# indigo.ai Guide

## indigo.ai Guide

- [indigo.ai Guide](https://guide.indigo.ai/readme.md): The official guide to the indigo.ai platform — from quick setup to advanced integrations.
- [Introduction to indigo.ai](https://guide.indigo.ai/getting-started/introduction-to-indigo.ai.md)
- [Platform Overview](https://guide.indigo.ai/getting-started/introduction-to-indigo.ai/platform-overview.md): An overview of the indigo.ai platform — what a Workspace contains, how the configuration area is organized, and where each feature lives.
- [Workspace](https://guide.indigo.ai/getting-started/workspace.md)
- [Home](https://guide.indigo.ai/getting-started/workspace/home.md)
- [Chats](https://guide.indigo.ai/getting-started/workspace/chats.md)
- [Debugging](https://guide.indigo.ai/getting-started/workspace/chats/debugging.md)
- [Docs & URLs](https://guide.indigo.ai/getting-started/workspace/docs-and-urls.md)
- [View as Sections](https://guide.indigo.ai/getting-started/workspace/docs-and-urls/view-as-sections.md)
- [Analytics](https://guide.indigo.ai/getting-started/workspace/analytics.md): Explore how to monitor performance, track engagement, and gain insights on your users.
- [Utilities](https://guide.indigo.ai/getting-started/workspace/utilities.md)
- [Conversation Logs](https://guide.indigo.ai/getting-started/workspace/utilities/conversation-logs.md)
- [Evaluators and Guardrails](https://guide.indigo.ai/getting-started/workspace/utilities/evaluators-and-guardrails.md)
- [Issue Tracker](https://guide.indigo.ai/getting-started/workspace/utilities/issue-tracker.md)
- [Events](https://guide.indigo.ai/getting-started/workspace/utilities/events.md): Manage and analyze events across your workspace
- [Activities](https://guide.indigo.ai/getting-started/workspace/activities.md)
- [Settings & Installation](https://guide.indigo.ai/getting-started/workspace/settings-and-installation.md)
- [Team settings](https://guide.indigo.ai/getting-started/workspace/settings-and-installation/team-settings.md)
- [Audit logs](https://guide.indigo.ai/getting-started/workspace/settings-and-installation/audit-logs.md)
- [Agents Settings](https://guide.indigo.ai/getting-started/workspace/agents-settings.md): Released in June 2025
- [Variables](https://guide.indigo.ai/getting-started/workspace/variables.md)
- [System Variables](https://guide.indigo.ai/getting-started/workspace/variables/system-variables.md)
- [Functions](https://guide.indigo.ai/getting-started/workspace/variables/functions.md): Transform variable values inline with functions — math, text, dates, JSON, lists, and more.
- [Agents, Workflows & Triggers](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers.md): Learn more about our intelligent agents and triggers that initiate interactions.
- [How to Create an Agent](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers/how-to-create-an-agent.md)
- [Workflows](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers/workflows.md): Learn more about our intelligent agents and triggers that initiate interactions.
- [Blocks](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers/blocks.md)
- [Message Blocks](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers/blocks/message-blocks.md)
- [Text Block](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers/blocks/message-blocks/text-block.md)
- [Image Block](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers/blocks/message-blocks/image-block.md)
- [Card Block](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers/blocks/message-blocks/card-block.md)
- [Video Block](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers/blocks/message-blocks/video-block.md)
- [Action Blocks](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers/blocks/action-blocks.md)
- [Mail Block](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers/blocks/action-blocks/mail-block.md)
- [Quick Reply Block](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers/blocks/action-blocks/quick-reply-block.md)
- [Handover Block](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers/blocks/action-blocks/handover-block.md)
- [Upload Block](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers/blocks/action-blocks/upload-block.md)
- [API Block](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers/blocks/action-blocks/api-block.md)
- [Hang up Block](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers/blocks/action-blocks/hang-up-block.md)
- [Transfer call Block](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers/blocks/action-blocks/transfer-call-block.md)
- [Digit Block](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers/blocks/action-blocks/digit-block.md)
- [Event Block](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers/blocks/action-blocks/event-block.md): Track an event within a workflow
- [Logic Blocks](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers/blocks/logic-blocks.md)
- [Reroute Block](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers/blocks/logic-blocks/reroute-block.md)
- [Condition Block](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers/blocks/logic-blocks/condition-block.md)
- [Capture Block](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers/blocks/logic-blocks/capture-block.md)
- [Set Values Block](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers/blocks/logic-blocks/set-values-block.md)
- [Collect Block](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers/blocks/logic-blocks/collect-block.md): Released in June 2025
- [Utility Blocks](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers/blocks/utility-blocks.md)
- [Prompt Block](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers/blocks/utility-blocks/prompt-block.md)
- [Notes Block](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers/blocks/utility-blocks/notes-block.md)
- [Metadata Block](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers/blocks/utility-blocks/metadata-block.md): Released in June 2025
- [Integrations](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers/integrations.md): Connecting the platform with your favorite tools and systems.
