---
title: "Documentation"
url: https://flexie.io/resources
description: "Guides, how-tos, and documentation for Flexie: getting started, CRM and contacts, automation, billing, and more. Everything you need to run your business on Flexie."
---

# Flexie Documentation

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

## Getting Started

- [Getting Started](https://flexie.io/resources/getting-started.md): Orientation for new users: how Flexie is organized and how to find your way around.

## Product Modules

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

## AI

- [AI](https://flexie.io/resources/ai.md): 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.

## Automation & Developer

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

## Security

- [Security](https://flexie.io/resources/security.md): Accounts and security: how access and data are protected.