Administration Guide
The Flexivity AI admin console at app.flexivity.ai is the central hub for managing Flexivity AI, the AI-powered add-on for your help desk. From here you can connect helpdesk deployments, configure AI features, monitor system health, manage your team, and handle billing.
Who Should Use This Guide
This guide is intended for:
- Account owners who set up and manage the Flexivity AI subscription
- IT administrators who connect helpdesk deployments and configure AI features
- Team leads who monitor AI performance and manage team member access
What You Can Do
The admin console provides the following capabilities:
- My System — See your setup progress, help desk status, organization ID and plan
- Help Desk — Create, configure, and monitor connections to your helpdesk deployments, including classification, brands, sync, and health metrics
- AI Configuration — Set how the AI behaves with your customers, per brand or account-wide, and stop replies to customers
- Knowledge Sources — Choose what the AI knows for each brand: your help desk’s knowledge base and any public websites you connect
- Knowledge Builder — Find the questions your knowledge base does not answer and draft articles for them, one brand at a time
- Analytics — Track AI performance metrics, usage dashboards, and trends
- Billing & Usage — View your subscription plan, track usage, and manage payments
- Users — Invite team members, assign roles, and control access
- Account Settings — Manage your profile, preferences, and notification settings
Guide Sections
| Section | Description |
|---|---|
| Getting Started | Sign in, find your way around, and set up osTicket or Zendesk |
| Connecting Your Help Desk | Connect osTicket (directly or with the agent) or Zendesk |
| Help Desk | Manage help desk connections, classification, and health |
| AI Configuration | Rules, answering, conversations, summary, and replies |
| Knowledge Builder | Find knowledge-base gaps and draft articles, per brand |
| My System | Setup progress, help desk status, organization ID and plan |
| Analytics | AI performance metrics and usage dashboards |
| Billing | Manage your subscription, usage metering, and invoices |
| Users | Invite team members and manage roles |
| Account Settings | Profile, preferences, and notification settings |
| Troubleshooting | Fix problems connecting, syncing, and with the agent or the Flexivity panel |
Quick Start
Setting up Flexivity AI takes eight steps, whichever help desk you use. The Quickstart on your dashboard tracks them and links to each one.
Required setup
- Connect your help desk, and check that it shows as Active
- Index your tickets and knowledge base, so the AI can find related cases and answer from your articles. Your articles, and any websites you add, are managed on Knowledge Sources
- Set up classification and attributes, starting with the help desk fields your rules will act on
- Decide how the AI handles each kind of ticket with Conversation Handling Rules. Tickets no rule matches get Assist
Get oriented
- Invite your team
- Build your knowledge base with the Knowledge Builder
- Check analytics and feedback
- Review billing and choose your overage preference
For each step in detail, follow the guide for your help desk: Getting Started with osTicket or Getting Started with Zendesk.
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