Integration between ix Hello products

Objective

This document will demonstrate how easy it is to integrate ix Hello Customer to ix Hello Employee. Also, guides the users on how to access and interact with an assistant that is created in ix Hello Customer in ix Hello Employee.

Pre-requisites

Refer to this document to create a Gen AI custom application: https://docs.ixhello.com/general/ixhello-studio-mode/prerequisites

If you want to get hands on creating a Gen AI app without having to handle the hassle of setting / maintaining third party connection to providers like Open AI/ Anthropic / Azure Open AI etc. , then you can use Generative AI integration provided by ix Hello.

On the left navigation, go to Integration -> Connect System.

The resulting page lists all the third party and internal connections your account has.

Click on Add New Connection.

On the resulting pop up, under 'Choose Connection' Integration Category select 'Generative AI'. Click on Next.

Provide an instance name and click on Save Settings.

An instance of connection to Gen AI is now available and can be used as data source for your apps.

Create a Content Category

To create a content category, use left navigation menu and click on Content > Content Category> Add New Category.

Create a Custom App in ix Hello Customer

1. To create a skill, use left navigation menu and click Custom App > New Custom App and then click “Next.” The user will see the popup screen as shown below:

Name: Acme Digital Assistant

Custom Skill Type: Search

Category: Amex Assistant_2501090622

Click: Save.

Once complete the user should see a screen as shown below:

Create a Data Source

1. A Data Source connects the Skill with the integration. Once you have a skill created, the user can go to Data Sources either by clicking on “Setup Data Source” (as shown in the previous screenshot) or by clicking “Data Sources” tab in the top tabs.

1. To create a data source, click “Create New Data Source” and a popup screen will appear as shown below:

   1. Add DataSource by doing the following:

Name: genaids

Integration Configuration: Generative AI (19)

Click: Save.

Create Methods to fetch the data from Gen AI

1. Methods allow the user to get the promotion and spend details.

2. To access the Methods, click on “Methods” tab at the top as seen below.

1. Click “Create New Methods”. Then select or enter the following as below

Name: chatcompletion

Request Type: openai-chatcompletion

Parameters:

Model: gpt-4o-mini

temperature: 0.1

maxtoken: 16384

top_p: 0.1

frequency_penalty: 0.5

presence_penalty: 0.5

systemMessage: Copy paste the below file data in the system message field

244KB

demo.json

userQuestion:{{UserInput}}

sessionTime:10

OrganizationID:{{Context.OrganizationID}}

EmployeeID:{{Context.EmployeeID}}

Result Type: ListofRecords

Record Limit: 10

Record JsonPath: $.choices[0].message

Empty Result Template: Is there anything else i can assist you with?

Record Template: {{content}}

Result Template: {{Records}}

Click: Save

Once clicked "Save & Test", you will be seeing the below pop-up window

Create Intents

1. In the top menu tabs, select “Intents” and “Create New Intent”. Then select or enter the following:

Name: chatIntent

Intent Type: Search

Intent Action: Execute Method

DataSource: genaids

DataSource Method: chatcompletion

Click: Save

Create Slots

1. In the top menu tabs, select “Slots” and select “Create New Slot”. Now input or select the following:

Name: UserInput

Slot Order: 1

Type: Text

Custom App: Acme Digital Assistant

Intent: chatIntent

Click: Save

Create Utterance

1. In the top menu tabs, select “Utterance” and select “Create New Utterance”. Utterance are words spoken to launch specific intents. Now input or select the following:

Value: Ask a question

Custom Skill: Acme Digital Assistant

Intent: chatIntent

Click: Save

Create Input

1. In the top menu tabs, select “Input” and select “Create New Input”. Then input or select the following:

Name: ChatInput

Custom Skill: Acme Digital Assistant

Custom Intent: chatIntent

Data Source: genaids

Data Source Method: chatcompletion

Click: Save

1. On the input page, once input is created, click on “Manage Parameters”.

1. On Manage Parameters page inside Input, click “Input Parameter”. Then input or select the following:

Input Parameter Name: UserInput

Parameter: UserInput

Data Type: Text

Click: Save

Publish to Gen AI and access the bot in ix Hello Employee

1. To publish to Gen AI, select “Publish” in the top menu tabs then click “Add App Publishing”. Then input or select the following:

External Skill Name: ACME Financial Assistant

App Description: ACME Financial Assistant

Skill Type: Search

Channel: Generative AI

To access the bot in Employee: Enable the API Access toggle button.

If you want to see this custom app in the Basic mode: Enable the Show this app in the Basic Mode toggle button.

Optional: Replace all placeholder values in all “Message”. Uncheck all the settings shown in the second image below.

Click: Save.

1. Once saved, login to ix Hello Employee by clicking the link below

Concentrix iX Hello

ix Hello Employee portal link

Once logged into the ix Hello then try choosing the application which you integrated as shown below

Once the application is chosen you see the below screen

Start querying the bot as below and you will get to see the required response

Congratulations!

You have successfully completed building