Start here
Create your workspace, invite your team, and get your first AI agent answering.
Welcome to FloGPT. This page gets you from a brand-new account to an AI assistant that answers real questions about your business, in five steps.
Budget about half an hour. You do not need a developer, and you do not need a phone number yet.
Step 1 — Find your way around#
After you sign in you land on Dashboard. This is the summary view: Total Sessions, Total Calls, Total Messages, and Avg Satisfaction across the last 30 days, with Chat Summary and Call Summary panels underneath.
Everything else lives in the sidebar on the left. It has two parts: a narrow rail of icons for the top-level sections, and a panel listing the pages inside whichever section you picked.
The sections are Dashboard, AI Calls, Call Centre, Chat, Knowledge, Support, Audience, Integrations, Insights, and Setup. Each one has a guide in these docs under the same name.
If a section is missing from your sidebar, it is either hidden for your role or switched off for your workspace. Owners and admins can switch sections back on from the customise menu at the bottom of the rail.
Step 2 — Set up your organization#
Go to Setup → Organization. This is your workspace: everyone you invite and everything you build belongs to it.
Fill in three fields and save with Update Organization:
- Organization Name — what your team sees in the workspace switcher.
- Domain — your website, like
example.com. The chat widget uses this to decide which sites are allowed to load it. - Timezone — every calling window, business-hours rule, and scheduled report is interpreted in this timezone. Getting it wrong is the single most common cause of "why did it call at 3am".
There is also an Organization ID at the top of this page. Copy it if you ever contact support.
Step 3 — Give the AI something to know#
Go to Knowledge → Overview and press Add Knowledge Base. Give it a name and press Create.
Now fill it. The fastest route is Knowledge → Web Crawler: paste your site into Website URL, pick the knowledge base you just made, and press Start Crawl. FloGPT reads your pages, splits them into chunks, and indexes them so the AI can quote them back with citations.
You can also upload PDFs and documents from Knowledge → Documents.
This step is what separates an assistant that knows your refund policy from one that invents one. Do not skip it.
Step 4 — Put a chat widget on your site#
Go to Chat → Widgets and press Create Widget. You need:
- Widget Name — internal only.
- Allowed Domains — the sites permitted to show this widget, comma separated.
- Knowledge Base (Optional) — pick the one from step 3. Do pick it.
Press Create. Then on the widget's card press Code, and copy the <script> block from the Integration Code section into your site's HTML just before the closing </body> tag.
Reload your site and the widget appears. Most teams have chat live in under 30 minutes.
Full detail, including appearance and workflows, is in the Chat quick start.
Step 5 — Try it, then invite your team#
Talk to your own widget the way a customer would. Ask something only your website answers. If the reply is vague, your knowledge base needs more content — go back to step 3 rather than rewriting prompts.
When it holds up, invite people from Support → Agents (owners only) or Support → Admins. Roles decide what each person sees:
| Role | Broadly speaking |
|---|---|
| Owner | Everything, including billing and organization settings |
| Admin | Everything operational; no organization-level settings |
| Editor | Builds and configures; no billing |
| Supervisor | Runs the support and calling floor, sees every rep |
| Agent | Handles their own conversations and calls only |
Where to go next#
- Want your phone answered by AI? AI Calls quick start — voice agents are usually live within an hour.
- Have human reps making outbound calls? Call Centre quick start.
- Want the AI to follow a scripted conversation? Chat quick start covers the workflow builder.
- Selling on Shopify? The Shopify integration guide is a separate, deeper walkthrough.