# Mindset v3 documentation

> You're reading the Mindset v3 documentation. v3 is no longer sold; this is reference for existing customers. Mindset 4 docs are at /docs.

Reference documentation for the Mindset v3 platform, kept for existing customers. v3 is no longer sold.

## Introduction

### Home

- [Welcome to Mindset AI](https://docs4.mindset.ai/v3/introduction/welcome.md)

### The Mindset Way

- [Demystifying the noise](https://docs4.mindset.ai/v3/introduction/mindset-way/demystifying.md)
- [Our Beliefs on Implementing AI](https://docs4.mindset.ai/v3/introduction/mindset-way/ai-beliefs.md)
- [AI Maturity Model](https://docs4.mindset.ai/v3/introduction/mindset-way/ai-stages.md)
- [What We're Building at Mindset AI](https://docs4.mindset.ai/v3/introduction/mindset-way/mindset-building.md)

### Get started

- [Quick Start](https://docs4.mindset.ai/v3/introduction/getstarted/quickstart.md)
- [Go-live Checklist](https://docs4.mindset.ai/v3/introduction/getstarted/go-live-checklist.md)
- [FAQs](https://docs4.mindset.ai/v3/introduction/getstarted/faqs.md)

### Support and policy

- [AI Guidelines](https://docs4.mindset.ai/v3/introduction/support-policy/ai-guidelines.md)
- [Service level agreement](https://docs4.mindset.ai/v3/introduction/support-policy/service-level-agreement.md)
- [Mindset AI's Compliance Architecture](https://docs4.mindset.ai/v3/introduction/support-policy/compliance.md)
- [Security Q&A](https://docs4.mindset.ai/v3/introduction/support-policy/security-qa.md)

## Features

### Overview

- [Agent Management Studio](https://docs4.mindset.ai/v3/features/ams.md)

### Build AI experiences

- [Agents](https://docs4.mindset.ai/v3/features/build/agents.md)
- [Widget Studio Overview](https://docs4.mindset.ai/v3/features/build/widget-studio.md)
- [Design System](https://docs4.mindset.ai/v3/features/build/design-system.md)
- [Agent Memory](https://docs4.mindset.ai/v3/features/build/agent-memory.md)
- [Workflows](https://docs4.mindset.ai/v3/features/build/workflows.md)
- [MCP Servers](https://docs4.mindset.ai/v3/features/build/mcp-servers.md)
- [Agent Voice](https://docs4.mindset.ai/v3/features/build/agent-voice.md)
- [Voice Interactions](https://docs4.mindset.ai/v3/features/build/voice-interactions.md)
- [Testing](https://docs4.mindset.ai/v3/features/build/testing.md)
- [Analytics Dashboard](https://docs4.mindset.ai/v3/features/build/analytics.md)
- [Knowledge Contexts](https://docs4.mindset.ai/v3/features/build/contexts.md)
- [Bias Analysis](https://docs4.mindset.ai/v3/features/build/bias-analysis.md)
- [Variables](https://docs4.mindset.ai/v3/features/build/variables.md)
- [LLMs](https://docs4.mindset.ai/v3/features/build/llms.md)
- [Policy](https://docs4.mindset.ai/v3/features/build/policy.md)
- [Humans](https://docs4.mindset.ai/v3/features/build/humans.md)
- [Multi-Language Support](https://docs4.mindset.ai/v3/features/build/multi-lang-support.md)
- [Web-Investigator](https://docs4.mindset.ai/v3/features/build/web-investigator.md)

### Plans and Skills

- [Why Plans](https://docs4.mindset.ai/v3/features/build/why-plans.md)
- [Plans](https://docs4.mindset.ai/v3/features/build/plans.md)
- [Skills](https://docs4.mindset.ai/v3/features/build/skills.md)

### Tool call limits

- [Tool call limits](https://docs4.mindset.ai/v3/features/build/tool-call-limits.md)

