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FundWisr™

Running the account

Getting help

Where to look, in what order, and how to reach a person when the answer is not written down.

1 min read
On this page

In order

  1. Search this manual.

    Ctrl and K from any chapter, or the box at the top of the sidebar. It searches the full text of every chapter, not just the titles.

  2. Try the Help Center for a specific question.

    It is organized by the question somebody actually has rather than by menu structure.

  3. Ask the AI Co-Strategist, which can see your actual records.

    Better than either of the above for "why does my score say this", because it can look.

  4. Email a person at support@fundwisr.ai.

    Available on every plan, including Foundation.

Making a support request easy to answer

  • Say what you expected and what happened instead. Those two sentences answer most of what anybody would ask you next.
  • Name the page. The exact address is better than the tool name.
  • Say when. "This morning" narrows the search enormously.
  • Never send a password, and never send a screenshot containing the people you serve. Nobody at FundWisr will ask you for either.

If something is wrong with this manual

Email support@fundwisr.ai and name the chapter. Documentation defects are treated as defects: if a chapter describes something the software does not do, that is a fault worth fixing and not a difference of opinion.

Read next

Something here wrong, missing, or out of date? Email support@fundwisr.ai and tell us which chapter. Documentation defects are treated as defects.

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