Documentation

Get started with FloGPT

Every section of the product, documented twice: a short illustrated Quick Start to get you working, and a Complete Manual for when you need the detail. Read online or download the PDF.

Browse by section

Section names match the sidebar in your dashboard, so what you read here is what you click there.

Start here

Create your workspace, invite your team, and get your first AI agent answering.

Dashboard

Your post-login landing page: what the tiles mean and how the view changes by role.

Insights

Analytics across chat, voice, the calling floor, SMS, agent ratings, surveys, and website visitors — all under Dashboard.

Every entry here is hidden from agents, who see only the Dashboard overview.

AI Calls

Stand up an AI voice agent that answers your phone, then route, log, and dial out with it.

Hidden from agents and supervisors.

Call Centre

The human calling floor: dialer, lead queue, inbound handling, scripts, routing, and supervision.

Every role sees this section, but Callbacks, Follow-ups, Floor, Routing, Numbers, and Usage are gated.

Chat

Put an AI chat widget on your site and build the conversation workflows behind it.

Hidden from agents and supervisors.

Knowledge

Feed your agents your own content so answers come from your business, not guesswork.

Hidden from agents and supervisors.

Support

The human side: live chat inbox, tickets, contacts, call takeover, CRM analytics, and the Users section's team management.

Support is visible to every role, with the analytics and settings entries owner or admin only. The Users pages it documents sit in their own owner-and-admin section, and Permissions within it is owner-only.

Data

Capture structured data from conversations, take bookings, and read the visitor analytics behind both.

Hidden from agents and supervisors.

Integrations

Connect Shopify, your CRM, Google Sheets, Meta, LinkedIn, email, and SMS.

Hidden from agents and supervisors.

Setup

Profile, organization policies, security, API keys, billing, usage, and referrals.

Always visible; Organization, Reports, and Escalation are owner-only, and API keys and billing are owner or admin.

Integration guides

Platform-specific setup that goes beyond the in-app sections.

FloGPT for ShopifyInstall, OAuth scopes, storefront widget, webhooks, GDPR