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How to set up a Discord server with Flo (new server or switching bots)

Set up a new Discord server with Flo in six steps, or switch from another bot without double moderation. Includes the order that keeps your server safe.

This guide has two parts. Part 1 sets up a brand-new server with Flo, the AI Discord bot. Part 2 is for servers that already run another bot and want to switch without double moderation or a gap in protection. Pick the part that matches your server, and add Flo to your server to follow along.

Part 1: a new server

1. Add Flo

Use the Add to Discord button and pick your server. Flo asks only for the specific permissions it needs to create channels, set roles and moderate, and they are selected for you on the invite screen. You need the Manage Server permission on the server you pick.

2. Move Flo's role near the top

Discord only lets a bot manage roles that sit below its own. Open Server Settings, then Roles, and drag Flo's role above the roles it needs to manage, such as Member and Moderator. Keep it below your owner and any role that should outrank the bot. Do this before you set up anything else, or role and permission changes will fail.

3. Build the server with the AI Builder

Open the AI Builder and describe your server in a sentence, for example a gaming community with a private staff area and a looking-for-group channel. Flo drafts the channels, categories and roles, and the preview is free. When it looks right, build it into your server. Building costs $1.99, which starts your first month of Pro. Read the AI server builder guide for tips on writing a good description.

Night OwlsExample
general
A
Avery

@Flo Make a channel called Game Night and make @everyone be able to see it

Flo APP
Here is the planExecution Complete
  • Create the channel #game-night
  • Let @everyone see #game-night
ConfirmCancelNothing changes until you confirm.
Flo carrying out a two-step request: it shows the plan, waits for Confirm, creates the channel, then lets @everyone see it.

You can also change the server later in plain English with /flo or by mentioning @Flo. Flo shows its plan and waits for your confirmation each time.

4. Turn on automod and security

Open the dashboard, pick your server and switch on automod. It blocks scam links, phishing, NSFW content, spam floods, mass mentions and raids, and you choose what happens when something is caught. Phishing link blocking and hacked-account alerts are free. On Pro and Ultra you can also turn on automatic hacked-account protection. Choose a log channel so your team can see every action. More detail is on the moderation bot and anti-scam bot pages.

Night OwlsExample
generalmod-log
J
Jules

anyone up for ranked tonight?

A
Ana

yes! 8pm works for me

D
Drew Spam

check this out

D

check this out

D

CHECK THIS OUT

D

check this out

Flo APP
AutoMod Action
RuleSpam flood
SeverityHigh
OutcomeMessages deleted, member timed out
Message“check this out”, 7 times in 5 seconds
A spam flood caught by automod: the messages are deleted, the member is timed out and the log shows the rule, severity and outcome.

5. Set up a welcome message

In the dashboard, open Welcome, choose a channel and write a short message that points new members to your rules. Add an auto-role, such as Member, so newcomers are set up without any manual work.

Night OwlsExample
welcome
Riley joined the server.
Flo APP
Welcome to Night Owls, @Riley!

Glad you are here. Read #rules, then say hi in #general.

Auto-role added: Member
A new member joins, Flo posts the welcome message and the auto-role is added.

6. Add tickets

Open Tickets, then pick your support roles, a category for ticket channels and a channel for transcripts. Flo posts an Open a Ticket panel, members press it, and a private channel opens with your staff. Every conversation is saved as a transcript when it closes.

Night OwlsExample
open-a-ticketticket-0143
Flo APP
Need help?

Press the button and a private channel opens between you and our staff.

Flo APP
Ticket #0143

Hi @Avery, staff will be with you shortly. Tell us what you need.

ClaimClose
A
Avery

My Member role is not showing since I verified.

Jordan claimed this ticket.
Flo APP
Ticket closed

Transcript saved to #ticket-logs.

Press Open ticket and a private channel opens for the member and staff. Staff can claim it, and a transcript is saved when it closes.

That is a working server. From here, add reaction roles, custom commands, sticky messages and temporary voice channels from the features page as you need them.

Part 2: switching from another bot

The safe way to switch is to add Flo, set it up feature by feature, and only then remove the old bot. Your server stays protected the whole time.

1. Keep the old bot until Flo is ready

Add Flo with the Add to Discord button and leave your current bot running. Make a list of what the old bot does for you: moderation, welcome messages, tickets, reaction roles, custom commands, and anything else like leveling or music. Levels, tags and custom commands live in the old bot, so check what you rely on before you remove it.

2. Turn off overlapping features in the old bot

Two bots doing the same job cause trouble. Both would punish the same message, post two welcome messages or show two ticket panels. Before you switch a feature on in Flo, switch the same feature off in the old bot's dashboard. Do it one feature at a time so there is never a moment with no protection and never a moment with double protection.

3. Move Flo's role up

As in Part 1, open Server Settings, then Roles, and drag Flo's role above the roles it needs to manage. If the old bot's role sits at the top, put Flo's right below it for now.

4. Set up features one by one

Work in this order:

  1. Security first. Turn on automod, anti-raid and anti-nuke, and on Pro and Ultra the automatic hacked-account protection. Then switch off the matching moderation in the old bot.
  2. Logging. Pick a log channel in Flo so you can see what it does.
  3. Welcome messages and auto-roles. Set them up, then turn off the old bot's welcome message.
  4. Tickets. Create the Flo panel, test it with a spare account, then retire the old panel.
  5. Reaction roles and custom commands. Rebuild them in Flo. The free plan has 5 custom commands, and Pro has 25.

If you want a hand with the channel and role side, ask Flo in plain English. It shows the plan first.

5. Remove the old bot

When Flo covers everything you listed, remove the old bot from your server and delete its leftover channels and panels. If the old bot also ran leveling, giveaways or music, which Flo does not offer, keep it for those jobs and leave only those features switched on. The comparison pages show where each popular bot is ahead.

Frequently asked questions

Do I need to remove my old bot first?

No. Add Flo next to your old bot, set Flo up one feature at a time, and remove the old bot last. Turn a feature off in one bot as you turn it on in the other.

Why does Flo's role need to be near the top?

Discord only lets a bot manage roles that sit below its own role. If Flo's role is too low, role and permission changes fail.

How long does setup take?

A new server can be drafted in a few minutes with the AI Builder, and the safety settings, welcome message and tickets are short forms in the dashboard. A switch takes longer because you move one feature at a time.

Does Flo cost anything to set up?

Flo is free to start with no credit card. Building a server with the AI Builder costs $1.99, which starts your first month of Pro at $5.99 a month, and the preview is free.