Your FlowForce workspace is ready once you finish the four steps in the Go live checklist on your Dashboard. They are: connect lead capture, enable web push alerts, set up phone and calling, and confirm your 15 minute response time.
This article walks through your first sign in, the quick tour, and each step of the checklist.
Answer the three setup questions
When you create your account, FlowForce asks three short questions. Only the first one is required.
- What best describes your team? Choose one: Sales / B2B, Real Estate, Recruiting / Staffing, Professional Services, Healthcare, Legal or Insurance. Your answer sets up templates and pages to match your work. Real estate workspaces see Contacts and Listings. Other workspaces see Leads.
- What are your primary goals? Pick any that apply, or skip it.
- How did you hear about us? Pick an option, or skip it.
Click Get started on the last question.
Take the quick tour
The first time you open the Dashboard, a three step tour points out the sidebar and the main tools. Click Next to move through it.
Finish the Go live checklist
The Go live checklist sits in the bottom right corner of your Dashboard. The counter shows how many of the four steps are done, for example 1/4. Click a step to open the page where you complete it.
- Connect lead capture. This step is done when you have a live lead capture form or Meta Lead Ads connected. It opens Forms, where you build a form that adds new leads to your workspace. If Meta Lead Ads is not available for your workspace, forms are the way to do this step.
- Enable web push alerts. This opens your notification settings. Turn on push alerts so your browser tells you the moment a new lead arrives.
- Set up phone and calling. This opens Phone & SMS in Integrations, where you add a number to call and text leads from FlowForce. Healthcare and legal workspaces do not see this step.
- Confirm 15 minute SLA. An SLA is the time you promise to respond to a new lead. This step opens your AI Agents settings. On a new workspace it is already marked done, because the response time starts at 15 minutes.
When all four steps are done, FlowForce counts your workspace as live.
Connect your calendar and email
These are not part of the checklist, but most teams do them first. Open Integrations in the sidebar. You will see:
- Email for Gmail, Office 365 and SMTP, with an inbox and forwarding
- Phone & SMS for phone numbers for voice and texting
- Google Calendar, Outlook calendar and Calendly for meetings and booking
- Google Meet and Microsoft Teams for meeting links
Steps for each are in How to connect your email and calendar to FlowForce.
If it did not work
A step still shows as not done after I finished it. Refresh the Dashboard. For lead capture, the form has to be live, not only created.
I cannot find the phone step. Healthcare and legal workspaces do not show it.
The tour did not appear. It only runs the first time you open the Dashboard.
Common questions
Do I have to finish all four steps? You can use FlowForce before then. FlowForce only treats your workspace as live when all four are complete.
What does SLA mean? It stands for service level agreement. In FlowForce it is the time within which every new lead gets a first response. The default is 15 minutes.