FlexyAgents · AI customer support platform & AI agents platform

FlexyAgents — the AI customer support platform and AI assistant platform for customer service & operations

One AI customer service software stack: build AI customer support chatbots and internal copilots, connect knowledge bases and tools, run AI workflows for customer support, and deploy an omnichannel AI chatbot on web, WhatsApp, email, Slack, Teams, SMS, and APIs—with hosted or BYOK models and enterprise controls.

  • Grounded answers from your knowledge—not generic model guesses.
  • Hosted AI or BYOK with a clear control plane for LLM keys.
  • Omnichannel deployment with automations across your stack.
Try it freeBook demo
FlexyAgents — Assistant console
LiveKnowledge

How Flexy Agents works

From your first agent to every channel—without guesswork

Create an agent, connect knowledge and tools, automate workflows, deploy across web and messaging, then measure what ships to customers.

  1. 01

    Create & configure your agent

    Define role, tone, and guardrails—hosted or BYOK models and assistant policies that match your brand and compliance needs.

  2. 02

    Connect your knowledge

    Upload docs, crawl sites, and sync Notion, Zendesk, Confluence, Google Drive, Shopify, CRMs, and 20+ more sources.

  3. 03

    Add automations & workflows

    Trigger workflows from conversations and integrate with tools—so AI participates in processes, not just chat bubbles.

  4. 04

    Deploy everywhere & improve

    Website widget, hosted pages, WhatsApp, Slack, Teams, email, SMS, and APIs—then measure with analytics, team roles, and audit trails.

Create & configure agents from proven templates

Start from the same starter templates you see under Agent templates in the dashboard—then define role, tone, models, and guardrails with hosted AI or BYOK so every assistant matches your brand and compliance needs.

Design the assistant

This is the first step in how Flexy Agents works: choose a template category (or refine from a blank slate), tune system behavior, and lock in policies before you connect knowledge or deploy channels.

Models, keys, and policies

Knowledge base chatbot & AI help center assistant

Connect uploads, crawls, and 27+ connector families into knowledge bases you assign to each agent—an AI chatbot that uses your documentation and company knowledge base, powered by retrieval augmented generation for customer support.

How RAG powers grounded answers

Retrieval-augmented generation here means: embed your approved content, retrieve the closest chunks from the knowledge bases attached to each agent, rank and filter them, then let your chosen model answer using that context—so responses align with what you connected, not only what the model memorized.

Knowledge ingestion

Uploads, site crawls, and connector syncs land in your org’s knowledge bases. Content is split into searchable chunks and tied to sources and metadata.

Embeddings & indexing

Chunks are embedded for semantic similarity; each user question gets an embedding too so we can match meaning, not just keywords.

Retrieval & ranking

We search assigned knowledge bases with vector similarity, then apply ranking signals and filters so the best passages surface first.

Grounded answers

Top passages are assembled into the model prompt together with your agent’s system and behavior rules so answers stay on-policy and cite where they came from.

Integrations & connectors

Connect Flexy Agents to your tools

How documents and apps feed your agent: connect help content, CRM, commerce, files, and calendars into your knowledge bases and automations—so assistants stay aligned with the systems your team already uses.

Below are the connector families we highlight (27 sources). Third-party marks belong to their owners.

Explore connectors

Documentation & support

  • Notion
  • Zendesk
  • Confluence
  • ServiceNow
  • Slite
  • ClickUp
  • Intercom
  • Help Scout
  • Freshdesk

Commerce & catalogs

  • Shopify
  • WooCommerce
  • BigCommerce
  • Magento

CRM & marketing

  • Salesforce
  • HubSpot
  • Pipedrive
  • Zoho CRM

Files & collaboration

  • Google Drive
  • Dropbox
  • Box
  • OneDrive
  • SharePoint

Calendars & booking

  • Google Calendar
  • Outlook Calendar
  • Apple / iCloud Calendar
  • Calendly
  • Cal.com

Automations & workflows

Turn chats into workflows across your stack

Automations let your assistant do something when events happen—not only generate text. Connect conversation signals to Slack, support tools, CRM, commerce, and custom HTTP endpoints so operations keep moving.

