configure communication channels (Live Chat, SMS, Email, Voice), integrations, and capabilities in the Skills Library.
Testing with raia Copilot
Use Copilot to test your agent, check where replies came from, provide feedback, and execute human takeovers.
Where Agents Live — Business Applications
Deploy agents across your website, Copilot, browser extension, Microsoft Teams/Slack, and SaaS applications.
Integration & Extending Capabilities
Master the five integration pathways: MCP to agents, MCP from agents, Functions (sync), Webhooks (async), and the raia API.
The raia API
Authenticate with the REST API, manage conversations programmatically, and build custom interfaces on raia intelligence.
Infrastructure, Security & Data Flow
Understand where your data lives, how it is protected, and the platform's security architecture and extensibility.
Putting It All Together
Review the complete agent lifecycle end-to-end, establish your continuous improvement process, and plan your first deployment.