Create a simple AI Agent

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.

In your browser, go to Ada’s website and click Free Trial in the menu.

Enter your email, company name, and job title (at minimum) and click Sign Up.

Check your inbox for an email with the subject Your AI Agent is waiting.

Open the email and click Activate Your Account, then set up your password.

Step 2: Personalize your AI Agent

Choose or generate your AI Agent’s name.

Verify your company name appears correctly.

Set your AI Agent’s tone of voice (Friendly, Plainspoken, Playful, or Sophisticated).

Select an avatar from the available options or upload a custom one.

Click Next to continue.

Step 3: Choose a sample skillset

Your AI Agent needs a field of knowledge to get started. Select one of the following:

Technology & software: Answers common software and troubleshooting questions.
Retail & eCommerce: Provides product recommendations, order tracking, return information, and more.
Banking & financial services: Assists with checking balances, reviewing transactions, requesting new cards, and more.
Add my own content: Start with a blank slate and define your AI Agent’s knowledge manually.

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.

Step 4: Watch a quick walkthrough

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.

Step 5: Add knowledge to your AI Agent

Your AI Agent relies on knowledge sources to generate responses. In your Ada Dashboard, click Add 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 3. From here, you can do any of the following:

Connect a knowledge base: Click Add Source to integrate Zendesk or Salesforce content.
Import website content: Click Import Website, name the source, and enter the URLs you want to use.
Create new articles: Click New Article, enter content in the editor, and click Save.

For details, see this section.

Step 6: Test your AI Agent’s knowledge

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 left-side navigation, click Test.

In the chat window, ask your AI Agent questions based on the knowledge sources you added. For example, if you selected Banking & Financial Services, ask, “How can I check my account?”

Review the AI Agent’s responses. If needed, go back to the Knowledge section to add or refine information.

Continue testing with different questions to ensure your AI Agent provides accurate and relevant responses.

Once you’re satisfied with its performance, you can proceed to enhancing automation with actions and processes in the next section.