The following steps will guide you through setting up a basic AI Agent that can respond to customer inquiries using knowledge sources. This establishes a functional starting point before incorporating advanced automation features.
Most people who obtain access to their AI Agent don’t go through this setup process. Ada’s Customer Experience (CX) team usually configures AI Agents in advance, adding Knowledge (at minimum), and sometimes also customizing the Persona. You’ll only go through this flow if your AI Agent is brand new and hasn’t been configured yet. To ensure setup completes correctly, do not click the Skip button during the onboarding flow.
Your AI Agent needs a field of knowledge to get started. Select one of the following:
On the right side of the page, sample conversations will appear to give you an idea of how each selection works. When ready, click Next.
While Ada sets up your AI Agent, watch the introductory video that explains how your AI Agent works. Once setup is complete, click Go to My Dashboard.
Your AI Agent relies on Knowledge sources to generate responses. In your Ada Dashboard, go to Config > AI AGENT > Knowledge to provide it with relevant and accurate information.
On the Knowledge page, you’ll see a list of topics under the Articles tab, based on the skillset selected in Step 2. From here, you can do any of the following:
Now that your AI Agent has been set up with Knowledge sources, it’s time to test how well it responds to customer inquiries.
In the chat window, ask your AI Agent questions based on the knowledge sources you added. For example, if you selected Technology & software, ask something like: How do I upgrade after the free trial?
Review the AI Agent’s responses. If needed, go back to the Knowledge section to add or refine information.