### Deploying in your app

- [Deployment of Agents](https://docs4.mindset.ai/v3/features/deploy/Deployment.md)
- [Multi-Tenancy](https://docs4.mindset.ai/v3/features/deploy/Multi-tenancy.md)
- [Mindset AI APIs](https://docs4.mindset.ai/v3/features/deploy/MindsetAPIS.md)
- [SCORM Ingestion](https://docs4.mindset.ai/v3/features/deploy/SCORM-Ingestion.md)
- [Agent Builder SDK](https://docs4.mindset.ai/v3/features/deploy/ams-sdk.md)
- [Threads API](https://docs4.mindset.ai/v3/features/deploy/threads-api.md)
- [Browser-Based Agent Framework](https://docs4.mindset.ai/v3/features/deploy/browser-framework.md)

## Deploy in your app

### Overview

- [Introduction](https://docs4.mindset.ai/v3/deploy/introduction.md)

### Integrate Agent Chat SDK 3

- [SDK 3.0 Overview](https://docs4.mindset.ai/v3/deploy/sdk3/sdk3-overview.md)
- [SDK 3.0: Modern Agent Surface with Visual Components](https://docs4.mindset.ai/v3/deploy/sdk3/sdk3-features.md)
- [Embed an agent introduction](https://docs4.mindset.ai/v3/deploy/sdk3/sdk3-embedding-an-agent.md)
- [Embed an agent in your application](https://docs4.mindset.ai/v3/deploy/sdk3/sdk3-frontend.md)
- [Back end authentication](https://docs4.mindset.ai/v3/deploy/sdk3/sdk3-backend.md)
- [Dynamic In-Chat Components](https://docs4.mindset.ai/v3/deploy/sdk3/dynamic-components.md)
- [Font Customization](https://docs4.mindset.ai/v3/deploy/sdk3/sdk3-fonts.md)
- [Agent UI Color Themes](https://docs4.mindset.ai/v3/deploy/sdk3/sdk3-agentui-colour.md)
- [Agent and Knowledge Context Provisioning](https://docs4.mindset.ai/v3/deploy/sdk3/sdk3-agent-knowledge-context-provisioning.md)
- [SDK 3.0 HTML Tags and Methods Reference](https://docs4.mindset.ai/v3/deploy/sdk3/html-tags.md)
- [Migrate from SDK 2.0 to SDK 3.0](https://docs4.mindset.ai/v3/deploy/sdk3/sdk3-migration.md)
- [Embedding Multiple Agents](https://docs4.mindset.ai/v3/deploy/sdk3/multiple-agents.md)
- [Best Practices & Known Limitations](https://docs4.mindset.ai/v3/deploy/sdk3/sdk3-best-practices.md)
- [Authentication](https://docs4.mindset.ai/v3/deploy/sdk3/sdk3-authentication.md)
- [SDK 3 - Error Codes Reference](https://docs4.mindset.ai/v3/deploy/sdk3/error-codes.md)

### Agent Chat SDK 3: Client-side Integration APIs

- [How to integrate the Mindset AI agent into your application](https://docs4.mindset.ai/v3/deploy/sdk3-client-apis/integration-guide.md)
- [\<mindset-agent> element](https://docs4.mindset.ai/v3/deploy/sdk3-client-apis/mindset-agent-element.md)
- [SDK initialization](https://docs4.mindset.ai/v3/deploy/sdk3-client-apis/sdk-init.md)
- [Element methods](https://docs4.mindset.ai/v3/deploy/sdk3-client-apis/methods.md)
- [DOM events](https://docs4.mindset.ai/v3/deploy/sdk3-client-apis/events.md)
- [Examples](https://docs4.mindset.ai/v3/deploy/sdk3-client-apis/examples.md)

### Data channels

- [Data channels overview](https://docs4.mindset.ai/v3/deploy/sdk3-client-apis/data-channels-overview.md)
- [Situational awareness](https://docs4.mindset.ai/v3/deploy/sdk3-client-apis/situational-awareness.md)
- [Page tools](https://docs4.mindset.ai/v3/deploy/sdk3-client-apis/page-tools.md)
- [Pass-through parameters](https://docs4.mindset.ai/v3/deploy/sdk3-client-apis/passthrough-parameters.md)
- [Agent Session Parameters](https://docs4.mindset.ai/v3/deploy/sdk3-client-apis/agent-session-parameters.md)

