Do I need a credit card to start?

No. Every new account starts with a 14-day free trial on the Scale tier — full access to every feature, no credit card required. We only ask for payment info on day 14 if you want to continue.

Can DreamFlow actually replace HubSpot, Mailchimp, and my other tools?

Yes. DreamFlow includes CRM, email marketing, SMS campaigns, VoIP calling, proposals with e-signatures, invoicing, automations, live chat, calendar booking, forms, reporting, and an AI assistant — all in one platform. Most customers replace 4-8 separate tools. Everything is built-in, not stitched together with integrations.

How do I move my data from my current CRM?

We connect directly to HubSpot, GoHighLevel, and ActiveCampaign, and import a CSV export from anything else (Salesforce, Pipedrive, Zoho, Mailchimp). Scale and Agency plans include guided migration support — we'll help you move contacts, deals, templates, and history. Most migrations take less than a day.

Are there contracts or hidden fees?

No contracts — cancel anytime from your billing settings. No hidden usage fees either. Every plan includes email, SMS, and calling credits upfront. If you hit a limit, usage pauses and you choose whether to add a credit pack or upgrade. Nothing ever charges automatically without your explicit consent.

Yes. All data is encrypted at rest and in transit. We use Supabase (built on PostgreSQL) with row-level security, meaning each organization's data is completely isolated. We never sell or share your data. You can export or delete your data at any time.

Can I switch plans anytime?

Yes. Upgrade instantly and get prorated credit for your current billing period. Downgrade takes effect at the end of your current period. No penalties, no hoops.

What can Sally, the AI assistant, actually do?

Sally handles chat auto-replies, call transcription, email writing, proposal generation, lead scoring, form spam detection, and daily business briefings. Background AI (transcription, scoring, spam detection) runs automatically at no cost. On-demand generation (writing emails, creating proposals) uses AI credits included in your plan.

I run an agency. Can my clients each have their own workspace?

Yes. The Agency plan ($499/mo) includes 10 sub-accounts with full white-label support — your brand, your domain, your colors. Each client gets their own isolated workspace. You can manage them all from one dashboard and resell at your own prices.

What if DreamFlow doesn't work for me?

Cancel anytime during your trial — no charge, no questions. If you cancel a paid plan, you keep access through the end of your billing period. We also offer free data export so you're never locked in. We'd rather earn your business every month than trap you with a contract.

Chat Flows & Automation - DreamFlow Help

Difficulty: Intermediate | Time: 8 min | Tier: Business+

Business Tier Feature

Chat Flows are available on Business ($179/mo) and above. Compare plans

Chat Flows let you build automated conversation paths for your website's chat widget. When a visitor starts a chat, the flow can greet them, ask qualifying questions, collect their email, and route them to the right team member — all before a human needs to respond.

Steps

Navigate to Communicate > Chat > Flows from the sidebar.
Click New Flow to open the visual flow builder.
Add a Greeting Node — this is the first message the visitor sees. Write a friendly welcome like “Hi there! How can we help you today?”
Add Quick Reply Options — buttons the visitor can click, such as “I have a question,” “I want a demo,” or “Pricing info.”
Connect each option to the next step: another message, a Collect Email node, or a Route to Agent node.
Use Conditions to branch based on answers. For example, if the visitor says “pricing,” send them the pricing article link. If they say “demo,” route to your sales team.
Add a Fallback path for unexpected responses — typically routes to Sally AI or a live agent.
Click Save & Activate. The flow applies to your chat widget immediately.

Tip

Keep flows short — 3 to 4 steps maximum before routing to a human. Visitors abandon long automated conversations. The goal is qualification, not interrogation.

Need more help? Ask Sally in the chat bubble!

Steps

Navigate to Communicate > Chat > Flows from the sidebar.

Click New Flow to open the visual flow builder.

Add a Greeting Node — this is the first message the visitor sees. Write a friendly welcome like “Hi there! How can we help you today?”

Add Quick Reply Options — buttons the visitor can click, such as “I have a question,” “I want a demo,” or “Pricing info.”

Connect each option to the next step: another message, a Collect Email node, or a Route to Agent node.

Use Conditions to branch based on answers. For example, if the visitor says “pricing,” send them the pricing article link. If they say “demo,” route to your sales team.

Add a Fallback path for unexpected responses — typically routes to Sally AI or a live agent.

Click Save & Activate. The flow applies to your chat widget immediately.

Tip

Keep flows short — 3 to 4 steps maximum before routing to a human. Visitors abandon long automated conversations. The goal is qualification, not interrogation.

Chat Flows & Automation

Steps

Related Articles

Related Articles

Chat Flows & Automation

Steps

Related Articles

Related Articles