Loopio Assistant

To integrate Unleash into Loopio and make it available as a source for answering questions, follow the steps below.

Before you begin, keep these requirements in mind:

• Each end user must have an active user account in Unleash to generate answers via Loopio.

• To create a Unleash user, have them log in to app.unleash.so. This will automatically create their account.

• Loopio respects user-level permissions defined in Unleash. Only users with proper access can generate answers using Unleash.

• Be sure to share the Unleash assistant you create for this integration with all intended Loopio users. If it isn’t shared, they won’t be able to generate answers in Loopio.

• The API key used for this integration must be set to Impersonated mode.

Step 1: Connect Unleash in Loopio

• As an admin, log into your Loopio account.

• Navigate to Integrations.

• Click Connect next to Unleash.

• You’ll be prompted to enter an API Key, your Unleash email, and your Assistant ID.

Step 2: Grant Users Permission in Loopio

1. Click Admin in the top navigation.

2. Click Roles & Permissions.

3. Select a Role that should have access to use Unleash as an information source (e.g., User).

4. Click Customize Permissions.

5. Enable the permissions Generate & Edit Answers and Can use Unleash under the Generative AI section of Project Permissions.

Step 3: Generate an API Key in Unleash & Create an Assistant

• Log into your Unleash account at https://app.unleash.so/.

• Create a General Assistant.

  • Click on  Control Center.

  • Click on  Assistants.

  • Click +New Assistant.

  • Click General Assistant.

  • Start configuring the assistant.

• Create an API Key in Unleash.

  • Click on Control Center.

  • Click on API Keys.

  • Click + Create API Key.

  • Give your API Key a name.

  • Ensure that Impersonated is selected as the access mode

• Select the Assistant you created to be associated with the key.

• Click Create Key.

• Press Copy to copy the key.

  • Please copy this key and save it somewhere safe. For security reasons, it cannot be viewed again.

• Click Done.

Step 4: Complete the Loopio Integration

• Paste the API Key into Loopio.

• Enter the email address associated with your Unleash account.

• Return to the Assistant page in Unleash and copy the Assistant ID from the URL.

• Paste the Assistant ID into the field in Loopio and click Continue.

• You’ll see a confirmation that Unleash is connected.

Note: You cannot change the API key and Assistant after setup. To update it, you’ll need to disconnect and reconnect the integration.

Step 5: Using Unleash in Loopio

From your project where no answer is available:

• Click Generate an Answer.

• Under Information Sources, go to the External tab and select Unleash.

• Choose your Writing Preferences.

• Click Generate Answer to create a response based on the selected settings.