# Flow9 Docs

> Documentation for Flow9 Funnel — the AI-powered CRM for capturing, nurturing, and converting leads.

## Docs

- [What is Flow9 Funnel?](https://flow9.mintlify.app/guide/introduction.md): An AI-powered CRM for capturing, nurturing, and converting leads — with built-in AI voice, SMS, and email campaigns.
- [Set up your workspace](https://flow9.mintlify.app/guide/onboarding.md): The Onboarding page gathers workspace setup, activation tips, and guides in one place. It is optional and never blocks you from using Funnel.
- [Quickstart: your first lead to won deal](https://flow9.mintlify.app/guide/quickstart.md): Capture a lead, qualify it, convert it to a deal, and mark it won — in about five minutes.
- [Your trial and demo data](https://flow9.mintlify.app/guide/trial-and-demo-data.md): What's included in the free trial, and what the pre-loaded sample data is for.
- [Tour the dashboard](https://flow9.mintlify.app/guide/dashboard-tour.md): A quick orientation to the Funnel navigation and where everything lives.
- [Connect your AI](https://flow9.mintlify.app/guide/connect-ai/overview.md): Work your Flow9 pipeline by chatting with Claude or ChatGPT.
- [Connect Claude](https://flow9.mintlify.app/guide/connect-ai/claude.md): Add Flow9 to claude.ai, Claude Desktop or Claude Code.
- [Connect ChatGPT](https://flow9.mintlify.app/guide/connect-ai/chatgpt.md): Add Flow9 to ChatGPT as a custom plugin.
- [Permissions](https://flow9.mintlify.app/guide/connect-ai/permissions.md): What you are agreeing to when you connect an assistant, and how to change it.
- [Security](https://flow9.mintlify.app/guide/connect-ai/security.md): What an assistant can and cannot do with your data, and how to take access away.
- [Troubleshooting](https://flow9.mintlify.app/guide/connect-ai/troubleshooting.md): What the errors mean when connecting an AI assistant, and how to fix them.
- [Leads](https://flow9.mintlify.app/guide/crm/leads.md): Capture, qualify, score, and convert leads — with custom statuses, auto-tags, and duplicate protection.
- [Deals](https://flow9.mintlify.app/guide/crm/deals.md): Run your sales pipeline — statuses, priorities, revenue forecasting, and everything on the deal page.
- [Customers & accounts](https://flow9.mintlify.app/guide/crm/customers-and-accounts.md): People and the organizations they belong to — how customer and account records work together.
- [Tasks](https://flow9.mintlify.app/guide/crm/tasks.md): To-dos and follow-ups with schedules, recurrence, collaborators, and required outcomes.
- [Invoices & approvals](https://flow9.mintlify.app/guide/crm/invoices-and-approvals.md): Create customer invoices from deals, and route big quote discounts through the approval queue.
- [Reports](https://flow9.mintlify.app/guide/crm/reports.md): Build, run, and save reports over your custom objects with grouping, aggregation, and charts.
- [How campaigns work](https://flow9.mintlify.app/guide/ai-campaigns/overview.md): AI voice, SMS, and email campaigns in Flow9 Funnel — what they do and how the pieces fit together.
- [Create a campaign](https://flow9.mintlify.app/guide/ai-campaigns/create-a-campaign.md): Step through the campaign form: basics, channels, voice agent, contacts, outcome, and schedule.
- [Build your voice agent](https://flow9.mintlify.app/guide/ai-campaigns/voice-agent.md): Configure the AI agent's model, voice, prompt, and call behavior — then test it with a live web call.
- [Contacts & contact lists](https://flow9.mintlify.app/guide/ai-campaigns/contacts-and-lists.md): Build campaign audiences: manage contacts, organize lists, and import from CSV or Excel.
- [Phone numbers](https://flow9.mintlify.app/guide/ai-campaigns/phone-numbers.md): Buy, import, and manage the numbers your campaigns call and text from.
- [SMS & email campaigns](https://flow9.mintlify.app/guide/ai-campaigns/sms-and-email.md): Send SMS and email as part of a campaign — templates, merge fields, and delivery tracking.
- [Schedules, statuses & retries](https://flow9.mintlify.app/guide/ai-campaigns/schedules-and-lifecycle.md): Control when campaigns run — calling windows, recurrence, holiday calendars — and manage their lifecycle.
