ReflexWare documentation

Create your account, set up your organization, and get oriented.

Manage your profile and 2FA, invite teammates, and set permissions.

Invite members, assign roles, and build custom permission sets.

Choose light/dark mode and an accent color for your organization from Settings → Appearance.

Build and publish sites with a drag-and-drop editor and custom domains.

Track every contact and move deals through pipelines.

Reply to emails, website chats and form submissions in one place.

Send from your own domain and build reusable templates.

Collect leads and feedback, then share or embed your forms.

Let people book time with you through a public booking page.

Put busywork on autopilot with triggered actions.

Add a live chat bubble and answer visitors in real time.

Hosted video rooms, transcripts, summaries and action items from your meetings.

Add email and website domains, publish the DNS records shown, and verify them.

Upload, organize, preview and share files; Drive is the read-only view of the same library.

Browse, install and publish templates for sites, funnels and more.

Create funnels from templates, add steps, edit step pages and read conversion stats.

Curate products into a store and enable cart, checkout and receipts on your site.

Tables, columns and rows, and how content binds to builder lists and dynamic pages.

Send email campaigns to lead lists and run SMS campaigns with opt-out rules.

Connect integrations, import your CRM, and choose email, Slack or Discord uptime alerts.

API keys and scopes, catch URLs that start an automation, outgoing webhooks, and the three ways to wire up n8n.

Sources, routing, buyers, distribution trees, publishers and lead analytics — the flow after capture.

What buyers and publishers see on their self-serve portal links — purchases, returns, tracked links and earnings.

Deal boards with lanes, tickets, values, deadlines and assignees.

Build quiz funnels and import landing pages that capture leads.

Tracking pixel, call pools, the analytics dashboard, share reports and attribution models.

Lead field visibility and required rules, plus custom data sets and fields.

Create agents with personas and flows, test them, and deploy to chat, SMS, email, phone and meetings.

Reach the AI-powered support chat bubble inside the app (and on the marketing site).

How conversations move between the AI assistant and your team, and how to take over from the Inbox.

How bug reports and follow-ups filed by your chat widget become tickets, and how to work them.

Ingest documents from URLs or text, run semantic search, and ground your AI assistant.

Connect Stripe, create products, send invoices and track orders.

Subscriptions, add-ons, usage-based charges and your wallet.

Build contract templates, draft with AI, and collect signatures through a secure link.

Become an agency, provision and brand client workspaces, and roll up billing.

Your referral link, how sign-ups are tracked, and your referral stats.

Quick answers to the questions we hear most.

Practical, quickest-first fixes for common issues.