### Integrate Agent Chat SDK 2

- [SDK 2 Overview](https://docs4.mindset.ai/v3/deploy/sdk2/introduction.md)
- [Embed agent demo](https://docs4.mindset.ai/v3/deploy/sdk2/agent-demo.md)
- [Embedding an Agent](https://docs4.mindset.ai/v3/deploy/sdk2/embedding-agent.md)
- [Front end](https://docs4.mindset.ai/v3/deploy/sdk2/front-end.md)
- [Back end authentication](https://docs4.mindset.ai/v3/deploy/sdk2/back-end.md)
- [Agent UI color theme](https://docs4.mindset.ai/v3/deploy/sdk2/agent-color-theme.md)
- [Agent flexible UI](https://docs4.mindset.ai/v3/deploy/sdk2/flexible-ui.md)
- [Agent fonts customization](https://docs4.mindset.ai/v3/deploy/sdk2/fonts-customization.md)
- [Authentication](https://docs4.mindset.ai/v3/deploy/sdk2/authentication.md)
- [Agent and Knowledge Context Provisioning](https://docs4.mindset.ai/v3/deploy/sdk2/agent-and-knowledge-context-provisioning.md)
- [SDK 2 HTML tags and methods details](https://docs4.mindset.ai/v3/deploy/sdk2/sdk-tags-methods-details.md)
- [Best practices and known limitations](https://docs4.mindset.ai/v3/deploy/sdk2/sdk2-best-practices.md)

### MCP Server Integration

- [Tools MCP Server Integration Guide](https://docs4.mindset.ai/v3/deploy/mcp/client-tool-mcp.md)
- [RAG MCP Server Implementation Guide](https://docs4.mindset.ai/v3/deploy/mcp/rag-mcpserver-integration.md)
- [Data Security and Privacy](https://docs4.mindset.ai/v3/deploy/mcp/mcp-data-security-and-privacy.md)
- [MCP Server Architecture Best Practices](https://docs4.mindset.ai/v3/deploy/mcp/mcp-server-architecture-best-practices.md)

### Agent Builder SDK Integration

- [Agent Builder SDK Complete Integration Guide](https://docs4.mindset.ai/v3/deploy/ams-sdk/ams-sdk-integration-guide.md)
- [Agent Builder SDK Use Case Flows](https://docs4.mindset.ai/v3/deploy/ams-sdk/ams-sdk-usecase.md)

### API Overview

- [API Introduction](https://docs4.mindset.ai/v3/deploy/api/introduction.md)
- [Agents API](https://docs4.mindset.ai/v3/deploy/api/agents-api.md)
- [Contexts API](https://docs4.mindset.ai/v3/deploy/api/contexts-api.md)
- [Context Files API](https://docs4.mindset.ai/v3/deploy/api/context-files-api.md)
- [Labels API](https://docs4.mindset.ai/v3/deploy/api/labels-api.md)
- [Agent Sessions API](https://docs4.mindset.ai/v3/deploy/api/agentsessions-api.md)
- [SDK Users API](https://docs4.mindset.ai/v3/deploy/api/sdkusers-api.md)

### API reference

#### DynamicComponents

- [List all dynamic components for an agent](https://docs4.mindset.ai/v3/deploy/api/dynamiccomponents/list-all-dynamic-components-for-an-agent.md)
- [Get a specific dynamic component by name](https://docs4.mindset.ai/v3/deploy/api/dynamiccomponents/get-a-specific-dynamic-component-by-name.md)
- [Update a dynamic component](https://docs4.mindset.ai/v3/deploy/api/dynamiccomponents/update-a-dynamic-component.md)

#### Agent Management (deprecated)

- [Retrieve agents](https://docs4.mindset.ai/v3/deploy/api/agent-management-deprecated/retrieve-agents.md)
- [Create a new agent](https://docs4.mindset.ai/v3/deploy/api/agent-management-deprecated/create-a-new-agent.md)
- [Retrieve an agent by UID](https://docs4.mindset.ai/v3/deploy/api/agent-management-deprecated/retrieve-an-agent-by-uid.md)
- [Update an agent by UID](https://docs4.mindset.ai/v3/deploy/api/agent-management-deprecated/update-an-agent-by-uid.md)
- [Delete an agent by UID](https://docs4.mindset.ai/v3/deploy/api/agent-management-deprecated/delete-an-agent-by-uid.md)

