# 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: 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 for your account. 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.
2. To create a data source, click “**Create New Data Source**” and a popup screen will appear as shown below: 3. 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.
3. 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** {% file src="/files/q92DDUKlGNHi9UufqMyw" %} **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
2. On the input page, once input is created, click on “**Manage Parameters**”.
3. 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 iX Hello 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.
2. Once saved, login to iX Hello Employee by clicking the link below {% embed url="" fullWidth="false" %} iX Hello Employee portal link {% endembed %} 3. Once logged into the iX Hello then try choosing the application which you integrated as shown below
4. Once the application is chosen you see the below screen
5. Start querying the bot as below and you will get to see the required response
Congratulations! You have successfully completed integrations of iX Hello products. --- # Agent Instructions: 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: ``` GET https://docs.ixhello.com/ixhello/integration/integration-between-ix-hello-products.md?ask= ``` The question should be specific, self-contained, and written in natural language. 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.