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Setting Up

Configure CommFlow for your organization - browser requirements, security settings, integrations, and chat widget setup.

Setting Up#

This guide covers how to configure CommFlow for your organization, including browser requirements, security settings, and integrations.

Browser & App Support#

Supported Browsers#

CommFlow works best with modern browsers:

BrowserMinimum Version
Chrome90+
Firefox88+
Safari14+
Edge90+

Mobile Apps#

Native apps available for:

  • iOS 14+
  • Android 10+

Download from the App Store or Google Play.

Desktop Apps#

Desktop applications for:

  • macOS 11+
  • Windows 10+
  • Linux (Ubuntu 20.04+, Fedora 34+)

Workspace Configuration#

Single Sign-On (SSO)#

CommFlow supports enterprise SSO providers (Business plan):

  • Okta
  • Auth0
  • Azure AD
  • Google Workspace
  • OneLogin
  • Custom SAML 2.0

Configure SSO in Settings > Security > Single Sign-On.

Custom Domain#

Use your own domain for inbox email addresses:

  1. Go to Settings > Custom Domains
  2. Add your domain (e.g., support.yourcompany.com)
  3. Configure DNS records as instructed
  4. Receive emails at addresses like help@support.yourcompany.com

Webhooks#

Integrate with external systems via webhooks:

  1. Go to Settings > Integrations > Webhooks
  2. Add a webhook URL
  3. Select events to trigger:
    • message.created - New messages
    • visitor.started - New visitor chat
    • ticket.created - New support ticket
    • ticket.updated - Ticket status changes
// Webhook payload example
{
  "event": "message.created",
  "timestamp": "2026-01-15T10:30:00Z",
  "data": {
    "messageId": "msg_123",
    "channelId": "ch_456",
    "content": "Hello team!",
    "author": {
      "id": "usr_789",
      "name": "Sarah Chen"
    }
  }
}

Security Settings#

Two-Factor Authentication#

Enable 2FA for enhanced security:

  1. Go to Profile > Security
  2. Click Enable 2FA
  3. Scan QR code with authenticator app (Google Authenticator, Authy, etc.)
  4. Enter verification code
  5. Save backup codes securely

Role-Based Access Control#

CommFlow uses a comprehensive RBAC system:

RolePermissions
OwnerFull control, billing, delete workspace
AdminManage settings, members, modules
MemberAccess enabled modules, standard features
GuestLimited access to specific channels only

Each module has fine-grained capabilities:

  • send_messages - Send messages in channels
  • manage_channels - Create/edit/delete channels
  • view_visitors - Access visitor analytics
  • manage_tickets - Handle support tickets

IP Allowlisting (Enterprise)#

Restrict access to specific IP ranges:

  1. Go to Settings > Security > IP Allowlist
  2. Add allowed IP addresses or CIDR ranges
  3. Enable allowlist enforcement

Data Retention#

Configure how long data is retained:

  • Messages: Configurable (default: unlimited)
  • Files: Based on storage plan
  • Audit logs: 2 years (Business plan)

Chat Widget Setup#

Add live customer support to your website with the CommFlow chat widget.

Basic Setup#

<script>
  window.CommFlowConfig = {
    workspaceId: 'YOUR_WORKSPACE_ID'
  };
</script>
<script src="https://app.commflow.io/widget.js" async></script>

Find your workspace ID in Settings > Live Support > Widget Setup.

Customization#

Customize the widget appearance:

<script>
  window.CommFlowConfig = {
    workspaceId: 'YOUR_WORKSPACE_ID',
    primaryColor: '#10b981',
    position: 'bottom-right', // or 'bottom-left'
    greeting: 'Hi! How can we help you today?',
    teamName: 'Support Team',
    showAgentPhotos: true
  };
</script>
<script src="https://app.commflow.io/widget.js" async></script>

Advanced Options#

<script>
  window.CommFlowConfig = {
    workspaceId: 'YOUR_WORKSPACE_ID',
 
    // Appearance
    primaryColor: '#10b981',
    position: 'bottom-right',
 
    // Behavior
    autoOpen: false,
    openDelay: 5000, // ms before auto-open prompt
 
    // Pre-fill visitor info (if known)
    visitor: {
      name: 'John Doe',
      email: 'john@example.com',
      customFields: {
        plan: 'Enterprise',
        accountId: '12345'
      }
    }
  };
</script>
<script src="https://app.commflow.io/widget.js" async></script>

Troubleshooting#

Connection Issues#

  • Check firewall settings for WebSocket connections
  • Ensure wss.commflow.io is accessible
  • Verify SSL/TLS is properly configured

Widget Not Appearing#

  • Check browser console for errors
  • Verify workspace ID is correct
  • Ensure script is loading (check Network tab)

Notifications Not Working#

  • Allow browser notifications when prompted
  • Check notification settings in your browser
  • Verify you're subscribed to the relevant channels

Messages Not Syncing#

  • Check your internet connection
  • Try refreshing the page
  • Clear browser cache and localStorage

Getting Help#

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