FlexInbox
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Setup

Live in minutes, no code, no API

No technical skills needed. Connect your number with a QR code, authorize your CRM, train your assistant and go live. Three steps, a few minutes, one inbox.

No developer, no WhatsApp Business API application and no card details required to set up.

Three steps

That is the entire setup

Each step takes a few minutes and leaves you with a live inbox.

1

1) Connect your number with a QR code

Each agent links their WhatsApp or Telegram account by scanning a QR code from their own phone, just like connecting WhatsApp Web. The number is active within minutes, with media, voice notes, quoted replies and read receipts working from the first minute.

2

2) Pick your CRM and authorize

Authorize Zoho in one click, enter your Bitrix24 portal address and grant access, or connect your HubSpot account. Your users and records flow in automatically, and unknown numbers create records on their own.

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3) Train your assistant and go live

Add your knowledge base, choose the working mode and assign it to your line. You can also skip this step, start with a human team only, and switch the AI agent on whenever you like.

📱 Connect by QROne-click authTrain and publishWithin minutes

Behind the scenes: how a message flows through FlexInbox

The full journey from the moment a customer writes to the moment it is logged.

The message arrives. When a customer writes on WhatsApp or Telegram, the message lands instantly in your unified inbox through your connected number. A channel badge shows where it came from, and media, voice notes, location and quoted replies carry over exactly. Even when several agents share the same number, it is always clear who wrote each message and who owns the conversation.

It is recorded in the CRM. The conversation is linked to your CRM record at the same time. In Zoho an unknown number automatically becomes a Lead, Contact or Deal with owner sync, in Bitrix24 each line maps to an Open Line and shows up in the embedded widget on the CRM detail tab, and in HubSpot the conversation flows straight into the live chat on the Contact card. Every conversation history stays in one place, tied to the right record.

AI steps in and hands off to a human when needed. If you assigned an AI agent to the line, it answers routine questions using only your knowledge base (RAG), understands images and transcribes voice notes. When confidence is low, the customer asks for a human or a keyword is triggered, the conversation is automatically handed to an agent. The moment an operator types in that chat the AI goes silent and the human takes over, so the customer is never stuck between waiting and a robot.

Setup by CRM

Whichever CRM you use

Authorization is one time, everything after runs on its own.

One-click authorization

Connect your Zoho account in one click and let your users flow in automatically.

  • Chat directly from Contacts, Leads and Deals
  • Automatic Lead, Contact or Deal for unknown numbers
  • Owner sync keeps the chat with the right agent

Open Line mapping

Enter your portal address, grant access, and map each line to an Open Line.

  • Embedded CRM widget through Open Lines
  • Trigger flows with bizproc automation
  • The AI bot also answers Instagram, Facebook and web chats

Live chat inside the card

Connect HubSpot and see conversations right on the Contact card.

  • Live chat embedded in the Contact card
  • Automatic contact matching
  • All history in one place, without the WhatsApp Business API
Training the assistant

Get your AI agent ready in minutes

Optional, but once it is on it takes a big share of your workload.

1

Add a knowledge base

Add plain text, website crawling, FAQs and files (PDF, DOCX, CSV). The agent speaks only from your knowledge and does not make things up. You can set up multiple agents and separate knowledge bases per organization.

2

Choose a mode

Pick one of three modes: Suggestion (drafts a reply, the operator approves), Semi-automatic (answers based on a confidence threshold) or Fully automatic (answers end to end and hands off to a human when needed).

3

Test and go live

Try the answers, refine them with the feedback loop (corrections improve the knowledge base), assign the agent to a line and go live. Response delay, follow-up messages and reports come ready to use.

Knowledge base🎛️ 3 modes🧪 Test and publish
What you skip

What you do not need to set up

This is what sets FlexInbox apart from classic enterprise integrations.

No WhatsApp Business API

Agents connect their own number by QR, with no application, no approval wait and no monthly API fee.

No coding

The whole setup is done by clicking in the panel, with no developer or technical team needed.

No server to install

It runs in the cloud, with nothing to download or install, ready the moment you open the browser.

Minutes, not weeks

QR, CRM authorization and assistant training take a few minutes, and your first conversation starts today.

No card required

You start for free with no credit card, then add lines one by one and scale.

No language barrier

The panel is multilingual with RTL support for Arabic, so your team works in their own language.

Setup questions

Is it really set up in minutes?

Yes. Connecting your number by QR takes a minute or two, CRM authorization is one click, and basic assistant training takes a few minutes. You can start your first conversation in the same session.

Do I have to apply for the WhatsApp Business API?

No. Agents connect their own number by scanning a QR code, the same way WhatsApp Web works. There is no API application, no approval wait and no extra API fee.

Can I start without setting up the AI agent?

Yes. Start with just your human team and use the inbox. You can turn the AI agent on whenever you like, add a knowledge base and assign it to a line.

Can I connect more than one CRM or line?

Yes. You can connect multiple WhatsApp and Telegram lines and assign a different team and AI agent to each one. Setup for Zoho, Bitrix24 and HubSpot is independent of one another.

What happens if the AI answers incorrectly?

The agent speaks only from your knowledge base and hands off to a human automatically when unsure. When an operator types in the chat, the AI goes silent. The corrections you make through the feedback loop also keep improving the knowledge base.

Three steps, a few minutes, one inbox

Connect your number by QR, authorize your CRM and, if you like, train your assistant. Start free today, no credit card needed.