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Quick Start

This guide walks you through creating your first AI Assistant using Copilot and Flowgen Studio. In a few minutes, you’ll have a working assistant that can understand intents, trigger tools, and reply naturally. Quickstart Video Tutorial Link
Phinite Copilot Quickstart overview

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Before You Begin

You should already have:
  • A verified Phinite account
  • Access to a workspace (automatically created at signup)
  • The Copilot interface visible on your workspace home screen
If you haven’t signed up yet, start here → Signing Up

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Step 1 — Open Copilot

When you log into your workspace, you’ll see the Copilot input bar at the top.
Type what you want to build. 
Build an assistant that answers FAQs and creates tickets in Zendesk.
Copilot interprets your prompt, asks clarifying questions, and starts creating your flow.

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Step 2 — Flowgen Creates Your Assistant

Copilot triggers Flowgen Studio, where your logic appears in real time.
Each node represents a reasoning or action step.
1

Assistant is created

Copilot defines a new Assistant with a unique ID inside your workspace.
2

Nodes appear on canvas

The flow structure is generated instantly based on your intent.
3

Tools are connected

Any mentioned systems (like Zendesk) are auto-linked via DevStudio integrations.

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Step 3 — Test in Copilot Mode

When the flow is ready, click Run in Copilot to start testing.
1

Open the chat panel

Your workspace shows a live chat window.
2

Send test messages

Try a query like Where is my latest order?.
3

Watch execution logs

Node-by-node execution appears in the timeline.

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Step 4 — Deploy to Production

Once your assistant passes testing, promote it to the Production Environment.
1

Open Environment Panel

Switch from Dev to Production in the top navigation bar.
2

Click Deploy

Confirm build promotion and environment sync.
3

Add a Channel

Select a deployment channel — web, chat, voice, or API endpoint.

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Troubleshooting

IssueResolution
Copilot doesn’t respondRefresh the workspace or check connectivity.
Flowgen shows blank canvasEnsure you have permissions to create assistants.
Test messages failVerify DevStudio tools are configured properly.
If you see an “Integration Limit” message, upgrade your workspace to Pro for multi-tool support.

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Next Steps

1

Explore Flowgen Studio

Learn how to customize flows visually → Flowgen Overview
2

Build Custom Tools

Extend your assistant with APIs and data sources → DevStudio Overview
3

Monitor Interactions

View logs, performance, and usage → Observability Overview