Flexsee Quickstart

Follow these steps to stand up a Flexsee environment from scratch. The flow mirrors what we run internally when onboarding a new merchant.

1. Create an organization

1. Sign in to the Flexsee dashboard at dashboard.flexsee.ai.
2. Use the Sign up form to create an organization. Behind the scenes the dashboard provisions:
   • A Postgres schema scoped to the org
   • Default Shopify + Klaviyo integration records in marketing_integrations
   • A system user tied to your email address
3. Confirm your email address if prompted—Flexsee uses verified emails for admin access control.

2. Connect your integrations

Flexsee reaches its full potential when it merges transactional data with marketing and campaign destinations.

Integration	Where to connect	Guide
Shopify	Integrations → Datasources → Shopify	Shopify
Klaviyo	Integrations → Email & SMS	Klaviyo
Mailchimp (Transactional)	Integrations → Email & SMS	Mailchimp
Meta Ads	Integrations → Meta Ads	Meta Ads
Stripe / Quick Pay	Integrations → Stripe	Quick Pay

The dashboard blocks certain features (e.g., AI model training) until Shopify data is synced. Check integration status cards after the first sync.

3. Generate an API key

1. Navigate to Settings → API Keys.
2. Select Generate API key and optionally add a label such as Production Server.
3. Copy the secret immediately—Flexsee only shows it once. The UI stores only the hashed version in the database.
4. You can access the key later via its prefix (e.g., fk_cf61f…) and revoke it at any time.

The API key unlocks the Client API. Requests require either the X-Flexsee-Api-Key header or an Authorization: Bearer token.

4. Launch your first campaign (Wizard Flow)

Once Shopify is syncing and predictions are ready:

1. Open Wizard Flow → Create flow — see the Wizard Flow guide.
2. Pick a destination (Meta Ads, Klaviyo, Mailchimp, or WhatsApp/SMS).
3. Select a product and predictive audience, then complete destination setup.
4. Activate and review results on Campaigns.

You can also start from Products (launch wizard on a catalog item) or Dashboard action items.

5. Review performance

• Campaigns — attributed revenue, ROAS, and per-campaign rows (Campaigns & attribution)
• Customers / Products — profiles, journeys, and demand signals
• Dashboard — top campaigns and onboarding checklist

6. Billing (optional)

Manage subscription plans, usage, and pay-as-you-go wallet top-ups under Settings → Billing. Quick Pay checkout revenue uses a separate Stripe Connect account.

7. Warm up with the admin panel (Flexsee staff only)

Flexsee employees with @flexsee.ai email addresses can open Admin → Organizations to:

• List all organizations and their traffic stats
• Impersonate an org by minting a short-lived JWT
• Trigger test flows such as the Klaviyo post-purchase event

Details live in our internal admin playbook (temporarily restricted). If you need impersonation access, email support@flexsee.ai for approval.

8. Train or reuse a model

Once data is synced, Flexsee auto-provisions baseline purchase recommendation models. You can:

• Review available models through Models in the dashboard
• Call GET /client/models using your API key to inspect metadata (see Client API → Models)
• Trigger training or retraining from Advanced → Build Model when data freshness requires

9. Test the prediction endpoint

Use the API key and a known training user ID to hit the prediction endpoint:

curl -X POST https://api.flexsee.ai/client/predict/<modelName> \
  -H "Content-Type: application/json" \
  -H "X-Flexsee-Api-Key: fk_xxxxxxxxxxxxx" \
  -d '{"input":{"user_id":"abc123"}}'

A 200 response with success: true indicates the prediction ran. If you use a user that was not in the training dataset you will get a descriptive 400.

Next steps

• Wizard Flow — full campaign launcher walkthrough
• Integration guides for each destination (sidebar under Integrations)
• Keep an eye on model freshness in the dashboard—Flexsee flags when retraining is recommended