Create your business plan using AI Assistant
In today's fast-paced business landscape, Artificial Intelligence (AI) has become a key player in streamlining complex processes, including the creation of business plans.
By integrating AI Assistance, transforming how business plans are created. This feature simplifies the complex steps involved in crafting a strategic plan, offering personalized guidance to ensure that every plan is not only comprehensive but also uniquely aligned with the business's goals.
An AI assistant not only streamlines the planning process but also provides a level of customization and insight previously unattainable, making it essential for crafting a comprehensive business strategy.
Features of AI In Business Plan Builder:
Sets a new standard in business planning with its AI-driven approach, automating plan creation and providing custom advice and insights tailored to your business's niche.
- Smart Questionnaire: Upon setting up your workspace, AI asks preliminary questions about your business. This initial interaction helps tailor the business plan to your specific needs and objectives.
Add your own custom questions and answers to further train the AI. These personalized inputs allow the AI to create a more accurate and relevant business plan. Additionally, you have the flexibility to remove any AI-generated questions that are not useful or relevant to your planning process.
- AI-Powered Suggestions: While setting up your Business Plan, the "Generate with AI" option becomes available. This feature utilizes the details you've input to create an outline and auto-fill sections of your plan, ensuring a cohesive and comprehensive document.
- Interactive Feedback Loop: The AI continuously learns from the information you provide, offering suggestions and modifications to refine your business plan further.
Setting Up Your Business with AI Assistance:
Launching your business plan becomes a streamlined and personalized process with AI assistance.
This innovative tool utilizes artificial intelligence to customize your planning experience, ensuring every aspect of your strategy aligns with your specific goals and vision.
Here's a closer look at how AI stands out:
When you begin setting up your workspace, enter your website URL in the provided field and press the Enter key. The system will fetch key business information from your website.

A preview box will appear displaying the collected business details. Click on Confirm & Save to apply them.

This action auto-fills the What does your business do? section, which you can further edit if needed. These details are used by the AI Assistant to generate a personalized business plan.

In the Supporting Document section, You can attach supporting documents to provide more insights about your business, which helps the AI generate a more accurate and tailored business plan.




Once you've answered all the questions, go to the Business Plan Builder.

Next, inside the business plan builder, click on the Generate with the AI option.
This feature will use the information provided during workspace setup and your earlier answers to automatically generate a complete business plan.

TIP: To enable or disable the AI feature for your account, check out this help guide.
Moving forward, you’ll land on a page displaying all the answers you previously provided. Take a moment to review and, if needed, edit or update any response.
Once everything looks good, click on the Generate with AI option to let the AI create your business plan.

A pop up window will appearing providing the options to customize your business plan by selecting specific preferences like purpose of the plan, writing tone, audience and depth of business plan.
After selecting preferences click on Generate Outline option.

The AI will generate the outline of your business plan. You can review and modify the outline from there itself.
After making sure the outline is in order, click on Generate Full Plan.

A pop-up message will appear, stating, Please wait. AI is generating your plan, indicating that the AI is actively working on generating your business plan.

