Live in minutes — no code, no API
No technical knowledge required. Connect your number with a QR code, authorize your CRM, train your assistant and go live. Three steps, a few minutes, one panel.
No developer, WhatsApp Business API application or card details needed to get set up.
That's the entire setup
Each step takes just a few minutes, and by the end you have a live inbox.
1) Connect your number with QR
Each agent connects their WhatsApp or Telegram account from their own phone by scanning a QR code, exactly like connecting WhatsApp Web. The number goes live within minutes, and media, voice messages, quoted replies and read receipts all work from the very first minute.
2) Choose and authorize your CRM
Authorize Zoho with a single click, enter your Bitrix24 portal address and grant access, or connect your HubSpot account. Your users and records come in automatically, and records are created on their own for unknown numbers.
3) Train your assistant and go live
Add your knowledge base, choose an operating mode and assign it to your line. If you prefer, skip this step and start with a human-only team, then turn on the AI agent whenever you like.
Behind the scenes: how does a message flow through FlexInbox?
The whole journey, from the moment a customer writes to the moment it's saved to a record.
A message arrives. When a customer writes from WhatsApp or Telegram, the message lands instantly in the unified inbox through your connected number. A channel badge makes clear where it came from, and media, voice messages, location and quoted replies carry over as they are. Even when multiple agents share the same number, it's always clear who wrote each message and who is handling the conversation.
It's recorded in the CRM. The conversation is linked to your CRM record at the same time. In Zoho, an unknown number is turned automatically into a Lead, Contact or Deal and owner sync runs; in Bitrix24, each line is mapped to an Open Channel (Open Lines) and appears in the embedded widget on the CRM detail tab; in HubSpot, the conversation flows straight into the live chat on the Contact record. That way every conversation's history stays in one place, linked to the right record.
The AI steps in and hands off to a human when needed. If you've assigned an AI agent to the line, the agent speaks only from your knowledge base (RAG), answers routine questions, understands images and transcribes voice messages. When the confidence threshold is low, the customer says "I want a human," or a keyword comes up, the conversation is handed off to an agent automatically. The moment an operator writes in that chat, the AI goes silent and the human takes over, so the customer is never caught between waiting and a robot.
Whichever CRM you use
Authorization is one-time, and everything runs on its own afterward.
One-click authorization
Connect your Zoho account with a single click and let your users come in automatically.
- ✓ Chat directly from Contacts, Leads and Deals records
- ✓ Automatic Lead, Contact or Deal for unknown numbers
- ✓ Record owner sync, so the chat lands with the right agent
Open Channel mapping
Enter your portal address, grant access, and map each line to an Open Channel.
- ✓ Embedded CRM widget via Open Channel (Open Lines)
- ✓ Trigger workflows with Bizproc automation
- ✓ The AI bot also answers Instagram, Facebook and web chats
Live chat inside the record
Connect HubSpot and let the conversation appear right on the Contact record.
- ✓ Embedded live chat on the Contact record
- ✓ Automatic contact matching
- ✓ All history in one place, without the WhatsApp Business API
Set up an AI agent in minutes
Optional, but once you turn it on, it takes a big share of your workload.
Add a knowledge base
Add plain text, website crawling, FAQs and files (PDF, DOCX, CSV). The agent speaks only from your knowledge and doesn't make things up. You can set up multiple agents and distinct knowledge bases in each organization.
Choose a mode
Choose one of the modes: Suggestion (drafts a reply, operator approves), Semi-automatic (replies based on the confidence threshold), or Fully automatic (answers end to end and hands off to a human when needed).
Test it and go live
Try out the responses, refine them with the feedback loop (your corrections improve the knowledge base), assign it to a line and go live. Reply delay, follow-up messages and reports come ready to go.
What you don't need for setup
This is what sets FlexInbox apart from classic enterprise integrations.
No WhatsApp Business API
The agent connects their own number with QR, so there's no application, approval process or monthly API fee.
No coding
The entire setup is done by clicking through the panel, with no developer or technical team required.
No server to set up
It runs in the cloud, with no download or installation, and it's ready the moment you open it in your browser.
Minutes, not weeks
QR, CRM authorization and assistant training finish in a few minutes, and your first conversation starts today.
No card details required
You start free, no credit card asked, and scale by adding lines one at a time.
No language barrier
The panel is multilingual and supports RTL for Arabic, so your team works in their own language.
Frequently asked questions about setup
Does it really set up in minutes?▾
Yes. Connecting your number with QR takes a minute or two, CRM authorization is a single click, and basic training of the assistant takes a few minutes. You can start your first conversation in the same session.
Do I need to apply for the WhatsApp Business API?▾
No. The agent connects their own number by scanning a QR code, WhatsApp Web style. There's no API application, waiting for approval or extra API fee.
Can I start without setting up the AI agent?▾
Yes. Start with your human team first and use the inbox. Turn on the AI agent whenever you like, add a knowledge base and assign it to a line.
Can I connect multiple CRMs or lines?▾
Yes. You can connect multiple WhatsApp and Telegram lines and assign a different team and a different AI agent to each line. Setup for Zoho, Bitrix24 and HubSpot is independent of one another.
What happens if the AI gives a wrong answer?▾
The agent speaks only from your knowledge base and hands off to a human automatically when it isn't sure. When an operator writes in the chat, the AI goes silent. On top of that, the corrections you make with the feedback loop continuously improve the knowledge base.
Three steps, a few minutes, one panel
Connect your number with a QR code, authorize your CRM, and train your assistant if you like. Start free today, no credit card required.