Getting Started

Build your first AI agent in 15 minutes.

Prerequisites

Before you begin, you'll need:

• An Adaptive account (request access at adaptiveap.com)

• A use case in mind (customer support, sales, onboarding, etc.)

Step 1: Create Your First Agent

1. Navigate to Agent Management > Create Agents

2. Click Create Agent

3. Give your agent a name and description

Step 2: Define the Problem Space

The problem space defines what domain your agent operates in.

1. Go to Agent Config > Problem Spaces

2. Click Create with AI to use our AI-assisted authoring

3. Addy will guide you through:

   • Naming your problem space

   • Writing a summary

   • Identifying primary users

   • Defining what's in scope vs out of scope

Step 3: Configure the Persona

The persona defines how your agent communicates.

1. Go to Agent Config > Personas

2. Configure:

   • Voice & Tone: Professional, casual, empathetic, etc.

   • Personality Traits: Helpful, patient, knowledgeable

   • Communication Style: Concise, detailed, conversational

Step 4: Add Knowledge

Connect your agent to your data.

1. Go to Agent Config > Knowledge

2. Add knowledge sources:

   • Upload documents (PDF, DOCX, TXT)

   • Connect URLs for web content

   • Add FAQ entries directly

Step 5: Train Your Agent

Use synthetic conversations to prepare your agent.

1. Go to Agent Management > Train Agents

2. Generate synthetic training conversations

3. Review and annotate conversations

4. Optionally fine-tune the underlying model

Step 6: Deploy

Launch your agent across channels.

1. Go to Deployment > Channels

2. Choose your channel:

   • Website Chat: Get an embeddable widget

   • Voice Phone: Configure a phone number

   • API: Get endpoint credentials

Next Steps

• Building Agents - Deep dive into agent configuration

• Training - Advanced training techniques

• API Reference - Integrate programmatically

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Need help? Contact [email protected]