Get help when you need it
The Help section is where you go when you need answers or support. It brings together common questions, documentation links, and direct contact options in one place. For most questions, start with Chat - it is the fastest way to get a response.
Find an answer
Click Help in the left sidebar. On mobile, tap the menu icon in the top-left corner first.
The Help page lists answers to the most common questions, grouped by category - account, billing, platform features, and troubleshooting. Click any question to expand the answer.
Open Chat and type your question. The AI has access to your business context, documents, and the platform documentation, so questions like “How do I add a team member?” usually get an immediate answer.
Strategy questions, complex issues, and anything that benefits from talking it through are best handled live - book a call with your FDE.
You should now have an answer or a clear next step: an expanded FAQ entry, a Chat thread with a response, or a booked session with your FDE.
The AI in Chat already knows your business context, your uploaded documents, and the platform documentation, so it answers most how-to and status questions instantly - no waiting on a queue. When a question genuinely needs human input, Chat flags the conversation for your FDE rather than guessing, so starting there never costs you time.
Detailed FAQ in these docs
For fuller written answers than the in-portal FAQ, see:
- General FAQ - the most common questions about the platform
- Troubleshooting - problem, likely cause, and fix for known issues
- Data and privacy - how your data is stored, protected, and deleted
Contact options
If you need to reach the Advizr team outside the platform:
- Email - Send a message to your FDE directly. Their email is listed in the Book a Call section.
- Chat - Start a new thread with your question.
- Book a call - Schedule a dedicated session.
Response time expectations
Chat responses are typically instant for questions the AI can answer directly. For questions that need human input from your FDE, expect a response within one business day. Urgent issues are flagged and prioritized.
Book a CallIf something goes wrong
- No human response after one business day. Reply in the same Chat thread to bump it, or book a call - booked sessions go straight onto your FDE’s calendar.
- An FAQ answer does not match what you see in the portal. The platform evolves, and occasionally an answer lags behind. Trust what is on screen and flag the mismatch in Chat so it gets corrected.
- You cannot sign in, so Chat is unavailable. Use the password reset link on the sign-in page - see Login and security. If reset fails, email your FDE directly.
Still stuck? Send your FDE a message in Chat with your browser, a screenshot, and when it happened.