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Savvier 101

How to set up your brand, explore workflows, and run your first project.

How Savvier Works

1

Add your brand

Savvier builds a brand foundation that carries across every project.

2

Choose a workflow or play

Expert-built processes or pre-written prompts to get moving fast.

3

Run it

Provide your guidance. The workflow handles the rest.

4

Review and deliver

Refine outputs and deliver with confidence.

1. Create Your Account

Head to app.besavvier.com and sign up with Google or email.

  • Free: 1 brand, starter workflows, AI chat
  • Pro: Unlimited brands, full workflow library
  • Teams: Collaboration and shared workspaces

7-day free trial on Pro and Teams. No credit card required. See pricing

2. Add Your Brand

Click Brands in the sidebar, then Add brand. Type the name or paste a URL.

Click Start deep research. Savvier researches your brand across the web and builds your Brand Foundation.

Savvier Brand Foundation page

What's in a Brand Foundation?

Your brand profile, purpose, positioning, competitive context, and audience insights, all in one place. This foundation gets passed into every workflow you run, so your outputs always have context built in.

Your Sources, in Your Control

Open your Brand Foundation any time to see exactly what it's built from, and shape it.

View and edit sources

See every site and document behind your Foundation. Add, remove, or swap sources whenever you like.

Crawl a whole site

Paste a URL and choose to crawl the entire domain, not just a single page.

Preview any source

Click any file to preview it right inside the app.

Know when to refresh

Change your sources and Savvier flags it with a "sources have changed" banner, so your Foundation never goes stale.

3. Choose a Workflow or Play

Workflows guide you through multi-step strategic processes: research, strategy, creative development, planning.

Plays are single prompts for everyday tasks: drafting, brainstorming, getting feedback.

Savvier Workflows page

Not sure which workflow to use?

Just ask in chat. Tell Savvier what you're working on and it'll point you to the right ones. Try: "I'm working on a positioning refresh for a DTC skincare brand. Which workflows should I run?"

4. Run It

Select a workflow, pick your brand, and provide your guidance. Savvier handles research, synthesis, and drafting.

Savvier workflow in progress

5. Review, Edit, and Refine

The first draft is rarely the final draft. Review the output, then make it yours.

Edit in the Document

Every deliverable opens in a full text editor. Select text to format. Type / to insert callouts, badges, sections. Drag blocks to reorganize. All edits save automatically.

Savvier text editor with formatting toolbar

Highlight any text and click Your Next Move to transform it instantly: punch it up, compress it to a one-pager, reframe it as a pitch, turn it into a deck, or poke holes to find weaknesses.

Use the side panel to:

  • Jump to any section with the Outline
  • See every source with links in Sources
  • Restore past versions from History
Savvier Your Next Move menu and side panel

Make Edits and Refinements in Chat

We recommend talking to Savvier like a junior colleague: tell it what's working, what isn't, and what you want next. It'll make the change and you keep steering.

"Make the tone more playful."

"Concept 2 is stronger. Develop that one."

"Give me three more headline options."

Roll Back Any Time with Version History

Every document keeps its full history. Open the History panel (the clock icon) to see past versions with timestamps, and restore an earlier draft in one click. The most recent version is always marked Latest.

Savvier version history panel showing Version 3 marked Latest, plus Version 2 and Version 1 with timestamps

The History panel lists every saved version. Click any one to restore it.

6. Organize Your Work in Projects

A Project is a dedicated workspace for one body of work, with its own chats, files, and instructions. Upload the documents that matter once, and every chat inside the Project can draw on them. You never re-upload or re-explain.

When your work centres on a single client, campaign, or pitch, a Project keeps it all in one place. Drop the brief, the research, past decks, and meeting notes into Project Knowledge, and Savvier uses them as context in every conversation there. Set Project Instructions to steer how Savvier responds throughout, like a tone to hold or a role to write from, so you set the ground rules once.

A few things worth knowing:

  • Add up to 20 files (PDF, DOC, DOCX, PPTX, TXT, MD), up to 20MB each.
  • Start a chat or @mention a workflow straight from the Project, with your files already in context.
  • Share a Project with your team so everyone works from the same knowledge.
Savvier Project workspace showing Project Instructions, a Project Knowledge file upload panel, and a chat box to ask anything about the project

Inside a Project: upload files to Project Knowledge, set Project Instructions, and every chat here works from that context.

Brand or Project? Your Brand is the always-on context that travels with everything you do. A Project is a focused workspace for one stream of work.

7. Work With Your Team

Savvier is built for teams. Bring your colleagues in, share any chat, document, brand, or project, and work on it together in one place.

Set Up Your Team

In Settings › Members, invite teammates by email and manage who's in your organization. Each person gets a role: Owner, Admin, or Member. Invites you've sent but that haven't been accepted sit under Pending, where you can resend or revoke them.

Savvier organization Members settings page with the team list, member roles, an Invite member button, and pending invitations

The Members page: invite colleagues, set each person's role, and track pending invites.

Switch between organizations, or jump to Organization settings and Billing, from your account menu at the bottom of the sidebar.

Savvier account menu showing organization switcher with other teams, plus Organization settings and Billing options

Switch organizations and reach settings or billing from your account menu.

Share Your Work

Click Share on any chat, document, brand, or project. Add people by name or email and give each one a role:

  • Viewer › reads the work and its version history
  • Commenter › reads and leaves comments
  • Editor › edits, comments, and invites others
  • Owner › full control, and can transfer ownership

Or set General access for everyone else: keep it Restricted so only invited people can open it, open it to anyone in your organization (view, comment, or edit), or share a link anyone can view.

Savvier Share dialog showing people with access and a general access dropdown with restricted, organization, and public link options

The Share dialog: add people individually, or set general access for your whole organization or a public link.

Need something a teammate sent but can't open it yet? Request access in one click and the owner gets notified to approve you.

Comment and Give Feedback

Highlight any text and leave a comment. @mention a teammate to pull them in, reply to build a thread, and mark a comment resolved once it's handled. New comments and mentions show up in the bell icon at the top of the screen.

Savvier inline comment on a document with an @mention of a teammate and a Comment button

Highlight text, @mention a teammate, and post a comment right on the document.

See Who's Working Alongside You

When teammates open something you're in, their avatars appear in the header. You always know who's in the room.

8. Find Everything in One Place

The more your team creates, the more it matters that nothing gets lost. Savvier keeps it all findable.

Documents

The Documents page holds every document you can access, whether you wrote it in Savvier or uploaded it yourself. Switch between All, Mine, and Shared with me, then filter by type, source, or owner to land on it fast.

Savvier Documents page with All, Mine, and Shared with me tabs, filters for source, type, and owner, and a grid of document cards

The Documents page: filter by All, Mine, or Shared with me, then narrow by type, source, or owner.

Shared with Me

Everything your team shares with you lands in Shared with Me: chats, documents, projects, and brands, each grouped by type.

Or just ask

You can also let Savvier do the looking. Ask for a file and it searches across all your projects, brands, and shared work, not only the chat you're in.

"Find the brand brief I wrote for Acme last month."

Beyond Workflows

You can also work with Savvier directly. Brainstorm ideas, get a gut-check on strategy, talk through a creative challenge.

Web Search

Research competitors, trends, or anything else.

URL Analysis

Paste any link and Savvier breaks it down.

Image Generation

Create quick concept visuals.

File Uploads

Upload briefs, decks, or research.

Need Help?

Have a question about your account, billing, or how something works? We're here to help.

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