#### Agent Sessions

- [Retrieve a collection of agent sessions](https://docs4.mindset.ai/v3/deploy/api/agent-sessions/retrieve-a-collection-of-agent-sessions.md)
- [Create a new agent session](https://docs4.mindset.ai/v3/deploy/api/agent-sessions/create-a-new-agent-session.md)
- [Retrieve an agent session by UID](https://docs4.mindset.ai/v3/deploy/api/agent-sessions/retrieve-an-agent-session-by-uid.md)
- [Delete an agent session by UID](https://docs4.mindset.ai/v3/deploy/api/agent-sessions/delete-an-agent-session-by-uid.md)

#### Agent Configuration

- [Retrieve agents](https://docs4.mindset.ai/v3/deploy/api/agent-configuration/retrieve-agents.md)
- [Create a new agent](https://docs4.mindset.ai/v3/deploy/api/agent-configuration/create-a-new-agent.md)
- [Retrieve an agent by UID](https://docs4.mindset.ai/v3/deploy/api/agent-configuration/retrieve-an-agent-by-uid.md)
- [Update an agent by UID](https://docs4.mindset.ai/v3/deploy/api/agent-configuration/update-an-agent-by-uid.md)
- [Delete an agent by UID](https://docs4.mindset.ai/v3/deploy/api/agent-configuration/delete-an-agent-by-uid.md)

#### AppStatus

- [Retrieve app status](https://docs4.mindset.ai/v3/deploy/api/appstatus/retrieve-app-status.md)

#### Context Files

- [Retrieve context files](https://docs4.mindset.ai/v3/deploy/api/context-files/retrieve-context-files.md)
- [Ingest a new file](https://docs4.mindset.ai/v3/deploy/api/context-files/ingest-a-new-file.md)
- [Retrieve a file by UID](https://docs4.mindset.ai/v3/deploy/api/context-files/retrieve-a-file-by-uid.md)
- [Update a file by UID](https://docs4.mindset.ai/v3/deploy/api/context-files/update-a-file-by-uid.md)
- [Delete a file by UID](https://docs4.mindset.ai/v3/deploy/api/context-files/delete-a-file-by-uid.md)
- [Retrieve a file by externalId](https://docs4.mindset.ai/v3/deploy/api/context-files/retrieve-a-file-by-externalid.md)
- [Update a file by externalId](https://docs4.mindset.ai/v3/deploy/api/context-files/update-a-file-by-externalid.md)

#### Contexts

- [Retrieve contexts](https://docs4.mindset.ai/v3/deploy/api/contexts/retrieve-contexts.md)
- [Create a new context](https://docs4.mindset.ai/v3/deploy/api/contexts/create-a-new-context.md)
- [Retrieve a context by UID](https://docs4.mindset.ai/v3/deploy/api/contexts/retrieve-a-context-by-uid.md)
- [Update a context by UID](https://docs4.mindset.ai/v3/deploy/api/contexts/update-a-context-by-uid.md)
- [Delete a context by UID](https://docs4.mindset.ai/v3/deploy/api/contexts/delete-a-context-by-uid.md)
- [Retrieve a context by externalId](https://docs4.mindset.ai/v3/deploy/api/contexts/retrieve-a-context-by-externalid.md)
- [Update a context by externalId](https://docs4.mindset.ai/v3/deploy/api/contexts/update-a-context-by-externalid.md)

