Get started with Contact Center AI Platform

This page describes how to set up a sandbox instance of Contact Center AI Platform (CCAI Platform).

Set up your Google Cloud project for CCAI Platform

To set up your Google Cloud project for CCAI Platform, follow these steps:

  1. In the Google Cloud console, go to the project selector dashboard and select the project where you will create your CCAI Platform instance.

    Project selector dashboard

    You can either choose an existing project or create a new one. For more information about creating a project, see Creating and managing projects.

  2. Make sure that billing is enabled for your Google Cloud project.

  3. Ask your Google account team to grant quota to your project for CCAI Platform. You can't create an instance without quota. If you don't have a Google account team, submit a Google support ticket that includes your Google Cloud project ID and its associated billing ID. Quota is typically granted 24 to 48 hours after requesting it.

  4. To set access control with Identity and Access Management (IAM), do the following:

    1. In the main Google Cloud console navigation menu, go to IAM & Admin > IAM.

      IAM and Admin

    2. Click Edit principal next to the identity that you want to assign roles to.

    3. In the Role field, find and then select the Contact Center AI Platform Admin role.

    4. Click Add another role.

    5. In the Select a role field, filter and then select the Service Usage Admin role.

    6. Click Save.

Create a CCAI Platform instance

To create a CCAI Platform instance, follow these steps:

  1. In the Google Cloud console, go to the project selector dashboard and select the project that contains your instance.

    Project selector dashboard

  2. In the navigation menu, click CCAI Platform.

    CCAI Platform instances

    The CCAI Platform instances page displays.

  3. Click Create.

  4. Enter the following information:

    • Instance name. The name of your instance.

    • Region. The region that your instance is created in. This can't be changed after you create the instance.

    • Domain prefix. A prefix that is added to the URL for your instance. This helps you identify your instance by looking at the URL. This can't be changed after you create the instance.

    • Instance size. The size of your instance. This can't be changed after you create the instance.

    • Deployment schedule. The schedule for updating your instance. Select one of the following:

      • Rapid. Get new updates as early as possible.

      • Regular. Get new updates at least two days after new versions are available with rapid deployment.

      For more information, see Deployment schedules.

    • Admin first name. The given name of the initial administrator for this instance.

    • Admin last name. The family name of the initial administrator for this instance.

    • Email address. The email address of the initial administrator for this instance. When the instance is created, an email is sent to this address with instructions for creating a password for their account.

  5. To configure authentication, select one of the following:

    • Email/password. Agents use email addresses and passwords specific to this instance.

    • SAML. Agents use single sign-on (SSO) to sign into this instance. Configure this section according to the instructions in Single sign-on (SSO).

  6. Click Save.

What's next