What it is
QualiFlow can create your dealership's workspace for you, for example when your dealer group signs up with our team. You don't need to sign up yourself.
When your workspace is ready, QualiFlow emails you, the Owner, with the subject Your QualiFlow workspace is ready: set your password. Its Set your password button opens the page Set up your QualiFlow account, where you set your password and agree to the Terms of Service and Privacy Policy. Then you're signed in to your workspace.
Your workspace already has what a new sign-up gets: your Aria agent, the journeys running with QualiFlow's settings, your business profile and your main location (and any other locations QualiFlow added for you).
How to use it
- Open the email Your QualiFlow workspace is ready: set your password from QualiFlow and select Set your password.
- The page Set up your QualiFlow account shows your Workspace, Your name, Your email and when the Link expires.
- Enter a Password and the same one again in Confirm password.
- Select Set password and sign in. By doing so you agree to the Terms of Service and Privacy Policy linked under the button.
- You're signed in. There is no sign-up, and setting your password from the link also confirms your email.
- Answer the setup questions, the same as anyone who signs up. Your workspace opens when you finish setup.
- Next time, log in with your email and the password you chose.
What the data means
The link works once and lasts 7 days. After you've set your password, the link stops working; select Log in (under "Already set your password?") or log in as usual instead.
Only the newest link works. If QualiFlow sends the email again, the earlier link stops working. Use the newest email.
Already there for you: Aria, the default journeys, your business profile and locations are set up the way a new sign-up gets them. You can change Aria, your business profile and locations later in Settings and Aria. Journeys are managed by QualiFlow.
Your plan: QualiFlow chooses your plan with you when it creates the workspace. Settings → Billing shows it after you sign in.
Possible issues and fixes
"Set-up link unavailable"
Symptom: The page says "This set-up link has expired or was already used. Ask QualiFlow support to send a new one."
Why: It is older than 7 days, you already used it, or QualiFlow sent a newer email.
Fix: If you already set your password, log in instead. Otherwise email support@qualiflow.ai and ask them to resend your setup email, then use only the newest one.
How to check: The new link opens Set up your QualiFlow account with your workspace and email.
The setup email never arrived
Symptom: QualiFlow told you your account is ready, but there's no email.
Why: It went to spam, or it was sent to a different address.
Fix: Search your inbox and spam for "QualiFlow". If it isn't there, email support@qualiflow.ai with the address you expected it at.
How to check: The email Your QualiFlow workspace is ready: set your password arrives and Set your password opens the setup page.
After signing in, the screen asks me to choose a plan or pay
Symptom: You set your password, but QualiFlow asks for a plan or a payment before setup.
Why: Your plan isn't ready yet, for example while QualiFlow's team prepares a custom Dealer Flow plan for your group.
Fix: Contact your QualiFlow contact or support@qualiflow.ai. Your workspace and everything in it are kept while you wait.
How to check: Once the plan is ready, setup opens after you sign in.
