Quick Start Guide

Welcome to WorkFlux! This guide will help you deploy your first AI agent in just a few minutes. Our platform is designed to be intuitive, but we'll walk you through every step.

By the end of this guide, you'll have a fully functional AI agent handling customer inquiries, scheduling appointments, or managing patient intake—depending on your chosen agent type.

Business Impact: WorkFlux customers typically see ROI within 30-60 days, with average monthly savings of $8,400 and 87% reduction in no-shows. Our 48-hour deployment process means you can start seeing results faster than any custom development solution.

Browse our catalog of 12 pre-built AI agents. Each agent is designed for specific use cases:

• Customer Engagement Agents ($199-$249/month): Handle support, lead qualification, and customer communication. Average ROI: 312% in 90 days

• Healthcare Operations Agents ($299-$399/month): Manage patient intake, appointment scheduling, and insurance verification. Reduces no-shows by 87% on average

• Operations & Finance Agents ($399/month): Automate billing, payment collection, and administrative tasks. Saves 15+ hours per week

Business Strategy: Start with your highest-impact use case. Most customers begin with appointment scheduling or customer support, then expand to additional agents as ROI becomes clear. Our Professional plan (3-5 agents) provides the best value at $1,299/month.

Select the agent that best matches your immediate needs. You can always add more agents later with no additional setup fees.

1. Click 'Get Started' on any agent page or visit /contact

2. Fill out the consultation form with your business details

3. Our team will contact you within 24 hours to discuss your requirements

4. Once approved, you'll receive account credentials via email

5. Log in to your WorkFlux dashboard at dashboard.workflux.ai

After logging in, you'll be guided through a setup wizard:

• Enter your business information and branding

• Configure business hours and timezone

• Set up your first integration (EHR, CRM, or calendar system)

• Customize agent personality and response tone

• Set up escalation rules for when agents need human assistance

Before going live, test your agent thoroughly:

• Use the built-in testing interface to simulate conversations

• Verify integration connections are working

• Test escalation workflows

• Review sample responses for accuracy and tone

Our team will also perform comprehensive testing before deployment.

Once testing is complete, you're ready to go live:

• Activate your agent in the dashboard

• Monitor the first few conversations closely

• Provide feedback to our team for any adjustments

• Your agent is now handling inquiries 24/7!

Congratulations! Your AI agent is now live. Here's what to do next to maximize your business impact:

• Monitor Analytics Dashboard: Track key metrics like resolution rate (target: 70-85%), response time (target: <2 seconds), and cost savings. Professional and Enterprise plans include weekly performance reports

• Review Conversations Weekly: Identify improvement opportunities and common questions. Update your knowledge base to improve resolution rates

• Scale Strategically: Once you see ROI (typically 30-60 days), consider adding more agents. Most customers add 2-3 additional agents within 90 days

• Optimize Continuously: Schedule monthly optimization sessions with our team (included in Professional+ plans) to refine agent performance and increase ROI

• Measure Business Impact: Track metrics like:

- Monthly cost savings (average: $8,400/month)

- No-show reduction (average: 87% improvement)

- Staff time saved (average: 15 hours/week)

- Revenue impact from improved conversion and retention

Success Story: A 5-location dental practice achieved 312% ROI in 90 days by automating appointment scheduling, patient intake, and insurance verification. They reduced no-shows from 23% to 4% and recovered $47K in monthly revenue.