# Flowla

## Docs

- [👋 Introduction](https://docs.flowla.com/getting-started/introduction.md): Flowla is the platform behind your customer-facing processes, combining collaborative rooms, real-time engagement signals, and automation to help you close faster and onboard smoother.
- [1️⃣ Build & launch your first room](https://docs.flowla.com/getting-started/build-&-launch-your-first-room.md): A step-by-step guide to creating, customizing, and sharing your first Flowla room.
- [2️⃣ Connect your tools](https://docs.flowla.com/getting-started/connect-your-tools.md): Integrate Flowla with your existing stack to personalize, automate, and sync.
- [3️⃣ Automate with workflows & AI](https://docs.flowla.com/getting-started/automate-with-workflows-&-AI.md): Build your first workflow to automate follow-ups, room creation, and team notifications.
- [4️⃣ Utilize analytics](https://docs.flowla.com/getting-started/analytics.md): Learn how to track room engagement, identify active prospects, and use data to prioritize follow-ups.
- [What is REX](https://docs.flowla.com/rex/overview.md): REX is Flowla's AI Revenue Execution Agent. It reads every meeting, CRM update, and room interaction, and turns it into scores, signals, and an assistant that can act on your behalf.
- [Knowledge Graph](https://docs.flowla.com/rex/knowledge-graph.md): The living picture behind every deal room: what REX learns from your calls, your CRM, and room activity, and how that data gets in.
- [Signals & next best actions](https://docs.flowla.com/rex/signals.md): Your worklist for a deal: specific, dated observations REX has made, each paired with a concrete next step it can help you execute.
- [Deal Score](https://docs.flowla.com/rex/deal-score.md): One number that answers how healthy a deal is overall: the Dealmeter gauge on every room's Overview tab.
- [MEDDPICC scoring](https://docs.flowla.com/rex/meddpicc.md): REX scores every deal against all eight MEDDPICC dimensions automatically, with no forms to fill out.
- [Insight cards](https://docs.flowla.com/rex/insight-cards.md): A four-part narrative summary of every deal: Motivation, Stance, Obstacle, and Trajectory, written from the same evidence that drives every other REX score.
- [REX Chat](https://docs.flowla.com/rex/chat.md): The conversational agent that can actually do the work: pulling deal data, updating your CRM, drafting emails, finding assets, and searching the web, always with your approval.
- [Asset intelligence](https://docs.flowla.com/rex/asset-intelligence.md): REX's structured understanding of every asset in your library, covering persona, sales stage, competitors, and freshness, so it can recommend the right content rather than a keyword match.
- [What is a room](https://docs.flowla.com/rooms/room-overview.md): Learn about rooms; branded hubs where your customer-facing processes come to life.
- [Room building best practices](https://docs.flowla.com/rooms/room-building-best-practices.md): Learn how to build rooms that guide customers, drive action, and scale with your team.
- [Personalising rooms](https://docs.flowla.com/rooms/personalising-rooms.md): Customise rooms with company branding, variables, and visual styling to create personalised experiences.
- [Themes](https://docs.flowla.com/rooms/themes.md): Control how every deal room looks: apply an organization theme, borrow your buyer's brand, or fine-tune colors, fonts, and spacing down to the individual heading.
- [Room management & settings](https://docs.flowla.com/rooms/room-management-&-settings.md): Configure room ownership, notifications, access controls, and behaviour settings.
- [Collaborating in rooms](https://docs.flowla.com/rooms/collaborating-in-rooms.md): Work together with team members and customers using messaging, annotations, and shared access.
- [Sharing and share settings](https://docs.flowla.com/rooms/room-sharing.md): Control how visitors access and interact with your rooms.
- [How contacts are added to rooms](https://docs.flowla.com/rooms/contact-sources.md): Contacts can appear in a room through several routes — manual, CRM sync, Autopilot, and more.
- [Room elements overview](https://docs.flowla.com/rooms/room-elements/overview.md): Understand the building blocks of Flowla rooms: sections and pages.
