Hey, it's Cindy 🌱 You commented AGENT, so here is the whole walkthrough: every click from the free trial to a working AI agent, the one Claude prompt that writes its knowledge pack for you.
btw the waitlist for AI System Club is now open! If you're keen on using AI to automate your content, video editing, job search, business or build AI agents, feel free to sign up (only if you want to hehe). Ps. the waitlist gets first dibs:)
What you are building, in one line. Every message from Instagram, WhatsApp, Messenger, TikTok and your website lands in one Inbox, an AI agent that has read your website and your pricing answers first, and it hands the chat to you the moment it is unsure. Most chatbots live on one platform and know nothing about your business. This one knows your business and sees every platform.
the setup
The click path
Start the free trial. Go to sleekflow.io and press Start Free Trial in the top bar. You get 7 days of the Pro plan, no card needed. Answer the short questions about your company and what you want to achieve, because that sets up your workspace.
Connect your channels. In the app, click the Channels icon at the bottom of the left sidebar, pick a channel, and press Connect. A green tick means it is live and its messages start landing in your Inbox. On the trial you can connect 3 channels, so start with the three that get the most messages.
Open the Inbox. Every connected channel now sits in one shared Inbox. You can assign conversations to teammates, group them into teams, and see the client's profile beside the chat.
Create your AI agent in AgentFlow. Open AgentFlow, create a new agent, give it a name and a role (for example "front desk for my studio"), and pick a persona and tone.
Feed it your business. In the agent's knowledge base, add your website URL and tick Scan all subpages, then upload your files: product catalogue, pricing sheet, media kit, FAQ, policies. It accepts PDF, DOCX, XLSX, CSV and JPG, up to 20 files at 50 MB each, and only the text inside them is read, so a pricing PDF with real text beats a screenshot of one.
Tell it what to ask. Turn on lead qualification and give it the three or four things you always need to know before you quote (budget, timeline, what they are after, where they found you). It can score each lead against your criteria and update the contact's lifecycle stage.
Decide when a human steps in. In When to exit, keep the two defaults (confidence is low, a human joins) and add your own, such as "customer asks for a refund" or "customer mentions a deadline". Set the follow-up action to assign the conversation to you or a teammate. The human gets a summary, so the client never repeats themselves.
Test, then deploy. Run a test conversation as a customer, fix anything it gets wrong with a custom answer, then deploy the agent to your channels.
the shortcut
The Claude prompt that writes the knowledge pack
AgentFlow is only as good as what you feed it. Instead of writing an FAQ from scratch, paste this into Claude with your website link and your pricing, and upload the file it gives you as the agent's knowledge base. You provide your website and prices, Claude writes the whole pack, you upload one document.
🧠 the knowledge pack prompt
You are writing the knowledge base for an AI agent that will answer my customer messages on Instagram, WhatsApp, Messenger, TikTok and my website. Here is my website: [PASTE URL]. Here is my pricing and what each offer includes: [PASTE PRICING]. Here is who I serve and what I do not do: [PASTE TWO LINES].
Write one document, in plain language a customer would use, with these sections. 1) About the business in five sentences. 2) Every product or service with what it includes, the price, the turnaround, and who it is for. 3) The 25 most likely customer questions with a direct answer each, including delivery, refunds, booking, payment methods, and how to get started. 4) The four qualifying questions the agent should ask a new lead before quoting, in the order that feels natural in a chat. 5) The exact situations where the agent must stop and hand the chat to a human, such as refunds, complaints, anything about a deadline, or a question it cannot answer from this document. 6) Ten short reply templates in my tone for the most common moments: first reply, sending a price, booking a call, following up after silence.
Do not invent any price, policy, or claim that is not in what I gave you. Where you need a fact I did not provide, write [ASK OWNER] so I can fill it in. Keep every answer under four sentences.
What the agent can actually learn from
Your website Add the URL and tick scan all subpages. It indexes the pages and can also run a live web search on sites you name.
Your files PDF, DOCX, XLSX, CSV and JPG. Up to 20 files, 50 MB each. Catalogues, pricing sheets, a media kit, policies.
Custom answers Fixed replies for the questions you want answered one exact way, like your refund policy.
Shopify If you sell on Shopify it can search products, show details, and check availability inside the chat.
The honest bit
The trial is real but capped 7 days of Pro features and a working AgentFlow agent, no card. Pro allows 3 channels, 3 users and 500 monthly active contacts, so a busy multi-channel business will outgrow it fast.
What it costs after Pro AI is US$149 a month billed yearly (US$199 monthly) with unlimited AI usage under fair use. Pro without AI is US$119 yearly (US$149 monthly) and only gives you a usage-limited taste of the agent. WhatsApp and SMS carry their own per-message fees.
Text only It reads the text in your files, not the layout or the images. A designed media kit works if the words are selectable; a flattened image of one does not.
One client, one profile Every conversation links to a single customer profile with lifecycle stage and owner, so someone who messaged on Instagram last week and WhatsApp today is the same record. TikTok replies have a 48-hour window.