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.

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.

1. Personal Instructions

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

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.

   
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

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.

1. Text Area

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

   
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.

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".

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

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

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

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.

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