Enhance your AI Agent with automation

Once your AI Agent is set up with basic knowledge, you can expand its capabilities with actions, processes, and custom configurations to improve automation and engagement.

Step 1: Add Actions

Actions allow your AI Agent to gather data and perform tasks for customers. In your AI Agent’s Ada Dashboard, click Add Actions to get started. You will see a list of suggested Actions based on the skillset selected in an earlier step.

Click Manage Tokens, then New Token, and enter details such as token name and authentication type. Then, click Save.

Click New Action, name it, and define its purpose (for example, “retrieving customer info” or “submitting tickets” ).

Build the API call. Enter the endpoint details, request format, and required headers.

Test the API response. Use sample values to verify functionality.

Define API outputs. Choose which data from the response should be available for future interactions.

Save the Action. Choose whether to activate or keep it inactive for now.

You can also import an Action in JSON format if needed.

For details, see this section.

Step 2: Add Processes

Processes allow your AI Agent to handle multi-step interactions. In the Ada Dashboard, navigate to Actions > Processes and review the suggested workflows based on your skillset.

To create a new Process:

Click New Process and enter a name and description.

Use the building blocks on the right to design the workflow (for example, Text, Conditional, or API Call blocks).

Click Test Process to preview how it runs.

Click Save to activate or keep it inactive for further adjustments.

For details, see this section.

Step 3: Customize the greeting

First impressions matter! Define how your AI Agent starts conversations:

In the Ada Dashboard, go to Home > Customize the Greeting.

Enter your greeting text and optionally add variations to keep responses fresh.

Click Save to finalize the greeting.

For details, see this section.

Step 4: Invite team members

Collaboration is key! Invite your team members to edit, test, and monitor your AI Agent:

In the Ada Dashboard, go to Home > Add Your Team Members.

Click Invite Team Members and enter their name, email, and role.

Click Send Invitation.

For details, see this section.

Step 5: Test your AI Agent

Now it’s time to test your AI Agent with its enhanced capabilities. In the left-side navigation, click Test and start a conversation.

Try different types of inquiries to evaluate your AI Agent’s performance:

Actions: Test API-powered interactions, such as retrieving order details or account information.
Processes: Walk through multi-step workflows to confirm your AI Agent follows structured automation correctly.
Greeting: Verify that the customized greeting appears as expected when the conversation starts.

Additionally, if you invite team members, collaborate by having them test different scenarios and provide feedback. Based on the test results, make any necessary adjustments to improve responses and automation before launching your AI Agent.

For details, see this section.

What’s next?

That’s it! You’ve successfully created your first AI Agent. From here, you can continue refining its responses, improving workflows, and expanding integrations.

This is a trial AI Agent with limited features. To unlock full capabilities, in your Ada Dashboard, in the left-side navigation, click Upgrade Plan.