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Getting Started

Account setup, onboarding, and first steps.

Create Your AIVIONT Account

Sign up, verify your email, and set up your profile to get started with AIVIONT.

3 min4 steps

First Steps After Signing Up

A quick checklist of what to do in your first 15 minutes on AIVIONT.

4 min4 steps

How to Import Contacts from a CSV File

Upload your existing contact list into AIVIONT with a simple CSV import.

4 min5 steps

Navigating the Dashboard

Learn the layout of the AIVIONT dashboard, sidebar, and quick-action bar.

3 min3 steps

Customize Your Agent Profile

Set up your photo, bio, and booking link for your public-facing profile.

2 min3 steps

Set Up Your Workspace

Configure your workspace name, team invites, and default settings.

4 min3 steps

Setting Up the Mobile App

Install and configure the AIVIONT mobile app for iOS and Android.

3 min3 steps

Complete Onboarding Checklist

Follow the in-app onboarding checklist to get fully set up.

5 min3 steps

Beta Features & Early Access (Pro)

Pro users get exclusive early access to new platform features and beta releases.

4 min8 steps

Pro Dedicated Onboarding Call

Schedule your white-glove onboarding call with the AIVIONT team.

3 min6 steps
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AIVIONTAIVIONT

The AI-powered life insurance growth operating system. Close more policies, automate follow-ups, build your team.

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