01
Choose how the session is retained
Leave chat saving off for a temporary session, or enable it when an authorized record should remain available in your account until you delete it.
Getting started
From initial concern to a review-ready record.
Use this guide to choose the right starting point, understand what is retained, and move through an ADVISOR session with clear human oversight.
Core workflow
Four steps to a grounded advisory session
ADVISOR organizes the workflow. Qualified people remain responsible for interpreting the information and deciding what action is appropriate.
02
Start with the right context
Use guided intake for a consistent case record, upload existing PDFs, or open a blank session when you need to begin with a question.
03
Work through the assessment
Ask follow-up questions and attach JPG, PNG, WebP, or PDF material to the current turn. Review every response using your professional judgment.
04
Review and export
Refine the analysis in conversation, then generate the current PDF report when the case contains enough grounded information.
Before attaching material
Use only authorized case content
PDF and image attachments are processed for the current turn. Image bytes are sent to the configured AI provider for analysis and are not stored in ADVISOR chat history. The resulting text may be retained when chat saving is enabled.
Read the privacy policyUsing the output
Review before relying on it
ADVISOR may miss context or produce incomplete language. Confirm facts, examine source material, document disagreements, and apply your organization's established escalation and review procedures.
Open the Trust CenterNext step
Ready to begin?
Start with guided intake, existing PDF material, or a blank advisory conversation.