Quick Start Guide

Welcome to Airia!

We're excited to help you simplify and secure your use of AI. This guide will get you up and running with your first AI agent quickly and safely. Advanced features will come naturally as you explore the platform.

Getting Started

You should have received an invitation link via email. Simply click the link and create your password to get started.

Adding Team Members

Need to add colleagues? It's simple:

Go to Settings at the bottom of the left menu
Select People & Access, then People
Click Invite User and enter their Name and Email
Choose their Roles (and the Projects a project-scoped role applies to), then click Create User

Role Types:

Platform Admin - Can build, edit, and delete agents with you
End User - Uses the agents shared with them in the Airia Catalog

For the full list of roles and what each one includes, see User Roles and Permissions.

Good to know: You start with credits to test any model that supports Airia Key. Set up your Account Details to manage billing and preferences.

Building Your First AI Agent

What is an agent?

An agent is a workflow you build on a visual canvas. It starts with an Input step, runs one or more steps in the middle (a model with its prompt, and optionally data sources, tools, and memory), and ends with an Output step. You edit the agent as a draft, test the draft in the Playground, and then Publish it so people can use it through an interface such as the Airia Catalog.

Two things to know before you start:

A project scopes what your agents can use. An agent can only use models and data sources that have been added to its project (or shared with every project).
Your edits save automatically to your draft. Nothing changes for your users until you publish.

Projects organize all the components for your agents

In the left menu, go to Build → Projects and select View All Projects
Click Create Project
Enter a Project Name and a Project Description, and add an icon (optional)
Click Create

Models are the AI engines (like ChatGPT, Claude, etc.)

Open your project and select the Models tab. If a model is already listed there (including one shared with every project), you can skip to Step 3
Click New Model to open the Model Library
Select a model, review its details and pricing, and click Add
In the New Model form, check the Credentials and Scope, then click Add

Start with a smaller, lower-cost model. The Model Library lists the input and output price per 1M tokens for every model, so you can compare costs before you add one. You can switch the model in your agent at any time.

Give your agent knowledge by connecting your files and data

Select the Data Sources tab and click Add Data Source
Choose a connector. File Upload is the quickest way to start
Name your data source and upload your files
Wait for processing to finish

Your first agent doesn't need a data source. Add one when you want the agent to answer from your own documents. See Quick Start: Ingest and Search for a full walkthrough.

Connect everything together visually

Select the Agents tab and click Add a New Agent
The agent opens in the builder with three steps already connected: Input, an AI Model step using the most recently added model available to your project, and Output. If the project has no model yet, Input connects straight to Output, so add a model first (Step 2)
Click the agent name in the top left to rename it (make it descriptive for easy identification)
Select the model step to change the model or add the prompt that tells the agent what to do. See Prompts
To ground answers in your files, add a Data Search step between Input and the model step, or attach the data source to the model step. See Add a Data Source

Your changes save automatically to your draft. The top bar shows Saving... and then Saved.

Try it before anyone else does

Open the Playground panel in the builder
Type a message the way a user would and send it
Adjust the prompt or steps and test again. The Playground runs your current draft, so every change is testable immediately

To see what each step did on a run, go to Audit → Activity → Agent Executions in the left menu and select the execution.

Make your draft the version people use

Click Publish in the top right of the builder
The first time you publish a new agent that has no interfaces yet, the Publish agent panel opens. Under Publish to:, the API Endpoint is always included. Select Airia Catalog to also list the agent in your organization's catalog, then choose Public so anyone can find it there, or Private (the default) to start with only you and share it in Step 7
Click Publish agent

Publishing turns your draft into the published version that every interface runs. Later edits go into a new draft and don't change what users see until you publish again. See Manage Agent Versions.

Control access in the Airia Catalog

In Agents, click the ⋯ menu next to your agent and select Interfaces
If the agent isn't in the catalog yet, click Add Interface and choose Airia Catalog
Under Permissions, choose Public so anyone in your account can find and use the agent, or keep Private (the default) and use Who can access this agent? to select the users and groups who should see it
Click Add Interface, or Update if you are editing an existing catalog interface

People with access sign in to Airia and find your agent in the Airia Catalog. For every catalog setting, see Airia Catalog Interface.

Congratulations! Your first AI agent is ready to use.

Popular Use Cases

Get inspired by what others are building:

Document Assistant - Get insights and summaries from your files
Marketing Copywriter - Draft campaigns using your brand knowledge
Legal Assistant - Review contracts and extract key clauses
Customer Support - Answer queries using your product guides
Social Media Creator - Generate posts aligned with your content style
Data Analyst - Identify trends and insights from your reports
Medical Assistant - Summarize patient records and files
HR Support - Draft job specs and create training recommendations
Sales Support - Research prospects and draft personalized emails
Internal Help Desk - Answer policy questions across departments

Need Help?

Airia's goal is to make AI accessible to everyone. Reach out to our team if you need support or want to discuss your specific use case!