Onboarding Guide
Learn about onboarding guide and how to implement it effectively.
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Last updated: 12/9/2025
Onboarding Guide: Getting Started with InnoSynth-Forjinn
This guide walks new users through their very first experience building, testing, and sharing smart workflows and agents in Forjinn. It aims to maximize success, minimize frustration, and accelerate the value journey from “hello world” to production.
Step 1: Sign Up or Accept an Invite
- Choose "Sign Up" (admin: invite users via Workspaces)
- Set a strong password or connect SSO (if available)
- Complete profile; join or select your Workspace
Step 2: Platform Overview
- Main Menu: Dashboard, Chatflows, Agents, Marketplace, Datasets, Settings
- Workspace Selector: Pick your team/project
- Search & Help: Use the top bar to search docs or open the built-in help widget
Step 3: Create Your First Chatflow
- Go to Chatflows > Click New Chatflow
- Drag & drop nodes from the library (e.g., Start, LLM, Retriever, Output)
- Connect with edges (arrows) to define data flow
- Click nodes to configure (choose model, enter API keys, set defaults)
- Save your flow with a clear name
Step 4: Test & Debug
- Use the canvas “Run” or “Test” button to send a message or input
- Watch output stream live; inspect variables mid-flow
- Use logs/tracing panel for detailed debugging (see Testing & Debugging)
Step 5: Add Data & Integrations
- Import your knowledge (PDFs, CSV, JSON, docs) via Datasets or File Loader node
- Add Credentials for external APIs (OpenAI, Google, Slack, etc) via Settings
- Try new tool/plugin nodes
Step 6: Collaborate & Share
- Add teammates to your Workspace
- Share flows via export/import or project links (permissions-based)
- Assign roles (admin, developer, viewer)
Step 7: Launch or Automate
- Set up endpoints or webhooks for integration with external systems
- Schedule runs or deployments via Marketplace templates
- Monitor logs, usage, and quotas for your flows
Step 8: Level Up
- Explore advanced features (Agents, CrewAI, AutoEval, RAG with custom datasets)
- Access Help Desk, Knowledge Base, and Community for ongoing guidance
Onboarding is just the start. Use this documentation portal for detailed walkthroughs, keep experimenting, and share your wins with the community!