Business Hub: what Aventide knows about your business

Everything Aventide works from for one business, in four views across the top. Main Hub holds your to-dos, your goals (Now, Then and Later), your notes and ideas, and Sidekick approvals, where Aventide's suggestions, and anything it drafts for a client, wait for your OK. Workspace holds your documents, the ones you upload and the ones Aventide makes. Vault holds files and details such as your EIN, plus Smart Compliance; what you lock there stays out of the AI, apart from a scan you choose. Memory holds your business facts in three groups, Business, Offer and Money, such as your biggest blocker, your capacity, your pricing model, your booking policy and your payment terms. It also holds notes about each client and your own preferences. Your brand, from your business name and what you sell to your logo, colors and fonts, is kept in the Brand Kit, in Marketing. The plug icon at the top opens Integrations, the tools you've connected.

From you, three ways, and nothing Aventide learns becomes a business fact until you or a teammate says so. You type it: on the Memory tab, click the pencil on any line, or click + Add a fact, give it a name and file it under Business, Offer, Money, Marketing or Other. Aventide reads it when you set up: give your website, paste what ChatGPT or Claude already knows about your business, or both, and Aventide lists what it found for you to fix before anything is kept. Aventide suggests it later, from what you tell it in a conversation, from its nightly review of what you wrote, and from a website you share in a chat. Jori Bell, a product coach, wrote in January 2024: "As my writing assistant, ChatGPT plays an increasingly significant role in my daily tasks." If that's you, the paste box brings what it knows across.

It remembers how you work, and it asks before it writes down what's true. Without asking, it keeps how you like to communicate, how you make decisions, how long you want its replies, what's been on your mind lately, and background about a client, such as how they like to be contacted. Before it saves anything true about your business, it asks: every business fact, a promise you've made to a client, and a client's price. When it isn't sure who or what something is about, it asks about that too, even a preference. Where it heard something doesn't change the rule: a price you mention in passing is still a price, so it still asks.

On the Memory tab of the Business Hub. At the top, the panel called What Aventide knows about you shows how many key details are saved, with up to three missing ones as buttons; click one and its line opens for you to fill in. My Business holds Your business, the facts, and Your clients, a list of notes for each client. Preferences holds Pinned (what you asked it to remember), How you like to work and On your mind right now. Each line there says where it came from, such as "Learned from your conversations" or "You set this", and has a Forget button. What Aventide asks about waits on the Main Hub, in one Sidekick approvals card. If you own the account, Your data, in your profile menu, emails you a ZIP with each business's facts, goals, clients, documents, contracts and invoices, plus your own conversations; anyone can ask support@aventide.ai for a full copy, as our Privacy Policy says.

They all start from the business you're in. When a conversation begins in Think or the Sidekick panel, Aventide reads a short summary of your Hub: your business facts and your own preferences, up to 25 open goals and 25 open to-dos, the titles of up to 10 recent documents, your active offers and prices, which tools are connected, how many clients you have at each stage, up to 10 clients with their pinned notes, what's owed and what's been paid this month, and up to five bookings in the next seven days, without names. It reads more only when it needs to: a client's full notes when you name them, a document when you ask about it. When it looks something up for an answer, a Sources row under the reply lists it. Do reads only the parts a recipe needs, and Sidekick on your phone reads the Hub when a question is about your business.

Each business has its own Hub, and nothing in one reaches another. Pick a business from the menu at the top of the Business Hub; every screen reloads for the business you picked, and Aventide reads only that one. What it has learned about how you work is kept per business too, so a preference you teach it in Lumen & Oak Studio doesn't carry over to Fern & Field Consulting. Nothing is added up across businesses: money and reports show one business at a time. A new business starts with its own setup and its own first read. On your phone, a Sidekick chat keeps its own business, so switching there doesn't change the app. Teammates on your account can open every business on it; you can't limit someone to one.