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Administration GuideGetting Started

Getting Started

This guide walks you through your first session in the Flexivity AI admin console — from logging in to connecting your helpdesk application.

Logging In for the First Time

When your account is created, you will receive an email invitation at the address associated with your account. The email contains:

  • A link to the admin console at app.flexivity.ai 
  • Your username (your email address)
  • A temporary password

To log in:

  1. Open the link in the invitation email
  2. Enter your email address and temporary password
  3. You will be prompted to set a new password — choose a strong password and confirm it
  4. After setting your new password, you will be signed in to the admin console

Note: The invitation link expires after 7 days. If your link has expired, ask your account owner to resend the invitation.

Authentication is handled by AWS Cognito. You can reset your password at any time from the login screen by selecting “Forgot password.”

The admin console has three main areas:

The left sidebar provides navigation to all major sections:

  • Tenant Details — Organization settings and subscription information
  • Instances — List and manage your connected helpdesk deployments
  • Analytics — AI performance metrics and usage dashboards
  • Billing — View subscription details and usage
  • User Management — Manage team members and roles
  • Account Settings — Profile, preferences, and notifications

The top header displays:

  • Your organization name
  • The currently logged-in user
  • A light/dark theme toggle
  • A sign-out button

Main Content Area

The central area displays the content for whichever section you have selected in the sidebar. Most pages include breadcrumb navigation to help you orient yourself.

Creating Your First Instance

An instance represents a single helpdesk deployment connected to Flexivity AI. To create one:

  1. Navigate to Instances in the sidebar
  2. Click Create Instance
  3. Enter a descriptive name (for example, “Production Helpdesk” or “IT Support Desk”)
  4. Select your helpdesk application from the list of supported platforms
  5. Select the deployment type:
    • Self-hosted — You run the Flexivity AI agent on your own infrastructure alongside your helpdesk
    • Cloud-hosted — Flexivity AI connects directly to your helpdesk instance (no agent required)
  6. Click Create

After creation, the instance will appear with a Pending status. It remains in this state until the agent (self-hosted) or plugin (cloud-hosted) establishes a connection.

Connecting Your Application

With the instance created, you need to establish a connection between your helpdesk application and Flexivity AI. The approach depends on your deployment type:

  • Self-hosted deployments use the Flexivity AI agent, a Docker container that runs alongside your application and creates a secure outbound tunnel to the cloud.
  • Cloud-hosted deployments connect directly — Flexivity AI reaches your application over the internet without an agent.

For detailed setup instructions, see Connecting Your Application.

After the connection is established, your instance status in the admin console will change from Pending to Active.

Next Steps

Once your instance is connected and showing an Active status:

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OverviewConnecting Your Application