#### Labels

- [Retrieve labels](https://docs4.mindset.ai/v3/deploy/api/labels/retrieve-labels.md)
- [Create a new label](https://docs4.mindset.ai/v3/deploy/api/labels/create-a-new-label.md)
- [Retrieve a label by UID](https://docs4.mindset.ai/v3/deploy/api/labels/retrieve-a-label-by-uid.md)
- [Update a label by UID](https://docs4.mindset.ai/v3/deploy/api/labels/update-a-label-by-uid.md)
- [Delete a label by UID](https://docs4.mindset.ai/v3/deploy/api/labels/delete-a-label-by-uid.md)
- [Retrieve a label by externalId](https://docs4.mindset.ai/v3/deploy/api/labels/retrieve-a-label-by-externalid.md)
- [Update a label by externalId](https://docs4.mindset.ai/v3/deploy/api/labels/update-a-label-by-externalid.md)

#### SDK Users

- [Generate an auth token for a given user identifier](https://docs4.mindset.ai/v3/deploy/api/sdk-users/generate-an-auth-token-for-a-given-user-identifier.md)

#### Threads

- [Create a conversation thread by resolving a user and invoking an AI agent](https://docs4.mindset.ai/v3/deploy/api/threads/create-a-conversation-thread-by-resolving-a-user-and-invoking-an-ai-agent.md)

#### Webhooks

- [Retrieve webhook configurations](https://docs4.mindset.ai/v3/deploy/api/webhooks/retrieve-webhook-configurations.md)
- [Create a new webhook configuration. Maximum of 50 webhooks per app.](https://docs4.mindset.ai/v3/deploy/api/webhooks/create-a-new-webhook-configuration-maximum-of-50-webhooks-per-app.md)
- [Retrieve a webhook by UID](https://docs4.mindset.ai/v3/deploy/api/webhooks/retrieve-a-webhook-by-uid.md)
- [Update a webhook by UID](https://docs4.mindset.ai/v3/deploy/api/webhooks/update-a-webhook-by-uid.md)
- [Delete a webhook by UID](https://docs4.mindset.ai/v3/deploy/api/webhooks/delete-a-webhook-by-uid.md)

### Webhooks

- [Webhooks Management in AMS](https://docs4.mindset.ai/v3/deploy/webhooks/webhooks.md)
- [Webhooks API - User Guide](https://docs4.mindset.ai/v3/deploy/webhooks/webhooks-api.md)

## Build & Optimize

### Overview

- [Introduction](https://docs4.mindset.ai/v3/build-optimize/introduction.md)

### Agent Management Studio

- [Agent Management Studio (AMS): Quick Start Walkthrough](https://docs4.mindset.ai/v3/build-optimize/AMS/AgentManagementStudio-walkthrough.md)
- [Setting Up MCP Servers in the Agent Management Studio](https://docs4.mindset.ai/v3/build-optimize/AMS/mcp-in-ams.md)
- [Enabling Agent Memory](https://docs4.mindset.ai/v3/build-optimize/AMS/enabling-agent-memory.md)
- [Create a Voice Interaction](https://docs4.mindset.ai/v3/build-optimize/AMS/create-a-voice-interaction.md)

### Plans and Skills

- [Create a Plan](https://docs4.mindset.ai/v3/build-optimize/AMS/create-a-plan.md)
- [Create a Skill](https://docs4.mindset.ai/v3/build-optimize/AMS/create-a-skill.md)
- [Plans and Skills best practices](https://docs4.mindset.ai/v3/build-optimize/AMS/plans-skills-best-practices.md)
- [Using tools in Plans: best practices](https://docs4.mindset.ai/v3/build-optimize/AMS/using-tools-in-plans.md)
- [Plans and Skills FAQs](https://docs4.mindset.ai/v3/build-optimize/AMS/plans-skills-faqs.md)
- [Migrating Workflows and Capabilities to Plans](https://docs4.mindset.ai/v3/build-optimize/AMS/migrating-workflows-to-plans.md)

### Widget Studio

- [Widget Studio Quickstart Guide](https://docs4.mindset.ai/v3/build-optimize/AMS/widget-studio-guide.md)
- [Widget Studio: Widget Editor Guide](https://docs4.mindset.ai/v3/build-optimize/AMS/widget-editor-guide.md)

