Your Advizr client platform
The platform at advizrclients.com is where your engagement happens: set goals, upload documents, chat with AI, and review proposals from your team. This section shows you how to get set up, find your way around, and get value from every feature. Your workspace is isolated, so your data stays yours.
Start here
Getting started→
Accept your invitation, log in for the first time, and take a tour of your dashboard.
The onboarding wizard→
Walk through the five-step setup that tailors the platform to your business. About 15 minutes.
Troubleshooting→
Quick fixes for login issues, missing data, and other common problems.
Explore the platform
Getting started→
First login, navigation basics, and what you will see on day one.
Onboarding→
Set objectives, upload key documents, book your first call, and learn to use Chat.
Dashboard→
A guide to every sidebar area: Home, Chat, Goals, Documents, Proposals, Learn, Book, and Help.
Features→
Runs and workflows, analytics, team management, notifications, and settings.
Account→
Login and security, roles and permissions, and how billing works.
FAQ→
Answers to general questions, troubleshooting steps, and how your data is protected.
Want to go deeper?
The Academy teaches the skills behind the platform: prompt engineering, workflow design, and AI leadership for your whole team.
Visit the AcademyLast updated on