BuyerFlo help
Guides on getting started, running deals, and what to do when something doesn't go as expected.
Getting started
- Finding help in the appWhere to find this knowledge base, how to contact support, and what every page's Help link does.
- Welcome to BuyerFloWhat BuyerFlo is, how it works, and what to expect on your first deal.
- What BuyerFlo does (and doesn't)Understand the scope of the coordination engine — where BuyerFlo replaces TC work, where it partners, and where it intentionally stays out.
- Your free trial and billingHow the one-deal free trial works, when it consumes, and what happens after.
Deals
- Creating your first dealUpload the executed contract, review the extraction, confirm the parties, and let the engine take it from there.
- The deal's dedicated email addressHow the deal-specific email works, what parties should do with it, and why it replaces group-BCC coordination.
- The focused flow — after extractionThe short wizard between extraction and deal activation that gives the engine enough context to run without guessing.
- Uploading disclosures alongside your contractHow the multi-file upload works — primary contract plus companions (disclosures, addendums already executed, HOA docs).
Activity & tasks
- How tasks move through the engineThe lifecycle of a coordination task — from pending, to drafted, to waiting on someone, to complete or blocked.
- Manually completing a taskWhen a task gets handled outside the app — phone call, text, in person — mark it done in BuyerFlo so the engine moves on.
- Understanding the Activity tabEvery event, message, and AI decision on a deal — all in one scroll. How to read it, filter it, and find what you need.
- When a task is blockedWhy tasks escalate to blocked, what the "Needs you now" cards offer, and how to unblock without breaking the engine.
AI & automation
- How BuyerFlo drafts your emailsWhat the drafter reads, how it picks tone, and why every draft references real contract data (not placeholders).
- Queued sends and the 10-minute undo windowHow auto-send works, why there's a delay, and what to do during the undo period.
- When the AI proposes a task is completeWhy some completions need your Confirm and how to decide.
Addendums & contract changes
Account
- Branding your public share pageUpload your logo, headshot, website, and LinkedIn so your share links look like you, not BuyerFlo.
- Privacy PolicyWhat we collect, why, how we store it, and how to control it.
- Setting up your profile and email signatureWhat the app uses your profile for, and how to make every AI-drafted email sound like you.
- Terms of ServiceThe terms governing your use of BuyerFlo. Plain English where possible; the specifics matter.