Getting started

Flowforce workspace overview

Map the sidebar, header search, and where daily work happens before you connect tools.

5 min readUpdated June 2026

Before you begin

Sign in at app.flowforce.app. Your workspace is shared with your team — leads, cadences, and settings live here, not on your personal device.

Use the same labels you see in the sidebar when you search help or ask Flow in the app.

Main sidebar areas

Schedule vs calendar URL

The sidebar says Schedule. The address bar shows /dashboard/calendar — both are the same place.

  • Dashboard — home, recents, tasks, and the setup checklist
  • Inbox — email conversations from connected mailboxes
  • Schedule — calendar, meetings, tasks, and cadence steps (URL: /dashboard/calendar)
  • Leads, Listings, Deals, Contacts — pipeline records
  • Cadences, Campaigns, Dialer, AI Agents — outreach
  • Performance, Transactions, Services, Integrations — insights and connections
  • Profile and Referrals — your account and invite rewards

Header tools

  • Command palette / search — jump to a page by name (e.g. Integrations, Schedule)
  • Flow chat — ask how-to questions; answers use the same help labels as this site
  • Help menu — docs home and contact support

What happens next

Follow the Quick start checklist on Dashboard or open Integrations to connect calendar and email.

  • Quick start checklist → /docs/getting-started/quick-start-checklist/
  • Connect email and calendar → /docs/getting-started/connect-email-and-calendar/

Ready to try this in FlowForce?

Start free — set up your workspace and follow along with this guide.

Start freeEmail support