BizMentor User Guide

Everything you need to know to get the most out of BizMentor — from AI-powered consultations to document reviews and interactive process flow diagrams.

Table of Contents

• Getting Started
• Your Dashboard
• AI Consultations
  • Step 1: Choose Your Topic and Tier
  • Step 2: Tell Us About Your Business
  • Step 3: Review Your Details
  • Step 4: Complete Payment
  • Step 5: Chat with the AI
  • Step 6: View and Download Your Report
• Document Review
  • Step 1: Choose Your Review Tier
  • Step 2: Provide Document Context
  • Step 3: Complete Payment
  • Step 4: Upload Your Document
  • Step 5: Wait for Processing
  • Step 6: View Your Results
  • Requesting Revisions
  • Downloading Your Improved Document
  • Sharing Your Review
• Interactive Process Flow Diagrams
  • Two Ways to Create a Diagram
  • Standalone Process Flow
  • Generating a Diagram (Document Review Add-on)
  • Using the Diagram Canvas
  • Node Details and Tracking Progress
  • Checklist View
  • Exporting Your Diagram
• Free Document Templates
• Pricing Summary
• FAQs

Getting Started

1. Create an account at bizmentor.com.au/signup using your email and a password.
2. Log in at bizmentor.com.au/login.
3. You'll land on your Dashboard, which is your home base for all consultations and document reviews.

Your Dashboard

Your dashboard shows everything at a glance:

• Stats bar — total completed consultations, in-progress items, document reviews, and total spent.
• Consultations list — each row shows the consultation type, tier, price, date, and status. Click to continue or view your report.
• Document Reviews list — each row shows the document name, risk level, tier, and status. Click to view results or check progress. Reviews with a process flow diagram show a progress indicator (e.g. "5/12 steps").
• Process Flows list — if you have any standalone process flow diagrams, they appear in their own section showing the flow title, progress, and status.

From the dashboard you can:

AI Consultations

A BizMentor consultation is a guided AI conversation that produces a structured PDF report covering Australian business law, ATO rules, Fair Work compliance, financial management, and practical business advice.

Step 1: Choose Your Topic and Tier

Navigate to New Consultation from your dashboard (or go to /consult).

1. Select what you need advice on

Choose from topics grouped into categories:

Click a topic card to select it. The first topic is pre-selected by default.

2. Choose your tier

The tier prices update automatically depending on the topic you selected. Finance & Money topics have higher pricing because they involve deeper financial analysis.

General topics (Legal, People, Operations):

Finance & Money topics:

The Standard tier is selected by default and is recommended for most users.

Click Continue to Payment to proceed.

Step 2: Tell Us About Your Business

Before payment, you'll fill in a form so the AI can tailor its advice to your situation.

Standard fields (all consultation types):

Financial overview (Finance & Money topics only):

If you selected a Finance & Money topic, you'll see additional optional fields to help the AI give more specific financial advice:

All financial fields are optional — skip any you prefer not to answer.

Upload supporting documents (Finance & Money topics only):

Below the financial fields, you can optionally upload up to 5 supporting documents (bank statements, financial reports, spreadsheets). Accepted formats:

Max 15 MB per file. The AI will extract the data and use it to provide more specific, numbers-driven advice in your consultation. Uploaded documents are stored securely and only accessible to you.

Click Continue when you're done.

Step 3: Review Your Details

Before payment, you'll see a summary page showing everything you've provided:

• Business Information — industry, team size, years, state, concern
• Financial Details — revenue, expenses, margin, etc. (Finance & Money topics only)
• Uploaded Documents — filenames with auto-detected categories (Finance & Money topics only)
• Consultation type and tier — with the price you'll be charged

Each section has an Edit link that takes you back to the form with your data pre-filled. Check everything looks correct, then click Continue to Payment.

Step 4: Complete Payment

You'll see a summary of what happens next:

1. Pay securely via Stripe (takes about 30 seconds)
2. You'll be taken straight to your consultation
3. Answer follow-up questions from the AI
4. Download your PDF report

Click Pay & Start Consultation to be redirected to Stripe's secure checkout page. All payments are encrypted by Stripe and come with a 30-day money-back guarantee.

After payment, you'll be taken directly to the chat.

Step 5: Chat with the AI

This is where the consultation happens. The AI will ask you targeted follow-up questions based on your topic and the business context you provided.

