Phinite Documentation
Start here
Section titled “Start here”WelcomeAbout Phinite and this manual
Getting StartedSet up your org and first workspace
User ManagementInvite users and manage roles
User RolesCapabilities by role (Admin, Developer, QA, Viewer)
Workspace OverviewUnderstand org → workspace → project
Create WorkspaceCreate your first workspace and project
Sign UpCreate and verify your account
Invite UsersAdd teammates and assign roles
Access ControlsSecurity and permissions overview
ShortcutsProductivity shortcuts
FAQsCommon questions
Build assistants
Section titled “Build assistants”Assistant OverviewTypes, components, and workflows
Assistant TypesConversational, Email, Autonomous
ComponentsAgent Graphs, Tools, Triggers, Channels, Environments
Agent GraphsHow flows power assistants
ToolsExtend assistants with actions
ChannelsWhere assistants run
Agent Registry (A2A)Expose, discover, and compose A2A agents
Graph Studio (Workflow Builder)
Section titled “Graph Studio (Workflow Builder)”OverviewVisual workflow builder
MethodsCopilot vs Manual methods
NodesStart, Agents, Tool, End
ConnectionsEdges, handles, conditionals
RAG ManagementData sources and collections
PublishingFrom draft to deployment
Registry agent nodesBrowse and Discovery A2A agents on the canvas
Agent Registry (A2A)
Section titled “Agent Registry (A2A)”OverviewCatalog, Agent Cards, and A2A protocol concepts
Invoke from ClaudePhinite Connector — discover and call agents
Expose an agentRegister a published graph as an external agent
Browse the catalogSearch and filter workspace agents
Registry agent nodesAttach agents in Browse or Discovery mode
Agent Cards & buildsTest/live builds and Push To Prod
Endpoints & lifecycleHosted URLs, auth, and promotion
GlossaryA2A terms, MIME modes, and UI labels
DevStudio (Tool Builder)
Section titled “DevStudio (Tool Builder)”OverviewBuild and test tools
MethodsCopilot and manual coding
Tool TypesCustom vs prebuilt integrations
Prebuilt IntegrationsGmail, Sheets, Jira/Zendesk
VersioningDraft, publish, rollback
Testing ToolsRun and validate tools
Triggers & Intents
Section titled “Triggers & Intents”OverviewHow interactions start
IntentsDetect user intent
TriggersWebhooks and event triggers
Create IntentsDefine and test intents
Prompt TrainingTrain prompts for accuracy
Testing IntentsValidate recognition quality
Builds & Environments
Section titled “Builds & Environments”OverviewBuild and deploy lifecycle
LifecycleFrom draft to deployed
PublishingPublish flows and tools
ConfigurationBuild settings
Environment TypesDev, UAT, Prod
Agent Cards & buildsPromote registry builds to live
Channels & Integrations
Section titled “Channels & Integrations”OverviewSupported channels and setup
Supported ChannelsWebchat, WhatsApp, Slack/Teams, Twilio, Email
Integrations HubPrebuilt integrations and setup guides
WebchatEmbed chat on your site
WhatsAppConfigure WhatsApp channel
Slack/TeamsConnect Slack or Teams
TwilioVoice with Twilio
EmailEmail channel setup
Observability & Billing
Section titled “Observability & Billing”OverviewMonitor performance and errors
Usage MetricsSessions, tokens, telephony
LogsTimeline, decisions, variables
FilteringSlice data and search
BillingTrack costs and allocation
Reference & Support
Section titled “Reference & Support”AI Assistant (MCP)Connect Phinite Docs to Cursor, VS Code, or Claude
API ReferenceAuthenticate and call APIs
GlossaryKey terms and concepts
Release NotesWhat’s new
Error CodesCommon errors and fixes
Build FailuresTroubleshooting builds
Contact SupportGet help