# Create a Custom App ### Prerequisites: The following shows the general steps/activities that will be carried out in setting up this integration. **Note:** It is advisable to use same E-Mail for signup across the 3 channels below. Step 1 -3 below are compulsory. 1. [Sign up for PostgreSQL](/ixhc/connections/postgres-integration.md) (Part of pre-requisites) 2. [Sign up for iX Hello platform](https://bots.ixhhello.com) (Part of pre-requisites) 3. [Create a custom app in iX Hello.](/ixhc/general/ix-hello-studio-mode.md) 4. Publish the app 5. Test the Amazon Lex app. ### Let's Create a Custom App: 1. Fill following details in the Add Custom window and click ‘Save’. 1. **Name:** Postgres Assistant 2. **Custom Skill Type:** Search 3. Set this app as the Gen AI-App 4. Click Save

#### Create Data Source: In the top menu tabs, select “Data Sources” then “Create New Data Source”. Provide the following details: #### DataSource 1: Gen AI Name: GenAIPostgres-DS Integration Configuration: Gen AI Click: Save

#### DataSource 2: PostgreSQL Name: PostgresDB-DS Integration Configuration: PostgreSQLIntegration Click: Save

## Create Methods to fetch the data from Postgres 1. Next step is to create Methods. Methods allows you to fetch data from Postgres. The Postgres supported custom queries can be used to define the data to be fetched from the linked Postgres account. 2. iX Hello platform currently supports following Postgres methods: 1. getallrecords 2. RunSelectQuery 3. Getitem 4. addRecordWithoutPrimaryKey 5. addRecordMethod 6. updateRecordMethod 7. DeleteRecord The Sample Data uploaded in the client side - PostgreSQL Workbench

### Method 1: getallrecordsMethod This method requires three parameters. Please review the information below. **Parameters:** | TableName | public.AppBooking | | --------- | ----------------- | Other than these parameters, provide following standard inputs: | Method Name | You can give any name. This name will be displayed in the methods list. **getallrecordsMethod** | | ----------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | Request Type |

GetAllItems

This is the method that you are using

ListofRecords (Auto Selected)

It indicates that the method can return one or more records

Each method returns data in Json format and to pick any specific information from the json, we need to specify the Record JsonPath so iX Hello platform will pick that data in consideration while displaying results.

Example: $.\[\*]

This selects all the records that is returned.

| | Record Template | UserName:{{username}}, AppointmentTime:{{appointmnetTime}}, BookingID:{{bookingID}}, BookingStatus:{{bookingStatus}}, AppointmentDate:{{appointmentDate}} | | Empty Result Template | How else can I help you? | | Valid Result Template | {{Records}} |

#### Sample Response:

### Method 2: updateRecordMethod This method requires three parameters. Please review the information below. #### Parameters: | TableName | public.AppBooking | | ------------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------- | | PrimaryKeyName | {{PrimaryKeyName}} - Column name of the primary key, enter the exact postgreSQL column name as stored in the table. | | PrimaryKeyValue | {{PrimaryKeyValue}} - Actual Value for the primary key. | | ItemData |

Data in json format example : {"name":"John"} or {"Name":"John"}

{ | |
"appointmentDate": "{{appointmentDate}}", | | |
"appointmenTime": "{{appointmenTime}}", | | |
"bookingStatus": "{{bookingStatus}}" | | |
}

| | Other than these parameters, provide following standard inputs: | Method Name | You can give any name. This name will be displayed in the methods list. updateRecordMethod | | --------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | Request Type |

PutItems

This is the method that you are using

Records (Auto Selected)

It indicates that the method can return one or more records

| | Record JsonPath |

Example: $

This selects all the records that is returned.

| | Empty Result Template | Sorry... No Data found | | Valid Result Template | PrimaryKeyName:{{PrimaryKeyName}},PrimaryKeyValue:{{PrimaryKeyValue}}, Appointment Date:{{appointmentDate}}, Appointmen Time:{{appointmenTime}}, Booking Status:{{bookingStatus}} |

