> For the complete documentation index, see [llms.txt](https://docs.ixhello.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ixhello.com/ixhc/general.md).

# General

- [iX Hello: Create Account - original](https://docs.ixhello.com/ixhc/general/ix-hello-create-account-original.md)
- [iX Hello: Create Account](https://docs.ixhello.com/ixhc/general/ix-hello-create-account.md)
- [Unified iX Navigation](https://docs.ixhello.com/ixhc/general/unified-ix-navigation.md)
- [UI/UX Refresh (Aligned with iX Suite Design)](https://docs.ixhello.com/ixhc/general/unified-ix-navigation/ui-ux-refresh-aligned-with-ix-suite-design.md)
- [iX Hello: Basic Mode](https://docs.ixhello.com/ixhc/general/ix-hello-basic-mode.md): Assemble and use your first digital intelligent assistant without any code
- [Webchat Assistant](https://docs.ixhello.com/ixhc/general/ix-hello-basic-mode/webchat-assistant.md)
- [Direct Chat Link](https://docs.ixhello.com/ixhc/general/ix-hello-basic-mode/webchat-assistant/direct-chat-link.md)
- [Direct Chat Link](https://docs.ixhello.com/ixhc/general/ix-hello-basic-mode/webchat-assistant/direct-chat-link-1.md)
- [Embedded Chat Assistant](https://docs.ixhello.com/ixhc/general/ix-hello-basic-mode/webchat-assistant/embedded-chat-assistant.md)
- [Digital Assistant](https://docs.ixhello.com/ixhc/general/ix-hello-basic-mode/digital-assistant.md)
- [Digital Avatar](https://docs.ixhello.com/ixhc/general/ix-hello-basic-mode/digital-assistant/digital-avatar.md)
- [Kiosk Mode](https://docs.ixhello.com/ixhc/general/ix-hello-basic-mode/digital-assistant/kiosk-mode.md)
- [Call/SMS Assistant](https://docs.ixhello.com/ixhc/general/ix-hello-basic-mode/call-sms-assistant.md)
- [Administrative Purpose](https://docs.ixhello.com/ixhc/general/ix-hello-basic-mode/administrative-purpose.md)
- [WebCrawl](https://docs.ixhello.com/ixhc/general/ix-hello-basic-mode/webcrawl.md)
- [iX Hello: Studio Mode](https://docs.ixhello.com/ixhc/general/ix-hello-studio-mode.md)
- [Prerequisites](https://docs.ixhello.com/ixhc/general/ix-hello-studio-mode/prerequisites.md): Pre-requisite to complete before you start custom app creation using Studio Mode
- [Steps](https://docs.ixhello.com/ixhc/general/ix-hello-studio-mode/steps.md)
- [App Creation](https://docs.ixhello.com/ixhc/general/ix-hello-studio-mode/steps/app-creation.md)
- [Data Source Configuration](https://docs.ixhello.com/ixhc/general/ix-hello-studio-mode/steps/data-source-configuration.md)
- [AI Content Setup](https://docs.ixhello.com/ixhc/general/ix-hello-studio-mode/steps/ai-content-setup.md)
- [Method Setup](https://docs.ixhello.com/ixhc/general/ix-hello-studio-mode/steps/method-setup.md)
- [Intent Setup](https://docs.ixhello.com/ixhc/general/ix-hello-studio-mode/steps/intent-setup.md)
- [Slot Setup](https://docs.ixhello.com/ixhc/general/ix-hello-studio-mode/steps/slot-setup.md)
- [Utterance Setup](https://docs.ixhello.com/ixhc/general/ix-hello-studio-mode/steps/utterance-setup.md)
- [Input Setup](https://docs.ixhello.com/ixhc/general/ix-hello-studio-mode/steps/input-setup.md)
- [Input Parameter Setup](https://docs.ixhello.com/ixhc/general/ix-hello-studio-mode/steps/input-parameter-setup.md)
- [Publish Setup](https://docs.ixhello.com/ixhc/general/ix-hello-studio-mode/steps/publish-setup.md)
- [Test](https://docs.ixhello.com/ixhc/general/ix-hello-studio-mode/steps/test.md)
- [Enable Call /SMS](https://docs.ixhello.com/ixhc/general/ix-hello-studio-mode/steps/enable-call-sms.md)
- [Enterprise Connections](https://docs.ixhello.com/ixhc/general/enterprise-connections.md)
- [Generative AI](https://docs.ixhello.com/ixhc/general/enterprise-connections/generative-ai.md)
- [Internal Content](https://docs.ixhello.com/ixhc/general/enterprise-connections/internal-content.md)
- [Microsoft Office 365](https://docs.ixhello.com/ixhc/general/enterprise-connections/microsoft-office-365.md)
- [Office 365 Exchange](https://docs.ixhello.com/ixhc/general/enterprise-connections/microsoft-office-365/office-365-exchange.md)
- [Edit Custom Apps](https://docs.ixhello.com/ixhc/general/edit-custom-apps.md)
- [Data Sources](https://docs.ixhello.com/ixhc/general/edit-custom-apps/data-sources.md)
