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Getting started guideHow to scan a business cardWhat is AVIS AI?Setting up your pipelineImporting contactsNatural language reminders
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Getting Started
Set up your account, import contacts, and learn the basics in 5 minutes.
- →Creating your account
- →Importing contacts from phone
- →Setting your first reminder
- →Scanning a business card
- →Sharing your Circle profile
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Contacts & Relationships
Add, organise, and manage your professional network.
- →Adding a new contact
- →Using tags and segments
- →Logging a call or meeting
- →Viewing relationship timeline
- →Merging duplicate contacts
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AVIS AI
Understand how AVIS works and get the most from your AI advisor.
- →What is AVIS AI?
- →How AVIS scores contacts
- →Acting on AVIS suggestions
- →Training AVIS with your data
- →AVIS privacy & data usage
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Reminders & Planner
Never miss a follow-up with smart reminders and the daily planner.
- →Creating a reminder
- →Natural language reminders
- →Using the daily planner
- →Recurring reminders
- →Snooze and reschedule
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Pipeline & Deals
Track your sales pipeline and manage deal stages.
- →Setting up your pipeline
- →Adding a deal
- →Moving contacts between stages
- →Expected revenue tracking
- →Closing a deal
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Account & Billing
Manage your subscription, billing, and account settings.
- →Upgrading your plan
- →Cancelling your subscription
- →Updating payment details
- →Downloading invoices
- →Deleting your account
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