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Account Registration

This guide helps you enter ScaleFlow for the first time. Most beginners should use SSO sign-in because it is the fastest and easiest option.

SSO means you sign in with an account your company already uses, such as Google or Microsoft. You do not need to create and remember a separate ScaleFlow password.

Step 1: Open the ScaleFlow login page​

  1. Open ScaleFlow in your browser.
  2. If you are not signed in yet, ScaleFlow sends you to the login page automatically.
  3. Choose the sign-in method that matches your organization.

Step 2: Choose your sign-in method​

ScaleFlow supports two common ways to get started. Most beginners should choose SSO if it is available.

Option 1: Register or sign in with SSO​

Choose this option first if you see a company sign-in button such as Continue with Google, Continue with Microsoft, or another company login.

  1. Click the SSO button.
  2. Choose or enter your work email account.
  3. Approve the sign-in request if your company asks for confirmation.
  4. Wait for ScaleFlow to open your workspace.

Sign in with SSO

Use SSO when:

  • Your company already gave you a work email account.
  • You want the quickest setup.
  • You do not want to manage another password.

Example: A new support agent joins on Monday morning. Their manager adds them to the company workspace. The agent opens ScaleFlow, clicks Continue with Google, and reaches Inbox in about one minute.

Option 2: Register with the form​

Use the registration form if your organization does not use SSO, or if your admin specifically asks you to create a ScaleFlow password.

  1. Select Register or Create account.
  2. Enter your name and email address.
  3. Create a password.
  4. Submit the form.

If ScaleFlow asks you to verify your email:

  1. Open the verification email.
  2. Click the confirmation link.
  3. Return to the login page.

Step 3: Confirm access to your workspace​

After sign-in, check that:

  • You can see the main ScaleFlow screen.
  • Your profile or account menu appears in the top-right corner.
  • You can open important areas such as Inbox, Channels, or AI depending on your role.

If you can sign in but cannot see a page, it usually means your role does not include that access yet. Ask your admin to update your role in User Management or Roles & Permissions.

What to do next​

If you are setting up ScaleFlow for your team, go to Channel Integration next so customer messages can arrive in Inbox.

If you are joining as a support staff member, go to Inbox Usage to learn how to handle conversations.

Common issues and quick fixes​

I did not receive verification email​

  • Check Spam, Promotions, or Junk folders.
  • Make sure the email address is typed correctly.
  • Try registering again with the correct email.

I forgot my password​

  • Use the password reset option on the authentication page.
  • If you use SSO, reset the password through your company account instead.

Security tips​

  • Do not share your password with anyone.
  • Always sign out when using a shared computer.
  • Use SSO when available because your company can manage access more safely.

What to do next​

After you can sign in, open the Getting Started hub. Use the checklist (or Open quick setup) to connect a channel, teach AI, and invite teammates.