Knowledge
Customer Flow AI on manuals and policies indexed for your company.
Where to find it: Left menu → Knowledge → Customer Flow AI · Knowledge
Step 1
Left menu → Knowledge → Customer Flow AI · Knowledge. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Index sources first, then ask. Answers cite your indexed files only.
Step 3
Each answer should list source names and pages when available.
Yes. Customer Flow AI · Knowledge is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
No. Public Customer Flow AI is product docs only. This channel is org-scoped and authenticated.