- [Sections](https://docs.flowla.com/rooms/room-elements/sections.md): Organise your rooms into logical phases using sections with visibility controls and automation.
- [Pages](https://docs.flowla.com/rooms/room-elements/pages.md): Add files, videos, text, calendars, and interactive elements to your rooms.
- [Templates](https://docs.flowla.com/rooms/room-templates.md): Save rooms as reusable templates to standardise your playbook and scale personalised experiences.
- [Using the rooms dashboard](https://docs.flowla.com/rooms/rooms-dashboard.md): Navigate, filter, sort, and manage all your rooms from the central dashboard.
- [Variables in rooms & templates](https://docs.flowla.com/rooms/room-variables.md): Use dynamic variables to automatically personalise rooms with company, contact, and creator information.
- [Statuses & labels](https://docs.flowla.com/rooms/room-statuses-&-labels.md): Organise and categorise your rooms with custom labels and deal statuses.
- [AI Blocks](https://docs.flowla.com/rooms/ai-blocks.md): Build rich room layouts with the freeform editor, meeting blocks, and AI-generated content.
- [Automations overview](https://docs.flowla.com/automations/automations-overview.md): Set up workflows that handle your sales and onboarding process automatically — no coding needed.
- [Triggers](https://docs.flowla.com/automations/triggers.md): Choose the event that starts your workflow — from room activity to CRM changes and call recordings.
- [Actions](https://docs.flowla.com/automations/actions.md): See everything your workflows can do — from creating rooms to sending emails and updating your CRM.
- [AI Agents](https://docs.flowla.com/automations/ai-actions.md): Add AI-powered content generation to your workflows — write follow-ups, summarise calls, and personalise rooms automatically.
- [Smart Queue](https://docs.flowla.com/automations/smart-queue.md): Review and approve workflow outputs before they go out — your daily checkpoint for automated content.
- [Suggested Recipes](https://docs.flowla.com/automations/suggested-recipes.md): Pre-built workflow templates that get you up and running with automation in minutes.
- [Custom integrations](https://docs.flowla.com/automations/custom-integrations.md): Connect any external tool to Flowla using webhooks, custom code, and HTTP requests.
- [HubSpot automations](https://docs.flowla.com/automations/HubSpot.md): Trigger Flowla workflows from HubSpot events like deal stage changes and property updates.
- [Salesforce automations](https://docs.flowla.com/automations/Salesforce.md): Trigger Flowla workflows from Salesforce events like opportunity stage changes and property updates.
- [Attio automations](https://docs.flowla.com/automations/Attio.md): Trigger Flowla workflows from Attio events like deal stage changes and attribute updates.
- [Room analytics](https://docs.flowla.com/reports-analytics/room-analytics.md): Track engagement and activity for individual rooms in real-time.
- [Engagement trends](https://docs.flowla.com/reports-analytics/engagement-trends.md): Analyse engagement patterns across your rooms over time.
- [Content analytics](https://docs.flowla.com/reports-analytics/content-analytics.md): Understand which content resonates with your customers across all rooms.
- [Account analytics](https://docs.flowla.com/reports-analytics/account-analytics.md): View engagement data aggregated by company and account.
- [Team activity](https://docs.flowla.com/reports-analytics/team-activity.md): Monitor team performance and room creation across your organisation.
- [Room progress](https://docs.flowla.com/reports-analytics/room-progress.md): Track task completion and milestone progress across your rooms.
- [Actions overview](https://docs.flowla.com/mutual-action-plans/actions-overview.md): Create trackable tasks and next steps that drive mutual accountability in your rooms.
- [Managing actions](https://docs.flowla.com/mutual-action-plans/managing-actions.md): Assign actions and track everything from one dashboard.
- [Forms overview](https://docs.flowla.com/forms/forms-overview.md): Collect information from customers with smart forms that support conditional logic and automation.
- [Linear and table forms](https://docs.flowla.com/forms/table-linear-forms.md): Choose between linear forms for guided responses or table forms for spreadsheet-style data entry.