#### Sample Response:

### Method 3: DeleteRecordMethod This method requires three parameters. Please review the information below. #### Parameters: | TableName | public.AppBooking | | --------------- | ------------------------------------------------------------------------------------------------------------------- | | PrimaryKeyName | {{PrimaryKeyName}} - Column name of the primary key, enter the exact postgreSQL column name as stored in the table. | | PrimaryKeyValue | {{PrimaryKeyValue}} - Actual Value for the primary key. | Other than these parameters, provide following standard inputs: | Method Name | You can give any name. This name will be displayed in the methods list. **DeleteRecordMethod** | | --------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | Request Type |

DeleteItems

This is the method that you are using

Records (Auto Selected)

It indicates that the method can return one or more records

| | Record JsonPath |

Example: $

This selects all the records that is returned.

| | Empty Result Template | Sorry... No Record Deleted | | Valid Result Template | This User is Deleted: PrimarykeyName:{{PrimaryKeyName}}, PrimaryKeyValue:{{PrimarykeyValue}} |

#### Sample Response:

### Method 4: GetitemMethod This method requires three parameters. Please review the information below. #### Parameters: | TableName | public.AppBooking | | --------------- | -------------------- | | QueryParameters | {"userName": "John"} | Other than these parameters, provide following standard inputs: | Method Name |

You can give any name. This name will be displayed in the methods list.

GetitemMethod

| | --------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | Request Type |

GetItems

This is the method that you are using

ListofRecords (Auto Selected)

It indicates that the method can return one or more records

Example: $.\[\*]

This selects all the records that is returned.

| | Empty Result Template | How else can I help you? | | Valid Result Template | UserName:{{username}}, AppointmentTime:{{appointmnetTime}}, BookingID:{{bookingID}}, BookingStatus:{{bookingStatus}}, AppointmentDate:{{appointmentDate}} |

#### Sample Response:

### Method 5: addRecordWithoutPrimaryKey This method requires three parameters. Please review the information below. #### Parameters: | TableName | public.AppBooking | | --------- | ----------------------------------------------------------------------------------------------------------------------------------------------- | | ItemData | {"userName":"{{userName}}","appointmentDate":"{{appointmentDate}}", "appointmenTime":"{{appointmenTime}}", "bookingStatus":"{{bookingStatus}}"} | Other than these parameters, provide following standard inputs: | Method Name |

You can give any name. This name will be displayed in the methods list.

addRecordWithoutPrimaryKey

PostItemWithoutPrimaryKey

This is the method that you are using

Records (Auto Selected)

It indicates that the method can return one or more records

| | Record JsonPath |

Example: $

This selects all the records that is returned.

| | Empty Result Template | Sorry... No Data found | | Valid Result Template | userName:{{userName}}, Appointment Date:{{appointmentDate}}, AppointmenTime:{{appointmenTime}}, Booking Status:{{bookingStatus}} |

#### Sample Response:

### Method 6: addRecordMethod This method requires three parameters. Please review the information below. #### Parameters: | TableName | public.AppBooking | | ------------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------- | | PrimaryKeyName | {{PrimaryKeyName}} - Column name of the primary key, enter the exact postgreSQL column name as stored in the table. | | PrimaryKeyValue | {{PrimaryKeyValue}} - Actual Value for the primary key. | | ItemData |

Data in json format example : {"name":"John"} or {"Name":"John"}

{ | |
"appointmentDate": "{{appointmentDate}}", | | |
"appointmenTime": "{{appointmenTime}}", | | |
"bookingStatus": "{{bookingStatus}}" | | |
}

| | Other than these parameters, provide following standard inputs: | Method Name | You can give any name. This name will be displayed in the methods list. addRecordMethod | | --------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | Request Type |

PosttItems

This is the method that you are using

Records (Auto Selected)

It indicates that the method can return one or more records

| | Record JsonPath |

Example: $

This selects all the records that is returned.

| | Empty Result Template | Sorry... No Data found | | Valid Result Template | PrimarykeyName:{{userName}}, PrimarykeyValue:{{PrimarykeyValue}},Appointment Date:{{appointmentDate}}, Appointmen Time:{{appointmenTime}}, Booking Status:{{bookingStatus}} |

#### Sample Response:

### Method 7: RunSelectQueryMethod This method requires one parameter. Please review the information below. #### Parameters: | SelectStatement | {{SelectStatement}} | | --------------- | ------------------- | Other than these parameters, provide following standard inputs: | Method Name | You can give any name. This name will be displayed in the methods list. **RunSelectQueryMethod** | | --------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | Request Type |