- [Reading campaign results](https://flow9.mintlify.app/guide/ai-campaigns/results.md): Metrics, call history, recordings, transcripts, callbacks, and captured data on the campaign detail page.
- [Compliance: DNC & suppression](https://flow9.mintlify.app/guide/ai-campaigns/compliance.md): Keep outreach compliant — the Do Not Call list, SMS opt-outs, and the email suppression list.
- [AI Workforces](https://flow9.mintlify.app/guide/workforce-studio/overview.md): Hire AI Workers that nurture leads, chase follow-ups, and handle the busywork — built visually in Workforce Studio.
- [Hire an AI Worker](https://flow9.mintlify.app/guide/workforce-studio/hire-a-worker.md): Pick a role, give your worker a name and avatar, and land straight in the Studio to design what it does.
- [Build a workflow](https://flow9.mintlify.app/guide/workforce-studio/workflow-builder.md): Design what a worker does in the Studio — a trigger, steps on the canvas, then test and publish.
- [Steps & actions](https://flow9.mintlify.app/guide/workforce-studio/steps-and-actions.md): The building blocks of a workflow — control-flow steps, the action catalogue, and the AI Worker step with its guardrails.
- [Approvals & escalations](https://flow9.mintlify.app/guide/workforce-studio/approvals.md): Keep a human in the loop — pause a run for approval, and see everything that needs attention in one place.
- [ROI & usage](https://flow9.mintlify.app/guide/workforce-studio/roi-and-usage.md): See what your workforce delivered — tasks, conversations, hours saved, and AI spend — and understand how usage is metered.
- [Marketplace](https://flow9.mintlify.app/guide/marketplace/overview.md): Ready-made automations for your business — pick one, connect a couple of your own details, and it just works. No technical setup.
- [Install an app](https://flow9.mintlify.app/guide/marketplace/install-an-app.md): Find a ready-made automation, connect your own details, and turn it on — usually in about a minute.
- [Offer your automation](https://flow9.mintlify.app/guide/marketplace/offer-your-automation.md): Share one of your published automations as a Marketplace app — Flow9 cleans out your private details automatically, then reviews it before it goes live.
- [Inbox](https://flow9.mintlify.app/guide/inbox.md): Your connected mailbox, mirrored into the CRM — email conversations linked automatically to leads, deals, contacts, and accounts.
- [Email & calendar](https://flow9.mintlify.app/guide/email-and-calendar.md): Connect Gmail and Google Calendar so email logs to your CRM and AI campaigns can book appointments on your calendar.
- [Fax](https://flow9.mintlify.app/guide/fax.md): Send, receive, and track faxes from Flow9 Funnel — linked directly to your leads and accounts.
- [Workforce & schedules](https://flow9.mintlify.app/guide/workforce.md): Plan and publish team shift schedules, track presence, and manage your own availability.
- [Company setup](https://flow9.mintlify.app/admin/overview.md): The Settings hub — branding, entity names, datasets, and the admin's map of what's configurable.
- [Users, roles & permissions](https://flow9.mintlify.app/admin/users-and-roles.md): Invite your team, shape the org structure, and control who can see and do what.
- [Customize your workspace](https://flow9.mintlify.app/admin/customization.md): Custom fields, statuses, tags, scoring, custom objects — shaping Funnel around your process.
- [Lead capture](https://flow9.mintlify.app/admin/lead-capture.md): Website forms and social lead sync — turn Facebook, WhatsApp, and LinkedIn inquiries into CRM leads automatically.
- [AI connections](https://flow9.mintlify.app/admin/ai-connections.md): Turn AI assistant access on for your workspace and choose what it may do.
- [Billing & wallet](https://flow9.mintlify.app/admin/billing.md): Plans and seats, the prepaid usage wallet, invoices, and what happens when payment fails.
- [API keys & usage](https://flow9.mintlify.app/admin/api-keys.md): Create scoped API keys for integrations and monitor their usage.
- [Changelog](https://flow9.mintlify.app/changelog/overview.md): Product updates and improvements to Flow9 Funnel.