⚡ TradeFlowAI
Setup Checklist
Get fully operational in under 30 minutes — never miss another customer message
✅ PART 1: CREATE YOUR ACCOUNT
Go to tradeflowai.com and click “Start Free Trial”
Enter your name, business email & phone number
Create a secure password and verify email (click the link)
Log into your dashboard — bookmark app.tradeflowai.com
⏱️ ~2 minutes | 📌 Pro tip: add to phone home screen
💎 PART 2: SELECT YOUR PACKAGE (free trial first!)
Basic
$39/mo
1k emails · 50 WhatsApp
Starter
$89/mo
5k emails · 100 SMS · 200 WhatsApp
Professional ⭐
$179/mo
10k emails · 300 SMS · 1k WhatsApp
Enterprise
$399/mo
20k+ emails · 1k+ SMS · 2.5k+ WhatsApp
Select your preferred plan (you can upgrade/downgrade anytime)
Start the FREE trial — no credit card required
🔥 During trial, we track your usage: emails, SMS, WhatsApp. After trial, we recommend the ideal plan based on your actual volume.
🧪 PART 3: ACTIVATE & TEST THE TRIAL
Click “Start Trial” on your chosen plan — confirm activation
Dashboard shows Trial active — X days left
Send a test message (SMS/WhatsApp/Email) to experience AI reply
✅ Real conversations during trial help us fine-tune your perfect package.
🤖 PART 4: SET UP Q&A — MAKE THE AI SOUND LIKE YOU
Go to Dashboard → AI Setup → Questions & Answers. Fill in how you’d naturally answer these common customer questions:
| Customer asks… | Your answer (exactly how you say it) |
|---|---|
| How much for a service call? | |
| When can you come out? | |
| Do you offer emergency service? | |
| What areas do you serve? | |
| Payment methods? |
Enter at least 5-10 Q&A pairs (use the dashboard editor)
Optional: Add conditional logic (e.g., emergency → notify me immediately)
⏱️ ~10 minutes | 💡 The more examples, the smarter the AI.
📘 PART 5: FAQ SETUP (or let us handle it)
Go to Dashboard → AI Setup → FAQ Manager
| Frequently asked question | Your answer |
|---|---|
| Do you give free estimates? | |
| Typical response time? | |
| Are you licensed and insured? |
✍️ Option A: Fill FAQ yourself (10 min)
🛠️ Option B: WE SET IT UP FOR YOU — FREE
Check “Setup Help” inside dashboard or email help@tradeflowai.com
We schedule a 15-min call → you answer 10 questions → we build Q&A+FAQ for you
⭐ No tech discomfort? Just click the button and relax — our team handles everything.
🚀 FINAL STEPS – GO LIVE
Review all Q&A pairs and FAQ entries – accurate and complete ✅
Click “Test Mode” – send yourself a real message and verify AI response
Toggle “AI Assistant” to ON (green)
🎉 You’re live! Every customer message gets instant reply while you focus on the job.
📋 TRADEFLOWAI QUICK REFERENCE
🔹 Dashboard: app.tradeflowai.business
🔹 Support: support@dalil.ca
🔹 AI is ON (green toggle) — AI is OFF (gray)
🔹 Common fixes: Check Q&A filled, edit answers anytime, click “Setup Help” for white-glove service
🔹 Upgrade/downgrade anytime in Billing → usage-based recommendations
Never miss another message — SMS · WhatsApp · Email