RunSelectQuery

This is the method that you are using

ListofRecords (Auto Selected)

It indicates that the method can return one or more records

Example: $

This selects all the records that is returned.

| | Empty Result Template | Sorry... No Data found | | Record Template | User Name:{{userName}}, Appointment Date:{{appointmentDate}}, Appointmen Time:{{appointmenTime}},BookingID : {{bookingId}}, Booking Status:{{bookingStatus}} | | Valid Result Template | Records | | | |

#### Sample Response:

### Method 8: Gen AI * Name: Chat Completion RAG * Request Type: chatcompletion-rag * Parameters * Model: Select your preferred Generative AI model (e.g., Azure gpt-4o). * System Message: Provide instructions for the bot’s behavior: * *This is a sample prompt/system message, this can be configured as per the use case need.* {% code overflow="wrap" %} ``` I am a concise and focused assistant, providing accurate information based solely on the provided Zendesk integrated methods. I aim to deliver clear and relevant answers to your queries from the Zendesk integrated methods. ``` {% endcode %} * UserQuestion: {{UserInput}} * Streaming: False * SessionTime: 10 * OrganizationID: {{Context.OrganizationID}} * EmployeeID: {{Context.OrganizationID}}

Configure Method Output: * Result Type: ListofRecords * Record Limit: 10

* Configure Method Result: * Record JsonPath: $.choices\[0].message * Valid Result Template: {{Records}} * Record Template: {{content}} * Empty Result Template: "Is there anything else I can assist you with?" * Uncheck: Automatically prompt for next question * Save & Test * Click Save & Test. This will initiate a test API call.

#### Sample Response

#### Create New Intent 1. Click Create New Intent. 2. Enter Intent Details as Follows: | Name | addRecordIntent | | -------------------------- | ----------------------------- | | Intent Type | Search | | Intent Action | Execute Method | | Data Source | PostgresDB-DS | | Data Source Method | addRecordMethod | | Dialog Delegation Strategy | Fallback To Skill | | Action | Save the intent configuration |

#### Similarly Create the Intents for rest of the Methods created: * getallrecords - getallrecordsIntent * RunSelectQuery - RunSelectQueryIntent * Getitem - GetitemIntent * addRecordWithoutPrimaryKey - addRecordWithoutPrimaryKeyIntent * addRecordMethod - addRecordMethodIntent * updateRecordMethod - updateRecordMethodIntent * DeleteRecord - DeleteRecordIntent * GenAIZendeskAssist-DS - ChatIntent ### Slot Creation Slot Creation Steps for Generative AI and Postgres #### Slot: addRecordIntent Parameter 1: PrimaryKeyValue Parameter 2 : appointmentDate Parameter 3: appointmenTime Parameter 4: bookingStatus | Name | PrimaryKeyValue | appointmentDate | appointmenTime | bookingStatus | | ---------------------------- | -------------------------------------------------------- | -------------------------------------------------------- | -------------------------------------------------------- | -------------------------------------------------------- | | Description | PrimaryKeyValue | appointmentDate | appointmenTime | bookingStatus | | Slot Order (Sequence Number) | 1 | 2 | 3 | 4 | | Reprompt Message | Please provide any Name | Please provide Appointment Date (yyyy-mm-dd) | Please provide Appointmen Time (hh:mm) | Please provide booking status | | Type | Text | Date | Text | Text | | Custom App | Postgres Assistant\_498bd99d-8109-4abe-91cf-f57d7ac4f9ce | Postgres Assistant\_498bd99d-8109-4abe-91cf-f57d7ac4f9ce | Postgres Assistant\_498bd99d-8109-4abe-91cf-f57d7ac4f9ce | Postgres Assistant\_498bd99d-8109-4abe-91cf-f57d7ac4f9ce | | Intent | addRecordIntent | addRecordIntent | addRecordIntent | addRecordIntent | | Enable | Is Required | Is Required | Is Required | Is Required | | Action | Save the intent configuration | Save the intent configuration | Save the intent configuration | Save the intent configuration |

