Flexie - AI-readable mirror

A clean, machine-readable copy of the Flexie website for AI agents and LLMs. Every page below links to its rendered view, its raw markdown, and the live page.

Bulk files: /llms.txt · /llms-full.txt · /sitemap.xml

Pages

• Flexie: All-in-One Business Platform Shaped to You, with AIFlexie is one platform shaped to your business: CRM, billing, support, forms, and automation, with an AI workforce that runs the busywork for you..md · live
• About FlexieThe Flexie story. We started as a software house in 2010, built vertical CRM products through the 2010s, and learned that software must adapt to the business, not the reverse. That lesson became Flexie in 2016, and it now runs at the core of businesses across many industries..md · live
• Flexie AI: An AI Workforce That Acts on Your DataAn AI workforce wired into the engine, not a chat box bolted on. Chat with tools that act on your live workspace, drop an AI Agent into any workflow, and run the business from a text message. Vendor-independent (OpenAI, Anthropic, DeepSeek, Ollama), with long memory in a drilldown graph and approvals on anything material..md · live
• API Reference | Flexie REST API for Contacts, Deals, Cases & MoreFlexie's REST API: 142 endpoints across contacts, leads, deals, cases, tasks and custom records. API-key auth, JSON in and out. Download the OpenAPI spec..md · live
• Workflow AutomationTurn the repeating parts of your business into workflows you build once and Flexie runs for you. Started by anything that happens, branching on your own rules, reaching every channel, with AI for the steps that need real judgment..md · live
• Compare FlexieHow Flexie compares to HubSpot, Salesforce, Microsoft Dynamics, Zoho, Monday, Bitrix24, and other CRM, automation, and low-code platforms. One programmable engine shaped to your business, with an AI workforce that acts..md · live
• Contact FlexieTalk to the team. Sales questions, technical evaluations, on-premises deployments, partnerships - we'll route you to the right person..md · live
• FAQAnswers to common questions about Flexie - pricing, deployment options, security, integrations, onboarding, and switching from another CRM..md · live
• How Flexie WorksHow Flexie works, start to finish: consultation, a one-time implementation around your business, connecting your channels and systems, onboarding your team, and setting up the AI workforce. Your people run the operation day to day, with AI handling the tasks they hand off..md · live
• Integrations & developer accessFlexie is built to connect, not to lock you in. Run email, calls, and messaging on your own provider accounts; receive data through secure endpoints; push events out with webhooks; and reach every record over a full REST API, plus an MCP server to hook in outside AI agents, all under permissions you control..md · live
• On-Premises DeploymentFor governments and large organizations whose data cannot leave their own datacenter. We deploy the full end-to-end Flexie platform on infrastructure you own and control, with no third-party processors in the chain. You own the data; Flexie is only the software..md · live
• PlatformEvery surface your business runs on, on one programmable engine. CRM, inbox, phone, forms, finance, workflows, scripting, dynamic endpoints, dashboards, reports, and AI, sharing one data model and one set of rules..md · live
• Pricing | Flexie: One All-In Platform, No Tiers, No LimitsFlexie is one complete platform with every module included, no per-user fees and no feature limits. We tailor a fair price in a free consultation. Cloud or on-premises..md · live
• Resources & Knowledge BaseGuides, how-tos, and documentation for Flexie: getting started, CRM and contacts, automation, billing, and more. Everything you need to run your business on Flexie..md · live
• Activity & oversightEverything the AI does is recorded. See what was asked, what it did, when, who ran it, and what it cost, so the assistant is accountable rather than a black box..md · live
• AI in workflowsPlace an AI step inside an automated process and it does its job unattended, the same way every time, for the whole business. How the AI Agent step works, what you set, and what people build with it..md · live
• Approvals & safetyFlexie's AI is careful by design. It asks before anything that changes your data, it stays inside the permissions of the person using it, and you control who is allowed to use it at all..md · live
• AI by text & WhatsAppPut the AI to work from the messaging app on your phone. Text or WhatsApp the assistant for live numbers or to get a job done, no app and no login, with the same safety rules as everywhere..md · live
• The chat assistantThe most direct way to use Flexie's AI. Type what you need the way you would tell a capable colleague, watch it work, build on your last message, and approve before anything is sent..md · live
• Connecting outside assistantsIf your team already works in an AI assistant elsewhere, Flexie can safely open its abilities to it through an open standard, so it can look up records, run reports, and trigger automations without anyone leaving the tool they are in..md · live
