Dynamic Inputs: Hard Code Query Data

Add hard coded account numbers to query your APIs on a user level

Step 1: Add your hard coded account number via the SDK

You can pass the following Parameters:

Parameters

Here are the required parameters for the ChatModal component:

• accountToken: Your specific account token.

• clientId: The unique client ID for your application.

• host: Your Clio instance URL (e.g., <youraccount>.askclio.ai).

• companyName: Your company's identifier.

Step 2: Add the account number as a Dynamic Field in your Data Inputs

Customized and dynamic ways to add hard coded fields coming soon! Reach out to [e-mail] with any questions.

Disclaimer: Any data retrieved from your defined endpoints will be passed to our LLM models. Be aware to use endpoints that do not share users personal information. It is advisable to create specific custom API endpoints for these Tools, to assure clear decoupling of PII.

Data inputs are not being processed through any models, so values to establish a request to your endpoint will not be shown to LLM models.