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Quick Start

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

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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 Phinite Aura

When you log into your workspace, you’ll see the Aura’s input bar at the top.
Type what you want to build.
Aura interprets your prompt, asks clarifying questions, and starts creating your agent graph.

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Step 2 — Graph Studio Creates Your Agent Graph

Aura triggers Graph 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 agent graph 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 your Agent Graph

When the graph is ready, click Test Agent Graph(top right corner) to start testing.
1

Open the chat panel

Your graph studio 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.
4

Publish your Agent

Once testing is complete, publish your tools and the agent graph.

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Step 4 — Deploy to Production

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

Create an intent or trigger based on your assistant type.

Attach the particular intent to your agent graph.
2

Open Build Page

Create a build by selecting the intent, Agent Graphs (selected by default), and tools along with their versions.
3

Click Create Build

Attach build to desired environment.
4

Add the assistant to channel

Select a deployment channel — web, chat, or voice — and choose the assistant. The build you created for that assistant will be used in the selected channel. (This step is not required for autonomous assistants.)

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Troubleshooting

If you see an “Integration Limit” message, upgrade your workspace to Pro for multi-tool support.

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Next Steps

1

Explore GraphStudio Studio

Learn how to customize agent graph visually → Graph Studio 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