- [Tools](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers/integrations/tools.md)
- [MCP Servers](https://guide.indigo.ai/getting-started/agents-workflows-and-triggers/integrations/mcp-client.md): Connect external Model Context Protocol (MCP) servers to your Workspace and expose their tools to your AI Agents.
- [Communication Channels](https://guide.indigo.ai/getting-started/communication-channels.md): Review the various channels available for deploying your agents.
- [Web Chat](https://guide.indigo.ai/getting-started/communication-channels/web-chat.md): Review the various channels available for deploying your agents.
- [Web Chat Integration within CRM Platforms](https://guide.indigo.ai/getting-started/communication-channels/web-chat-integration-within-crm-platforms.md): Review the various channels available for deploying your agents.
- [WhatsApp](https://guide.indigo.ai/getting-started/communication-channels/whatsapp.md): Review the various channels available for deploying your agents.
- [Voice](https://guide.indigo.ai/getting-started/communication-channels/voice.md)
- [Multilingual Capabilities](https://guide.indigo.ai/getting-started/multilingual-capabilities.md)
- [Security, Compliance & Trust](https://guide.indigo.ai/getting-started/security-compliance-and-trust.md)
- [Anti-Jailbreak Detection Tool](https://guide.indigo.ai/getting-started/security-compliance-and-trust/anti-jailbreak-detection-tool.md)
- [Audit Logs: Full Transparency for Your Security Operations](https://guide.indigo.ai/getting-started/security-compliance-and-trust/audit-logs-full-transparency-for-your-security-operations.md)
- [Secrets Management: Protecting Your Sensitive Information](https://guide.indigo.ai/getting-started/security-compliance-and-trust/secrets-management-protecting-your-sensitive-information.md)
- [Single Sign-On (SSO) & Multi-Factor Authentication (MFA)](https://guide.indigo.ai/getting-started/security-compliance-and-trust/single-sign-on-sso-and-multi-factor-authentication-mfa.md)
- [AI Knowledge Hub](https://guide.indigo.ai/getting-started/ai-knowledge-hub.md)
- [Introduction to AI: A Beginner’s Guide](https://guide.indigo.ai/getting-started/ai-knowledge-hub/introduction-to-ai-a-beginners-guide.md)
- [Conversational AI and Generative AI](https://guide.indigo.ai/getting-started/ai-knowledge-hub/introduction-to-ai-a-beginners-guide/conversational-ai-and-generative-ai.md)
- [Retrieval Augmented Generation (RAG)](https://guide.indigo.ai/getting-started/ai-knowledge-hub/introduction-to-ai-a-beginners-guide/retrieval-augmented-generation-rag.md)
- [Large Language Models (LLMs) Available on Our Platform](https://guide.indigo.ai/getting-started/ai-knowledge-hub/large-language-models-llms-available-on-our-platform.md)
- [Glossary](https://guide.indigo.ai/getting-started/glossary.md): A quick reference of the key terms used across the indigo.ai platform and this guide.