**Create rest of the slots as per the parameters suggested.** ### Utterance 1. Navigate to Utterances 2. In your Custom App, go to the Utterances tab. Create New Utterance: Enter Intent Details as Follows:

Parameter	Info	Info	Info	Info	Info	Info
Intent	addRecordIntent	AddRecord withoutprimarykey	ChatIntent	DeleteRecord	RunSelectQuery	updateRecordIntent
Value	add the record	add the record without primarykey	Ask a question	Delete the record	Run the sql query	update the record
Custom App	Postgres Assistant_498bd99d-8109-4abe-91cf-f57d7ac4f9ce	Postgres Assistant_498bd99d-8109-4abe-91cf-f57d7ac4f9ce	Postgres Assistant_498bd99d-8109-4abe-91cf-f57d7ac4f9ce	Postgres Assistant_498bd99d-8109-4abe-91cf-f57d7ac4f9ce	Postgres Assistant_498bd99d-8109-4abe-91cf-f57d7ac4f9ce	Postgres Assistant_498bd99d-8109-4abe-91cf-f57d7ac4f9ce
Intent	addRecordIntent	getAllTicketsDetailsIntent	getClosedStatusTicketsIntent	getOpenStatusTicketsIntent	getPendingStatusTicketsIntent	UpdateTicketIntent
Action	Save the intent configuration	Save the intent configuration	Save the intent configuration	Save the intent configuration	Save the intent configuration	Save the intent configuration

**Create rest of the Utterances as per the Intents created.** ### Input Configuration 1. For Generative AI Intent * Navigate to Input Configuration * In your Custom App, go to the Input Configuration tab.

Parameter	Info	Info	Info	Info	Info
Name	ChatInput	UpdateRecordInput	Run the SQL Query	InsertRecordInput	DeleteRecordInput
Custom Skill	Postgres Assistant_498bd99d-8109-4abe-91cf-f57d7ac4f9ce	Postgres Assistant_498bd99d-8109-4abe-91cf-f57d7ac4f9ce	Postgres Assistant_498bd99d-8109-4abe-91cf-f57d7ac4f9ce	Postgres Assistant_498bd99d-8109-4abe-91cf-f57d7ac4f9ce	Postgres Assistant_498bd99d-8109-4abe-91cf-f57d7ac4f9ce
Custom Intent	CreateNewTicketIntent	UpdateRecordIntent	RunSelectQueryIntent	addRecordIntent	DeleteRecordIntent
Description	ChatInput	UpdateRecordInput	Run the SQL Query	InsertRecordInput	DeleteRecordInput
Data Source	GenAIPostgres-DS	PostgresDB-DS	PostgresDB-DS	PostgresDB-DS	PostgresDB-DS
Data Source Method	chatCompletionMethod	UpdateRecordMethod	RunSelectQueryMethod	addRecordMethod	DeleteRecordMethod
Enable Gen AI Toggle Button	No	Yes	Yes	Yes	Yes
Action	Save the intent configuration	Save the intent configuration	Save the intent configuration	Save the intent configuration	Save the intent configuration

**Create rest of the Inputs as per the Intents and Methods created.** #### Input Parameter Configuration These parameters are created if and only if the method parameter exists to each methods created. **Input Parameter Creation for:** UpdateRecordInput | Search Parameter Name | bookingStatus | PrimaryKeyName | PrimaryKeyValue | appointmentDate | appointmenTime | | --------------------- | ----------------------------- | ----------------------------- | ----------------------------- | ----------------------------- | ----------------------------- | | Data Type | Text | Text | Text | Date | Text | | Description | bookingStatus | PrimaryKeyName | PrimaryKeyName | appointmentDate | appointmenTime | | Method Parameter | bookingStatus | PrimaryKeyName | PrimaryKeyName | appointmentDate | appointmenTime | | Action | Save the intent configuration | Save the intent configuration | Save the intent configuration | Save the intent configuration | Save the intent configuration |

## Test the App Click on the three dots under "Action." A dropdown menu will appear; select the "Test" option to test the application.

Click the "Test" option to access the chat widget. Here, you'll see the bot's name and a welcome message, allowing you to start your conversation with the bot.

Congratulations! You have successfully completed building a custom app using PostgreSQL. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.ixhello.com/ixhc/connections/postgres-integration/create-a-custom-app.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.