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The ai12z Toolbox

Every capability referenced across this guide, in one table, with a direct link to its full technical reference. Use this page as the reference you take back to your desk — the earlier chapters are where the why and when live.

Deployment Surfaces​

CapabilityChapterReference
Knowledge Box, Modal Dialog, Search Results Page, Bot, APIsDeployment Surfaces—

Knowledge Foundation​

CapabilityChapterReference
Auto-create agentKnowledge FoundationCreating an Agent
ConnectorsKnowledge FoundationIntroduction to Connectors
Scheduled web scrapingKnowledge FoundationWebsite Ingestion
Image AIKnowledge FoundationImage AI

Guided Experiences​

CapabilityChapterReference
DirectivesGuided ExperiencesDirectives
Vibe CodingGuided ExperiencesVibe Coding
Landing Page Experience ControlsGuided ExperiencesIntent + Persona Personalizer, CDP Personalization

Integrations & Actions​

CapabilityChapterReference
OOTB integrationsIntegrations & ActionsOut of the Box Integrations
Custom integrationsIntegrations & ActionsCustom Integration Overview
MCPIntegrations & ActionsMCP Overview, MCP Setup
FormsIntegrations & ActionsForms
Commerce AssistantIntegrations & ActionsShopify and MCP
GeolocationIntegrations & ActionsGeolocation

Service Operations​

CapabilityChapterReference
Salesforce Knowledge/CasesService OperationsSalesforce Knowledge
ZendeskService OperationsZendesk
Live Agent EscalationService OperationsLive Agent Escalation via Directive

Trust & Governance​

CapabilityChapterReference
Content filtering & reportingTrust & GovernanceFiltered Content Responses
Logs & AnalyzeTrust & GovernanceLogs
Test PlansTrust & GovernanceQA Copilot Tests
Controlled/compliance-first answer modeTrust & GovernanceContent Filtering by Tags

Operations & Scale​

CapabilityChapterReference
Sub-organizations & billingManaging Multiple ClientsOrganization Settings
Environment promotion (export/import)Managing Multiple ClientsAgent Import & Export
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