What is Connections?
Connections brings SOPs, manuals, and other company documents into Flow, so Flow AI can answer based on how your company actually operates — not just general information.
Who can add sources
By default, only Administrators and HQ can add, edit, or delete sources. This is deliberate: documents added here become material Flow AI treats as authoritative company knowledge, so it needs to be centrally curated rather than open to anyone to upload.
Other roles can still see what has been added — this is a permission design, not a bug. It can be changed per role in Settings → Access.
What's in Connections
Docs, Links, and Snippets
These are the sources you manage directly — added, edited, and removed from this screen.
Memos and Pulse (Coming Soon)
Memos show up here too, with a live count, but they aren't added from this screen — manage them from their own tab. Pulse will work the same way, coming soon. Connections just gives you the full picture of everything feeding Flow AI in one place.
Operational data
Signals like POS, sensors, and weather also feed Flow AI. This section is view-only in the app for now.
How it connects to Flow AI
Each source has a "Used by Flow AI" toggle. Turn it off for anything you want stored in Connections for reference, without Flow AI factoring it into its answers.
Ready to add something? See "How to Add a Source to Connections" for the steps, or "Getting the Most from Connections" for what's worth connecting.
If you have any questions or feedback, please contact support at [email protected].
