Flexie Documentation

Product documentation, organized by category. Open a category to see every article inside.

Getting Started

Getting Started: Orientation for new users: how Flexie is organized and how to find your way around.

CRM: The customer core: contacts, leads, accounts, deals and pipelines, and support cases.
Finance: Quote-to-cash: quotes, invoices, payments, products, taxes, and the bookkeeping underneath.
Inbox: One shared inbox for email, SMS, and WhatsApp, linked to records and driven by workflows.
Phone: Calls inside the CRM: channels, softphone, call logs and timeline, live monitoring, and call automation.
Forms: Public and internal forms that capture data into records and feed workflows.
Reports: Query live data: data-grid and HTML reports, filters, sharing, and reports inside workflows and widgets.
Dashboards: At-a-glance views built from widgets: built-in and report widgets, custom HTML, layout, and sharing.
Customization: Make Flexie your own: custom records and fields that match how your business actually works.
Data Quality: Keep records clean and trustworthy across the platform.

AI: The built-in AI workforce: what it can do, the chat assistant, AI in workflows, specialists, knowledge bases, model settings, approvals, oversight, and connecting outside assistants.

Workflows: Event-driven automation: triggers, actions and decisions, passing data between steps, parallel and tree runtime, scheduling, testing, and troubleshooting.
Dynamic Endpoints: Define your own HTTP endpoints: create, authenticate, receive and respond to data, with virtual entities and conditions.
Flexie Scripting: Flexie's Twig-based scripting: language basics, filters and collections, the function reference, recipes, and where it runs and its limits.
Integrations: Connect Flexie to the outside: channels on your own accounts, webhooks, the REST API, and MCP.