• Knowledge bases (Brains)A knowledge base, called a Brain in Flexie, is your own curated library of facts the assistant can search, read, and ground its answers in. How to build one, lock it, and assign it to an assistant..md · live
• OverviewFlexie's AI is built into the platform and does the work, not just chat. The four building blocks, the four ways to put it to work, and the rule that keeps it safe, acting only within your permissions and asking before anything important..md · live
• Settings & modelsEverything that shapes the assistant in one place. Connect a provider, pick the model, add specialists, switch abilities on or off, set what needs approval, assign knowledge bases, and choose who can use it..md · live
• SpecialistsWhen a request needs deep, focused work, the assistant hands it to a specialist built for that task and brings the result back. You only ever talk to one assistant. How specialists work and what you configure..md · live
• What the assistant can doThe assistant's abilities in plain language, from finding and understanding your data to taking action, building automations, managing your setup, and reaching beyond Flexie. Every ability can be switched off or set to ask first..md · live
• Cases & SupportHow Flexie helps you handle customer questions and problems without losing track, turning messages into trackable cases with an owner, a status, and a clear finish line..md · live
• Contacts & LeadsHow Flexie handles the people and companies you do business with. Capture leads, organise contacts and companies, and keep every customer's full history on one timeline..md · live
• Deals & PipelinesHow Flexie tracks sales opportunities from first interest to closed deal on a visual pipeline, and flows won deals straight into quotes and invoices..md · live
• Custom Records & FieldsHow to shape Flexie around the things your business actually tracks. Add your own fields to records and create entirely new record types, then link them together..md · live
• Built-In WidgetsThe complete catalogue of widgets Flexie ships out of the box. Each one is backed by a specific feature inside the product, so it always has live data ready to drop on a dashboard..md · live
• Custom HTML WidgetsDrop an HTML report onto a dashboard and the rendered template becomes the widget. With the full Flexie Scripting toolkit and any JavaScript library, you can build any widget you can imagine..md · live
• Layout & SharingSizing widgets, ordering them on the page, the cache that keeps the dashboard fast, multiple dashboards, who can see what, and how to publish a dashboard publicly behind a signed link..md · live
• OverviewA dashboard is a page made of widgets, each a self-contained visualisation. Build screens of live charts and figures from built-in widgets, saved reports, and fully custom HTML..md · live
• Report WidgetsTurn a saved Data Grid report into a dashboard widget. One query, six visualisations, any number of widgets. Edit the report and every widget that uses it picks up the change..md · live
• Data QualityHow Flexie keeps your customer records clean, accurate, and free of duplicates, spotting near-matches on its own and merging duplicates without losing history..md · live
• Authentication & CORSExactly what happens to each incoming request when JWT authentication or cross-origin rules are turned on. The two protection mechanisms in full, what the calling system has to do, how to read what arrives, and the gotchas worth knowing..md · live
• Creating an EndpointMaking the workflow, getting your unique URL, and locking it down with JWT authentication and cross-origin rules..md · live
• End-to-End ExamplesComplete round trips you can adapt. Each shows the incoming request, the workflow steps, the tokens used, and the response..md · live
• OverviewA dynamic endpoint is a private web address that an outside system can send data to, which instantly runs a workflow. It is how Flexie receives data from anywhere and acts on it..md · live
• Receiving DataExactly where the incoming request lands, so your steps can use it. Get this right and everything else follows; get it wrong and tokens come back empty..md · live
• Responding to the CallerAn endpoint can reply to whatever called it. There are five ways, from a fixed "thanks, received" to a live streamed response computed by the workflow..md · live
• Virtual ConditionsThe decision type that branches on data which is not a stored field, the values that arrived with the request or that earlier steps produced..md · live
• Virtual EntitiesThe "record" a workflow runs on when there is no stored row, when the data is the thing that just arrived. The special record type that powers dynamic endpoints and other inbound-signal workflows..md · live
• AccountingBehind every invoice and every payment, Flexie writes the bookkeeping for you. Chart of accounts, double-entry journal entries, balance sheet, all kept in step with what you've billed and what you've collected..md · live
• Convert to CashThe smart bridge from a quote to one or more invoices. Down payments, percentage and fixed-amount billing, and a guarantee that you never invoice more than 100% of the quote total..md · live
