Start here
Welcome
About Phinite and this manual
Getting Started
Set up your org and first workspace
User Management
Invite users and manage roles
User Roles
Capabilities by role (Admin, Developer, Tester, Viewer)
Workspace Overview
Understand org → workspace → project
Create Workspace
Create your first workspace and project
Sign Up
Create and verify your account
Invite Users
Add teammates and assign roles
Access Controls
Security and permissions overview
Shortcuts
Productivity shortcuts
FAQs
Common questions
Build assistants
Assistant Overview
Types, components, and workflows
Assistant Types
Conversational, Email, Autonomous
Components
Flows, Tools, Triggers, Channels, Environments
Flows
How flows power assistants
Tools
Extend assistants with actions
Channels
Where assistants run
Flowgen Studio (Workflow Builder)
Overview
Visual workflow builder
Methods
Copilot vs Manual methods
Blocks
Start, Agents, Tool, End
Connections
Edges, handles, conditionals
RAG Management
Data sources and collections
Publishing
From draft to deployment
DevStudio (Tool Builder)
Overview
Build and test tools
Methods
Copilot and manual coding
Tool Types
Custom vs prebuilt integrations
Prebuilt Integrations
Gmail, Sheets, Jira/Zendesk
Versioning
Draft, publish, rollback
Testing Tools
Run and validate tools
Triggers & Intents
Overview
How interactions start
Intents
Detect user intent
Triggers
Webhooks and event triggers
Create Intents
Define and test intents
Prompt Training
Train prompts for accuracy
Testing Intents
Validate recognition quality
Builds & Environments
Overview
Build and deploy lifecycle
Lifecycle
From draft to deployed
Publishing
Publish flows and tools
Configuration
Build settings
Environment Types
Dev, UAT, Prod
Channels & Integrations
Overview
Supported channels and setup
Supported Channels
Webchat, WhatsApp, Slack/Teams, Twilio, Email
Integrations Hub
Prebuilt integrations and setup guides
Webchat
Embed chat on your site
Configure WhatsApp channel
Slack/Teams
Connect Slack or Teams
Twilio
Voice with Twilio
Email channel setup
Observability & Billing
Overview
Monitor performance and errors
Usage Metrics
Sessions, tokens, telephony
Logs
Timeline, decisions, variables
Filtering
Slice data and search
Billing
Track costs and allocation
Reference & Support
API Reference
Authenticate and call APIs
Glossary
Key terms and concepts
Release Notes
What’s new
Error Codes
Common errors and fixes
Build Failures
Troubleshooting builds
Contact Support
Get help