Adding and Managing Apps in AI Growth Advisor

The Apps feature in AI Growth Advisor enables you to integrate business tools, such as QuickBooks, POS systems, CRM platforms, and marketing apps, across your locations. By managing these apps centrally, you can ensure data flows smoothly and stays in sync everywhere you operate.

Step-by-Step Instructions

1. Go to the Apps Menu

From your AI Growth Advisor dashboard, open the Apps tab under Integrations.
This is where you can view, add, and manage all your app connections.

2. View Connected Apps

In the Available Apps section, you’ll see a list of all integrations you can connect.
Any apps you have already connected will also show up in the My Apps section.

3. Add a New App Connection

Browse or search for the app you want to connect—categories such as Financial, Operations, Marketing, and CRM help organize apps.
Click the Request button next to the app you want to add.
If authentication is needed, enter your login credentials and follow the prompts.
Once connected, the app will appear in your My Apps list.

4. Check Connection Status

View the status of each connected app in the My Apps tab.
A green checkmark means the connection is active.
A red warning icon indicates a connection problem—hover over the icon for more information or troubleshooting steps.

5. Request a New Integration

If you don’t see the app you need, go to the Request Connection category or tab.
Submit your request for a new integration, and the AI Growth Advisor team will review it.

Tips for Success

• Regularly check the My Apps tab to make sure all connections remain active.

• Some apps support automatic syncing—enable this for seamless data transfer.

• New integrations are added often, so check back regularly for updates.

Troubleshooting

• If a connection fails, re-enter your login details and verify your credentials.

• If a connection is lost, use the Reconnect option to restore it.

• If your request is pending, you can submit another request or contact AI Growth Advisor Support for more information.

By following these steps, you can easily integrate and manage all your business applications in AI Growth Advisor, helping your organization maintain accurate, up-to-date data across every location.