AI Business Advisor
A conversational AI that draws on your accumulated health check results, forecast data, and business intelligence to answer strategic questions. Not a generic chatbot — an advisor that already knows your industry, your key risks, your open next steps, and what you've been working on.
How It Works
A session that knows your context before the first message.
Start a Session
Click "New Session" and optionally link it to one of your completed SWOT analyses. Linking a SWOT injects the full grid and action plan into the advisor's context — so it can reference specific items when answering your questions. No SWOT? The session draws on your accumulated business memory instead.
Ask Strategic Questions
The advisor can engage with anything strategic — pricing decisions, market entry, hiring timing, competitive responses, operational trade-offs, fundraising readiness. Follow-up suggestion chips appear after each response to help deepen the conversation without losing the thread.
Track Actions & Insights
The left sidebar shows your top business facts (with confidence scores) and your open strategic actions. Update action status — Open, In Progress, Complete, or Dismissed — without leaving the chat. The advisor sees these states and can reference them during the conversation.
Memory Builds Over Time
At session milestones, an AI agent reviews the conversation and extracts new facts about your business — updating your knowledge base automatically. Each subsequent session picks up where the last left off, without you having to re-explain your context.
How the Memory System Works
Most AI tools give you a one-shot answer. This one builds a compounding picture of your business.
Every health check, forecast run, and advising session extracts structured facts about your business — things like revenue concentration, key risks, growth trends, and strategic priorities — each tagged with a confidence score. These facts are stored on Your Business and fed back into every subsequent session. The more you use the platform, the more specific and accurate the advice becomes.
Long-Term Memory
A JSON knowledge blob stores your business model, known strengths and weaknesses, metric trends, and strategic priorities — built up run by run. Capped at 5 items per category to stay focused.
Extracted Business Facts
Discrete, confidence-scored facts extracted from every run: "Top 3 customers = 60% of revenue", "Churn trending upward over 6 months", "No documented succession plan." Grouped by category, visible in the sidebar during every session.
Goals & Recurring Risks
Structured goal and risk fields extracted from your analyses — "Reach profitability by Q3", "Key-person dependency on founder" — injected directly into the advisor's system prompt so it can reason against your actual priorities.
Open Strategic Actions
Next steps from health checks and past advising sessions that haven't been completed or dismissed. The advisor knows what you've already decided to do and can build on those decisions rather than retreading the same ground.
What You Get
30 Messages With Every Analysis
Every paid Business Analysis includes 30 Advisor messages — and they stack, so two analyses give you 60. Most strategic conversations — exploring a specific decision, pressure-testing a plan, working through a competitive threat — conclude well within that. The message counter updates live and warns you when you're running low.
No Session Fees, No Bundles
There's no per-session charge and no message-bundle purchases. Sessions never close, so you can return to any past conversation and continue right where you left off — your message balance follows you across every session.
Real-Time Streaming
Responses stream in word by word — no waiting for the full answer before you can read it. A Stop button lets you cut off a response mid-stream if it goes in the wrong direction. Partial responses are preserved with a *(stopped)* label.
Follow-Up Suggestion Chips
After each response, three contextual follow-up prompts appear as clickable chips. They're generated from the conversation context — so they suggest next questions that make sense for where you are in the discussion, not generic prompts.
Session Transcript PDF
Export a full session transcript as a branded PDF — includes session metadata, your top business facts, open strategic actions, and the complete conversation. Useful for sharing with a co-founder, board member, or as a reference for follow-up.
SWOT Integration
Link a session to a specific SWOT analysis and the advisor has direct access to every item in the grid — it can say "your second-ranked threat was X, which directly relates to the pricing decision you're asking about." No copy-pasting context.
When to Use It
Pressure-test a pricing change, market entry, acquisition, or restructure. The advisor can walk through implications, surface risks you haven't considered, and help you think through second-order effects.
A SWOT produces a grid — the Advisor helps you turn it into a plan. Ask it to prioritize actions, explain trade-offs between quadrants, or model what happens if a threat materializes.
Run a SWOT, then start an Advisor session to compare results against the previous quarter. The drift detection in the SWOT result and the accumulated memory in the Advisor make the review substantive rather than superficial.
Sometimes you need a thinking partner, not a framework. Describe the problem, share what you've already tried, and let the conversation develop. The advisor remembers context within a session and across all your previous sessions.
Frequently Asked Questions
What does the Strategic Advisor cost?
Nothing extra — it's included with your Business Analysis. Every paid analysis adds 30 Advisor messages to your account, and they stack across purchases. Each message you send uses one from your balance; when you run out, running a new Business Analysis tops you up with 30 more.
Can I return to a previous session?
Yes — sessions never close. You can return to any past session from the Advisor list and continue the conversation at any time. The context is rebuilt fresh each time you send a message, so the Advisor always has your latest business intelligence even if you haven't chatted in weeks.
How does the advisor remember across sessions?
At every 10-message milestone within a session, an AI agent reviews the conversation and extracts new facts — updating your Business Facts table and long-term memory blob. When you start a new session, that updated memory is loaded automatically. You don't need to do anything — the extraction and storage happen in the background after each milestone.
What happens if I don't link a health check when starting a session?
If you have no completed health checks, the session loads your full accumulated business intelligence. If you link a health check, the full findings and action plan are injected directly into the advisor's context. Either way, you can continue any session later and the advisor will always have your most current intelligence.
What is a next step and how is it tracked?
Next steps are discrete tasks or decisions surfaced by health checks or advising sessions — things like "Negotiate supplier contract renewal", "Hire a second sales rep", or "Run a customer churn analysis". Each has a priority (High/Medium/Low) and a status (Open/In Progress/Complete/Dismissed). You can update status directly from the advisor sidebar or from Your Business. The advisor sees your open next steps and can reference them when relevant.
Pricing
Included with every Business Analysis — no session fees, no message bundles.
Advising Sessions
- 30 Advisor messages with every paid analysis
- Full business context loaded at session start
- Optional SWOT analysis integration
- Real-time streaming responses
- Follow-up suggestion chips
- Strategic action tracking
- Session transcript PDF export
Ready to talk strategy?
Create an account and start your first session. Your business context is assembled automatically.
AI-assisted strategic perspectives — not authoritative business advice. Always validate with qualified professionals.