> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mindset.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick Start

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

<Steps>
  <Step title="Obtain Your Mindset AI Keys & Environment">
    **What You Need**

    * **Mindset AI 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 AI SDK and APIs.

          <Tip>
            You’ll need these credentials to authenticate users and call Mindset AI APIs from your server. Keep the Secret/API Keys private; never expose them in client-side code.
          </Tip>
  </Step>

  <Step title="Build Agents & Capabilities in the Management Portal">
    **What Happens Here**

    * Log into the **Agent Management Studio** (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.
  </Step>

  <Step title="Ingest Knowledge / Content">
    **Three Approaches**

    1. **Ingestion API (Suggested)**: Programmatically ingest platform-wide data from your platform.
    2. **Integrations**: Mindset AI 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 Studio knowledge context tab.
  </Step>

  <Step title="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 AI which user is logged in, and what agents or knowledge they can access.
  </Step>

  <Step title="Embed the Mindset AI Chat UI (SDK)">
    * Visit the[ SDK page](https://docs2.mindset.ai/sdk-api/introduction) 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.
  </Step>

  <Step title="Test & Optimize">
    * **Portal Testing**: Use the built‑in test tools to ensure agent responses meet expectations.
    * **Analytics & Reporting**: Mindset AI logs all conversation data, usage metrics, user feedback and much more. This is available via the analytics dashboard inside Mindset AI.
    * **Iterate Quickly**: Adjust agent configurations, knowledge sources, or orchestration steps as needed from the agent management portal—no waiting on developers.
  </Step>
</Steps>