5-minute overview · 5 min

Quick start with Flex54

Create your business, teach the assistant what you sell, connect a channel, and start capturing leads.

Sign in to get started

Step-by-step

Follow these steps

  1. 01

    Create your business profile

    Complete Business Setup with your name, industry, services, and greeting message.

    Dashboard

    Business Setup

  2. 02

    Add knowledge

    Upload FAQs, policies, and pricing so the assistant answers from approved material only.

    Dashboard

    Knowledge

  3. 03

    Add products or services

    Build your inventory catalog so the assistant can quote and recommend what you sell.

    Dashboard

    Inventory

  4. 04

    Connect a channel

    Start with the website widget or connect WhatsApp, Instagram, email, or social messaging.

    Dashboard

    Social Channels

  5. 05

    Test and go live

    Use the widget preview, send a test message, and confirm leads appear in your dashboard.

    Dashboard

    Widget

Success

Confirm everything works

  • Your assistant greets visitors with your brand name.
  • Test conversations appear in Conversations.
  • Lead details are captured when visitors share contact info.