Get started in 15 minutes
This quickstart takes you from your invitation email to your first AI conversation in seven steps. Each step ends with a checkpoint so you know you are on track. If you want more detail on any step, follow the links to the full guides.
Before you start
You will move faster with three things ready:
- One business goal you want AI to help with
- Two or three documents that describe your business (PDF, DOCX, or XLSX, under 25 MB each)
- Your calendar open so you can pick a kickoff call time
The seven steps
When your Advizr team sets up your account, you receive an email with the subject line “Welcome to Advizr.” Click the activation link and set a strong password. If you do not see the email, check your spam folder or contact your Advizr team.
You should now see the login page at advizrclients.com.
Enter your email and password at advizrclients.com. On mobile, the sidebar collapses into a menu behind the icon in the top-left corner.
You should now see your Home screen, with a left sidebar containing Home, Chat, Goals, Documents, Proposals, Learn, Book, and Help.
On your first login, a five-step onboarding wizard opens. Begin by confirming your name, company details, and contact information, and set your profile photo. If you close the browser partway through, the wizard resumes where you left off the next time you log in.
You should now see the wizard’s second step, asking what you want to achieve with AI.
Write one specific, measurable objective. “Reduce manual data entry in our invoicing process by 50% within three months” gives your team direction; “use AI more” does not. Click Continue to save it. Your objective appears on your Goals page, where you can add or edit objectives later.
You should now see the document upload step.
Drag a file into the drop zone or click to browse. Start with documents that describe repeatable processes, such as SOPs, org charts, or process maps. The platform accepts PDF, DOCX, TXT, XLSX, CSV, PNG, and JPG files up to 25 MB each. You can add more at any time from the Documents section.
You should now see a confirmation that your file has been uploaded and processed.
Pick a slot from your Fractional Digital Engineer’s calendar, shown in your local timezone. The call runs 30-45 minutes: you will review your objectives, discuss your documents, and agree on a plan for the first month. No presentation or formal brief is needed.
You should now see a booking confirmation, and a calendar invite with a video link should arrive in your inbox.
Send your first message. Chat uses your uploaded documents and objectives to give specific answers, so try something like “Summarize the document I just uploaded and suggest three processes worth automating.”
You should now see a response that draws on your business context. The wizard is complete and your dashboard is ready for daily use.