  • Trigger from real conversations

    When a user message or session matches your rules—intent, tags, escalation, or custom events—FlexyAgents can start a workflow instead of stopping at a reply.

  • Reach the tools you already use

    Notify Slack, post to email, call HTTP APIs, and fire webhooks so tickets, CRM records, and internal processes stay in sync.

  • Compose steps, not one-off scripts

    Chain actions with guardrails in the automation builder so teams can change behavior without redeploying code.

View automationsBrowse connectors

Example flow

Conversation

Widget, API, channels

Flexy Agent

Rules & context

Automations run
Slack
Zendesk
HubSpot
Salesforce
Shopify
Webhooks

Logos illustrate typical destinations—your live automations use the apps and endpoints you configure.

Omnichannel deployment

Deploy agents on your site, your stack, and every major channel

On the web, you drop in a lightweight JavaScript snippet for the chat widget—or publish a hosted help page with your branding. In chat and messaging, you connect the same agent to Slack, Teams, WhatsApp, and more so one brain answers everywhere your customers already are. For custom products, use the API and webhooks to wire conversations into your own apps and backends.

Messaging & inboxes

Connect each deployment in the dashboard; messages are normalized so the same agent handles threads across channels.

  • Slack
  • Discord
  • WhatsApp
  • Microsoft Teams
  • Telegram
  • Messenger
  • Instagram DM
  • SMS
  • EmailInbound routing

LinkedIn messaging is not available in the product today—plan rollouts accordingly.

Websites & builders

Paste the embed where your frontend lives: vanilla HTML, popular CMS and commerce themes, or React/Next.js apps—the widget loads asynchronously and respects your layout.

  • Any siteScript embed
  • WordPress
  • Shopify
  • WooCommerce
  • BigCommerce
  • Webflow
  • Wix
  • Squarespace
  • React
  • Next.js

Need a channel that is not listed? Use APIs & webhooks to forward events or build a custom client on top of the same agent configuration.

Channels overviewAPI & webhooks

Product tour

See Flexy Agents in action

The dashboard brings configuration, automations, and operational metrics into one place—illustrative figures below mirror the kinds of KPIs you track in production.

Conversation performance

Session volume, timing, and depth—the same class of metrics surfaced on the org and agent analytics pages.

Avg response time

1.1s

Faster vs prior week

Conversations (30d)

3.2k

+14% vs prior

Avg messages / thread

6.4

+0.3 vs prior

Volume & latency trends

Rolling views of sessions started, completed, and assistant response times.

Customer experience

Satisfaction, completion, and sentiment-style signals when your deployment collects them—mirrors quality fields in conversation analytics.

Avg satisfaction

4.6/5

+0.2 vs prior

Completion rate

86%

+4 pts vs prior

Positive sentiment

74%

Rolling 30d mix

Quality over time

Tracks how often conversations end in a completed state and how ratings trend.

Knowledge & retrieval

How often answers lean on your knowledge base and how strong retrieval matches are—aligned with KB utilization and search analytics.

KB-backed replies

41%

Of assistant turns

Avg relevance score

0.81

Top passages

Sources in use

27

Connected now

Retrieval health

Visibility into which sources and passages drive grounded answers.

Usage & footprint

Token volumes and cost estimates alongside how many agents are live—actuals depend on hosted vs BYOK and your plan.

LLM tokens (30d)

1.9M

+11% vs prior

Est. assisted spend

$168

Indicative subtotal

Active agents

11

Published

Cost & scale

Monitor spend drivers and growth in automated volume.

Use cases

Sample programs from your Agent templates

Every example maps to a starter you can choose in Dashboard → Agents → Agent templates—then connect knowledge, automations, and channels to match how you work.