How the chat works:

• The AI sends the first message automatically, incorporating your business details and specific concern.
• Reply by typing in the text box and pressing Enter (or click the send button).
• Use Shift + Enter to add a new line without sending.
• Tap the microphone icon to use voice-to-text (speaks Australian English).
• A follow-up counter above the input shows how many questions remain (e.g. "Follow-up 1 of 3 · 2 remaining").

Tips for getting the best results:

• Be specific — the more detail you provide, the more tailored the advice.
• Mention dollar amounts, dates, or contract terms if relevant.
• If the AI asks a clarifying question, answer it directly rather than changing topic.

After your final follow-up, the AI generates your full report. You'll see "Generating your final report…" and then be redirected automatically.

Step 6: View and Download Your Report

Your report contains six sections:

1. Summary — an overview of the advice
2. Action Steps — specific things you should do
3. Key Rules — relevant Australian laws and regulations
4. Templates — checklists, clauses, or sample text you can use
5. Warnings — things to watch out for
6. Sources — references to legislation, ATO rulings, and other authorities

Actions available:

The PDF includes a branded header, page numbers, and a professional layout suitable for sharing with your accountant or lawyer.

Document Review

The Document Review Hub lets you upload a business document and receive an AI-powered review with risk assessment, detailed change log, and (depending on your tier) a professionally improved version.

Step 1: Choose Your Review Tier

Navigate to Review Document from your dashboard (or go to /documents).

Select a tier card and click Get Started.

Best for: Contracts, Quotes & Proposals, Terms of Trade, Work Procedures, Safety Manuals, Employee Handbooks, Business Plans, and Client Letters.

Step 2: Provide Document Context

Note: The Review Only tier skips this step.

Fill in a short form to help the AI understand your document:

• Document Type — contract, quote, policy, procedure, handbook, etc.
• Objectives — what you want improved (e.g. strengthen legal protection, improve clarity, add missing sections). You can select multiple.
• Industry — pre-filled from your profile.
• Employee Count and State — pre-filled from your profile.
• Additional Notes (optional) — any specific areas to focus on.

Step 3: Complete Payment

Similar to consultations — you'll see what happens next and click Pay & Upload Document to proceed to Stripe checkout. After payment, you'll be redirected to the upload page.

Step 4: Upload Your Document

Accepted formats: .docx (Word) and .pdf files, up to 15 MB.

1. Drag and drop your file onto the upload area, or click to browse your computer.
2. Optionally add focus instructions — e.g. "Strengthen payment terms, improve clarity of section 3, add a dispute resolution clause."
3. Click Upload & Analyse.

After uploading, you'll see a preview showing:

• The filename and estimated page count
• The auto-detected document type (e.g. "Contract", "Safety Manual")
• A text preview of the extracted content
• Any extraction warnings

Review the preview and click This looks correct — Process document to start the AI analysis. If something looks wrong, click Re-upload to try a different file.

Step 5: Wait for Processing

The processing page shows a 4-step progress indicator:

1. Document uploaded ✓
2. Analysing document with AI… (spinner)
3. Generating improved version
4. Creating PDF

This usually takes 30–90 seconds. You can leave the page and come back — the page polls automatically and redirects when ready. If processing fails, you'll see the error and a Try Again button.

Step 6: View Your Results

The results page has several sections:

Risk Assessment

A colour-coded badge shows the overall risk level:

Below the badge is a detailed explanation of why that risk level was assigned.

Tabbed Content

Requesting Revisions

If your tier includes revisions, you'll see a Revise this document section below the tabs showing how many revisions you have remaining (e.g. "1 of 2 revisions used").

1. Click Request Changes.
2. Describe what you'd like changed — e.g. "Make payment terms stronger, fix section 4.2, change tone to be more friendly."
3. Click Submit Revision.

The document goes back through processing and returns with your requested changes applied. Each revision is saved in the History tab so you can compare versions.

Downloading Your Improved Document

For tiers that include an improved document (Basic, Standard, Premium), you can download in three formats:

Sharing Your Review

Click Share Review to generate a shareable link. The link:

• Is valid for 7 days
• Shows only the review assessment (summary, risk level, change log, recommendations)
• Does not expose your original document text or the improved version
• Can be revoked at any time

Click Copy Share Link to copy it to your clipboard.

Interactive Process Flow Diagrams

BizMentor can turn any process description into an interactive flowchart — whether it comes from a document review or you paste it in directly.

