Our Platform

Our web platform offers a feature-rich environment for designing, managing, and deploying virtual assistants. It’s built to be both intuitive and flexible, ensuring that users of all skill levels can create powerful AI Agents.

We’ve recently upgraded our platform, making it more user-friendly and powerful than ever. This guide covers the latest version, which you can access at: platform.indigo.ai.

If your workspace URL starts with “app.indigo.ai,” you’re still on the old version. We highly recommend switching to the new one for a better experience. Want to try out all the cool new features? Reach out to us!

🛠️ User-Friendly, No-Code Interface

With our platform, you can effortlessly build, customize, and manage AI Agents—no coding skills required. Its intuitive design allows anyone to create effective virtual assistants in just a few clicks.

⚙️ Advanced Flexibility for Pro Users

While it’s simple for beginners, the platform also offers advanced capabilities for users with technical expertise. You can design complex conversation flows and build sophisticated AI Agents tailored to your specific needs.

🌟 Tailored AI: Built for Collaboration, Flexibility, and Security

Our platform is not a pre-built, one-size-fits-all AI solution—it’s a powerful, customizable environment that puts you in control.

Whether you're building simple virtual assistants or complex workflows, you can shape your AI Agents to perfectly fit your business needs with branded AI interactions, centralized management and expert support.

💡 Need a Helping Hand?

Our Customer Success team is always ready to guide and support you in building and optimizing your digital workforce. Whether you're just getting started or looking to fine-tune complex AI workflows, we're here to help every step of the way.

👉 Learn more about how we can support you here: Our Customer Success Team

Designed to empower teams, adapt to your goals, and protect your data, the platform ensures seamless performance and control.

Key Features:

• Collaborative by Design: Enable smooth teamwork with custom roles and centralized monitoring, ensuring accountability across projects.

• Multi-Model Flexibility: Choose and integrate the LLM that best fits your objectives, tailoring AI capabilities to your unique needs.

• Enterprise-Grade Security: Protect sensitive data with advanced encryption, full industry compliance, and real-time monitoring for continuous oversight.

Security and compliance are foundational to our platform, which is designed to meet key regulatory standards including ISO 27001, GDPR, and the AI Act. To explore our policies, certifications, and security features in detail, visit the Security, Compliance & Trust section of this guide.

🖥️ Workspaces

Our platform is built around Workspaces—dedicated digital environments where you build and manage your AI-powered workforce.

Each Workspace represents a specific virtual assistant, designed for a particular use case within a single communication channel.

This structure allows you to run multiple projects simultaneously:

• A web chat and the same virtual assistant deployed via voice would each have separate workspaces, as they operate on different channels.

• Two virtual assistants with different functions—like customer support and internal HR assistance—would also be organized into distinct workspaces.

With Workspaces, you can efficiently manage your AI Agents while keeping tasks and workflows organized by project and channel.

Workspace Structure

Every workspace is accessible from any browser and consists of several key areas. Below is an overview of each section, listed from top to bottom as they appear in the left-side menu:

The indigo.ai Workspace

🏡 Home

The Home section serves as the landing page whenever you open a specific workspace. It provides a daily snapshot of essential metrics for monitoring your agents performance: number of users interacting with your agents, total chat sessions initiated and messages handled by your virtual assistant.

💬 Chats

In the Chats section, you can explore all conversations the virtual assistant has had with users. Key features include:

• Filtering and Searching: Easily find specific conversations or messages.

• Human Takeover: Join live chats and communicate directly with users, pausing the agent's responses.

• Debugging Insights: View detailed debugging information for each agent reply, helping you understand its reasoning—especially useful during testing.

For more information, check out our detailed guide here: Chats.

📄 Docs & URLs

The Docs & URLs section allows you to upload documents and links to enrich your knowledge base—a fundamental part of your virtual assistant's functionality. Key capabilities include:

• Content Upload: Add documents and URLs to provide your AI agents with relevant knowledge.

• Documents Tagging: Assign tags to categorize documents by topic. The tags will be used to link each agent to a specific topic, ensuring they only search content relevant to their tasks.

In this article, you'll find detailed information about this functionality, along with step-by-step instructions and best practices for creating and uploading your knowledge base: Create Your Knowledge Base.

📊 Analytics

The Analytics section provides comprehensive metrics to evaluate your virtual assistant's performance over specific time frames. These include basic metrics, such as total number of chats and unique users, and detailed insights like user satisfaction ratings, button clicks, and other engagement indicators.

Learn more about our built-in Analytics and how to gain valuable insights into your agents' performance and user behavior here: Analytics.

⚙️ Configuration Area

Below the primary sections, the Configuration Area is where you build and manage your AI agents. This space is divided into two environments:

• Draft Area: Work in progress—agents and workflows created here are inactive.

• Live Area: Active agents and workflows powering your virtual assistant.

To create agents and workflows, click the + button and organize them into folders. Selecting an agent or workflow—such as the General Agent—opens its configuration page, and building blocks appear on the right side.

To test and deploy your virtual assistant, use the buttons in the top-right corner:

• Preview: Test the agents live based on your configurations and automatically saved changes.

• Publish: Deploy the virtual assistant and make it available to users.

For detailed guidance, explore these dedicated resources:

• Understand core concepts and functionalities essential for virtual assistant configuration in these two fundamental guides: Agents, Workflows & Triggers, Blocks & Variables.

• Get practical, hands-on guidance for building your digital agents independently (applying the concepts covered in the articles above) here: Build Your AI Agents.

🤖 Agents Global Settings

This section allows you to centrally manage settings for all agents, including for example creativity levels, LLM model preferences, and more.

For more information, check out our detailed guide here: How to Create an Agent.

🧩 Variables

The Variables section provides centralized control of all variables used by your agents. These variables help create dynamic conversational flows and connect to external data sources via APIs.

This article provides an in-depth explanation of variables and how to use them effectively: 🧩 Variables.

🛠️ Settings & Installations

The Settings & Installations section allows you to customize the web chat widget, manage workspace access and user roles, access workspace information and virtual assistant installation details, and more.

Find more details about Workspace settings here: Settings.