Building AI Agents for Pax8

Are you developing an AI agent and want to enable it to interact seamlessly with the Pax8 platform on behalf of our partners? This guide is for developers and companies, whether you're an existing Pax8 partner or a third-party app builder, looking to offer AI-powered solutions to our extensive partner base.

Integrating your AI agent with Pax8 allows partners to automate complex tasks, gain deeper insights, and streamline their operations through natural language interaction.

How to Get Started

To begin building your AI agent integration and make it accessible to Pax8 partners, follow these key steps:

Initial Contact & Account Setup:
Reach out to our integrations team at [email protected]. Please include:

The name of your AI application.
The specific tasks or functionalities your AI agent will perform.
Any Pax8 partners currently using your AI who would be interested in this integration.

Upon review, we will provide you with an integration account, sandbox credentials, API keys, and access to an OAuth configuration for delegated authorization.

Obtain OAuth Authorization (Delegated Access):
Each Pax8 partner must authorize your AI agent to act on their behalf. Once your integration account is set up, you will configure an OAuth URL to obtain this consent from each partner. This secure process ensures your agent can access Pax8 data without partners sharing their direct login credentials.

For detailed information on implementing delegated OAuth, please review our comprehensive guide.

Leverage Our OpenAPI Specification:
Our detailed OpenAPI specification is your agent's blueprint for understanding and interacting with Pax8 APIs. Utilize this specification to help your AI agent understand what API calls to make and when.

Access the OpenAPI specifications here.

Using Generative AI Tools for Development:
Accelerate your development by feeding our OpenAPI specification into Generative AI tools like GitHub Copilot, OpenAI's ChatGPT, or other GenAI platforms.

Upload the Specification: Provide the OpenAPI document to your chosen GenAI platform.
Contextualize Your Agent: Share details about your agent's use cases, conversation flow, environment (e.g., programming languages, database structures), and specific requirements.
Request Guidance: Prompt the AI to generate guidance on how your agent should use various Pax8 endpoints. For example:
- "How should my agent use the Pax8 API to create an order?"
- "What are the best practices for handling subscription updates with the Pax8 API?"
- "How can my agent retrieve invoice data using the Pax8 API?"
Review & Customize: Use the AI's suggestions as a starting point, then review and customize the generated code or logic to fit your specific needs.

Making Your AI Agent Accessible to Pax8 Partners

Once your AI agent is developed and thoroughly tested in our sandbox environment:

Create Your Profile Page:
Your integration account includes a profile page. Populate this page with comprehensive details about your AI agent, its capabilities, and benefits. This profile will be visible to all Pax8 partners within the Pax8 Partner App, facilitating discovery and adoption.
Scale Your Solution:
By completing your profile and ensuring your agent is ready, you make it easy for Pax8 partners to discover, understand, and integrate your AI solution, enabling you to scale your agent's reach across the entire Pax8 partner base.