Help Center
How can we help?
Guides and answers to help you get the most out of Aventra.
Getting Started
Welcome to Aventra
Aventra organizes client requests into structured projects, professional documents, and ready-to-send communication. Start with the onboarding checklist on your dashboard.
Setting up your workspace
Complete your profile, upload a logo, and choose how Aventra should communicate with your clients in Settings.
Inviting your team
Workspace member management is on the way. For now, every workspace has a single owner.
Smart Intake
How extraction works
Paste a client email or WhatsApp thread, or upload a PDF/DOCX brief. Aventra reads the content and extracts client details, project info, budget, timeline, and deliverables.
Editing extracted info
Every extracted field is editable on the review screen before the project is saved.
Starting manually
If you don't have source material, choose 'Start Manually' and fill in the project yourself.
Projects & Pipeline
Pipeline stages
Projects move through New Request → Qualified → Proposal Draft → Sent → Awaiting → Negotiation → Won/Lost → Active → Completed.
Moving projects between stages
Drag and drop a project card on the Pipeline page, or change the stage from the project overview.
Tasks
When a project is marked Won, Aventra creates starter tasks for you to follow up on.
Documents
Generating a proposal
Open a project and click 'New Document' → Proposal. Aventra drafts sections from your project data.
AI review
Each document version is scored on clarity and completeness, with suggestions for each section.
Version history
Every save creates a new version. You can restore an earlier version at any time.
Communication
Composing client messages
Choose a tone and message type and let Aventra draft a message you can copy or send.
Follow-ups
Aventra suggests follow-ups for sent messages that haven't received a reply for 3 days.
Activity timeline
Every project has a unified timeline of documents, messages and stage changes.
Billing
Plans
Every workspace starts on a 14-day Professional trial. You can choose Free, Professional, or Business at any time.
Usage limits
Free and Professional plans include limits on projects, AI generations, documents, and storage.
Payment & invoices
Payments are processed by our payment provider. Past invoices and transactions are available on the Billing page.
Account & Security
Changing your password
Use 'Forgot password' on the sign-in page to receive a reset link.
Your data
Each workspace's data is isolated and only accessible to its members.
Deleting your account
Contact support to request account deletion.
Troubleshooting
An action seems stuck
Refresh the page. If the problem persists, contact support with the page URL and a short description.
AI generation failed
Try again in a moment. If the issue persists, check your plan's monthly AI generation limit on the Billing page.
Uploaded file rejected
Aventra accepts PDF and DOCX files up to 10 MB. Larger files or other formats are not supported.
Still need help?
Our team usually replies within one business day.
Contact support