Skip to main content
Get started with Consulter AI in just a few steps

​
Set Up Your Access

Learn how to quickly access Consulter AI and get started on your first project.

​
Access & Security

Consulter AI is currently invite-only. To request access, apply on our website. Once approved, you’ll receive your login credentials.
For security, Enterprise users log in via Single Sign-On (SSO), enabling password-free and secure access. Once approved, you can enter with ease and industry-grade security.

Navigating the Dashboard

Your dashboard displays recent projects and activities, allowing you to pick up where you left off quickly and effortlessly.
My Projects provides access to your projects, while Shared With Me enables collaboration within your team, offering a seamless way to work together.

Create and Customize Your First Project

Explore project setup and integrate your brand for consistent visuals.

Project Setup

Begin by clicking Create a New Project on your dashboard. Define parameters like focus areas and timelines, and John, your AI consultant, will tailor insights to meet your strategic goals.
To ensure brand consistency, send your logos, colors, and templates to support, and we’ll apply them to your reports. A direct upload feature is coming soon.
Uploading files such as PDFs, DOCXs, or XLSXs provides John with more context for accurate recommendations. Drag and drop files within your project to get started.

Get Support and Maximize Your Experience

Leverage in-app support, secure data management, and custom features to enhance your workflow.

​
Support & Security

Access in-app support anytime by typing /help to chat directly with John. John can assist with platform navigation and troubleshooting.
Data security is our top priority. We use encrypted storage and adhere to GDPR/CCPA compliance standards. Control your data preferences in Account Settings.

​
Customization & Feature Requests

Have a unique feature in mind? Reach out to our support team to suggest a feature that can elevate your Consulter AI experience.

FAQs

Common questions to help you get started.

Can I Preview Reports?

Yes, preview reports within the platform to ensure they align with your objectives before downloading.

How Do I Share Projects?

Collaborate by using the Share option in project settings to invite team members to contribute.

Is My Data Used to Train the AI?

No, your data is only used to tailor your insights and recommendations. We do not use user data to train our AI.

How Do I Request a Refund?

Consulter AI offers a 100% refund within 7 days if you’re unsatisfied with a report. Contact support to credit your account.
This guide sets you up to explore Consulter AI’s powerful features, from project setup to customization and collaboration. Dive in to start generating insights and drive strategic outcomes with confidence!