- [Form fields](https://docs.flowla.com/forms/form-fields.md): Understand all available field types and how to configure them for your forms.
- [Collaborative forms](https://docs.flowla.com/forms/collaborative-forms.md): Enable multiple stakeholders to contribute to the same form for shared data collection.
- [Conditional visibility on questions](https://docs.flowla.com/forms/logic-rules.md): Create dynamic forms with conditional fields that show or hide based on previous answers.
- [Asset library](https://docs.flowla.com/library/asset-library-overview.md): Manage and reuse content across all your rooms from one central place.
- [HubSpot](https://docs.flowla.com/integrations/HubSpot.md): Connect HubSpot to Flowla to sync deals, contacts, and engagement data automatically.
- [Salesforce](https://docs.flowla.com/integrations/SalesForce.md): Connect Salesforce to Flowla to sync opportunities, contacts, and engagement data automatically.
- [Attio](https://docs.flowla.com/integrations/Attio.md): Sync deal pipelines, log engagement activity, and automate room creation with Attio CRM.
- [Fireflies.ai](https://docs.flowla.com/integrations/Fireflies.ai.md): Import meeting recordings, transcripts, and AI summaries from Fireflies into your Flowla rooms.
- [Gong](https://docs.flowla.com/integrations/Gong.md): Import Gong call recordings and insights directly into your Flowla rooms.
- [Fathom](https://docs.flowla.com/integrations/Fathom.md): Import Fathom meeting recordings and AI summaries into your Flowla rooms.
- [Granola](https://docs.flowla.com/integrations/Granola.md): Import Granola meeting notes and AI summaries into your Flowla rooms.
- [Avoma](https://docs.flowla.com/integrations/Avoma.md): Import Avoma meeting recordings, transcripts, and AI summaries into your Flowla rooms.
- [Gmail](https://docs.flowla.com/integrations/Gmail.md): Send room sharing emails directly from your Gmail account.
- [Outlook](https://docs.flowla.com/integrations/Outlook.md): Send room sharing emails directly from your Outlook account.
- [Slack](https://docs.flowla.com/integrations/Slack.md): Get real-time notifications about room activity directly in your Slack channels.
- [Microsoft Teams](https://docs.flowla.com/integrations/Teams.md): Connect Flowla to Microsoft Teams to receive real-time notifications about your rooms directly in your team's channels or as direct messages.
- [Zapier](https://docs.flowla.com/integrations/Zapier.md): Connect Flowla to 5,000+ apps with Zapier to automate your workflows.
- [Clay](https://docs.flowla.com/integrations/Clay.md): Automatically create personalised Flowla rooms from your Clay tables.
- [Stripe](https://docs.flowla.com/integrations/Stripe.md): Embed Stripe payment links and invoices directly in your Flowla rooms.
- [Set up your profile](https://docs.flowla.com/platform/user-profile.md): Configure your profile to enable automatic personalisation across rooms and templates.
- [Notifications](https://docs.flowla.com/platform/profile-notifications.md): Control what alerts you receive and how, so you always know when buyers are engaging.
- [Invite your team](https://docs.flowla.com/platform/invite.md): Add teammates to your Flowla workspace and manage their roles and permissions.
- [Custom roles](https://docs.flowla.com/platform/custom-roles.md): Create and manage custom roles to control exactly what each team member can do in Flowla.
- [Organisation settings](https://docs.flowla.com/platform/org-settings.md): Set your company name, logo, brand colours, and default styles for all rooms.
- [MFA setup](https://docs.flowla.com/platform/mfa-setup.md): Add an extra layer of security to your account with multi-factor authentication.
- [Email templates](https://docs.flowla.com/platform/email-templates.md): Create reusable email templates so your team sends consistent, personalised outreach every time.
- [Microsoft Entra ID SSO setup](https://docs.flowla.com/platform/entra-id-sso-setup.md): Connect Flowla to Entra ID using OpenID Connect (OIDC) to enable Single Sign-On for your organization.
