Flow Assistant FAQs
Learn how Flow Assistant helps service businesses capture more enquiries, qualify leads with AI, respond faster, manage follow-up, and build a cleaner sales workflow.
Sales-led answers for owners who want more leads, faster response, and cleaner follow-up.
Flow Assistant helps service businesses capture enquiries, qualify leads with AI, and manage follow-up in one workspace. It turns website, social, and manual enquiries into tracked CRM records with next steps, status, notes, and team visibility.
Flow Assistant helps your business respond faster, capture more enquiries, and turn conversations into organised sales opportunities. Instead of losing leads in inboxes, DMs, missed calls, or website forms, every enquiry can become a tracked lead with a clear next action.
Flow Assistant improves sales by making sure new enquiries are captured quickly, qualified properly, and followed up by the right person. It helps teams understand what the customer wants, how urgent the enquiry is, and what should happen next.
Many businesses lose leads because messages arrive in different places and are not followed up quickly. Flow Assistant brings enquiries into one workspace, creates lead records, and sends notifications so the team can act faster.
Flow Assistant reduces repetitive admin by collecting customer details, asking qualification questions, organising leads, and keeping follow-up visible. Owners and teams spend less time chasing information and more time closing opportunities.
Customers often contact more than one business. The faster your team responds with the right information, the higher the chance of winning the enquiry. Flow Assistant helps reduce the delay between first message and follow-up.
No. Flow Assistant supports the team. It handles the first layer of capture, qualification, organisation, and notification, while humans still manage important replies, decisions, quotes, bookings, and customer relationships.
The main benefit is better lead handling. Flow Assistant helps businesses capture more opportunities, respond faster, qualify better, and follow up more consistently.
How enquiries become qualified leads and move through the sales workflow.
The website widget is the customer-facing chat experience that appears on the business website. It helps visitors ask questions, choose quick prompts, share contact details, and start a qualified enquiry.
Yes. The website widget gives visitors a clear way to ask questions, request prices, book interest, or start an enquiry. Instead of leaving the site without taking action, visitors can begin a conversation and become a lead.
For many businesses, yes. A contact form waits for the customer to fill everything in. The website widget feels more conversational, can guide the visitor, ask better questions, and capture leads with more useful context.
The assistant asks useful questions based on the business setup, such as name, email, phone, service needed, urgency, location, budget, preferred appointment time, or project details. Once enough information is collected, it creates a lead inside the dashboard.
A lead is created in the dashboard with the available contact details, source, status, service interest, conversation notes, and next action. The business owner or admin can also receive an email notification when the lead arrives.
Yes. Users can manually create leads inside the app. Manual leads can still be managed through the CRM pipeline and included in the team workflow.
For many small teams, yes. Flow Assistant includes a CRM pipeline where you can manage new leads, qualified leads, bookings, quotes, won deals, and lost deals. Larger teams may still use it alongside an existing CRM.
Yes. Users can manage leads through pipeline stages such as New, Qualified, Consultation booked, Quote sent, Won, and Lost. This keeps follow-up clear and visible.
Yes. Flow Assistant helps teams see which leads need attention, what stage each lead is in, and what the next action should be. This reduces the chance of warm leads going cold.
What businesses configure before launching and how teams use the workspace day to day.
Flow Assistant is built for service-led businesses that rely on enquiries, bookings, quotes, consultations, or follow-ups. Examples include clinics, agencies, home services, salons, gyms, consultants, local service providers, and multi-location teams.
The first setup steps should include business name, website, service area, opening hours, services, FAQs, tone of voice, contact email, and the main actions the assistant should take when a lead is captured.
Yes. Businesses can add common questions, service details, pricing rules, policies, opening hours, booking requirements, and important limits so the assistant gives more accurate answers.
Yes. Businesses can guide the assistant through services, FAQs, tone, policies, and limits. The better the setup information, the better the assistant performs.
Yes, but only based on the information the business provides. For example, the assistant can explain starting prices, consultation requirements, or that pricing depends on project details.
The assistant should avoid guessing. It can ask for more information, provide a safe general answer, or route the enquiry to the team depending on the business setup.
Yes. Businesses can add team users with roles such as owner, admin, or member. This helps divide responsibilities between decision-makers, managers, and daily users.
The best first goal is to launch one clean lead capture flow: business info, top services, FAQs, website widget, and new lead email notifications. After that, the team can add channels, automations, and advanced workflows.
How Flow Assistant works with website, social, Meta channels, and email alerts.
Flow Assistant is designed to support the website widget, Instagram, Facebook Messenger, WhatsApp, and email workflows. Some Meta channels may require Meta permissions, app review, or tester access before they can be used live.
Yes. A business can use Flow Assistant with the website widget and CRM even before Facebook, Instagram, or WhatsApp channels are connected.
Meta readiness means the business has the correct Facebook Page access, Instagram professional account setup, linked accounts, and permissions needed before connecting Facebook or Instagram messaging.
Meta may block connection if the app is still in review, if the business is not verified, if the user does not have Page admin access, or if the Instagram account is not professional and linked to the Facebook Page.
If the app is still pending review, live access may be limited. A temporary workaround is to add the client as a Meta app tester, but full public access usually requires the relevant Meta permissions to be approved.
Yes. New lead email notifications can be sent to the client contact email and active owner or admin users. This helps teams respond quickly without constantly checking the dashboard.
Yes. New users can receive an automatic welcome email after signup. Flow Assistant can also send plan update emails and payment confirmation emails when billing events happen.
Answers about pricing, trial access, cookies, privacy, and website measurement.
Yes. Users can start the 15-day free trial without entering card details. Billing can be added later if they decide to continue after the trial.
Flow Assistant currently has Basic, Growth, and Advanced plan options. Basic focuses on the website widget and lead capture. Growth adds stronger multi-channel and workflow features. Advanced is for teams that need more automation, integrations, insights, and scale.
Growth is best for businesses that want more than a website widget. It is aimed at teams that want multi-channel lead capture, CRM pipeline visibility, follow-ups, booking support, and a stronger sales workflow.
Yes. Users can move between plans. When a plan is changed, Flow Assistant can send a confirmation email and update the billing information connected to the account.
Yes. Flow Assistant uses essential cookies for login, security, and platform functionality. It may also use analytics cookies if the visitor accepts analytics through the cookie banner.
Yes. Google Analytics is used to understand website activity, page views, trial intent, setup page interest, pricing views, and signup events. It only loads after analytics consent is accepted.
Yes. Visitors can reject non-essential cookies. If they reject analytics cookies, Google Analytics will not load for that visitor.
No. Flow Assistant does not sell customer or lead data. Data is used to provide platform features, connected integrations, lead management, notifications, and support.
Start with the website widget, lead notifications, and CRM pipeline. Add channels and automations as your team grows.
