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HomePricingLog inSleekFlow 2.0
  • Welcome to SleekFlow 1.0
  • 🏃Getting Started
    • Start Exploring
      • Basic of Inbox
      • Connect first channel
      • Add Channels
      • Invite Users
      • Set up automation
      • Create Saved Reply
      • Broadcast first message
    • Creating a SleekFlow Account
      • Resetting Password
        • Reset Password (mobile)
  • 🕺Using the Platform
    • Inbox
    • Automation
      • Trigger mechanism
      • Default Assignment Rule
      • Conditions
      • Actions
        • Webhook
        • Setting messages automatically to Open, Snooze or Closed
      • Scenarios
        • Incoming Messages
          • Interactive Messages
        • Newly Added Contacts
        • New or Updated Contacts
        • Schedule
        • Outgoing Messages
        • Facebook Rules
        • Instagram Rules
      • Templates
        • 1. Greetings and Assign New Contacts to Staff
        • 2. Auto-Reply for Existing Customers
        • 3. Auto-Reply During Off Business Hours
        • 4. Auto-Reply Based on Keywords
        • 5. Auto-Reply when Customers Reply a Campaign
        • 6. Reassign Returning Customers
        • 7. Segmenting customers from different enquiries
        • 8. Proactively Reach Out to Newly Added Contacts
        • 9. Proactively reach out to newly added contacts from Facebook Lead Ads
        • 10. Send Drip Campaign Messages when Customers Sign Up
        • 11. Notify Customers with New or Updated Status
        • 12. Update Contact Data & Add And Remove From List
        • 13. Schedule Periodic Promotional Messages
        • 14. Send Booking Reminders
        • 15. Send Internal Reminder
        • 16. Auto Close Conversations
        • 17. 於指定時間重新分配對話到其他使用者
        • 18. 新客戶與現有客戶設定不同的歡迎信息
      • Chatbot
        • 1. Send A Welcome Message
        • 2. Learn About your Customers’ Interest
        • 3. Get Your Customers' Company Size
        • 4. Thank Your Customer And Get in Touch
        • 5. Speak Directly To Staff
      • FAQs
    • Contacts
    • Broadcasts
      • Export CSV
      • FAQs - Broadcast
    • Analytics
    • Commerce
      • Payment Links
      • Custom Catalog
      • WhatsApp Catalog
        • Connect WhatsApp catalog
        • WhatsApp Catalog Settings
          • Scenario 1 - Same Currency
          • Scenario 2 - Mixed Currency
          • Scenario 3 - Without WhatsApp Catalog/ Payment integrated
        • WhatsApp Catalog Settings(Mobile)
          • Scenario 1 (Mobile) - Same Currency
          • Scenario 2 (Mobile) - Mixed Currency
        • Frequent Asked Questions
  • 💬Messaging Channels
    • WhatsApp (Official) - SleekFlow
      • Application process
        • Turn on 2FA on Facebook account
        • WhatsApp Business Account Tiers
        • Delete WhatsApp account
        • FAQs - During WhatsApp application
        • Migrate from other BSPs
          • How to identify On-Premise and Cloud API BSPs
          • Turn off WhatsApp Number Two-step verification
      • Facebook Business Verification
        • Check Business Verification Status
        • If your Facebook Business Verification icon is greyed out
        • What to do if your Facebook Business Verification has failed
      • Messaging Limits
      • Template Manager (Cloud API)
        • Call to Action button (Dynamic Url)
      • Blue Tick
      • Backup WhatsApp chats files
      • Upload backup chat file to SleekFlow
      • Update WhatsApp Profile
      • FAQs - WhatsApp (Official) - SleekFlow
      • How to setup Click to WhatsApp ads (CTWA)
      • New WhatsApp Pricing (2023)
    • WhatsApp (Official) - Twilio
      • Applying via SleekFlow
      • Apply via Twilio & Connecting to SleekFlow
        • Add WhatsApp Templates on Twilio
        • Update to Twilio Content API
      • Find your Facebook Business ID
      • Check Business Verification Status
      • Facebook Business Verification
        • If your Facebook Business Verification icon is greyed out
        • What to do if your Facebook Business Verification has failed
      • Submit Facebook App Review
      • WhatsApp Rate Limiting
      • FAQs - WhatsApp (Official) - Twilio
    • WhatsApp (Official) - 360dialog
      • Apply via 360dialog
        • Turn on 2FA on Facebook account
        • WhatsApp Business Account Tiers (360dialog)
        • Add an Additional Number
        • Purchase a Skype number
        • Delete WhatsApp account
        • FAQs - During WhatsApp (Official) application - 360 Dialog
      • Facebook Business Verification
        • Check Business Verification Status
        • If your Facebook Business Verification icon is greyed out
        • What to do if your Facebook Business Verification has failed
        • Submit Facebook App Review
      • Messaging Limits
      • Manage Templates
      • Backup WhatsApp chats files
      • Upload zip file to SleekFlow
      • Green Tick
      • FAQs - WhatsApp (Official) - 360dialog
    • Facebook Messenger
      • One-time Notification & Message Tags
      • Facebook Messenger Broadcast
    • Instagram
      • Convert to Business IG account
      • Connect Facebook page
      • Supported Message
      • Allow access to Messages
      • Frequently Asked Question
    • WeChat
    • Line
    • SMS
    • Viber
      • Viber Campaign
    • Telegram
      • Telegram Campaign
  • 🗣Live Chat Widget
    • Setting up Live Chat
    • Install on Shopline
    • Install on Wix
    • Install on Magento
    • Install on Squarespace
    • Install on Shopify
    • Install on Wordpress
    • Google Tag Manager
  • 🔗App Integrations
    • Zapier
    • Shopify
      • Enable Custom App
      • Create Custom App
      • FAQs - Shopify integration
    • Stripe
    • Facebook Lead Ads
    • Salesforce CRM
    • HubSpot CRM
    • API
    • Make
  • 📌Settings
    • General Info
    • SleekFlow Two-Factor Authentication
      • Enroll SleekFlow 2FA
    • Inbox Settings
      • Inbox
      • Labels
      • Saved Reply
    • User
    • Team
    • WhatsApp QR Code
    • Plans & Billings
    • Official WhatsApp Settings
      • Template Manager
      • Opt-In Button
      • Billing
  • 📩Messaging API for WhatsApp
    • Messaging API for WhatsApp
      • Manage API key
    • Set up webhook for receiving messages
    • Sending Message
    • Create Templates
      • Create Templates (Template API)
      • Create Templates (Facebook Business Manager)
    • Get Template Status
    • Media API
    • Conversation analytics
    • Billing and Payments
  • Contact Support
  • API Documentation
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On this page
  • Enter Information
  • Profile Picture
  • Roles
  • Phone Number
  • Time Zones

