# Quick Start

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

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.

  > **Tip:** You’ll need these credentials to authenticate users and call Mindset AI APIs from your server. Keep the Secret/API Keys private; never expose them in client-side code.

### 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](https://docs2.mindset.ai/sdk-api/introduction) 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.