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AI Agents Launch Guide

A guide for data analysts to install Lang.ai, prepare data, and create their first AI agent

Updated over a week ago

Welcome to Lang.ai! This guide will help you successfully set up and launch your first AI agent. Whether you've just installed the app or are planning to, this guide addresses the key steps and common challenges to get you up and running quickly.

πŸš€ Quick Start: Try the Demo Agent

Before diving into your own data, we recommend exploring our demo agent with synthetic data. This gives you a preview of what Lang.ai can do and helps set expectations for your results.

Access the demo agent: Available immediately after installation in your Lang.ai dashboard.

πŸ“š Hands-On Tutorial

For a complete walkthrough from installation to first results, follow our step-by-step quick start. It's guided tutorial using sample data that covers installation, data setup, and agent creation.

➑️ Resource: Quickstart guide - See the entire process before working with your own data.

Understanding Lang.ai

Lang.ai transforms your Snowflake customer data into actionable insights through AI agents. Our agents analyze both structured and unstructured data to identify patterns, trends, and priorities that drive business outcomes.

Common use cases:

  • Retail: Decrease lapsed customers, increase first-time spend

  • Subscription: Boost conversion to paid plans, predict churn

  • Financial/Insurance: Connect feedback with financial activities

  • Healthcare: Improve onboarding, address side effects for retention

πŸ”§ Pre-Installation: Security and Approvals

Before installation, your security team will need to review Lang.ai's approach to data handling and compliance.

βš™οΈ Installation Process

Choose the installation method that works best for your organization.

➑️ Resources:

Setting Up Access

After installation, configure user roles and permissions.

➑️ Resource: Setting up user access - Configure user roles and permissions for your Lang.ai app

πŸ“Š Preparing Your Data

The key to successful AI agents is well-structured data that combines customer interactions with relevant segments data. Segments are customer categorizations that enable deeper analysis (premium vs. standard, geographic regions, customer lifecycle stage).

Essential data components:

  • Customer interaction data (support tickets, surveys, chat logs)

  • Customer segments (plan type, signup date, revenue, etc.)

πŸ€– Creating Your First AI Agent

Lang.ai offers flexible agent creation to match your specific business needs. You can create custom agents focused on your particular use case rather than being limited to pre-built options.

Choosing your agent focus:

  • Retention analysis: Understand why customers cancel or churn

  • Sentiment analysis: Track customer satisfaction and feedback trends

  • Product feedback: Identify feature requests and pain points

  • Support optimization: Analyze support interactions for improvement opportunities

  • Custom focus: Define your own analysis parameters based on business goals

Agent configuration tips:

  • Be specific about your business goal when setting up the agent

  • Include relevant context about your customer base or industry in the Settings page

  • Consider the time period you want to analyze (recent trends vs. historical patterns)

➑️ Resources:

Understanding Agent Processing

  • Processing time: Varies based on data volume, typically 30 minutes to 2 hours

  • What to expect: Your agent will analyze patterns, categorize feedback, and identify trends

  • Results format: Insights organized by categories with supporting evidence and metrics

πŸ“ˆ Working with Results

Interpreting Insights

Your AI agent results include:

  • Categories: Organized themes from your customer data

  • Trends: Changes over time with context

  • Segments: How insights vary across customer groups

  • Supporting evidence: Specific customer interactions that support each finding

Adding Deeper Analysis with Segments

➑️ Resource: Adding Segments to Gain Deeper Customer Insights - How to leverage customer segments for more actionable insights

Sharing Results

➑️ Resource: Connecting the Slack integration - Bring transparency by sending real-time insights directly to your team

πŸ› οΈ Troubleshooting and Support

Quick solutions for setup issues, data problems, and agent configuration challenges.

➑️ Resources:

Next Steps

Once your first agent is running successfully:

  1. πŸ“Š Review results regularly: Check weekly insights and trends

  2. 🎯 Refine segments: Add more granular customer categorizations for deeper insights

  3. πŸš€ Expand use cases: Create additional agents for different business questions

  4. πŸ’Ό Share with stakeholders: Use insights to drive data-informed decisions across your organization

Additional Resources


Need more help? Our team is here to support your implementation. Reach out by clicking on "Contact Support" below or get in touch with your Lang.ai representative.

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