Quick Start

This guide will help you set up Interflow in just a few minutes.

ESTIMATED TIME

⏱️ 5-10 minutes for basic setup

Step 1: Create Your Account

Go to app.interflow.chat/signup to start registration.

Fill in the following information:

• Full name
• Organization name (name that will appear on the platform)
• Email (will be used for login)
• WhatsApp (valid number for verification)
• Password (minimum 8 characters)

After confirming your email, you will have access to the dashboard.

Step 2: Connect a Channel

Now let's connect your first communication channel.

Available options:

WhatsApp Business API (Recommended)

Requirements:

• Verified Meta Business account
• Dedicated phone number

Advantages:

• Official and stable
• Bulk messages (templates)
• Product catalog
• Payments

See complete guide →

WhatsApp (WAHA)

Requirements:

• Regular WhatsApp number
• Active session maintained

Advantages:

• Quick setup
• No API costs
• Works with personal number

See complete guide →

Instagram

Requirements:

• Business or Creator account
• Linked Facebook Page

See complete guide →

Facebook Messenger

Requirements:

• Facebook Page

See complete guide →

Email

Requirements:

• IMAP/SMTP server
• Access credentials

See complete guide →

Step 3: Configure AI Agent (Optional)

Set up an artificial intelligence agent to automate and assist with customer service.

1. Go to AI Agent in the sidebar
2. Choose one of the configuration options:

Creation options:

Method	Description
Manual Prompt	Write the agent's instructions and behavior directly
Guided Assistant	Answer questions and let AI create the prompt automatically

INCLUDED TOKENS

According to your plan, you have access to tokens starting from 2 million per month. If this limit is not enough for your operation, you can connect your own OpenAI account.

Learn how to integrate your OpenAI account →

Step 4: Invite Your Team

Add team members to start serving customers.

1. Go to Users in the left sidebar
2. Click on "Invite Team"
3. Enter the email and select the access profile

Available profiles:

Profile	Permissions
Administrator	Full access to the organization
Manager	Manages teams and views reports
Agent	Handles conversations and accesses CRM
Custom	Configurable permissions

Step 5: Customize Service

Shortcuts (Quick Replies)

Set up ready-made messages to speed up customer service:

1. Go to Shortcuts in the left sidebar
2. Click on "New shortcut"
3. Define the Shortcut (e.g., hello) and the message Content

AVAILABLE VARIABLES

Use variables to automatically personalize your messages:

System:

• {{greeting}} - Greeting based on time (Good morning, Good afternoon, Good evening)

Customer:

• {{customer.name}} - Customer's full name
• {{customer.firstName}} - Customer's first name

Example:

Shortcut: hello
Content: {{greeting}}, {{customer.firstName}}! 👋 
How can I help you today?

ATTACHMENTS

You can also add media files to shortcuts: images, videos, audio and PDFs.

Step 6: Create Your First Flow

Automate customer service with a simple flow:

1. Go to Flows → "New flow"
2. Drag a "Send text" node to the canvas
3. Configure the welcome message
4. Use the "Transform to list" option inside the node to create a menu of options
5. Connect the paths to desired actions
6. Save and activate the flow

Final Checklist

Before you start serving customers, verify:

• [x] Account created and email confirmed
• [x] At least one channel connected
• [x] AI Agent configured (optional)
• [x] Team invited (if applicable)
• [x] Quick replies configured
• [x] Welcome flow created

Next Steps

📱

Communication Channels

Connect WhatsApp, Instagram and more

💬

Chat Interface

Learn how to use the service interface

🤖

Flow Builder

Master customer service automation

Need Help?

If you have questions during setup:

• 📧 Email: suporte@interflow.chat
• 💬 Chat: Available on the platform
• 📖 FAQ: Frequently asked questions