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:
| Browser | Minimum Version |
|---|---|
| Chrome | 90+ |
| Firefox | 88+ |
| Safari | 14+ |
| Edge | 90+ |
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:
- Go to Settings > Custom Domains
- Add your domain (e.g.,
support.yourcompany.com) - Configure DNS records as instructed
- Receive emails at addresses like
help@support.yourcompany.com
Webhooks#
Integrate with external systems via webhooks:
- Go to Settings > Integrations > Webhooks
- Add a webhook URL
- Select events to trigger:
message.created- New messagesvisitor.started- New visitor chatticket.created- New support ticketticket.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:
- Go to Profile > Security
- Click Enable 2FA
- Scan QR code with authenticator app (Google Authenticator, Authy, etc.)
- Enter verification code
- Save backup codes securely
Role-Based Access Control#
CommFlow uses a comprehensive RBAC system:
| Role | Permissions |
|---|---|
| Owner | Full control, billing, delete workspace |
| Admin | Manage settings, members, modules |
| Member | Access enabled modules, standard features |
| Guest | Limited access to specific channels only |
Each module has fine-grained capabilities:
send_messages- Send messages in channelsmanage_channels- Create/edit/delete channelsview_visitors- Access visitor analyticsmanage_tickets- Handle support tickets
IP Allowlisting (Enterprise)#
Restrict access to specific IP ranges:
- Go to Settings > Security > IP Allowlist
- Add allowed IP addresses or CIDR ranges
- 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.iois 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#
- Documentation: commflow.io/docs
- Support: support@commflow.io
- Status: commflow.io/status
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