Lead Flow support — every question, answered
Licensing, billing, installation, and how Lead Flow actually behaves in real situations — the full list, in one place.
How many WordPress sites can I use my license on?
Every paid tier — Pro, Pro Plus, and Pro Max — covers one WordPress installation at a time. There is no multi-site tier for Lead Flow currently.
What happens if I change my site's domain or move hosts?
Deactivate the plugin on the old domain and activate it on the new one — this frees the slot immediately and does not count as an extra activation. Legitimate site moves are never penalized.
Do staging or localhost copies of my site use up an activation?
No. Development, staging, and local domains are automatically recognised and excluded from your activation count.
What payment methods do you accept?
Payments go through Razorpay, supporting credit and debit cards, UPI, and net banking depending on your bank. See our Payment Policy for full details.
Do you charge GST?
Yes, 18% GST is added at checkout for Indian billing addresses, with an automatic GST invoice. Buyers outside India are not charged GST.
Is Lead Flow a subscription?
No. Pro, Pro Plus, and Pro Max are one-time payments, with 12 months of updates and support included from the date of purchase. The plugin keeps working after that whether or not you renew.
Can I get a refund?
No — all sales are final, since the plugin and license key are delivered instantly. Try the free Lite version on your site first. If a paid tier has a genuine defect, contact support and we will work to fix it.
Can I get an invoice?
Yes, a GST-compliant invoice is generated automatically and emailed with your order confirmation.
What WordPress version do I need?
WordPress 6.0 or later, PHP 7.4 or later (tested through PHP 8.3).
Do I need a WhatsApp Business API account?
No, on any tier including Pro Max. Visitors always send their first message from their own personal WhatsApp — there is no Meta approval process, no API integration, and no per-message fee.
Will Lead Flow work with any theme?
Yes. The widget is a self-contained floating button with no page-builder or theme-specific dependency.
Does it conflict with other WhatsApp button plugins?
Running two WhatsApp button plugins at once can cause two floating buttons to appear or duplicate scripts to load. We recommend deactivating any other WhatsApp button plugin once Lead Flow is set up.
How does department routing work?
From Pro, add a department dropdown to the capture form. Each department maps to its own WhatsApp number and its own pre-filled message, so an enquiry opens WhatsApp already addressed to the correct person or team.
Can I see which marketing campaign produced a lead?
Yes, from Pro. Every lead automatically records its UTM source, medium, campaign, term, and content, so you can see exactly which campaign drove each enquiry.
How does the guided multiple-choice chatbot work?
From Pro Plus, you build a short question flow in the dashboard — up to eight answers per question, with branching logic and unlimited depth. The visitor's answers are compiled directly into the WhatsApp message and saved with the lead.
What file format does the Pro Max knowledge base need?
A single Word document (.docx). It is parsed into sections locally, and visitor questions are matched against those sections — no other file format is currently supported.
Can I export my leads?
Yes, from Pro — CSV export and bulk actions are available in the leads dashboard.
Can leads be sent automatically to my CRM?
Yes, from Pro, using a webhook that fires on every new lead — compatible with Zapier, Make, or a direct integration your CRM supports.
Does the widget slow down my site?
No. There is no jQuery dependency, styles are scoped, and assets are loaded through standard WordPress enqueueing — the widget adds only a few kilobytes.
Can I customize the button's color and position?
Yes, on every tier including Lite — position (left or right), color, and edge margin are all configurable.
Does the Pro Max AI chatbot send my data to OpenAI, Gemini, or any outside AI service?
No, never, on any question. The chatbot searches your uploaded document entirely on your own server. No visitor question and no fragment of your document is transmitted anywhere outside your own site.
What happens if the chatbot cannot answer a question?
It returns a configurable fallback message — by default, an honest "we don't have that information" plus your contact details — rather than guessing. Unanswered questions are logged so you can see what your document should cover.
Is the safety filter customizable?
Yes. It ships with a sensible default list of medical, medication, and emergency-related terms, and you can add or remove terms from the admin settings screen.
How large can my knowledge base document be?
We recommend keeping it to roughly 15–20 pages for the best response speed and accuracy. Larger documents are supported but may respond more slowly on typical shared hosting.
Do you have access to my leads or my uploaded knowledge base document?
No. Both are stored entirely within your own WordPress database and are never transmitted to PolyBright's servers.
What data is sent to your servers at all?
Only a small, periodic license check — your license key, your site's domain, and the plugin version — used to confirm your license is valid and check for updates.
How do I upgrade from Pro to Pro Plus or Pro Max?
Purchase the higher tier, then paste the new license key into Settings → Lead Flow → License on the same install, replacing the old one. The existing key upgrades in place — no reinstall, no lost leads or settings.
What happens when my 12 months of updates end?
The plugin keeps working exactly as it did. You simply stop receiving new updates and priority support until you renew.
How do I contact support?
Email support with your order number and a description of the issue, and we will get back to you as quickly as we can.
Still stuck?
Email us with your order number and we'll get back to you.