1

Obtain Your Mindset Keys & Environment

What You Need
  • Mindset Environment URL (e.g. https://app.yourcompany.com) from your customer success representative.
  • App UID and Secret/API Keys (issued by Mindset), which are used to authenticate your app with Mindset SDK and APIs.
    You’ll need these credentials to authenticate users and call Mindset APIs from your server. Keep the Secret/API Keys private; never expose them in client-side code.
2

Build Agents & Capabilities in the Management Portal

What Happens Here
  • Log into the Agent Management Portal (the no-code admin UI).
  • Create an agent, define its name, persona, policy (guardrails) etc.
  • (Optional) Build orchestration workflows (Capabilities) if your agent needs to perform tasks.
3

Ingest Knowledge / Content

Three Approaches
  1. Ingestion API (Suggested): Programmatically ingest platform-wide data from your platform.
  2. Integrations: Mindset provides an embedded IpaaS (Cyclr) with out the box integrations for Gdrive, Sharepoint and many more.
  3. Portal Upload: Drag-and-drop documents into the Agent Management Portal knowledge context tab.
4

Generate Auth Tokens (Server-Side)

  • On your server, use your App UID and Secret Key to create a valid token for each user session.
  • This token tells Mindset which user is logged in, and what agents or knowledge they can access.
5

Embed the Mindset Chat UI (SDK)

  • Visit the SDK page on the documentation site
  • The Chat Widget is how your users interact with the agent.
  • Once embedded, it behaves like a native component within your site.
6

Test & Optimize

  • Portal Testing: Use the built‑in test tools to ensure agent responses meet expectations.
  • Analytics & Reporting: Mindset logs all conversation data, usage metrics, user feedback and much more. This is available via the embedded ThoughtSpot BI analytics platform inside Mindset.
  • Iterate Quickly: Adjust agent configurations, knowledge sources, or orchestration steps as needed from the agent management portal—no waiting on developers.