FlashCX.ai is a very simple and easy to use product that works over Slack and Microsoft Teams. Below user guide is for Slack.
Installation
- Go to https://flashcx.ai
- Click "Add to Slack" button
- This will take you to the login process and ask to pick a channel to install.
- Finally, it will redirect you to the admin home page. Please follow the below screenshots:
Connecting with CRM
Before you can use FlashCX.ai with slack you will need to configure your CRM connection. To do this login to the app at https://admin.flashcx.ai
You should see a configure screen as below. Provide credentials and click validate. If the connection is valid then click save. See the screenshot below