Getting started
From zero to organized customer service in one afternoon.
- 1
Create your account
Sign in with Google, Microsoft or email and password. When signing up by email, you'll receive a verification link; confirm it to activate your account. If your company already uses FlakeDesk, ask the administrator for an invitation (or sign in directly if your email belongs to a domain verified by the organization).
- 2
Follow the onboarding
On your first access, a wizard guides you through the initial steps: profile, navigation and first actions. Administrators can customize the organization name during onboarding, or later, in Administration → Organization.
- 3
Connect WhatsApp and your other channels
In Communication → Inbox, connect your company's official number through Meta itself (Embedded Signup, 1 click). Instagram Direct, Messenger and the website webchat connect from the same panel on the Premium and Platinum plans.
- 4
Bring in your contacts
Import contacts and companies from a spreadsheet (Settings → Import Data) with field mapping and duplicate prevention, or add them manually. With your channels connected, new conversations become leads automatically.
- 5
Organize your day
Log interactions and schedule the next contact (follow-up) on each record. The Dashboard shows the day's pending items; the Calendar syncs with Google and Outlook; overdue items stay highlighted until you act.
- 6
Invite your team
In Administration → Team, invite colleagues by email and set roles (admin, manager, member). Choose between shared CRM visibility or per-user restricted visibility.
- 7
Ask the AI and take it with you
Click the ✨ "Ask FlakeDesk" button at the top of any screen: the assistant knows the platform and your CRM data. Download the mobile app (Android and iPhone) and sign in with the same account to serve customers wherever you are.
The help center has the detailed guides, with the same answers the AI assistant uses inside the app. The interface is available in Portuguese, English and Spanish.