Three Ways to Create a Diagram

All three methods produce the same interactive diagram with all the same features (canvas, checklist, PDF export, progress tracking).

Using a Template (Free)

The fastest way to try process flow diagrams:

1. Click Process Flows in the navigation bar, then Browse Templates on the tier-selection page (or go directly to /process/templates)
2. Pick a template from the gallery — categories include Operations, Finance & Admin, Safety & Compliance, and People & HR
3. Click Use this template — an editable copy is added to your dashboard
4. Edit labels, rewire connections, and track progress just like any other flow

Templates cannot be regenerated with AI (they're already laid out) but you can edit every step, add new nodes, and delete anything you don't need. Your edits auto-save just like a paid flow.

Standalone Process Flow

If you just want a process flow diagram without a full document review:

1. Click Process Flows in the navigation bar (or go to /process)
2. Choose your tier:
   • Standard ($29) — up to 20,000 characters, 1 regeneration
   • Premium ($49) — up to 50,000 characters, 3 regenerations
3. Complete payment via Stripe
4. On the input page, either:
   • Paste text — paste your process description, SOP, or procedure into the textarea
   • Upload a file — drag and drop a .docx or .pdf file (text will be extracted automatically)
5. Click Generate Process Diagram
6. The AI extracts steps, decisions, and flow into an interactive diagram (takes 10–30 seconds)
7. You're taken to the diagram canvas — ready to use

Your standalone process flows appear on your dashboard under "Your Process Flows."

If generation fails: You'll be sent back to the input page with your text preserved. Edit the description if needed (shorter and clearer often helps) and click Generate again. Failed attempts don't consume your regeneration count.

Generating a Diagram (Document Review Add-on)

If you already have a Standard or Premium document review of a procedure, safety manual, handbook, or policy:

1. On the review results page, look for the Process Flow section
2. Click Generate Process Diagram
3. The AI analyses your reviewed document and builds the diagram

This takes a few seconds. Once complete, you'll see the full diagram canvas.

Basic and Review Only tiers: You'll see an upgrade prompt suggesting Standard or Premium to unlock this feature.

Using the Diagram Canvas

The diagram canvas is a fully interactive workspace:

Navigating the canvas:

• Pan — click and drag on empty space to move around
• Zoom — scroll or pinch to zoom (20× range), or use the zoom controls in the bottom-left corner
• Zoom to fit — click the zoom icon in the toolbar to fit the whole diagram on screen
• Minimap — a small overview map in the bottom-right corner (desktop only — hidden on phones for more canvas space)
• Re-layout — click the grid icon to auto-arrange all nodes using the AI layout engine. If you've manually positioned nodes, you'll be asked to confirm before they're reset.

Node types you'll see:

Editing the diagram:

• Move nodes — drag any node to reposition it
• Edit labels — double-click a node label to edit it inline
• Rewire edges — drag an edge handle from one node to another to change connections
• Create new edges — drag from any node's output handle to another node's input handle
• Undo / Redo — use Ctrl+Z to undo and Ctrl+Shift+Z to redo (up to 50 steps)

Adding and removing nodes:

• Add a node — click the + button in the toolbar, then choose Task, Decision, or Subprocess
• Delete a node — right-click a node → Delete. If the node has one incoming and one outgoing connection, BizMentor automatically reconnects them so your flow stays intact
• Insert a node on an edge — right-click any connection line → Insert Node Here. A new step is inserted at the midpoint and the edge is split in two
• Duplicate a node — right-click → Duplicate to create a copy nearby

Right-click context menu:

Right-click any node or connection line to see available actions:

Tip: Start and End nodes cannot be deleted or duplicated — they're structural markers.

Reset to saved version:

If you've made changes you want to discard, click the reset icon (circular arrow) in the toolbar to revert to the last saved version.

All changes are auto-saved — you'll see a "Saved" indicator in the toolbar.

If you get a "This diagram was changed elsewhere" message: This appears when you've edited the diagram in one browser tab while another tab (or another device) also made changes. You'll see a dialog with two options:

• Reload latest — discards your recent local edits and fetches the up-to-date version from the server. Safe if you're okay losing the changes you just made.
• Keep my changes — overwrites the server's version with yours. The other tab's changes will be lost.

If you're unsure, pick Reload latest and redo any important changes — your work was auto-saved up to the moment the conflict started.

