Guides & Tutorials¶
Task-oriented guides and tutorials for common workflows and use cases.
Overview¶
Step-by-step tutorials for implementing common patterns and use cases with fifthelement.ai.
Getting Started¶
- Getting Started — Platform overview and sign-in
- Agent Builder — Basic Configuration — Create your first agent in 4 steps
Feature Guides¶
| Guide | Description |
|---|---|
| Voice & Speech Workflows | Set up ASR, TTS, Realtime Voice, and AI Listens |
| Human-in-the-Loop | Configure AI-to-human agent handoff |
| Analytics & Dashboards | Monitor performance and conversation quality |
| Deployment Channels | Deploy across Web App, Sidebar, Widget, and API |
| Search Agents | Configure modes, filters and selected-document chat dependencies |
By Use Case¶
Common builds, and the pages that cover each part.
- Customer Support — Agent Builder + Human Handover + CRM Tools
- Knowledge Search — RAG Overview + Web Crawling + Retrieval Tool
- Sales Automation — Agent Builder + CRM Tools + Analytics
- Voice Assistant — Voice Guide + Realtime Voice
Configuration References¶
For a first knowledge-backed agent, work through this sequence:
- Configure the model and agent in Basic Configuration.
- Create a Knowledge Base and ingest a synthetic document.
- Check document processing status before attaching retrieval to the agent.
- Ask a question whose answer is in the source; compare the answer and any citations with that source.
- Repeat as the intended member and check a question outside the source material.
Do not treat a successful save or a plausible answer as proof of source grounding or document access control.
| Topic | Description |
|---|---|
| Agent Builder — Advanced | Instructions, shortcuts, behavior, voice, tools, post-processors |
| Knowledge & RAG | Set up knowledge repositories and document ingestion |
| Web Crawling | Crawl websites, Confluence, SharePoint |
| Tools | Configure Webhook, Custom, CRM, and other integrations |
| Pre-Processors | Tagging, classification, and content moderation |
| Post-Processors | Summaries, knowledge ingestion, message analysis |
Platform Administration¶
| Topic | Description |
|---|---|
| RBAC & Roles | Role-based access control and permissions |
| Credentials | Configure provider API keys |
| DLP Policies | Data loss prevention |
| Look & Feel | Widget and agent branding |