- [Methods](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods.md)
- [Data Source : Generative AI](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-generative-ai.md)
- [Open AI](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-generative-ai/open-ai.md)
- [Text Completion](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-generative-ai/open-ai/text-completion.md)
- [Generate Images](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-generative-ai/open-ai/generate-images.md)
- [Chat Completion](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-generative-ai/open-ai/chat-completion.md)
- [Create Embedding](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-generative-ai/open-ai/create-embedding.md)
- [OpenAI Assistant](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-generative-ai/open-ai/openai-assistant.md)
- [Anthropic](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-generative-ai/anthropic.md)
- [Chat Completion](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-generative-ai/anthropic/chat-completion.md)
- [Azure Open AI](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-generative-ai/azure-open-ai.md)
- [Chat Completion](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-generative-ai/azure-open-ai/chat-completion.md)
- [Chat Completion RAG](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-generative-ai/azure-open-ai/chat-completion-rag.md)
- [Azure OpenAI Assistant](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-generative-ai/azure-open-ai/azure-openai-assistant.md)
- [Pinecone](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-generative-ai/pinecone.md)
- [Upsert](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-generative-ai/pinecone/upsert.md)
- [Query](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-generative-ai/pinecone/query.md)
- [Train from HTML page](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-generative-ai/pinecone/train-from-html-page.md)
- [Data Source : Salesforce](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-salesforce.md)
- [GetAllObjects](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-salesforce/getallobjects.md)
- [GetObjectFields](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-salesforce/getobjectfields.md)
- [GetObjectById](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-salesforce/getobjectbyid.md)
- [GetObjectAllRecords](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-salesforce/getobjectallrecords.md)
- [GetSOQLQueryResult](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-salesforce/getsoqlqueryresult.md)
- [CreateObject](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-salesforce/createobject.md)
- [UpdateObject](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-salesforce/updateobject.md)
- [DeleteObject](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-salesforce/deleteobject.md)
- [Einstein.ExecuteSAQLQuery](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-salesforce/einstein.executesaqlquery.md)
- [Einstein.ExecuteLens](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-salesforce/einstein.executelens.md)
- [Einstein.GetAnalyticsResources](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-salesforce/einstein.getanalyticsresources.md)
- [Einstein.GetDashboards](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-salesforce/einstein.getdashboards.md)
- [Einstein.GetDataSets](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-salesforce/einstein.getdatasets.md)
- [Einstein.GetLenses](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-salesforce/einstein.getlenses.md)
- [Data Source : Twilio](https://docs.ixhello.com/ixhc/general/edit-custom-apps/methods/data-source-twilio.md)
- [AI-Contents](https://docs.ixhello.com/ixhc/general/ai-contents.md)
- [Add AI Content](https://docs.ixhello.com/ixhc/general/ai-contents/add-ai-content.md)
- [K-BOT Integration](https://docs.ixhello.com/ixhc/general/k-bot-integration.md)
- [Identify RAG Bots as Knowledge Bots](https://docs.ixhello.com/ixhc/general/identify-rag-bots-as-knowledge-bots.md)