Trust & control

Built for teams and governance

Operational analytics, role-based access, audit trails where included, and security controls—so leaders can ship AI with the same rigor they apply to software releases.

Details vary by plan—see Hosted vs BYOK and Analytics & governance.

Analytics & reporting

What you get in-app today: operational metrics from real sessions, team and role management, and governance settings whose depth grows with your plan.

  • Operational analytics

    See how assistants are used across the organization and drill into each agent—grounded in real conversation sessions and knowledge activity.

    • Organization dashboard: conversation totals, volume today / this week, agents live, team size, and knowledge documents indexed.
    • Conversation analytics API and UI: satisfaction averages, response-time trends, and period comparisons for the dates you choose.
    • Per-agent views: messages per thread, completion rates, message totals, and daily breakdowns for tuning prompts and coverage.
    • Knowledge signals: document counts and (where enabled) search / retrieval analytics to see whether content is actually driving answers.

  • Team & access

    Invite colleagues, assign roles, and keep ownership clear as you scale from a pilot to many departments—without sharing one login.

    • Members and invitations managed in-app; role-based permissions for who can configure agents, knowledge, billing, or admin tasks.
    • Department or segment labels on eligible plans so large orgs can mirror how they already structure support and ops.
    • Each deployment stays tied to an organization and agent IDs, so analytics and access align with how your workspace is modeled.
    • Dashboard entry points for team overview and (where available) activity snapshots alongside core metrics.

  • Governance & compliance-ready settings

    Retention, security, and auditability features align with how regulated teams buy software—exact scope depends on your plan.

    • Audit trails and security-focused activity views on plans that include them—see who changed settings and high-level security events.
    • Data retention and privacy controls in organization settings; pair with your DPA and internal records policies.
    • Paths toward SSO and stricter authentication on suitable tiers; security and notification preferences in one settings area.
    • Analytics and governance story continues on the platform page: exports, scheduled reporting, and advanced dashboards where implemented.
Analytics & governanceCompare plans

Security & compliance

How the platform approaches protection and accountability: technical controls you can verify, plus attestations and contracts that mature with your plan. Exact scope always belongs in your order form and security pack.

Encryption in transit & at rest

Customer data moves over TLS in the browser and app; stored content and backups use provider-grade encryption aligned with how the stack is hosted.

  • HTTPS for dashboard, widget, and API traffic; modern cipher suites on the application edge.
  • Secrets and keys managed outside the client—BYOK keys stay under your provider accounts when you use that mode.
  • Database and object storage inherit the cloud provider’s encryption defaults for data at rest.
  • Not “end-to-end” in the chat-app sense: FlexyAgents operates as a SaaS control plane with standard cloud encryption.
Data protection

Roles, sessions & integration auth

Team members sign in to the dashboard with account-based access; connectors and channel bots use OAuth or scoped tokens per integration.

  • Organization membership and roles determine who can change agents, knowledge, billing, and security settings.
  • Platform deployments (Slack, Teams, WhatsApp, etc.) are connected with per-channel credentials you authorize.
  • API and embed keys can be rotated from settings; scope automations and widgets to the agents you choose.
  • Optional SSO and stricter auth paths on tiers that support enterprise login flows.
Data protection

Audit trails & activity visibility

Where your plan includes them, see who changed high-impact settings and review security-relevant events—designed for buyers who answer to IT and compliance.

  • Team audit views (where enabled) surface organization activity such as settings and membership changes.
  • Security-focused logs help trace authentication and configuration events appropriate to your tier.
  • Depth and retention follow plan limits—upgrade when you need longer history or export.
  • Pair in-app trails with your SIEM by exporting or forwarding where product support allows.
Compliance

Data lifecycle & privacy settings

Retention, deletion, and regional expectations are handled through organization settings and your agreements—so legal and DPO teams have levers they recognize.

