Welcome to SleekFlow
Creating a SleekFlow Account
🕺Using the Platform
WhatsApp (Official) - Twilio
WhatsApp (Official) - 360dialog
🗣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
Zapier - Getting Started
Zapier - Woocommerce
Zapier - Calendly
Zapier - Google Sheet
Facebook Lead Ads
WhatsApp QR Code
Payments & Subscriptions
Official WhatsApp Settings
Learn how to manage your teammates' roles on SleekFlow.
View all your team members and their basic information and roles under the
tab by accessing the
Learn how to invite teammates to SleekFlow
To invite a new user, click on the
button on the top right-hand corner of the screen.
A prompt to invite users will appear. Choose the correct role, select the Expiration date and press the
button. Then you can paste the link for your teammate to register their accounts.
ALL contacts, conversations and modules
. He/ she can also set log-in credentials or update other users' roles.
Can only access all contacts and conversations
(of all members)
within the team
, but not able to access information in other teams.
features are also hidden.
Can only access contacts and conversations
assigned to him/ her,
conversations. This role only has access to the
Every role shall see their mentioned note and have access to specific conversations within 48 hours.
Please note that you can only select Teams and the Team Admin role when subscribed to the Premium Plan.
You can also press
"Or send invitation email"
button to send an invitation email directly.
Once all fields are filled in, click the
button. An invitation email will be sent.
The new team member will be added to the list of users with a
tag indicates that the team member has not yet accepted the invite and created an account on SleekFlow.
The invited team member should check
both the email and junk or spam folders
for the email invitation to join the team on SleekFlow.
To join the team, click on the blue
button in the email.
The new team member will be redirected to SleekFlow and create a SleekFlow account to be added to the team.
Fill in all the basic information and click on the blue
button at the bottom.
Once that is done, the new team member will be added to your list of users.
To edit a team member's role and basic information, hover over the team member's name and click on the
Make changes such as editing the team member's profile picture, basic contact information, phone number, time zone, teams and user role.
Once the edits are completed, click the
button to make changes.
To remove a user, hover over the team member's name and click on the white
Click on the
Click on the
button to complete the removal of the team member from SleekFlow.
Click on the
button to abort the removal of the team member and return to the team member's basic information screen.
Next - 📌Settings