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We are experts at helping SaaS companies successfully deploy agents to their customers - we have broken down a go-live checklist we typically see companies go through.

Go-live Checklist

Mindset AI Documentation

Build, manage and deploy production ready AI agents inside your SaaS application, quickly & easily.

Introduction

Everything you need to get to production with Mindset fully embedded in your application.

Quick Start

Everything you need to know about Mindset AI

FAQs

The purpose of this page is to provide answers to frequently asked security questions.

Security Q&A

This page addresses the fundamental questions anyone considering AI should know about the vendor's approach to AI and data and the use of third-party AI in their solution.

AI Guidelines

Service level agreement

Agent Management Portal - Introduction

Agents

Humans

Capabilities

Integrations

Analytics

LLMs

Testing

Policy

Tools

Knowledge Contexts

Bias Analysis

SDK 2 Overview

Embed agent demo

Global overview on how to embed an Agent into your website

Embedding an Agent

Front end

Back end

Using color theme and customizing the agent UI colors

Agent UI color theme

Enabling the flexible UI mode for an embedded agent

Agent flexible UI

Embedding an agent, authentication mechanism

Authentication

Provision access to Agents and Knowledge Contexts via Agent Sessions

Agent and Knowledge Context Provisioning

Migrating to SDK 2

This page covers the best practices for implementation and the known limitations of the current build.

Best practices and known limitations

API Introduction

Contexts API

Context Files API

Labels API

Agent Sessions API

SDK Users API

This article explains how to configure an Agent Disclaimer message to be visible for your end-users.

Agent Disclaimer

Creating Agents

Learn about the Personality options within the Agents workflow.

Personality

Learn how to configure the Settings tab within the Agents workflow.

Settings

Learn about access management within the Agent workflow.

Access

Learn about the different LLM options within the Agent feature.

Learn about the Policy options within the Agent workflow.

Learn about the Preview tab in the Agent workflow.

Preview

Learn about the Testing feature in Agents.

Learn about the Tools available within the Agent feature.

Learn about Prompts in the Knowledge Contexts feature.

Overview

Configuring Prompts

Learn about best practices to follow when creating Prompts.

Best practices

Learn about the Capabilities feature in the Agents workflow.

Learn about some of the best practices for configuring Capabilities.

Learn about the Knowledge within the Agents feature.

How to choose the best data to train your agent.

Choosing data for your agents

How to exclude a content item from being visible within Content Discovery & segments of your new file.

Exclude content

How to optimise the value of your content when uploading PDF files into your Knowledge Workflow.

PDF files best practices

Learn about the Synced Knowledge Contexts feature

Get started

Support and policy

Go-live Checklist