Welcome to the DreamSteps user guide

At the top of the MVP page, use Delete MVP and confirm. The MVP's interviews, reports and tools are removed and the action cannot be undone. Download anything you want to keep first.

If someone invites you to an MVP's team, it appears under Shared MVPs on the dashboard. You only open its Business Management, according to your role (Manager, Editor or Viewer).

Yes. Use the language switcher at the top of this guide (or Settings) to switch between Portuguese and English; the choice applies to the whole platform.

If the page offers Refresh status, use it to check the same report's progress. If you see Try generating again, you can reuse your saved answers. Restart deletes the answers in the current conversation: use it only if you want to answer everything from scratch. If something fails for a technical reason, use Report error to let the team know.

Choose Talk to a consultant, when enabled on your plan, and select the circle labeled Click to start. Allow microphone access and talk to the stage’s AI consultant. If you cannot use voice in this browser, select Restart at the top to choose By message. The screen shows the question, progress and remaining time. The four bottom buttons let you Mute (the crossed-out microphone turns red), open Conversation for the transcript, Restart and Finish. The waves around the circle follow the consultant’s speech. Pause and save, at the top, closes the connection without losing progress; select the circle to resume. Muting does not pause the timer. After at least one saved answer, you can finish and confirm report generation from the collected information, with missing details identified. The report also starts when the questions are complete or time runs out. Initial limits are 15 minutes on Free, 20 on Pro and 30 on Max, configurable and accumulated across reconnections. Everything is included in the 100 credits, with no extra charge for resuming or finishing. Restart the interview to change modes. In message mode, the microphone lets you dictate and edit individual answers for free.

Open Edit report and check History. Pick the version you want and use Restore to return to it (History shows each version's date). Then check the View and share your plan chapter to see whether the canvas and presentation need updating.

Redo interview lets you answer the questions again. Regenerate, in the Report tab toolbar, creates another report, canvas and presentation using your saved answers and current business details. The confirmation shows Regenerate for 50 credits. Current versions are only replaced when the new set is successfully completed.

Update the form and save it. If a report shows a review notice, open the document and edit the text to reflect the change. The form's History shows each version's date and lets you Restore one of them.

Yes. Editing or restoring a report can leave its old visuals with an out-of-date notice. Links you shared to those visuals stop working. Use the regenerate option to create a version based on the current text; check the cost shown on screen. You can then share it again.

Each advisor and the Board offer three suggestions when the message field is empty, you are viewing the current conversation and no response is being generated. Clicking a suggestion only fills the field: you can edit it before sending. Choosing a suggestion is free; credits are charged when you send the question to generate a response.

On a saved response, including one in History, click Save decision. Enter your decision and, optionally, the rationale and next step. For example: “Test Agenda Fácil with three salons before investing in ads”. Saving and editing are free. In MVP decisions, you can edit, complete, archive and reopen decisions. In progress decisions guide next steps; Completed ones remain as past decisions. Archived ones no longer guide new responses. Decisions are shared across that MVP's advisors and stay saved when you restart a conversation. They do not automatically change Business facts or reports.

Yes. In the decision form, Fill with AI — 10 credits creates a proposal based on the selected advice and the previous question, if available. The confirmation explains that generation will replace the draft fields; cancelling preserves what you wrote. Once the suggestion arrives, review and edit the fields, then click Save decision. Only saving makes the decision available to your advisors. A valid suggestion uses credits even if you discard it.

On an individual advisor's response, click Ask the Board to evaluate. This also works with responses in History. The dialog shows the original advice and lets you edit your question. Only Send to Board — 30 credits confirms the send and opens the current Board conversation. The advice is included as a reference for the Board to evaluate. Cancelling uses no credits and does not erase the original conversation.

In the current conversation, click Restart and read the confirmation. The previous session stays in History, organized by advisor with its date, time and preview. You can read it, but you cannot resume or restore it. Use Back to current conversation to continue chatting. Restarting is free, but an individual advisor automatically generates a new analysis for 10 credits. The Board waits for your next question, which costs 30 credits. Completed responses are not refunded. The button is available when the current conversation has messages and no operation is in progress.

