> 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/ixhello/getting-started/overview-1.md).

# Overview

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.

<figure><img src="/files/ng4nmJq7nUdhDacQTO6w" alt="" width="563"><figcaption></figcaption></figure>

1. #### **Assistant Selection**

   By default, you will have the iX Hello Assistant, which is a generalist virtual agent. By choosing the list from the category, where you can select from all available general agents, including those associated with your organization or created by you.

<figure><img src="/files/dDTcq9spPtZrbQQ7dSE7" alt="" width="563"><figcaption></figcaption></figure>

1. #### **Personal Instructions**

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

<figure><img src="/files/QGoNHLRMNuaGXoZoV8Eg" alt="" width="563"><figcaption></figcaption></figure>

1. #### **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.

   <figure><img src="/files/zo3kBs24iKR8GQG6mLsF" alt=""><figcaption></figcaption></figure>
2. #### **Chat History**

   On the left sidebar, you’ll find a list of your previous chats, allowing you to revisit earlier conversations. Also,On-Going conversation or current conversation / query to the bot will be Highlighted

<figure><img src="/files/KPdSyLGQMhjEmQHdesS4" alt="" width="563"><figcaption></figcaption></figure>

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.

<figure><img src="/files/0LZvc1JP7KvdtRqYiCWs" alt="" width="563"><figcaption></figcaption></figure>

1. #### **Text Area**

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

   <figure><img src="/files/9pNgcRpfuiKqZTJNDlw8" alt=""><figcaption></figcaption></figure>
2. #### **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.
3. The drop downs for "Category" and "Tools" in the assistant creation/editing form are pure drop-down menus with no search functionality. It is desired to be able to search/filter the items in these drop downs based on text input.

<figure><img src="/files/YWhE91bSwtGL8dHWw9Qn" alt=""><figcaption></figcaption></figure>

Category Field Dropdown: Has a tool tip which explains the purpose of this particular field - " Assign a business category to help filter and organize assistants by function".

<figure><img src="/files/HQ6eScC8E1fGpzC3BlAw" alt="" width="563"><figcaption></figcaption></figure>

Shared With Field Dropdown : Has a tool tip which explains the purpose of this particular field -&#x20;

" Private - only you can access and view this assistant".

"Share only with Team - This assistant will be visible and accessible to your team  members"

<figure><img src="/files/oBoUCTaxnMXsaf9Oq9iz" alt="" width="563"><figcaption></figcaption></figure>

Tools Field Dropdown: These tools are designed to help users perform specific tasks, and each one is accompanied by a brief description and a "Remove" button, suggesting that users can customize or manage their toolset.

<figure><img src="/files/q9TcwYGBCI6KXADlc5o3" alt="" width="563"><figcaption></figcaption></figure>

Implemented Search functionality for Category, and a filter to the Tools section


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# 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 dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.ixhello.com/ixhello/getting-started/overview-1.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

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.