Getting Started

Starting a trial: signing up gives you 30 days with no payment details. The first help desk you connect decides your account’s ticketing system, and every help desk after it uses the same one. See Help Desk and Billing.

This page covers your first session in the Flexivity AI admin console: signing in and finding your way around. Then follow the setup guide for your help desk:

• Getting Started with osTicket
• Getting Started with Zendesk

Both guides follow the same eight steps as the Quickstart on your dashboard, which ticks each one off as you finish it.

Signing In for the First Time

When your account is created, you 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 sign in:

1. Open the link in the invitation email
2. Enter your email address and temporary password
3. Set a new password when prompted, and confirm it
4. You are 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.

You can reset your password at any time from the sign-in screen by selecting Forgot password.

Finding Your Way Around

Sidebar

The left sidebar leads to every section:

• My System — Setup progress, help desk status, your organization ID and plan
• Help Desk — Your connected help desks: their connection, classification, brands and sync
• AI Configuration — How the AI behaves with your customers, set per brand or account-wide
• Knowledge Builder — Knowledge-base gaps and draft articles, per brand
• Analytics — What the AI did, ticket by ticket, and how agents rate it
• Billing & Usage — Your plan, usage and overage preference
• Users — Team members and roles (visible to administrators)
• Account Settings — Profile, preferences and notifications

Header

The top header shows your organization name, the signed-in user, a light/dark theme toggle and a sign-out button.

Dashboard

The dashboard opens with the Quickstart: the setup steps, with a button for whichever one comes next. Once every step is done it shrinks to a “Setup complete” note, which you can dismiss. You can bring the Quickstart back from the sidebar.