• InvoicesThe bill you send a customer. Created on its own or, more often, from a quote. An invoice is the moment a sale becomes real revenue in your books..md · live
• OverviewThe full Finance area at a glance. A deal becomes a quote, the quote converts to one or more invoices, invoices collect payments, and the books keep themselves balanced underneath..md · live
• PaymentsRecording the money that comes in against your invoices. Partial or full, multiple payments per invoice, with the payment status updating itself as you go..md · live
• ProductsEverything you sell. Physical products with stock, services billed by the hour, day, or job. Products are the building blocks every quote and every invoice is made of..md · live
• QuotesA price offer to your customer, before any money changes hands. Build it from products, send it as a PDF, and when the customer agrees, turn it into an invoice..md · live
• TaxesDefine each tax rate once, attach it to the products it applies to, and Flexie does the maths everywhere, quotes, invoices, accounting..md · live
• Flexie Scripting: Filters & Working with ListsFilters reshape a single value. Collection helpers work across a whole list of records. Together they cover most "format this" and "summarise these" jobs..md · live
• Flexie Scripting: Function ReferenceThe complete toolbox. Every built-in function, grouped by what it does, with the arguments it takes and an example you can adapt..md · live
• Flexie Scripting: Language BasicsEverything you need to read and write Flexie Scripting confidently. Values, record fields, conditions, loops, operators, tests, comments, and the always-available globals..md · live
• OverviewThe small, safe language built into Flexie that turns stored data into finished text, numbers, links, and decisions, anywhere you see a script field..md · live
• Flexie Scripting: RecipesComplete, ready-to-adapt examples for the things people actually build. Every recipe uses only documented functions and notes where you would use it..md · live
• Flexie Scripting: Where It Runs & Its LimitsWhich data a script can see depends on where it runs, and what it can do is bounded by a safety sandbox. This page sets both expectations clearly..md · live
• Creating a FormFrom an empty builder to a saved configured form. The three first choices you can't change later, the drag-and-drop canvas, every field type, per-field settings, validation, and the form-level settings..md · live
• Forms in WorkflowsThe reference page for everything that connects a form to an automation. The three listeners with their exact __data shapes, the two form-related workflow actions, and the request/response polling pattern..md · live
• Internal FormsForms used by your own team inside Flexie. Entity-bound forms attached to a record's profile, virtual forms in the top-nav or dialer, prefill from the record, placement, access control, and the listener side-by-side..md · live
• OverviewA Form is a structured way of collecting information, from people outside Flexie or from your own team inside it. Someone fills it, Flexie stores the submission, a workflow can react instantly..md · live
• Public (External) FormsPublic-facing forms anyone can fill in without logging into Flexie. Their URL, the embed snippet for your website, reCAPTCHA, analytics, file uploads, GDPR, and signed-URL private forms..md · live
• SubmissionsEvery form submission is stored. Where they live, how to view them, how to read their contents safely in Flexie Scripting, and the bracket-notation rule for keys with spaces..md · live
• Getting StartedYour first day with Flexie. Set up your account, invite your team, bring in your customers, connect your channels, and find your way around..md · live
• Email ChannelConnecting a mailbox (Google, Microsoft, Other), composing replies and forwards, how incoming email is handled and threaded, the two email workflow triggers (Incoming emails and Email opened) plus the Save email attachments to the customer action..md · live
• OverviewThe shared inbox concept, how to switch between channels, the filter pill, how messages auto-link to customer records, and how conversations are grouped across email, SMS, and WhatsApp..md · live
• SMS ChannelConnecting a text-messaging line, sending SMS from anywhere in Flexie, what happens when an SMS comes in, and the two SMS workflow triggers (Incoming SMS and SMS delivered) plus the Send SMS workflow action..md · live
• Templates (Email & SMS)Saved messages with variables you drop into compose with one click. Email templates and SMS templates are separate libraries; the SMS library also feeds the WhatsApp compose form..md · live
• WhatsApp ChannelPairing a WhatsApp number, sending text and media to direct chats and groups, how customers' messages reach your inbox, and the Incoming WhatsApp workflow trigger plus the Send WhatsApp action..md · live
• Inbox in WorkflowsThe consolidated catalogue. Every channel trigger and action with what each one runs against, the data each one makes available to your workflow, five end-to-end recipes that bridge email, SMS, and WhatsApp, and a debug checklist for when a trigger doesn't run..md · live
