Onboarding · ~5 minutes

Let's set up your FlowIQ agent.

Answer a few questions about your business. Your answers configure your agent — its brand, pricing, catalogue and language — so it sounds and quotes exactly like you.

Prefer to get in touch first?No problem — reach us directly and we'll walk you through it. Filling the form just gets you live faster.
1

Your business

How your customers know you

Shown on quotes and in the bot's replies
A short description — this helps the bot understand your catalogue

→ configures your agent's brand, greeting and market

2

Pricing & tax

So quotes come out correct

How long your quotes stay valid

→ sets currency, tax lines and quote terms on every quotation

3

Contact & payments

Where enquiries and payments go

System alerts come here, not to customers

→ the bot shares these when customers ask how to pay, and routes handoffs to your team

4

Your customers

How the bot should sound

EnglishAfrikaansZuluXhosaPortugueseFrenchSwahiliArabic
ProfessionalWarm & friendlyTechnical / expertBrief & efficient

→ shapes the agent's persona and reply language

5

Your catalogue

What the bot quotes from

Drop your price list or catalogue hereExcel, CSV, PDF or Word — plus any product sheets — .xlsx .csv .pdf .docx

→ becomes your agent's searchable catalogue and guardrails

6

Connect WhatsApp

The number your agent runs on

The business number customers will message
Code (enter on your phone)QR scan

→ after you submit, we generate a secure link code so you can connect your WhatsApp

No payment needed to set up. We'll review and send your connection code.

Your details are in! 🎉

This is a preview form — in the live product, submitting builds your agent's configuration and emails you a secure WhatsApp connection code to go live.