Skip to main content

What You Can Do with the Free Trial and How to Get Started

As of October 17, 2024

Yoom Customer Service avatar
Written by Yoom Customer Service
Updated this week

📝 Overview

In Yoom, you can try out features of the following plans - Plus Plan, Business Plan, and Enterprise Plan - through a 2-week free trial.

Since the Free Plan has certain limitations and restricted features, we recommend using the free trial if you'd like to explore all available operations.

⚠️ Before starting your free trial, please review the following:


💡 What You Can Experience During the Free Trial

The free trial allows you to explore the following features:

Click the ▶ to expand the details

🙌 Experience the OCR and Transcription

These features allows you to perform operations such as:

  • Audio transcription

  • Text extraction from files and images

✅ Available in: Business Plan / Enterprise Plan

🔁 Experience Inter-Operation Actions

These actions allow you to control the Flowbot's flow more flexibly by enabling:

  • Branching

  • Repeating Processes

  • Switching Steps

The red box highlights all configurable inter-operation actions.

✅ Available in:

  • Plus Plan → Only branching, switching next steps, and move commands

  • Business Plan / Enterprise Plan → All inter-operation actions

📖 Related Help Pages: Inter-Operation Actions Guide

📲 Experience Limited Apps Integrations

Limited apps are third-party integrations that can only be used with specific plans.

Please refer to the following article for details.

✅ Available in: Plus Plan / Business Plan / Enterprise Plan

📖 Related Help Pages: Limited App Integration Guide

📋 Experience Form Customization

With Yoom's Form feature, you can create dedicated forms and customize the following:

  • Yoom logo visibility

  • Completion message

  • Access restrictions via IP filtering (for higher plans)

The red box highlights customizable sections within the form.

✅ Available in:

  • Plus Plan → Hide Yoom logo & customize the completion message

  • Business Plan / Enterprise Plan → Plus, apply IP-based access restrictions

📖 Related Help Pages: Form Customization Guide


🎉 How to start the free trial

  1. Log in to your Yoom workspace.

  2. Click “Change Plan” in the bottom left corner.

  3. On the displayed screen, click the free trial button for the plan you want to try.

  4. Review the Important Notes.

  5. Click “Agree and Continue” to start your 2-week free trial.

That’s it! 🚀

You’re now ready to explore Yoom’s premium features.

Related Keywords

Yoom, trial, free, free plan, free trial, AI, OCR, speech-to-text, loop, repeat the same process, branching, switch the progression direction, form, custom, app, Salesforce

Did this answer your question?