ReflexWare

Getting started

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

Welcome to ReflexWare. This guide walks you through creating your account, setting up your organization, and finding your way around. You can finish the whole setup in a few minutes.

1. Create your account

Before signing up, use Platform in the public navigation to browse the feature guides at /features: lead generation, AI customer support, white-label CRM, AI voice agents and workflow automation. Each page links to its setup guide and the current pricing page.

  1. Go to the sign-up page and fill in your Full name, email address, and a password. Your password must be at least 8 characters.
  2. Select Sign up.

You can also sign up from an invitation link sent by a teammate. When you do, your email is filled in for you and locked — you can only join with the exact email the invite was sent to. (See Join an existing organization below.)

2. Verify your email

Right after you sign up, we send a verification email to the address you entered.

  1. Open the email and select the verify link inside it.
  2. You'll be signed in automatically and sent on to set up your organization.

Email verification is required before you can use the app. If the email hasn't arrived after a minute or two:

  • Check your spam or junk folder.
  • Make sure you typed your address correctly.
  • See Troubleshooting for more steps.

3. Set up your organization

An organization is your workspace — it holds your leads, conversations, payments, team members, and settings. Everyone you invite joins the same organization, and your data is kept private to it.

The first time you sign in, you name the workspace and pick one job:

  • Run an agency — provision client accounts and install a chatbot on a real site.
  • Sell leads — stand up buyers and a distribution tree.
  • Book and get paid — capture a lead, then hold a booking or collect an invoice.

That creates your organization and drops you on the dashboard with one next action. A card is only asked for when plan enforcement is on. Once you finish, you land on your Dashboard.

4. Join an existing organization

If a teammate invited you, you don't create a new organization — you join theirs.

  1. Open the invitation link from your email.
  2. If you don't have an account yet, you'll be sent to sign up (your email is pre-filled and can't be changed).
  3. If you already have an account, sign in.
  4. As long as you're signed in with the invited email, you're added to the organization automatically and taken to the Dashboard.

You can only accept an invitation with the email it was sent to. If you're signed in with a different account, sign out first and sign back in with the right one.

5. Find your way around

After setup you'll use the left sidebar to move between areas. The main ones:

  • Dashboard — your at-a-glance numbers and charts (revenue, leads, and more), with a date range you can change.
  • Inbox — all your conversations from email and chat in one place. See Inbox.
  • Support — support tickets and bug reports filed by your chat widget's visitors. See Support Tickets.
  • Payments — invoices, products, orders, contracts, and transactions. See Payments and Contracts.
  • Sites — websites, forms, an ecommerce store, a CMS, and Chat Widgets (live chat and AI chatbots for your site). See Chat Widget.
  • Leads — your contacts and prospects, plus Custom Data. See CRM.
  • Marketing — email templates and campaigns.
  • Pipelines — visual boards to track deals and work.
  • Calendar — appointments and booking calendars.
  • Automations, Marketplace, Affiliates, Storage, Knowledge Base, Domains.
  • Agency — only shown if your organization is set up as an agency/reseller; lets you manage client workspaces and sub-accounts.
  • Team — invite people and manage roles. See Account & Team.
  • Settings — your profile, organization settings, billing, wallet, appearance (theme), and integrations. See Account & Team and Appearance & Theming.

What you see in the sidebar depends on your role and permissions. If a teammate has a menu item you don't, they likely have a permission you haven't been granted yet — ask your organization owner. The Agency item is the exception — it depends on your organization type, not a permission.

6. Invite your team

Once you're set up, bring in your teammates:

  1. Go to Team in the sidebar.
  2. Select Invite Member.
  3. Enter their email and choose a role, then send the invite.

They'll get an email with a link to join. Full details, including roles and permissions, are in Account & Team.

Two-factor authentication (2FA) adds a second step at sign-in, so your account stays safe even if your password is guessed.

When 2FA is on, after entering your password you'll be asked for a 6-digit code. You can get that code from:

  • An authenticator app (like Google Authenticator or Authy), or
  • An email we send you.

If you set up 2FA during sign-up, scan the QR code with your authenticator app and save your backup codes somewhere safe. You can also skip it during sign-up and turn it on later. For step-by-step instructions and how it appears in your profile, see Account & Team.

What's next