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1. Getting Started
Welcome
Build on Phinite
Quick Start
Signing Up for Phinite
Creating Your First Workspace
Workspace Overview
2. Building Assistants
Assistants
Types of Assistants
Assistant Types
Conversational Assistants (Voice & Chat)
Email Assistants (Inbox Automation)
Autonomous Assistants (RPA)
Assistant Components
Assistant Components
Agent Graphs
Intents (Conversational Assistant)
Intents (Email Assistants)
Triggers (Autonomous Assistants)
Tools
Environments
Builds
Channels
Channels (Communication)
Channels & Integrations Overview
Supported Channels
Web Chat
WhatsApp
Slack
Microsoft Teams
Slack (detailed setup)
Twilio Voice
Email
Chat (AI)
3. Graph Studio (Workflow Builder)
Graph Studio Overview
Agent Graph Publishing & Versioning
Methods of Workflow Creation
Aura Method (Prompt-Based)
Manual Canvas Method
Interface
Interface Layout
Canvas
Node Library
Inspector Panel
Variables Panel
Nodes
Node types
Start node
Master Agent
Child Agent
Tool node
End node
Variables
Types of Session Variables
Input Variables in Agent Node
Capture Variables in Agent Node
Connections
Connections & Logic
Handles (Source & Target)
Edges & Transitions
Conditional Edges (LLM Logic)
Agent Node
Agent Node Anatomy
Agent Prompt
RAG (Knowledge Base)
Tools Integration
Variables (Input & Capture)
RAG Management
RAG Management
Adding Data Sources
Creating Collections
Referencing Collections in Agents
4. DevStudio (Tool Builder)
DevStudio Overview
Methods
Ways to Build Tools
Copilot-Generated Tools
Manual Coding (Python)
Copilot-Generated Tools
Tool Types
System Tools
Custom Tools
Predefined Tools
Predefined Tools
GmailTool
SlackTool
TeamsTool
JiraTools
CustomApiTools
MongoDbTool
Google Sheets Integration
Jira & Zendesk Integrations
Tool Structure & Parameters
Tool Versioning
Connecting Tools to Agents
Testing Tools
5. Triggers & Intents
Triggers & Intents Overview
Intents
Intents (Conversational Assistants)
Creating Intents
AI Prompt Training
Testing Intents
Intent as API
Triggers
Trigger APIs
Overview
Execution Mode 1: API (Single Endpoint)
Execution Mode 2: Background Task (Recommended)
Execution Mode 3: Cron Job
API Usage Examples
Integration Funnel
Triggers (Autonomous Assistants)
Event-Based Triggers (Cron, Email)
Mapping Triggers to Workflows
6. Builds & Environments
Builds & Environments Overview
Build Lifecycle
Publishing Agent Graphs & Tools
Build Configuration
Environment Types
7. Observability & Billing
Observability Overview
Usage Metrics
Metrics
Session Count
Token Usage (LLM, STT, TTS)
Telephony Metrics
Logs
Session Logs & Analysis
Timeline View
Decision Joints & Exceptions
Variable Capture Logs
Filtering & Search
Billing Dashboard
8. User Management
User Management
Workspace Users page
Inviting & Managing Users
Access Controls & Security
User Roles & Permissions
Roles
Admin Role
Developer Role
QA role
Viewer Role
9. Reference
Use Phinite Docs in AI Tools
Glossary of Terms
Keyboard Shortcuts
FAQs
API Reference
Release Notes
10. Troubleshooting & Support
Error Codes & Logs
Common Build Failures
Environment Misconfigurations
Contacting Support
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Triggers & Intents Overview
Intents vs Triggers
Section titled “Intents vs Triggers”
Intents
interpret user utterances for conversational assistants
Triggers
start autonomous flows via webhooks or events
Learn more
Section titled “Learn more”
Intents
Triggers
