Quick Start Guide#

Get your team up and running with CommFlow in just a few minutes. This guide covers the essential steps to start collaborating.

Step 1: Create Your Workspace#

1. Visit app.commflow.io and click Get Started
2. Enter your work email address
3. Verify your email with the code sent to you
4. Choose a name for your workspace (e.g., "Acme Corp")
5. Optionally add a tagline to describe your workspace

Step 2: Set Up Your Profile#

Complete your profile so teammates can identify you:

1. Click your avatar in the bottom-left corner of the sidebar
2. Select Profile
3. Add your:
   • Full name
   • Display name
   • Profile photo (avatar)
   • Job title

Step 3: Explore Your Modules#

CommFlow includes several integrated modules. Depending on your plan, you'll have access to:

Step 4: Create Your First Channel#

Channels organize conversations by topic, team, or project:

1. In the sidebar under Team Chat, click the + button
2. Enter a channel name (e.g., general or marketing)
3. Add a description to help others understand the channel's purpose
4. Choose visibility: Public (anyone can join) or Private (invite only)
5. Click Create Channel

Pro tip: Use prefixes to organize channels:

• #team- for department channels (e.g., #team-engineering)
• #project- for project channels (e.g., #project-website-redesign)
• #announce- for announcement channels

Step 5: Invite Your Team#

Bring your colleagues into CommFlow:

1. Click Settings in the sidebar (gear icon)
2. Navigate to Team
3. Click Invite Members
4. Enter email addresses (one per line)
5. Select their role:
   • Owner - Full control over workspace
   • Admin - Can manage workspace settings and members
   • Member - Standard access to enabled modules
   • Guest - Limited access to specific channels

Invitees will receive an email with a link to join your workspace.

Step 6: Install the Chat Widget (Optional)#

Add live customer support to your website:

<script>
  window.CommFlowConfig = {
    workspaceId: 'YOUR_WORKSPACE_ID',
    primaryColor: '#10b981'
  };
</script>
<script src="https://app.commflow.io/widget.js" async></script>

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

Step 7: Set Up Notifications#

Stay informed without being overwhelmed:

1. CommFlow sends browser notifications when:

   • You're mentioned in a message
   • You receive a direct message
   • A customer starts a live chat (if you're an agent)
   • You're assigned a task or ticket

2. Allow browser notifications when prompted for the best experience

What's Next?#

Now that your workspace is set up, explore these features:

• Team Chat Overview - Master real-time messaging
• Live Support Setup - Configure customer support
• TaskFlow Basics - Start managing projects
• DataFort Guide - Organize your files

Tips for Success#

• Use threads - Reply in threads to keep channel conversations organized
• Pin important messages - Pin critical info so it's easy to find
• Set your status - Let teammates know when you're available
• Use mentions - Type @username to notify specific people
• Keyboard shortcuts - Press Cmd/Ctrl + K for quick search
• Switch workspaces - Click your workspace name in the sidebar to switch between workspaces