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Mindset v3 / Introduction / Get started

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Quick Start

Everything you need to get to production with Mindset AI fully embedded in your application.

  1. Obtain Your Mindset AI Keys & Environment

    What You Need

    • Mindset AI Environment URL (e.g. https://app.yourcompany.com) from your customer success representative.

    • App UID and Secret/API Keys (issued by Mindset), which are used to authenticate your app with Mindset AI SDK and APIs.

  2. Build Agents & Capabilities in the Management Portal

    What Happens Here

    • Log into the Agent Management Studio (the no-code admin UI).
    • Create an agent, define its name, persona, policy (guardrails) etc.
    • (Optional) Build orchestration workflows (Capabilities) if your agent needs to perform tasks.

  3. Ingest Knowledge / Content

    Three Approaches

    1. Ingestion API (Suggested): Programmatically ingest platform-wide data from your platform.
    2. Integrations: Mindset AI provides an embedded IpaaS (Cyclr) with out the box integrations for Gdrive, Sharepoint and many more.
    3. Portal Upload: Drag-and-drop documents into the Agent Management Studio knowledge context tab.

  4. Generate Auth Tokens (Server-Side)

    • On your server, use your App UID and Secret Key to create a valid token for each user session.
    • This token tells Mindset AI which user is logged in, and what agents or knowledge they can access.

  5. Embed the Mindset AI Chat UI (SDK)

    • Visit the SDK page on the documentation site
    • The Chat Widget is how your users interact with the agent.
    • Once embedded, it behaves like a native component within your site.

  6. Test & Optimize

    • Portal Testing: Use the built‑in test tools to ensure agent responses meet expectations.
    • Analytics & Reporting: Mindset AI logs all conversation data, usage metrics, user feedback and much more. This is available via the analytics dashboard inside Mindset AI.
    • Iterate Quickly: Adjust agent configurations, knowledge sources, or orchestration steps as needed from the agent management portal—no waiting on developers.