Overview

Detailed walkthrough of the platform's key components, features, functionalities, and how to navigate them effectively.

When you first launch iX Hello in your preferred web browser, you’ll be prompted with a login screen. Make sure to sign in by entering your account credentials.

After logging in, you’ll be directed to the main page (see the image below), where you can perform various tasks — from using any general assistant immediately to creating your own.

1.Assistant Selection 2.Personal Instructions 3.New Chat 4.Chat History 5.Pre-Configured Virtual Assistants 6.Text Area 7.Assistant Builder

1. Assistant Selection

   By default, you will have the iX Hello Assistant, which is a generalist virtual agent. By clicking here, you'll see a dropdown menu where you can select from all available general agents, including those associated with your organization or created by you.

1. Personal Instructions

   Here, you can add additional instructions to the selected agent, beyond the default instructions already in place.

   
2. New Chat

   Use this option to start a new conversation. Each new conversation will have its own context and can be assigned to a different agent.

   
3. Chat History

   On the left sidebar, you’ll find a list of your previous chats, allowing you to revisit earlier conversations.

1. Pre-Configured Virtual Assistants

   These are pre-made specialist assistants designed to address common business needs. They can be accessed without requiring any prior setup.

   
2. Text Area

   Here, you can type your requests and/or attach files, images, and URLs for the assistant to process.

   
3. Assistant Builder

   On the right sidebar, you’ll find the Assistant Builder section. This is where you can create your own assistant by providing a name, description, instructions, models, and files.