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Getting Started

Welcome to Flowex! This page serves as your guide through the entire system documentation. Here you will find a logical sequence for studying materials that will help you effectively master the platform.

💡 Tip

Use this page as a checklist. Mark studied sections and follow the recommended sequence for maximum efficiency.

🎯 Your Flowex Learning Path​

📚 Stage 1: System Basics (Week 1)​

Goal: Understand the platform concept and set up your account

1.1 System Introduction​

1.2 Interface Familiarization​

1.3 Financial Basics​

✅ Stage 1 Checklist:

  • Read system introduction
  • Successfully logged into the system
  • Studied Dashboard interface
  • Set up personal data
  • Understood tariff plan
  • Topped up balance (if needed)

📊 Stage 2: Data Management (Week 2)​

Goal: Learn to create and manage customer databases

2.1 Data Management​

  • Databases - creating and uploading customer bases

✅ Stage 2 Checklist:

  • Understood database management principles
  • Created first customer database
  • Uploaded test data
  • Verified uploaded data correctness

🤖 Stage 3: Scripts and Automation (Week 3)​

Goal: Create first script for call automation

3.1 Script Creation​

  • Scripts - creating and configuring dialogues
  • Bots - process automation

✅ Stage 3 Checklist:

  • Studied script creation principles
  • Created first simple script
  • Trained script with examples
  • Tested script
  • Understood bot capabilities

📞 Stage 4: Telephony (Week 4)​

Goal: Set up phone numbers for making calls

4.1 Telephony Setup​

  • Telephony - number rental and configuration

✅ Stage 4 Checklist:

  • Studied telephony capabilities
  • Rented number for calls
  • Configured call parameters
  • Tested connection quality

📈 Stage 5: Campaigns and Marketing (Week 5)​

Goal: Launch first campaign and get results

5.1 Campaign Creation​

✅ Stage 5 Checklist:

  • Created first campaign
  • Configured campaign parameters
  • Launched campaign
  • Tracked real-time statistics
  • Analyzed results

👥 Stage 6: Team Management (Week 6)​

Goal: Set up work with operators and managers

6.1 Personnel Management​

✅ Stage 6 Checklist:

  • Studied team management capabilities
  • Added managers (if needed)
  • Configured access rights
  • Tested team work

❓ Stage 7: Reference Information (As needed)​

Goal: Get help and find answers to questions

7.1 Reference Materials​

  • FAQ - frequently asked questions
  • Help - technical support
  • Terms - system glossary
  • Additionally - additional information

✅ Stage 7 Checklist:

  • Studied FAQ
  • Understood main terms
  • Know how to contact support
  • Studied additional information

🚀 Quick Start for Experienced Users​

If you're already familiar with similar systems, you can use this shortened path:

Minimal Path to First Campaign​

  1. Authorization → Registration and login
  2. Databases → Creating customer base
  3. Scripts → Creating simple script
  4. Telephony → Number rental
  5. Campaigns → Launching first campaign

🎯 Specialized Learning Paths​

For Marketers​

Focus: Creating effective campaigns and analyzing results

  • Stage 1: System Basics
  • Stage 2: Data Management
  • Stage 5: Campaigns and Marketing
  • Stage 7: Reference Information

For Technical Specialists​

Focus: System setup and integrations

  • Stage 1: System Basics
  • Stage 3: Scripts and Automation
  • Stage 4: Telephony
  • Stage 6: Team Management

For Managers​

Focus: Team and process management

  • Stage 1: System Basics
  • Stage 6: Team Management
  • Stage 5: Campaigns and Marketing
  • Stage 7: Reference Information

📋 Stage Checklists​

✅ Stage 1: System Basics​

✅ Stage 2: Data Management​

  • Understood database management principles
  • Created first customer database
  • Uploaded test data
  • Verified uploaded data correctness

✅ Stage 3: Scripts and Automation​

  • Studied script creation principles
  • Created first simple script
  • Trained script with examples
  • Tested script
  • Understood bot capabilities

✅ Stage 4: Telephony​

  • Studied telephony capabilities
  • Rented number for calls
  • Configured call parameters
  • Tested connection quality

✅ Stage 5: Campaigns and Marketing​

  • Created first campaign
  • Configured campaign parameters
  • Launched campaign
  • Tracked real-time statistics
  • Analyzed results
  • Studied chat management

✅ Stage 6: Team Management​

  • Studied manager management capabilities
  • Added managers (if needed)
  • Configured access rights
  • Tested team work

✅ Stage 7: Reference Information​

🆘 Getting Help​

Self-Service​

  1. FAQ - answers to frequent questions
  2. Documentation search - find needed information
  3. Terms - system glossary

Contacting Support​

  1. Help - creating support ticket
  2. Problem description - specify question category
  3. Attach screenshots if necessary

Manager Consultation​

For tariff and billing questions:

  • Contact your manager
  • Discuss scaling possibilities
  • Get personal recommendations

⚠️ Common Beginner Mistakes​

❌ Incorrect Data Preparation​

  • Problem: Incorrect phone numbers
  • Solution: Check number format before uploading to databases

❌ Too Complex First Script​

  • Problem: Attempting to create complex logic immediately
  • Solution: Start with simple script, gradually complicate

❌ Ignoring Testing​

  • Problem: Launching campaign without checking
  • Solution: Always test scripts before launching campaign

❌ Insufficient Balance​

  • Problem: Campaign stops due to lack of funds
  • Solution: Control balance via Billing and top up in advance

🎯 Next Steps After Mastering Basics​

After completing all stages:

  1. Study advanced functions - integrations, API, automation
  2. Optimize processes - create templates and standards
  3. Scale business - increase campaign volumes
  4. Integrate with CRM - connect external systems
  5. Develop team - train operators and managers
💡 Remember

The best way to learn the Flowex system is through practice. Start with simple tasks and gradually move to more complex ones. Use this navigator as your guide to success!