Mobile-friendly: The canvas works on phones and tablets. Pinch to zoom, drag to pan, and tap nodes to open the details panel. The toolbar wraps to fit narrow screens and the minimap is hidden to keep the canvas as large as possible. For long flows, the checklist view is often easier to work with on mobile.

Node Details and Tracking Progress

Click any node to open the detail panel on the right side. Here you can:

The progress bar in the toolbar shows overall completion (e.g. "8/12" steps done).

Checklist View

For a simpler, mobile-friendly view, click the checklist icon in the toolbar (or navigate to the checklist tab). The checklist shows all steps in order with:

• Tap-to-complete checkboxes
• Status indicators (To Do, In Progress, Done, Blocked)
• Responsible person and estimated duration (if assigned)
• A progress bar at the top

Filters available:

• All steps — shows everything
• Remaining — hides completed steps
• Blocked — shows only blocked steps
• By person — filter by assigned responsible party

Exporting Your Diagram

From the toolbar, click the Export PDF button (download icon) to generate a PDF of your process flow diagram. You can also export the checklist as a separate PDF.

Regenerating the diagram:

If you need a fresh diagram (e.g. after revising your document), click the Regenerate button in the toolbar. The number of regenerations depends on your tier:

• Standard: 1 regeneration
• Premium: 3 regenerations

Regenerating replaces the current diagram and resets all progress tracking to "To Do."

Free Document Templates

BizMentor provides free starter templates for Australian small businesses at /documents/templates. These are ready-to-customise documents you can download and use immediately.

Available templates:

How to use templates:

1. Download the Markdown (.md) file
2. Open it in any text editor
3. Replace all [PLACEHOLDER] fields with your business details
4. Convert to .docx or .pdf using your word processor
5. Optionally upload it for an AI-powered review to get professional feedback and improvements

Pricing Summary

Consultations — General Topics

Consultations — Finance & Money Topics

Document Reviews

Standalone Process Flow Diagrams

Tip: If you also need a full document review (risk assessment, recommendations, improved document), the Standard ($69) and Premium ($99) document review tiers include process flow diagrams for free.

All prices are one-time payments. Secure checkout via Stripe with a 30-day money-back guarantee.

FAQs

How long does a consultation take? The entire process — from selecting your topic to downloading your report — typically takes 5–15 minutes depending on how many follow-up questions your tier includes.

How long does a document review take? Processing usually takes 30–90 seconds after you upload your document. You can leave the page and come back.

What file formats can I upload for document review? .docx (Microsoft Word) and .pdf files up to 15 MB.

What file formats can I upload for a finance consultation? .pdf, .csv, and .xlsx (Excel) files up to 15 MB each, maximum 5 files. These are used for bank statements, financial reports, and spreadsheets — the AI extracts the data and uses it in your consultation.

Why are Finance & Money consultations more expensive? Finance topics ($49–$79) involve deeper analysis using your financial data, uploaded documents, and Australian tax/super/compliance rules. The higher price reflects the more complex AI processing required to produce tailored financial advice.

Do I have to fill in all the financial fields? No — all financial fields (revenue, expenses, margin, etc.) are optional. The more you provide, the more specific the AI's advice will be, but you can skip any field you prefer not to answer.

Can I use voice input during a consultation? Yes — tap the microphone icon in the chat input to dictate your answers using speech-to-text (Australian English).

What types of documents can I get a process flow diagram for? As a Document Review add-on, process flow diagrams are available for procedures, safety manuals, handbooks, and policies reviewed on the Standard or Premium tier. Alternatively, you can create a standalone process flow diagram at /process for any process description — just paste your text or upload a file.

What's the difference between a standalone process flow and the document review add-on? The standalone product ($29/$49) gives you just the interactive diagram. The document review add-on is included free with Standard ($69) and Premium ($99) reviews, which also give you a risk assessment, recommendations, improved document, and revision rounds. If you only need a diagram, standalone is cheaper. If you also need the full review, the add-on is better value.

How long does a shared review link last? Shared links expire after 7 days. You can revoke a link at any time from the results page.

Is my data secure? All payments are processed by Stripe. Your documents are stored securely and are only accessible to you (and anyone you share a review link with, for that review only). Shared links never expose your original document text or the improved version.

Can I get a refund? All purchases come with a 30-day money-back guarantee. Contact support if you're not satisfied.

Important: BizMentor provides general AI-generated information only — not professional legal, financial, or accounting advice. Laws change. Always consult a qualified accountant or lawyer before making major business decisions.