altaFlow

Learn how to access, switch between, and join workspaces in your account.

Access a workspace

Learn how to track changes across your workspace, workflows, and documents using the audit trail.

Audit trail

Audit trail [mobile app]

Learn how to invite teammates to your workspace and assign roles to them.

Add a teammate and assign a role to them

Learn how to change your workspace domain name and what to keep in mind before making the change.

Change workspace domain

Learn how to create, import, edit, and delete contacts, and send documents directly to them.

Create and manage contacts

Learn how to invite teammates, manage roles, block or remove users, and create user groups.

Manage your team

Understand workspace roles and workflow-level permissions, workflow visibility, and group roles.

Roles and permissions

Understand what a workspace is and how it supports collaboration, document management, and process automation.

What is workspace?

Manage your team [mobile app]

Learn how to transfer workspace ownership to another teammate.

Change workspace owner

Overview of workspace management options: workspace info, settings, subscription, usage, billing, email templates, and branding.

Manage workspace

Learn how to set up your corporate profile, including company name, domain, address, and contact information.

Workspace information

Configure verified domains, recipient options, electronic signature consent, and other workspace-level settings.

Workspace settings

Track your bots credits usage in the Usage log tab.

Usage log

Check your subscription status, manage subscription users, and upgrade your plan.

Subscription management

Add a payment method and review your billing history.

Billing and payment

Personalize outbound emails with your logo and custom button colors.

Email branding

Customize your altaFlow email templates with ease. Learn how to edit workspace-level messages, add dynamic data variables, and personalize bot emails.

Customize email templates

Want to learn more about setting up your team and connecting your cloud accounts? Look no further!

Workspace administration

Create a custom design with text, images, and links

altaflow.com

Request a Demo

Talk to Sales

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.