How to get help and schedule onboarding sessions with LiveFlow

Last updated: March 9, 2026

LiveFlow offers multiple ways to get support and training to help you make the most of the platform.

Getting Support

For general questions and technical support, you can access our support chat in two ways:

  • Visit app.liveflow.io and use the chat feature

  • Access support directly from Excel or Google Sheets through the LiveFlow add-in

Our AI support agent can help with most questions immediately, and if needed, will connect you with a human team member for more complex issues.

Scheduling Onboarding Sessions

If you need personalized training or onboarding assistance, LiveFlow offers one-on-one sessions with Customer Success Managers. These sessions can cover:

  • Basic LiveFlow functionality

  • Excel and Google Sheets integration

  • Creating custom reports

  • General questions about using the platform

To schedule an onboarding session:

  1. Contact LiveFlow support through the chat feature

  2. Request an onboarding session and specify your needs (Excel integration, custom reports, etc.)

  3. A Customer Success Manager will follow up

What to Include in Your Request

When reaching out for support or scheduling a session, it's helpful to mention:

  • Whether you're using Google Sheets or Excel

  • Your workspace name

  • Specific areas you'd like to focus on (templates, formulas, report creation, etc.)

  • Any particular challenges you're facing

This information helps the support team provide more targeted assistance during your session.