Documentation

Flowtix product reference

Reference guidance for the current customer workspace and the product capabilities that are actually exposed to subscribers.

Documentation areas

The in-app Guide contains module-by-module instructions for authenticated users. This public page summarizes the main product areas and current integration model.

Workspace & access

Understand organizations, memberships, profiles, invitations, authentication, legal acceptance, roles, permissions, and security settings.

CRM records

Work with contacts, companies, pipelines, opportunities, tasks, notes, tags, files, activities, and timeline history.

Outbound calling

Use the platform-managed Cloud Dialer, call records, live-call controls, recordings, campaigns, queues, and follow-up workflows.

Communications

Use organization email and SMS conversations when the required Gmail, Outlook, or business-messaging setup is enabled.

Calendar & integrations

Connect supported Google and Microsoft accounts and review the account requirements that apply to calendar and meeting workflows.

Plans & entitlements

Understand the feature access, member limits, data limits, AI quotas, transcription capacity, retention, and storage limits for each plan.

Current integration notes

Account eligibility can affect specific workflows even when the Flowtix integration itself is implemented.

Google

Gmail is an owner-managed organization connection used for sending and secure reply routing. Google Calendar supports event synchronization for eligible workspaces.

Microsoft

Outlook supports organization email sending and calendar synchronization. Teams online-meeting creation requires an eligible Microsoft 365 work or school account with Teams.

Cloud calling

Flowtix manages the supported cloud-calling service at the platform layer, so subscribers do not need to connect or maintain their own calling-provider account in workspace Integrations.