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  1. 📌Settings

General Info

Key points to take note of when filling in the General Info page

PreviousMakeNextSleekFlow Two-Factor Authentication

Last updated 1 year ago

Was this helpful?

Fully set up your account by filling in the necessary information in the section.

Enter Information

Fill in the corresponding details into each field and click on the "Save" button to save the information. It is vital to ensure that accurate, verifiable and identifiable information is used as fields such as "First Name" and "Last Name" will be visible to your chat contacts.

By default, the username is the same as your registered email.

You can change the username. Then you can use either the information in "Username" or "Email" to log in to SleekFlow.

Profile Picture

Upload a profile picture to allow both your teammates and customers to recognise you better.

  1. Hover to the "Upload New Photo" button and click on it to choose a file from your computer to upload.

  2. Select a suitable profile picture that clearly shows your face, and click the "Open" button to upload the photo.

Apart from letting your teammates recognise you, the profile picture will also be visible on the website messenger.

The profile picture allows customers to know the person they speak to and increase the personal touch to build a good customer relationship.

Roles

There are THREE types of roles on SleekFlow: Admin, Team Admin and Staff. Select the suitable role for each agent as it affects their ability to view conversations and access contacts.

Roles

Admin: Can access ALL contacts, conversations and modules. They can also set log-in credentials or update other users' roles.

Every role shall see their mentioned note and have access to specific conversations within 48 hours.

You can view, add and edit members to Teams through Team management.

Phone Number

Select the correct country code and key in your valid mobile phone number to receive periodic updates.

Time Zones

Both the SleekFlow mobile app and the SleekFlow web will display timestamps when a chat message has been sent out.

To avoid confusion due to message timings when reading messages, please indicate your current timezone under "Your Time Zone" and your company's headquarters timezone under "Company Time Zone".

Ensures that all your received messages will have the correct timestamp for your convenience.

Team Admin: Can only access all contacts and conversations (of all members) within the team, but cannot access information in other teams. and features are hidden.

Staff: Can only access contacts and conversations assigned to them and other unassigned conversations. This role only has access to the and .

Choose the correct time zone to make the condition works normally.

Channels
Automation
Inbox
Contacts
Team
automation
General Info