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 support direct imports from HubSpot, Mailchimp, ActiveCampaign, GoHighLevel, Salesforce, and any CSV export. 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.

Sally AI Chat Assistant - DreamFlow Help

Difficulty: Beginner | Time: 5 min | Tier: All Plans

Sally is DreamFlow's built-in AI assistant. She lives in the chat widget on your website and can answer common questions from your visitors automatically — 24/7, even when your team is offline. Sally draws her answers from your help center articles and a custom knowledge base you configure.

How Sally Works

A visitor sends a message through the chat widget.
Sally analyzes the question and searches your help center articles and knowledge base for the best answer.
If Sally finds a confident match, she responds immediately with a helpful answer and a link to the relevant article.
If Sally is unsure, she offers the visitor options: search help articles, connect to a team member, or create a support ticket.

Configuring Sally's Knowledge Base

Go to Communicate > Chat and click the Settings tab.
Scroll to the AI Knowledge Base section.
Fill in the fields Sally uses to answer questions:
- Business name and description
- Business hours
- Common FAQs
- Products/services overview
- Contact information
Toggle AI Auto-Reply on to enable Sally's automatic responses.
Click Save Changes.

Tip

The more detailed your knowledge base, the better Sally performs. Include specifics like pricing, service details, and common objection responses for best results.

Sally's Escalation Path

Sally is smart about knowing her limits. When she cannot confidently answer a question, she offers three paths:

Search help articles — directs the visitor to browse your help center
Connect to team — hands off to a human agent (during business hours)
Create a ticket — opens a support ticket for follow-up (when your team is offline)

Need more help? Ask Sally in the chat bubble!

How Sally Works

A visitor sends a message through the chat widget.

Sally analyzes the question and searches your help center articles and knowledge base for the best answer.

If Sally finds a confident match, she responds immediately with a helpful answer and a link to the relevant article.

If Sally is unsure, she offers the visitor options: search help articles, connect to a team member, or create a support ticket.

Configuring Sally's Knowledge Base

Go to Communicate > Chat and click the Settings tab.

Scroll to the AI Knowledge Base section.

Fill in the fields Sally uses to answer questions:

Business name and description
Business hours
Common FAQs
Products/services overview
Contact information

Toggle AI Auto-Reply on to enable Sally's automatic responses.

Click Save Changes.

Tip

The more detailed your knowledge base, the better Sally performs. Include specifics like pricing, service details, and common objection responses for best results.

Sally's Escalation Path

Sally is smart about knowing her limits. When she cannot confidently answer a question, she offers three paths:

Search help articles — directs the visitor to browse your help center

Connect to team — hands off to a human agent (during business hours)

Create a ticket — opens a support ticket for follow-up (when your team is offline)

Sally AI Chat Assistant

How Sally Works

Configuring Sally's Knowledge Base

Sally's Escalation Path

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Sally AI Chat Assistant

How Sally Works

Configuring Sally's Knowledge Base

Sally's Escalation Path

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