Introduction
Welcome to the official Interflow documentation – your complete multichannel customer service and CRM platform.
What is Interflow?
Interflow is a SaaS platform that centralizes all your customer communication channels in one place. With it, you can:
- Serve customers from WhatsApp, Instagram, Facebook, and Email
- Automate conversations with visual flows and AI agents
- Manage relationships with a complete CRM
- Organize work with projects, task boards, and My Tasks
- Schedule services with an integrated calendar system
- Control finances of your operation
- Analyze metrics with real-time dashboards
Who is Interflow for?
The platform was developed for companies that:
- Receive high volume of messages
- Have a customer service team
- Need to centralize multiple channels
- Seek to automate repetitive processes
- Want to improve customer experience
Most Common Segments
| Segment | Use Cases |
|---|---|
| E-commerce | After-sales service, tracking, support |
| Clinics and Offices | Scheduling, confirmations, reminders |
| Real Estate | Lead capture, follow-up, qualification |
| Schools and Courses | Enrollments, student communication |
| Retail | WhatsApp sales, catalog, orders |
| Services | Quotes, scheduling, follow-up |
Main Features
Multichannel Support
Centralize WhatsApp, Instagram, Facebook, and Email in a single inbox. Your team serves customers in an organized way without switching between apps.
Included features:
- Unified inbox
- Complete conversation history
- Read and status indicators
- Attachments and media
- Internal notes between agents
Automation with Flows
Build visual automations without coding. Our drag-and-drop editor allows you to create complex flows intuitively.
Available node types:
- Text and media messages
- Questions and data collection
- Conditions and logic
- Delays and timers
- Transfer to agent
- External API integration
- CRM actions
Integrated CRM
Manage your customers with advanced CRM features directly integrated with customer service.
CRM Features:
- Complete customer registration
- Custom fields
- Tags for segmentation
- Sales funnels (Kanban)
- Interaction history
- Tasks linked to the customer and the conversation
Tasks
Organize team work in projects with a visual board, list, and calendar — and track what is yours in My Tasks.
Includes:
- Board templates (by status, priority, sprint, or free)
- Project automations (status ↔ column)
- Creation from the conversation, with or without Generate with AI
- Subtasks, checklist, labels, and history
Tasks guide · Templates · Automations
Scheduling System
Offer online scheduling to your customers with an integrated calendar and automatic reminders.
Features:
- Availability calendar
- Multiple service providers
- WhatsApp/Email reminders
- Google Calendar integration
- Advance payment (optional)
Financial Module
Control your operation's finances with complete visibility of income and expenses.
Includes:
- Financial dashboard
- Transaction control
- Automatic categorization
- Reports and charts
- Cash management
POS (Point of Sale)
For operations that need direct sales, our integrated POS offers:
- Product registration
- Shopping cart
- Multiple payment methods
- Receipt issuance
- Inventory control
Platform Architecture
┌─────────────────────────────────────────────────────────────┐
│ INTERFLOW │
├─────────────────────────────────────────────────────────────┤
│ │
│ ┌─────────┐ ┌─────────┐ ┌─────────┐ ┌─────────┐ │
│ │WhatsApp │ │Instagram│ │Facebook │ │ Email │ │
│ └────┬────┘ └────┬────┘ └────┬────┘ └────┬────┘ │
│ │ │ │ │ │
│ └────────────┴─────┬──────┴────────────┘ │
│ │ │
│ ┌──────▼──────┐ │
│ │ Backend │ │
│ │ Node.js │ │
│ └──────┬──────┘ │
│ │ │
│ ┌─────────────────────┼─────────────────────┐ │
│ │ │ │ │
│ ┌──▼──┐ ┌──────┐ ┌────▼────┐ ┌─────────┐ │ │
│ │ CRM │ │Flows │ │ Chat │ │ Reports │ │ │
│ └─────┘ └──────┘ └─────────┘ └─────────┘ │ │
│ │ │
│ ┌──────────┐ │ │
│ │ Supabase │ │ │
│ │PostgreSQL│ │ │
│ └──────────┘ │ │
└─────────────────────────────────────────────────────────────┘System Requirements
For users
- Modern browser (Chrome, Firefox, Safari, Edge)
- Stable internet connection
- Interflow platform account
Next Steps
Now that you know Interflow, proceed to the next step: