Allwyse: An Intelligent Platform for Optimizing Sales Consultant Businesses, Improving Account Management and Scheduling Efficiency

General Introduction

Allwyse is an intelligent platform designed specifically for advisor businesses, designed to help advisors optimize client management and scheduling by integrating multiple tools and features. The platform offers automated scheduling, client data management, AI assistants, real-time analytics, and more to help advisors be more productive and attract more high-value clients.Allwyse also seamlessly integrates with tools like Google Calendar and Google Meet to provide a smooth user experience.

Function List

• Automated Scheduling: Synchronize and automate your schedule with support for one-time, daily, and monthly scheduling.
• Customer Data Management: Easily manage customer data, create customized services, and present a professional image.
• AI assistant: Save time and effort by utilizing AI technology to create service packs.
• real time analysis: Track customer interactions and website visits to provide detailed analytics.
• Google Integration: Seamlessly integrates with Google Calendar and Google Meet to optimize productivity.
• Personalized public information: Showcase your expertise and services to attract more customers.

Using Help

Installation and use

There is no installation required for the Allwyse platform, all users need to do is visit the website and register for an account to get started. Below are the detailed steps to get started:

1. register an account: Visit the Allwyse website, click on the "Register" button and fill in the necessary information to complete your registration.
2. Setting the scheduleOnce you have logged in, go to the Scheduler page and select the "One-time", "Daily" or "Monthly" option to set up your schedule. The platform will automatically synchronize your schedule to ensure you don't miss any important meetings or events.
3. Manage customer data: Go to the Client Management page to add or import client data. You can create customized services to show your professional image and attract more customers.
4. Using AI Assistants: On the Service Creation page, use AI Assistant to create a service pack. Simply enter basic information and AI Assistant will automatically generate the service pack, saving you time and effort.
5. View real-time analytics: Go to the Analytics page to view customer interactions and website visits. The platform will provide detailed analysis reports to help you understand customer behavior and optimize your business strategy.
6. Google Integration: On the Settings page, connect your Google account to seamlessly integrate with Google Calendar and Google Meet. This way, you can manage all your schedules and meetings on one platform and increase productivity.
7. Display of personalized public information: Go to the profile page and fill in your professional information and services. The platform will generate a personalized public profile page to showcase your expertise and services and attract more clients.

With these steps, you can easily get started using the Allwyse platform to optimize your advisor business and increase productivity.