Start small: one product group, one customer question and one published Flow widget.
Main places
| Goal | Go to |
|---|---|
| Build questions | Advice flows -> Builder |
| Add product data | Product data |
| Connect answers to products | Advice flows -> Matching |
| Style the public experience | Advice flows -> Styling |
| Publish and copy widget code | Advice flows -> Share & Publish |
| Allow webshop domains | Team -> Allowed embed domains |
| Review results | Analytics or Reports |
Prepare your workspace
After the first sign-in, workspace owners see a short setup flow. Choose the account language, add the webshop domains that may show Flow widgets, invite teammates when needed, choose whether to enable two-factor authentication and then start with a demo flow or a blank Advice flow.
- Create your account and confirm your e-mail address.
- Choose the language for your account.
- Add the webshop domains where widgets may run.
- Invite only the teammates who help build, review or manage flows.
- Keep one owner active for billing and team settings.
Work with clients as an agency
Agency accounts open on the Clients page, where every linked client workspace appears in one portfolio. The agency workspace stays focused on clients, team and support. Open a client to access its dashboard and work with its advice flows, product data, matching, styling, analytics, media, team and plan.
The active client is always visible in the sidebar. Use Switch to open another workspace or Exit to return to the portfolio. Agency owners have full access to linked clients. Agency members keep the permissions assigned to them in the agency team.
Agency owners can add a new client from Clients. The workspace starts on the free plan with 1 advice flow and up to 2,500 products, is linked to the portfolio automatically and the client receives a secure email to choose a password. Contact support when an existing account needs to be linked or removed.
Keep account access secure
You can enable two-factor authentication under Security. Before showing a new authenticator key, the app asks you to confirm your identity again.
Changing an e-mail address also requires a recent sign-in or your current password. After the change, existing sessions are signed out and a confirmation link is sent to the new address.
Free plan and billing
New accounts start with a free plan: one Advice flow and up to 2,500 products. You can build your first flow, connect product data and upgrade when you need more capacity.
Use Checkout for online payment. Use Pay by invoice when your team needs separate invoicing.
Create your first Advice flow
- Open Advice flows.
- Create a flow with a short, recognizable name.
- Choose the source language and, when available, a product dataset.
- Add three to five questions that match a real customer decision.
- Keep answer labels concrete.
Add product data
- Open Product data and create a dataset.
- Use a feed URL or upload a CSV, XML or JSON file.
- Map Product ID, Title, URL, Image and Price.
- Add fields you need for matching, such as category, size, color, use case or stock status.
Match answers to products
- Open Matching in the flow workspace.
- Choose the dataset.
- Use Product filter when the flow should use only part of the catalog.
- Add hard requirements only where wrong products must not appear.
- Use boosts for preferences that should move products higher.
- Test a few realistic answer paths.
Publish safely
Before publishing, check the question path, recommendations, mobile view and styling. Publishing updates the live link and existing Flow widgets at the same time.
After launch, use analytics to find drop-offs, weak questions and products that get interest but few clicks.