Introducing the AdviserGPT Web Agent

New to AdviserGPT? Our Getting Started Guides walk you through everything you need to know to hit the ground running and start winning more RFPs and DDQs faster with compliance top of mind.

Anatomy of the AdviserGPT Dashboard

A quick map of the system so you know where everything lives before you start

The numbered cards below explain the corresponding features highlighted above.

1

Navigation Sidebar

Answers answer RFP and DDQ questions. Vault maintains your firm's knowledge base. Drafts handles commentary and client communications. File Upload stores your documents, and account settings are in the lower left corner

2

Answer Prompt

Type or paste any RFP or DDQ question here. AdviserGPT searches your Vault and responds in your firm’s voice and tone.

3

New Conversation

Clear a prior conversation to start a new question/answer.

4

Web Sources Toggle

Web Sources includes live web data alongside your Vault. Off by default so answers stay grounded in your firm's knowledge base — turn it on for market commentary or current-events client inquiries.

5

Response Format & Filters

Switch between prose and table output to match your questionnaire’s format. Use Filters to scope answers by date range or by tag such as by strategy—useful when you want responses drawn from more recent dates or specific Vault content.

6

Example Prompts

Pre-written RFP and DDQ questions. Click the + on any example to load it directly into the prompt bar and see your Vault in action.

7

File Upload

Acts as a simple file store for all of the documents and data files you upload via Vault + Add Content.

1

Navigation Sidebar

Answers answer RFP and DDQ questions. Vault maintains your firm's knowledge base. Drafts handles commentary and client communications. File Upload stores your documents, and account settings are in the lower left corner

2

Answer Prompt

Type or paste any RFP or DDQ question here. AdviserGPT searches your Vault and responds in your firm’s voice and tone.

3

New Conversation

Clear a prior conversation to start a new question/answer.

4

Web Sources Toggle

Web Sources includes live web data alongside your Vault. Off by default so answers stay grounded in your firm's knowledge base — turn it on for market commentary or current-events client inquiries.

5

Response Format & Filters

Switch between prose and table output to match your questionnaire’s format. Use Filters to scope answers by date range or by tag such as by strategy—useful when you want responses drawn from more recent dates or specific Vault content.

6

Example Prompts

Pre-written RFP and DDQ questions. Click the + on any example to load it directly into the prompt bar and see your Vault in action.

7

File Upload

Acts as a simple file store for all of the documents and data files you upload via Vault + Add Content.

1

Navigation Sidebar

Answers answer RFP and DDQ questions. Vault maintains your firm's knowledge base. Drafts handles commentary and client communications. File Upload stores your documents, and account settings are in the lower left corner

2

Answer Prompt

Type or paste any RFP or DDQ question here. AdviserGPT searches your Vault and responds in your firm’s voice and tone.

3

New Conversation

Clear a prior conversation to start a new question/answer.

4

Web Sources Toggle

Web Sources includes live web data alongside your Vault. Off by default so answers stay grounded in your firm's knowledge base — turn it on for market commentary or current-events client inquiries.

5

Response Format & Filters

Switch between prose and table output to match your questionnaire’s format. Use Filters to scope answers by date range or by tag such as by strategy—useful when you want responses drawn from more recent dates or specific Vault content.

6

Example Prompts

Pre-written RFP and DDQ questions. Click the + on any example to load it directly into the prompt bar and see your Vault in action.

7

File Upload

Acts as a simple file store for all of the documents and data files you upload via Vault + Add Content.

Where to start on your first login:

  1. Click an Example Prompt to load a real RFP question and see your Vault respond.

  2. Ask your own RFP question into the Answer Prompt to test your own uploaded content.

  3. Check the Trust Score on the response—a score above 90% means your response is high trust, above 80% is good, and above 75% is acceptable. 

Setting up AdviserGPT ›

See AdviserGPT in action