- [PII-Management](https://docs.ixhello.com/ixhc/general/pii-management.md)
- [Retrospective Redaction User Guide](https://docs.ixhello.com/ixhc/general/retrospective-redaction-user-guide.md)
- [Anonymization Strategies](https://docs.ixhello.com/ixhc/general/anonymization-strategies.md)
- [LLM-Moderation and Safety Layer - Phase 1](https://docs.ixhello.com/ixhc/general/llm-moderation-and-safety-layer-phase-1.md)
- [Bot Governance](https://docs.ixhello.com/ixhc/general/bot-governance.md)
- [Manual Approval Governance for Public Sharing & Call/Text Enablement](https://docs.ixhello.com/ixhc/general/manual-approval-governance-for-public-sharing-and-call-text-enablement.md)
- [Manage Bot Visibility](https://docs.ixhello.com/ixhc/general/manage-bot-visibility.md)
- [Shared Bot Access Management](https://docs.ixhello.com/ixhc/general/shared-bot-access-management.md)
- [Controlled Bot Sharing & Team Management](https://docs.ixhello.com/ixhc/general/controlled-bot-sharing-and-team-management.md)
- [RAG File Upload](https://docs.ixhello.com/ixhc/general/rag-file-upload.md)
- [File Upload in Basic Mode](https://docs.ixhello.com/ixhc/general/rag-file-upload/file-upload-in-basic-mode.md)
- [File Upload in Basic Mode](https://docs.ixhello.com/ixhc/general/rag-file-upload/file-upload-in-basic-mode-1.md)
- [File Upload in Studio Mode](https://docs.ixhello.com/ixhc/general/rag-file-upload/file-upload-in-studio-mode.md)
- [File Upload in Studio Mode](https://docs.ixhello.com/ixhc/general/rag-file-upload/file-upload-in-studio-mode-1.md)
- [Quick Start Apps](https://docs.ixhello.com/ixhc/general/rag-file-upload/file-upload-in-studio-mode-1/quick-start-apps.md)
- [SharePoint Integration RAG Assistant Blueprint](https://docs.ixhello.com/ixhc/general/rag-file-upload/sharepoint-integration-rag-assistant-blueprint.md)
- [SharePoint Integration RAG Assistant using Quick Start App](https://docs.ixhello.com/ixhc/general/rag-file-upload/sharepoint-integration-rag-assistant-using-quick-start-app.md)
- [Use cases](https://docs.ixhello.com/ixhc/general/use-cases.md)
- [Contact Finder with Salesforce](https://docs.ixhello.com/ixhc/general/use-cases/contact-finder-with-salesforce.md)
- [Pre-requisites](https://docs.ixhello.com/ixhc/general/use-cases/contact-finder-with-salesforce/pre-requisites.md)
- [An active Salesforce account](https://docs.ixhello.com/ixhc/general/use-cases/contact-finder-with-salesforce/pre-requisites/an-active-salesforce-account.md)
- [Lex Developer Account](https://docs.ixhello.com/ixhc/general/use-cases/contact-finder-with-salesforce/pre-requisites/lex-developer-account.md)
- [Integrate Salesforce with iX Hello](https://docs.ixhello.com/ixhc/general/use-cases/contact-finder-with-salesforce/pre-requisites/integrate-salesforce-with-ix-hello.md)
- [Build Custom App](https://docs.ixhello.com/ixhc/general/use-cases/contact-finder-with-salesforce/build-custom-app.md)
- [Contact Finder with REST API](https://docs.ixhello.com/ixhc/general/use-cases/contact-finder-with-rest-api.md)
- [Prerequisites](https://docs.ixhello.com/ixhc/general/use-cases/contact-finder-with-rest-api/prerequisites.md)
- [Integrate API Service with iX Hello](https://docs.ixhello.com/ixhc/general/use-cases/contact-finder-with-rest-api/prerequisites/integrate-api-service-with-ix-hello.md)
- [Lex Developer Account](https://docs.ixhello.com/ixhc/general/use-cases/contact-finder-with-rest-api/prerequisites/lex-developer-account.md)
- [Build Custom App](https://docs.ixhello.com/ixhc/general/use-cases/contact-finder-with-rest-api/build-custom-app.md)
- [User Management & Roles in an ixHello Organization](https://docs.ixhello.com/ixhc/general/user-management-and-roles-in-a-voiceworx-organization.md)
- [Employee Organization Session Attributes](https://docs.ixhello.com/ixhc/general/employee-organization-session-attributes.md)
- [ixHello Account : Locked Unlock Process](https://docs.ixhello.com/ixhc/general/ixhello-account-locked-unlock-process.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://docs.ixhello.com/ixhc/general.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

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.