- [Define Your Virtual Assistant's Objectives and Design the Conversational Flows](https://guide.indigo.ai/build-your-ai-agents/define-your-virtual-assistants-objectives-and-design-the-conversational-flows.md): Map out the dialogue structure to guide your bot’s interactions.
- [Create Your Knowledge Base](https://guide.indigo.ai/build-your-ai-agents/create-your-knowledge-base.md): Compile and add essential information to power your bot’s responses.
- [Is Your KB Ready? A Quick Assessment Guide](https://guide.indigo.ai/build-your-ai-agents/create-your-knowledge-base/is-your-kb-ready-a-quick-assessment-guide.md)
- [Uploading Documents to Your KB](https://guide.indigo.ai/build-your-ai-agents/create-your-knowledge-base/uploading-documents-to-your-kb.md)
- [Integrating Your KB via API](https://guide.indigo.ai/build-your-ai-agents/create-your-knowledge-base/integrating-your-kb-via-api.md)
- [Configure Your AI Agents](https://guide.indigo.ai/build-your-ai-agents/configure-your-ai-agents.md): Set up agents, workflows, features and preferences for optimal performance.
- [Testing and Debugging](https://guide.indigo.ai/build-your-ai-agents/testing-and-debugging.md): Verify bot functionality and fix any issues.
- [Configure & Install the Web Chat](https://guide.indigo.ai/build-your-ai-agents/configure-and-install-the-web-chat.md): Customize settings and embed the widget on your site.
- [Post-Go-Live: Monitoring and Optimizing Your AI Agents](https://guide.indigo.ai/build-your-ai-agents/post-go-live-monitoring-and-optimizing-your-ai-agents.md)
- [Practical Use Cases & Templates](https://guide.indigo.ai/build-your-ai-agents/practical-use-cases-and-templates.md)
- [Product Architecture](https://guide.indigo.ai/tech-deep-dives/product-architecture.md)
- [Your Project Token](https://guide.indigo.ai/tech-deep-dives/your-project-token.md)
- [Web Chat Integration and Customization on Your Website](https://guide.indigo.ai/tech-deep-dives/web-chat-integration-and-customization-on-your-website.md)
- [Advanced Web Chat Customization and Installation Guide](https://guide.indigo.ai/tech-deep-dives/web-chat-integration-and-customization-on-your-website/advanced-web-chat-customization-and-installation-guide.md): Explore advanced techniques for integrating and customizing our chatbot on your website.
- [Web Chat Integration: Dynamic Interaction and Data Exchange with Your Website](https://guide.indigo.ai/tech-deep-dives/web-chat-integration-and-customization-on-your-website/web-chat-integration-dynamic-interaction-and-data-exchange-with-your-website.md)
- [Code Examples for Common Widget Integrations on Your Web Page](https://guide.indigo.ai/tech-deep-dives/web-chat-integration-and-customization-on-your-website/code-examples-for-common-widget-integrations-on-your-web-page.md)
- [Integrating Custom Channels with the Chat API](https://guide.indigo.ai/tech-deep-dives/integrating-custom-channels-with-the-chat-api.md)
- [Integrating with Our Platform API](https://guide.indigo.ai/integrating-with-our-platform-api.md)
- [Non-Conversational Triggers](https://guide.indigo.ai/integrating-with-our-platform-api/non-conversational-triggers.md): Activate agents and workflows from external events via REST webhooks. Two endpoints (sync / async), structured payloads with Map and List variables, and a reference webhook setup.
- [Analytics REST API](https://guide.indigo.ai/integrating-with-our-platform-api/analytics-api.md): Pull daily analytics from your Workspace via REST endpoints to power custom dashboards, BI pipelines, and operational reports.
- [Sessions](https://guide.indigo.ai/integrating-with-our-platform-api/sessions.md): How indigo.ai groups messages into sessions across the Web Chat, WhatsApp, Voice, and the REST API — and how to keep user identity stable across them.
- [Enterprise Architecture](https://guide.indigo.ai/enterprise-architecture.md)
- [Troubleshooting Common Issues](https://guide.indigo.ai/troubleshooting-common-issues.md)
- [Our Customer Success Team](https://guide.indigo.ai/need-help/our-customer-success-team.md)