### Agents

- [Best practices for setting up your agents](https://docs4.mindset.ai/v3/build-optimize/guides/agents/agent-setup-best-practices.md)
- [Agent Disclaimer](https://docs4.mindset.ai/v3/build-optimize/guides/agents/howto-add-an-agent-disclaimer-message.md)
- [Creating Agents](https://docs4.mindset.ai/v3/build-optimize/guides/agents/howto-create-agents.md)
- [Personality](https://docs4.mindset.ai/v3/build-optimize/guides/agents/personality.md)
- [Settings](https://docs4.mindset.ai/v3/build-optimize/guides/agents/settings.md)
- [Access](https://docs4.mindset.ai/v3/build-optimize/guides/agents/access.md)
- [LLM](https://docs4.mindset.ai/v3/build-optimize/guides/agents/llm.md)
- [Language Translation within Agents](https://docs4.mindset.ai/v3/build-optimize/guides/agents/language.md)
- [Policy](https://docs4.mindset.ai/v3/build-optimize/guides/agents/policy.md)
- [Preview](https://docs4.mindset.ai/v3/build-optimize/guides/agents/preview.md)
- [Testing](https://docs4.mindset.ai/v3/build-optimize/guides/agents/testing.md)
- [Tools](https://docs4.mindset.ai/v3/build-optimize/guides/agents/tools.md)

### AMS SDK

- [Agent Builder SDK Playground: Step-by-Step Guide](https://docs4.mindset.ai/v3/build-optimize/ams-sdk/ams-sdk-playground.md)
- [Agent Sessions](https://docs4.mindset.ai/v3/build-optimize/ams-sdk/agent-sessions-deployment.md)
- [Decision Flow](https://docs4.mindset.ai/v3/build-optimize/ams-sdk/agent-sessions-guide.md)
- [Knowledge Provisioning Options](https://docs4.mindset.ai/v3/build-optimize/ams-sdk/knowledge-provisioning-options.md)
- [End-to-end Agent Deployment Flow](https://docs4.mindset.ai/v3/build-optimize/ams-sdk/deployment-flow.md)

### Prompts

- [Overview](https://docs4.mindset.ai/v3/build-optimize/guides/prompts/prompts.md)
- [Configuring Prompts](https://docs4.mindset.ai/v3/build-optimize/guides/prompts/howto-configure-prompts.md)
- [Best practices](https://docs4.mindset.ai/v3/build-optimize/guides/prompts/prompts-best-practices.md)

### Knowledge

- [Choosing data for your agents](https://docs4.mindset.ai/v3/build-optimize/guides/knowledge/choosing-data-for-your-agents.md)
- [Structuring your knowledge contexts](https://docs4.mindset.ai/v3/build-optimize/guides/knowledge/structuring-knowledge-contexts.md)
- [Exclude content](https://docs4.mindset.ai/v3/build-optimize/guides/knowledge/exclude-content.md)
- [PDF files best practices](https://docs4.mindset.ai/v3/build-optimize/guides/knowledge/pdf-files-best-practices.md)
- [Synced Knowledge Contexts](https://docs4.mindset.ai/v3/build-optimize/guides/knowledge/synced-knowledge-contexts.md)

### Threads

- [Build Event-Driven Agent Conversations](https://docs4.mindset.ai/v3/build-optimize/Threads/build-event-driven-conversations.md)

## Resources & Guides

### Integrations

- [When to Use N8N or StackOne with Mindset AI](https://docs4.mindset.ai/v3/resources-guides/n8n-stackone.md)

### Snowflake Integration

- [Snowflake Integration](https://docs4.mindset.ai/v3/resources-guides/snowflake/overview.md)
- [Integration Paths](https://docs4.mindset.ai/v3/resources-guides/snowflake/integration-paths.md)
- [Architecture Deep Dive](https://docs4.mindset.ai/v3/resources-guides/snowflake/architecture-deep-dive.md)
- [Security Deep Dive](https://docs4.mindset.ai/v3/resources-guides/snowflake/security.md)
- [Examples](https://docs4.mindset.ai/v3/resources-guides/snowflake/examples.md)
- [Getting Started](https://docs4.mindset.ai/v3/resources-guides/snowflake/getting-started.md)
- [Snowflake Native MCP Setup Guide](https://docs4.mindset.ai/v3/resources-guides/snowflake/mcp-setup-guide.md)