- [Okta SSO setup](https://docs.flowla.com/platform/okta-sso-setup.md): Connect Flowla to Okta using OpenID Connect (OIDC) to enable Single Sign-On for your organization.
- [Billing, Upgrade & Downgrade](https://docs.flowla.com/plans-billing/plans-pricing-overview.md): Understand Flowla pricing, plans, and what counts toward billing.
- [Credits](https://docs.flowla.com/plans-billing/credits.md): Learn how workflow credits work, avoid running out, and use them efficiently.
- [API Reference](https://docs.flowla.com/api/overview.md): The Flowla REST API lets you programmatically create rooms, manage content, and retrieve analytics.
- [Rooms](https://docs.flowla.com/api/rooms.md): Create, list, retrieve, and update rooms. Supports CRM linking, templates, and duplication.
- [Analytics](https://docs.flowla.com/api/analytics.md): Retrieve rich engagement data for a room: progress, assignees, and per-section/step viewership.
- [Sections](https://docs.flowla.com/api/sections.md): Sections are the top-level chapters within a room. Each supports an access level that controls buyer visibility.
- [Pages](https://docs.flowla.com/api/pages.md): Pages live inside sections and contain groups of blocks. Each supports an access level for buyer visibility control.
- [Groups](https://docs.flowla.com/api/groups.md): Groups are rows on a page. They hold one or more blocks and can have optional titles.
- [Blocks](https://docs.flowla.com/api/blocks.md): Blocks are the content units inside a group. Type is fixed at creation.
- [Action Items](https://docs.flowla.com/api/action-items.md): Create and manage action items (Mutual Action Plan tasks). Supports room-wide, page-wide, and block-scoped listing with pagination.
- [Workflows](https://docs.flowla.com/api/workflows.md): Trigger configured Flowla automations on a room.
- [Templates](https://docs.flowla.com/api/templates.md): List room templates available in your organization. Use a returned ID as templateId when creating a room.
- [Companies](https://docs.flowla.com/api/companies.md): List and create companies in your organization. Use a returned ID as companyId when creating or updating a room.
- [Labels](https://docs.flowla.com/api/labels.md): List label definitions configured in your organization.
- [Sessions](https://docs.flowla.com/api/sessions.md): List visitor sessions — each time someone viewed a room.
- [Room Completed Events](https://docs.flowla.com/api/room-completed-events.md): List events triggered when a room is marked as completed.
- [Users](https://docs.flowla.com/api/users.md): List users in your organization.
- [Statuses](https://docs.flowla.com/api/statuses.md): List room status definitions configured in your organization.
- [Getting Started with MCP](https://docs.flowla.com/mcp/getting-started.md): Connect Flowla to your AI assistant in minutes.
- [What you can do](https://docs.flowla.com/mcp/overview.md): Manage your Flowla rooms in plain language — no code required.
- [Rooms](https://docs.flowla.com/mcp/rooms.md): Create, find, and update the deal or onboarding spaces you share with buyers.
- [Sections, Pages & Content](https://docs.flowla.com/mcp/structure.md): Build out the structure of a room and fill pages with content blocks.
- [Action Items](https://docs.flowla.com/mcp/action-items.md): Shared to-do lists that keep you and the buyer aligned on next steps.
- [Workflows, Webhooks & Lookups](https://docs.flowla.com/mcp/workflows.md): Trigger automations, set up notifications, and find the right resources to reference.
- [REX](https://docs.flowla.com/mcp/REX.md): Read the deal intelligence REX builds — signals, scores, insight cards, and the evidence behind them — and write signals back.
- [MCP Tools](https://docs.flowla.com/mcp/tools.md): Complete reference for all Flowla MCP tools and their parameters.
- [Troubleshooting](https://docs.flowla.com/mcp/troubleshooting.md): Solutions to common issues with the Flowla MCP server.

## OpenAPI Specs

- [v1](https://docs.flowla.com/openapi/v1.json)

## Optional

- [What's new?](https://www.flowla.com/blog)