Genie Documents

Genie Documents lets you produce professionally written documents directly from the knowledge base attached to a Genie. You choose a template, select the source documents to draw from, and receive a structured, print-ready result in seconds. All generated content is grounded strictly in the source material you provide — no facts are invented. The output is structured as an ordered list of sections, each with a heading and body, ready to render or export.

Generate document

Produces a structured document from one or more knowledge-base documents using a Smart template. Only documents you own (or public documents) can be used as sources.

string

required

Must be "genie-documents"

string

required

Must be "generate"

object

required

Show properties

string

required

The Genie UUID. Used to scope the request to a specific assistant.

string

required

The document template to use. One of:

"faq" — Frequently Asked Questions sheet (6–12 Q&A pairs)
"how-to" — Step-by-step guide with an intro and next-steps section
"one-pager" — Concise 4–6 section overview of your business

string[]

required

Array of knowledge-base document UUIDs to use as source material. At least one document is required. Documents are combined up to an internal character limit; the largest documents are trimmed first if the total exceeds the limit.

string

Optional plain-text description of the document’s focus (e.g. "returning customer onboarding"). When omitted, the template covers the most broadly useful information from the source material.

string

Display name of the business or assistant. Used to address the reader in the generated content. Defaults to "your business" if omitted.

boolean

Whether the request succeeded.

object

Show properties

object

The generated document.

Show properties

string

Document title.

string

Optional one-line subtitle or tagline. May be an empty string.

string

The template key that was used ("faq", "how-to", or "one-pager").

array

Ordered content sections.

Show item properties

string

Section heading (or the question text for FAQs).

string

Section content as plain text. Paragraphs are separated by blank lines. Bullet points start with "- " and numbered steps start with "1. ".

object

Generation metadata.

Show properties

string[]

Names of documents that contributed content to the output.

string[]

Names of documents that were skipped (no readable content yet, or access denied).

boolean

Whether any document content was trimmed to fit within the generation limit.

const response = await ApiService.invoke({
  resource: "genie-documents",
  action: "generate",
  data: {
    agentId: "550e8400-e29b-41d4-a716-446655440000",
    template: "faq",
    documentIds: [
      "770e8400-e29b-41d4-a716-446655440002",
      "880e8400-e29b-41d4-a716-446655440003",
    ],
    purpose: "common questions from new customers",
    genieName: "Acme Support",
  },
});

curl -X POST https://api.helpgenie.ai/v1 \
  -H "Authorization: Bearer hg_live_YOUR_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "resource": "genie-documents",
    "action": "generate",
    "data": {
      "agentId": "550e8400-e29b-41d4-a716-446655440000",
      "template": "faq",
      "documentIds": [
        "770e8400-e29b-41d4-a716-446655440002",
        "880e8400-e29b-41d4-a716-446655440003"
      ],
      "purpose": "common questions from new customers",
      "genieName": "Acme Support"
    }
  }'

{
  "success": true,
  "data": {
    "document": {
      "title": "Frequently Asked Questions",
      "subtitle": "Everything a new customer needs to know",
      "template": "faq",
      "sections": [
        {
          "heading": "What are your business hours?",
          "body": "We're open Monday through Friday, 9am to 5pm. Our team typically responds to messages within one business day."
        },
        {
          "heading": "How do I get started?",
          "body": "Simply create an account on our website and follow the setup wizard. The whole process takes under five minutes.\n\n1. Visit our website and click \"Sign up\"\n2. Enter your business details\n3. Connect your first channel"
        }
      ]
    },
    "meta": {
      "sourceDocuments": ["Product Overview", "Support Handbook"],
      "skippedDocuments": [],
      "truncated": false
    }
  }
}

Templates

Template	Key	Description
FAQ Sheet	`"faq"`	6–12 question-and-answer pairs written in the customer’s voice. Each section heading is the question; the body is a direct answer.
How-To Guide	`"how-to"`	Step-by-step walkthrough with a short intro, ordered sections, and an optional next-steps section.
One-Pager	`"one-pager"`	Concise 4–6 section overview covering what the business offers, who it is for, and the key things a customer should know.

Error codes

Code	Status	Description
`VALIDATION_ERROR`	400	Missing `agentId`, invalid `template`, no `documentIds` supplied, or no readable content found in the selected documents
`NOT_FOUND`	404	None of the specified document IDs exist
`FORBIDDEN`	403	Access to the requested documents is denied
`INTERNAL_ERROR`	500	Document generation failed or returned no content

Overview

Public (unauthenticated)

Agents

Knowledge

CRM

Marketplace

Platform

Telephony

Worker genies

Quality & Compliance

Access Control

Intelligence

Education

Voice

Integrations

Expanded Platform

Generate document

Templates

Error codes

​Generate document

​Templates

​Error codes

Generate document

Templates

Error codes