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Frequently Asked Questions

Everything about templates, tools, data, and support — in one place.

Is SmartSoloFlow one product or several?+

It's several — a library of Make.com automation templates available now, plus a planned suite of independent AI SaaS tools, each built and tested one at a time.

Are the SaaS tools available yet?+

Not yet. Each of the six planned tools is shown honestly as in development on the homepage — nothing is labeled live until it actually is.

How is my data and API access handled for the SaaS tools?+

Every third-party connection is designed around OAuth 2.0 with the minimum scopes needed. See the API Compliance and OAuth Policy pages for specifics.

Products & Packages

What does SmartSoloFlow sell?+

Tested, ready-to-import Make.com automation templates — the kind of workflow you'd otherwise have to build yourself from scratch. Every template is run successfully before it's ever listed for sale.

What's the difference between Solo, Autopilot, and Architect?+

These are the three ways every template is sold. They all share the exact same tested automation (same JSON, same apps, same module count) — here's exactly what comes with each:

  • Solo — the tested Blueprint JSON, ready to import; a full step-by-step Setup Guide PDF; an Example Lead-Form to get real data flowing immediately.
  • Autopilot — everything in Solo, plus a ready-made CRM Template (already built, just duplicate it into your own account), a set of Email Follow-Up Templates ready to send, and 14 days of direct support from your purchase date.
  • Architect — everything in Autopilot, plus a full video walkthrough.

What's the difference between a "Package" and a "Tier"?+

These are two different things, easy to mix up: Package (Solo/Autopilot/Architect) is about what you receive — the deliverables above. Tier (Starter/Growth/Enterprise) is about how complex the automation itself is — how many apps/steps it involves. A simple template and a complex one can both be sold as Solo, Autopilot, or Architect.

Is the CRM Template a separate tool I need to buy, or is it built into the JSON?+

The automation itself (in every package, including Solo) already includes the step that logs your data — that part is built in. What's different with Autopilot/Architect is that you receive an already-built, ready-to-duplicate version of that CRM to copy into your own account, instead of building the structure yourself by hand.

Does the CRM/Email content ever get lost if a lead doesn't qualify for an alert?+

No — every incoming record is logged first, before any filtering happens. So even a lead that doesn't trigger a notification is still safely saved for you to review later; you just don't get interrupted by it.

Can I use my own branding/logo on the emails?+

Yes, on Autopilot/Architect — the Email Follow-Up Templates support a logo placeholder, with step-by-step instructions in your guide for adding your own.

Getting Started & Technical

What do I need to use a template?+

A free Make.com account is enough to get started for most templates — your guide will list every app the specific automation connects to, and whether each one has a free tier.

Is the AI (e.g. Gemini) free to use?+

Free tiers exist and work fine for testing and light use, but they change over time and can have usage limits or regional restrictions — your guide always includes a clear note about current limits for the AI used in that specific template.

How long does setup take?+

Most templates are designed to be running in 15–20 minutes, following the step-by-step guide — no prior Make.com experience needed.

What if I want to customize the template?+

Every guide includes Customization Tips and a Module Backup Plan (an alternative for each app used), so you're not locked into one specific setup.

Support & Help

How do I get support?+

Fill out the form at hub.smartsoloflow.com. You'll get a ticket number right away (like SSF-1024) — keep it in the subject line if you reply by email, so we can find your case instantly.

Does every package include support?+

Solo: no direct 1:1 support — but almost every setup question is already answered in your guide's Common Errors & Fixes and Field Mapping Reference sections. Autopilot & Architect: 14 days of direct support, starting from your purchase date (not from when you first contact us). If you're already talking to us when the 14 days end, that conversation continues until it's resolved.

How do I actually talk to someone — email or chat?+

Email is the default — just keep replying by email, and that's a complete path on its own. If you'd rather talk in real time, you can optionally accept a one-time invite to a private live chat. Live chat is simply an add-on for anyone who wants it, never required. There's no phone/voice support — everything is text-based.

How fast will I hear back?+

Within 1 business day, always within 2 working days, for buyer support. Custom Automation Requests: within 2 working days. General questions: no fixed timeframe, but always a personal reply.

What's my License-ID for, and do I need it?+

It's the code printed in your Setup Guide PDF (cover footer and License Summary), and it confirms exactly which template and package you're asking about. Having it ready speeds up your request — but if it doesn't match, your request just gets a quick manual check before we reply, it's never blocked or rejected.

Is it safe to share my License-ID?+

Yes — it identifies your purchase, not your payment details.

What if my issue is actually with Make.com, Google, or another app — not the template?+

We'll point you in the right direction, but issues on a third-party platform's own side fall under that platform's own support and terms.

Billing, Licensing & Refunds

Why does Autopilot/Architect cost more than Solo?+

The price increase reflects the extra deliverables (CRM Template, Email Templates, support window, and — for Architect — the video walkthrough), not a different or "better" version of the automation itself.

Can I get a refund?+

Every template is tested with a real, successful run before it's ever sold — your guide includes the actual proof (an Execution Log) that it works. Because of that, our focus is on helping you get it running rather than issuing refunds — reach out if you hit a problem and we'll help you solve it. Gumroad and Whop each also have their own separate purchase-protection policies.

Where can I buy — Gumroad or Whop?+

Both. On Gumroad, all three packages are shown as options on one listing page. On Whop, they're three separate products inside the same store, shown together on one page — either way, you're choosing between the same three packages.

Your Data & Privacy

Does SmartSoloFlow see my data?+

No. Everything runs inside your own Make.com account and your own connected apps (Airtable, Google Sheets, Slack, Gmail, etc.). No data you process through the automation passes through or is accessible to SmartSoloFlow.

Do you have access to my Make.com or Gemini account?+

No — you connect your own accounts directly inside Make.com after import. SmartSoloFlow never asks for, or has access to, your credentials.

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