Use Copy reply on a saved response. For the Board, the copy includes the summary and every perspective, even when collapsed. In the header, the Download PDF and Download Markdown buttons save the session you are viewing (Markdown is a text file with simple formatting). This works for the current conversation and History. The file includes saved messages, dates, authors, perspectives and advice forwarded to the Board. Drafts and responses still being generated are not included. Copying and exporting are free.

Use Mute, Conversation (transcript), Pause or End. Waves follow only consultant speech. Silence, a muted microphone and waiting consume time. Pausing preserves the remainder for free resumption; saved chat messages are marked as voice. After five minutes, audio closes and only Continue — 300 credits purchases five more minutes. Insufficient balance leaves the call paused. Ending or leaving forfeits remaining seconds without prorated billing. Network drops pause and preserve the remainder. The consultant uses reports, Business data, decisions and history; calls do not generate reports. Your preferred language is saved at the start. Calls are unavailable in Board or History.

The 100 credits are fully refunded when no new lead is added, even if the response only contains duplicates. The Searches history shows the credits charged or refunded for each search, and Search again reuses the same criteria.

Yes. Fill with AI — 50 credits, on the search or on a material, replaces the draft fields with a suggestion, but nothing is saved until you click Save. A valid suggestion is charged even if you discard it.

Any contact you edit by hand needs a public URL where it appears. Editing the email clears its source; editing the phone clears its source and unchecks the WhatsApp confirmation. Leads found by search already come with these sources filled in.

Opening WhatsApp requires checking This phone is WhatsApp on the lead and a number in international format starting with + (e.g. +55). Without that, or without a valid email, use Copy content instead. Opening the app never marks the lead as contacted — that stays manual.

Owners invite Managers, Editors and Viewers with a verified Google email; the invite expires in seven days. Whoever receives it opens the email link and confirms acceptance on the invitation page. Editors use AI and edit leads; Managers also configure the pipeline, export and delete; Viewers are read-only. Any AI operation a team member runs is billed to the Owner's balance and uses the Owner's configuration.

Brand visual material stays saved in the MVP so you can reuse it, organized into themes (primary, secondary and tertiary). You can also upload up to 3 JPEG, PNG or WebP reference images, each no larger than 5 MB. They guide the AI suggestion and inspire only the current generation, and are deleted afterwards. Pick the theme (or No material) when generating; the primary theme is already selected when material is saved.

A graphic element or single post creates 4 images for 240 credits, equal to 60 credits per image. A carousel creates from 3 to 6 slides and costs from 180 to 360 credits, depending on the number you choose. Filling or improving a brief with AI costs 50 credits.

The page shows only the latest request for each content type. Download any images and caption you want to keep before starting a new generation.

No. The tool creates the plan and copy, but it does not send or publish campaigns on Google, Instagram, Facebook or LinkedIn. You still buy the media, configure the account and publish the campaign on each platform yourself.

Use Edit to adjust the audience, offer, budget allocation and each channel's content. Saving creates a version you can view and restore. To redo just one channel with AI, use Regenerate channel — 50 credits; the rest of the plan is kept.

This notice appears when the reports or Business facts used as context were changed after generation. The saved plan remains available. Review the changes and create a new plan or regenerate the channel that needs updating.

Yes, while it is Active and the send reaches its scheduled time. DreamSteps sends through the verified campaigns domain and handles unsubscribes; pausing the campaign stops new sends immediately.

That lead's journey pauses automatically and the reply is forwarded to your e-mail. You answer from your e-mail, like a normal conversation.

Every message carries an unsubscribe link in the footer. Unsubscribing stops campaigns from your account only, without affecting other leads.

Draft does not send yet; Active sends at the planned times; Paused stops sends; Archived ends the campaign. With no credits, sends are blocked and resume automatically after the weekly renewal.

Free is free and includes a weekly credit allowance. Pro and Max are subscriptions with larger allowances that unlock Advisors, Content creation, Ads and E-mail campaigns. Each plan's amount appears in the Store, where you subscribe; to change or cancel, use Manage subscription in the Store (it opens the secure Stripe portal).