Install for the agency
An agency owner or administrator opens the approved installation link and selects the intended client accounts.
AgencyFlow documentation
Install the app and run your first scan.
AgencyFlow lists connected client accounts and checks four types of configuration. This page covers setup, permissions, and common errors.
Contact AgencyFlow support →01 Install
02 Authorize
03 Scan
04 Review
Getting started
An agency administrator handles setup.
The private pilot is available only to approved customers. The administrator chooses which client accounts can use AgencyFlow.
Review permissions
AgencyFlow requests read-only configuration permissions and the permissions needed to manage installation tokens.
Open AgencyFlow
After installation, open AgencyFlow from the client-account navigation. The app verifies administrator access before showing account status.
Run a scan
Select an installed account and start a scan. The page updates when background processing finishes.
Data and permissions
The scan stores counts, not customer records.
The first release counts workflows, calendars, custom-field definitions, and custom-value definitions. It stores those counts with scan and installation status.
It does not request contact, conversation, message, appointment, or opportunity records. It does not retain full webhook bodies or configuration contents.
Read the Privacy Policy →Troubleshooting
Check these four items first.
If the problem continues, send support the visible error and approximate time.
Page will not connect
Open AgencyFlow from inside the installed client account while signed in as an agency owner or administrator.
Account is not listed
Confirm that AgencyFlow is installed for that client account, then wait briefly for the installation event to process.
Scan is unavailable
The account may need to approve a new read-only permission or reconnect an expired installation.
Scan failed
Retry once. If it fails again, contact support. Never send credentials or customer records.
Disconnect
Account control
Open disconnect guide →Remove access or request deletion.
The disconnect guide explains uninstall steps, token removal, retained metadata, deletion requests, and the separate billing-cancellation step used by future paid plans.
AgencyFlow support