• Integrations & Developer AccessHow Flexie connects to the rest of your software, and how developers and outside AI assistants connect securely to Flexie. Two-way data exchange, dynamic endpoints, and granular access control..md · live
• Call Logs & TimelineWhere every call goes after it ends. What the call record holds, how it links to customers, where to find recordings, and how calls show up on the customer's timeline..md · live
• ChannelsPicking a phone channel, the configuration screens for Twilio and a self-hosted PBX, how phone numbers and per-user extensions are wired up, and access control on both..md · live
• Live MonitorA supervisor-only screen that shows every call happening right now, who's on it, and lets you listen in, whisper to your agent, or barge into the call. The classic call-centre supervision triad..md · live
• OverviewFlexie has a phone built into the platform. Click a customer's number, your browser rings, you talk, all without leaving the page. Covers the softphone, call logs, live supervision, and call workflow triggers..md · live
• The SoftphoneThe in-browser dialer docked at the bottom of every Flexie page. Where calls ring, where you click to dial, and where in-call controls live..md · live
• WorkflowsWhen a call ends, an automation can pick up. Log a follow-up task, send a thank-you SMS, change a deal stage, fire any other workflow action. Covers the Completed call trigger and the Match past calls action..md · live
• Data Grid ReportsA query-driven report that presents its result as a sortable, filterable, exportable table. The default and most common kind, backed by a SELECT statement..md · live
• Report Filters (in depth)User-input filters above a report. The JSON that defines them, the controls they render, the three ways their values reach your query, and how Flexie Scripting can drive the filter definition itself..md · live
• HTML ReportsA report whose body is HTML, CSS, and JavaScript with Flexie Scripting. The escape hatch from the data grid for building anything you can build on a web page, driven by live data..md · live
• OverviewA report is a saved query plus a presentation. It turns your live data into operational lists, KPIs, custom dashboards-in-a-page, and a feed other parts of Flexie can read..md · live
• Reports in Workflows & DashboardsA saved report is more than a page. It is a reusable data source for dashboards, for HTML reports, for workflow steps, and via the API for outside systems..md · live
• Viewing, Exporting & AccessWhat the report view page does, how CSV exports work, and how the two-layer access model (role permissions plus the per-report "Who can access this report?" list) decides who can see what..md · live
• Accounts, Teams & SecurityHow to manage the people in your Flexie account and keep everything secure. Roles, ownership, two-step sign-in, the activity record, and controls over every outside connection..md · live
• Actions & DecisionsActions do things. Decisions choose paths. Together they are the body of every workflow. The full catalogue, the operators, the time conditions, the listeners, and the rules..md · live
• Building a WorkflowStep by step, from an empty canvas to a live automation. The basics, the canvas, how steps connect into a tree, configuration, testing, and the publishing lifecycle..md · live
• OverviewThe complete guide to Flexie's automation engine. How workflows are built, how they run, and how to make them do real work reliably..md · live
• Passing Data Between StepsHow a step uses what the trigger and earlier steps produced. The __data namespace, the workflow's shared notepad, plus how listeners, the webhook action, the AI step, and Store a value all write into it..md · live
• Runtime, Parallel Execution & the TreeWhat actually happens when a workflow runs. The tree, immediate vs background running, parallel branches, step timing, and how a decision splits a batch of records..md · live
• Scheduling, Testing & TroubleshootingTiming controls, the test run, the activity logs, version history, and the mistakes people make most often. The page you keep open while you build, run, and debug a workflow..md · live
• Triggers & SourcesEvery workflow needs a starting condition, its source. There are five sources, and choosing the right one is the single most important decision in a workflow..md · live

Legal

• Cookie PolicyThe Flexie website is cookieless: no cookies, no tracking cookies, no advertising. Only cookieless, anonymous analytics..md · live
• Data Retention PolicyHow long Flexie retains your data and what happens when you leave..md · live
• ImprintLegal disclosure (Impressum) for Flexie, operated by Flexie CRM e.U. (Eriol Gjergji), Innsbruck, Austria..md · live
• Privacy PolicyHow Flexie processes personal data as controller and as processor, your GDPR rights, EU/EEA hosting, and AI data controls. Operated by Flexie CRM e.U..md · live
• Security & InfrastructureFlexie's security measures and EU/EEA hosting infrastructure (OVH, Hetzner, AWS EMEA), plus AI data controls and customer responsibilities..md · live
• Terms of ServiceThe terms governing use of Flexie CRM: customer data, the DPA, customer-configured integrations, AI use, fees, liability, and Austrian governing law..md · live