1. Login
Consulter AI is an exclusive, invite-only platform. To access your personalized dashboard and begin using the platform, please apply for our waitlist at consulterai.com/demo. Once approved, you’ll receive login credentials. For enhanced security, we are transitioning to an SSO-only login system for Enterprise users, allowing you to access Consulter AI without needing to store passwords with us. This upgrade ensures both seamless access and industry-leading security, protecting sensitive corporate information.2. Getting Help
Our support team is dedicated to providing you with assistance whenever you need it. You can reach out via email for 24/7 responses, ensuring that help is always at your fingertips. Inside the app, you can also access support through this documentation or type “/help” directly to John, your AI consultant. John is equipped to answer questions about platform functionality, provide guidance, and troubleshoot common issues, making sure you’re supported throughout your journey with Consulter AI.3. Getting Started: Dashboard
Once logged in, you’ll be directed to the Consulter AI dashboard, your central hub for all activity. Here, you’ll see tabs such as Recent, My Projects, Recommended, and Shared With Me, allowing you to navigate through current and past projects with ease. The dashboard is organized to help you quickly locate the information you need, start new projects, and explore recommendations tailored specifically to your objectives.4. Creating a New Project
To begin a new project, click on the “Create a New Project” button on the dashboard. Consulter AI will guide you through setting up project parameters, including objectives, timelines, and areas of focus. From there, John, your AI consultant, will take over, processing your inputs to provide highly relevant insights and strategy recommendations. The process is designed to be intuitive, ensuring you can create and set up projects without the need for any technical expertise.5. How It Works
Consulter AI combines the power of advanced algorithms and consulting expertise to deliver actionable insights within minutes. Once you start a project, the AI scans and processes relevant data sources, generating insights aligned with your specific needs. Over time, John learns from your preferences, refining his responses to better suit your strategic objectives. This adaptive process ensures that every report and recommendation becomes more attuned to your unique requirements.6. Security, My Data, & Privacy
At Consulter AI, the security and privacy of your data are paramount. All data is stored in encrypted formats, complying with the highest standards of data protection. We do not store or use your data without your explicit consent, and our privacy practices are aligned with GDPR and CCPA regulations. Additionally, your data is solely used to improve the relevance and quality of your consulting insights and is never shared with third parties.7. How do I upload files?
To enhance project analysis, Consulter AI allows you to upload files directly in the project workspace. For now, please drag and drop your file into the specified area within your project settings. Accepted formats include PDF, DOCX, XLSX, and PPTX. Soon, we’ll be expanding functionality to include additional formats and larger file sizes. Uploading documents provides John with critical context, allowing for more precise and tailored recommendations.8. How can I upload my brand template?
For consistency with your corporate identity, you can incorporate your brand template into Consulter AI’s outputs. At this stage, please email your brand template to our support team, and we’ll ensure it’s applied to your reports. We accept files in formats like PPTX, DOCX, and PDF for brand assets. In the near future, we’ll be launching a direct upload feature so you can apply your brand’s logos, colors, and fonts within the app, ensuring that all generated documents align with your brand guidelines.9. Use Cases
Consulter AI is designed to support a wide variety of strategic needs, including:- Digital Transformation: From initial assessment to execution roadmaps, get insights tailored to transform your digital capabilities.
- Market Analysis: Analyze market dynamics, opportunities, and trends with data-driven insights.
- Competitive Positioning: Identify your competitive landscape and key differentiators to enhance your positioning.
- Sustainability Strategy: Receive actionable recommendations to improve sustainability initiatives and align with industry best practices.
- Change Management: Enable smoother transitions with strategic change management insights.
- Product Innovation: Uncover emerging trends and innovation pathways to stay ahead of competitors.
10. Frequently Asked Questions
Q: Can I preview reports before downloading?A: Yes, before finalizing a report, you can preview it within the platform to ensure the content aligns with your expectations. Q: How do I share projects with my team?
A: Projects can be shared within your organization by using the “Share” option in the project settings. This allows team members to view and contribute to the project. Q: Is my data used to train the AI?
A: No, your data is used solely to enhance the relevance of your specific insights and recommendations. We do not use user data to train our AI models, ensuring complete privacy and data security. Q: What is John’s expertise?
A: John is designed as a generalist AI consultant capable of supporting a range of strategic needs. He leverages consulting frameworks, industry best practices, and data analysis to provide valuable insights across various domains. Q: How do I update my account details?
A: You can update your profile information in the Account Settings section. This includes personal information, preferences, and notification settings. Q: Can Consulter AI integrate with other platforms?
A: Currently, Consulter AI does not directly integrate with other platforms. However, reports can be downloaded and shared externally. Integration options are being considered for future updates. Q: What happens if I need a refund?
A: Consulter AI has a 100% refund policy if you’re not satisfied with a report. Simply contact support within 7 days of receiving the report, and we’ll credit the cost of that report back to your account. Q: How frequently are new features added?
A: We continually update Consulter AI to introduce new features, with major updates typically released every quarter. Keep an eye on our documentation and announcements for the latest enhancements. Q: Can I turn off John’s learning from my data?
A: Yes, you can adjust your data-sharing preferences in the Account Settings under Data Privacy. Disabling data sharing means John will not use past projects to refine future recommendations. Q: How can I request a custom feature?
A: We value user feedback. If you have a feature request, please contact support. Our team reviews all suggestions and considers them for future releases.
This expanded version provides detailed explanations for each area, guiding new users thoroughly while maintaining a structured and informative tone. The FAQs are designed to address common questions comprehensively, catering to various aspects of platform usage.