Roll out Flowstate Desktop
Flowstate Desktop for Mac and Flowstate Desktop for Windows send people’s AI requests to Flowstate. Flowstate Helm turns the captured conversations into sessions: who had each one, with which tool and model, and what it cost. Adoption, Agent sessions, AI spend by project and AI impact are built on those sessions, so the checklists that need them link here.
If you’d rather configure tools than computers, point them at Flowstate Router instead. The checklist below applies to both.
An engineering or IT lead owns this foundation, with security and compliance, HR, IT and a Flowstate admin.
Before you start
- Load your people and teams. Flowstate needs to match each person to their AI account.
- A device management tool for your computers, such as Jamf, Kandji or Intune, if you want to deploy centrally.
1. Switch on AI attribution
What: Ask for AI attribution. Who: Implementation lead. Where: Your Flowstate contact. Done when: Insights → Agent insights shows an Agent sessions tab.
2. Get approval for what’s captured
What: Review what’s captured, where it’s stored and who can see it. Agree how people will be told. Where: Data residency and what’s captured Done when: Security and compliance have approved it and people have been told.
3. Choose your routing preferences
What: Decide whether to turn on intelligent routing and failover. Both are off by default. Where: Turn on routing for your workspace
4. Open your network
What: Let computers reach Flowstate. Where: Let your computers reach Flowstate
5. Pilot
What: Deploy to a small group and check their sessions arrive. Where: Deploy Flowstate Desktop for Mac with MDM or Deploy Flowstate Desktop for Windows with Intune Done when: Pilot users appear in Agent sessions.
6. Roll out to everyone
What: Widen the scope to every computer in scope.
If something’s not right
See Troubleshoot Flowstate Desktop.