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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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