  • Organization settings include data retention and privacy controls you can align to internal policy.
  • Customer content (conversations, uploads, knowledge) is scoped by organization_id and access rules in the product model.
  • GDPR-oriented buyers typically pair the product with a DPA and subprocessors list from your contract pack.
  • Deletion and export expectations should be confirmed for your workload during procurement.
Compliance

Hosted platform footprint

FlexyAgents runs on managed cloud infrastructure with patching and scaling handled by the service—so you inherit baseline uptime and network isolation patterns from the provider.

  • Multi-tenant SaaS architecture with logical isolation between customer organizations in the data model.
  • Edge and application layers benefit from provider DDoS mitigation and certificate management.
  • Backups and redundancy follow the hosting provider’s practices for the regions you select or default to.
  • Dedicated or single-tenant deployments, if offered, are scoped in enterprise agreements—not the default self-serve path.
Infrastructure

Abuse resistance & monitoring

API rate limits, authentication checks, and operational monitoring reduce casual abuse; this complements—not replaces—your own security monitoring program.

  • Rate limiting on sensitive routes reduces brute-force and scraping-style misuse of public endpoints.
  • Webhook and OAuth flows validate signatures and tokens expected for each channel integration.
  • Operational metrics alert the operator when dependencies error or quotas are exceeded.
  • For regulated workloads, combine platform controls with your SOC processes and vendor risk reviews.
Infrastructure

Attestations & regulatory fit

Badges summarize posture; your legal and security teams should validate mapping to your jurisdiction and data types.

SOC 2 Type II

Independent attestation over security, availability, and confidentiality controls for the service.

  • Useful for vendor security questionnaires and enterprise procurement.
  • Ask sales for the current report under NDA if your policy requires it.
  • Scope covers the in-scope product and environments defined in the report period.
SOC 2 report

GDPR readiness

Processes and settings designed so EU customers can meet GDPR expectations together with contractual terms.

  • Data processing agreement and subprocessors documentation for EU/UK buyers.
  • Retention, access, and deletion workflows you can map to Articles 15–20 with your legal team.
  • Controller vs processor responsibilities split per your contract and use case.
DPA & controls

ISO 27001

Formal information security management system certification roadmap.

  • Controls and evidence collection aligned with ISO 27001 practices.
  • Status shown as in progress—confirm target date with sales or security contact.
  • Often paired with SOC 2 evidence for international RFPs.
In progress

HIPAA & healthcare

A BAA and hardened configuration may be required before PHI can appear in prompts or knowledge.

  • Planned / evaluated per roadmap—not a default self-serve HIPAA offering unless explicitly sold.
  • US healthcare teams should run a BAA and risk assessment before production PHI.
  • Contact sales for the current posture and any limited availability programs.
Planned / evaluate
Analytics, access & securityTalk to security / sales

For questionnaires, pen tests, and custom terms, route through your account executive or the contact form—we’ll align answers to your plan and region.

Contact

Get in touch

Send a note and we'll follow up—usually within one business day for work emails.

Want to explore first? Try it free or book a demo.

Frequently Asked Questions

Have Questions? We Have Answers

Straight answers about knowledge, deployment, hosted vs BYOK, automations, and security—grounded in how the product actually works. Need something specific? Reach out from the contact page.

Still have questions? Our team can help with rollout, procurement, and technical fit.

Contact support

Learn more

How FlexyAgents works

Plain-language detail on agents, knowledge, models, channels, and governance—the same concepts you will find in the dashboard and docs.

Your next step

Put your content in front of customers today—not someday

Pick a template, plug in your docs or site, and publish a widget or messaging channel in one sitting. No need for a perfect knowledge base—start narrow, measure deflection, then expand automations and surfaces.

  • Ship from real templates—not a blank system prompt
  • Hosted AI or BYOK—same agents, your compliance story
  • One brain across web, Slack, Teams, WhatsApp, email & more
Try it freeBook a demo

SSO, procurement, or a custom rollout? Talk to sales—we'll match templates, connectors, and plan to your stack.