First steps as an advisor

1. Sign in and look around#

Sign in with your e-mail address and the code from the mail – see Signing in. The first time, ARVEMO starts with a short guided start: it looks at your company, asks a few questions one screen at a time and then leads you to the sample workspace or to your first workspace. After that you land on the Cockpit, your start page across all workspaces. The sidebar on the left holds the places; Finding your way around shows where everything is.

2. Try the sample workspace#

When you join, ARVEMO prepares a workspace called Sample with made-up data. The agents follow a script there, it costs nothing, and nothing leaves it – no mail, no push, no invitations. Open it and try everything. A short tour of nine steps guides you; each step is done by doing it, you can skip a step, and the order is free.

The sample steps aside by itself when you create your first own workspace or after seven days without use. A sample that has stepped aside is deleted after ninety more days without use. You can also remove it yourself with one click (undo stays available for a few seconds).

The banner at the top of the sample has the controls. Select View as the client to see the workspace the way the client does; Back to me returns to your own view. In the menu More actions of the sample you find Start over, which starts the sample from the beginning, and Remove.

3. Create your first workspace#

1. Open Workspaces and select + Workspace in the top bar, or use New workspace in the workspace switcher.
2. If your organisation already has a workspace, choose who it is for: For a client or For your team. The second is an internal workspace – no client and no start plan, which you can open for a client later. Your first workspace is normally for a client.
3. Fill in the profile. Only the Company is required; a short code of two to four letters, the website, the industry, your thesis, known goals and competitors help the agents start well.
4. Check the start plan – the first tasks the agents will take on – and start.

The Researcher researches the basics on the web, one task after another. Expect 20 to 40 minutes. What is finished waits for you under Approvals as a draft or approval – what the agents prepare enters the workspace only after you approve it. See Approvals.

4. Set up how you work#

Your style and the agents' behaviour are settings: how you write, which document types you use, how proactive the agents are, and who approves. Open them from your profile; see Organisation settings. Until your setup is complete, a setup guide button appears in the top bar.

5. Invite your client#

When the workspace is ready, invite your client with a personal link. She lands in her own view of the workspace. See Inviting a client. Check first what is marked internal – internal material stays on your side. The rest is visible to the people you invite, as far as their role allows.

6. Ask Arvemo#

Open the chat – the Chat button in the top bar – and ask something about the workspace. See Chat with Arvemo.

Common questions#