User Guide

Install Anvisio from the Chrome Web Store or direct download. The extension works on Chrome, Edge, Brave, and any Chromium-based browser.

After installing, you'll see the Anvisio icon in your browser toolbar and a floating action button (FAB) on web pages.

Click the Anvisio icon or FAB to open the side panel. Sign in with your email and password, or click "Continue with Google" for one-click access.

If you don't have an account, you can sign up at app.anvisio.com/signup.

The first time you navigate to a supported app (like Salesforce), Anvisio automatically detects it and offers to extract your field configuration.

1. Anvisio scans your open tabs to find supported SaaS apps
2. You choose which objects to extract (e.g., Opportunities, Leads, Contacts)
3. Anvisio pulls field definitions, picklist values, and stage configurations
4. Setup is complete — Anvisio now understands your app's structure

This process takes seconds and can be re-run any time from the side panel settings if your fields change.

Navigate to a record in your SaaS app (e.g., a Salesforce Opportunity). The Anvisio side panel will show the detected integration and entity type.

Type your notes in the text area — meeting summaries, call notes, or a description of what happened — and click "Generate Suggestion". Anvisio will suggest which fields to update and what values to set.

Anvisio works best with natural language notes about what happened. Good inputs include:

• Meeting notes: "Had a great call with Acme. They're ready to move to negotiation. Deal is $50k, targeting Q2 close."
• Call summaries: "Spoke with Jane at TechCorp. She needs a proposal by Friday. Budget approved for $25k."
• Status updates: "Demo went well. Next step is to schedule a follow-up with their VP of Engineering."
• Quick updates: "Close date pushed to June 30. Amount confirmed at $75k."

You can also submit with no notes — click "Analyze Page" to get suggestions based on the current page context alone.

After you submit, Anvisio returns a suggestion card showing:

• Action banner: The recommended action (e.g., "Move to Negotiation")
• Justification: Why the AI made this suggestion
• Field changes: Each field with its current value and the suggested new value
• Confidence score: How confident the AI is in its suggestion

Every suggested field value is editable — click the pencil icon to change it before approving.

You have three options for every suggestion:

• Approve & Fill: Accept the suggestion as-is. Fields are filled into the page instantly.
• Edit then Approve: Modify any field values, then approve. Your edits help Anvisio improve.
• Dismiss: Skip this suggestion entirely. Your feedback helps refine future suggestions.

When you click "Approve & Fill," Anvisio writes the suggested values directly into the form fields on the page. For Salesforce, this means:

1. Anvisio opens the Edit modal on the current record
2. Each field is filled with the suggested value
3. You review and click the native Save button

Important: Anvisio fills in the fields but does not automatically save the form. You always have the final say.

Click the pencil icon next to any field value to edit it inline. You can change as many fields as you want before clicking "Approve & Fill."

Your edits are tracked as feedback — when you consistently change a suggested value, Anvisio learns to suggest the corrected value next time.

When your notes mention scheduling a meeting (e.g., "Need to set up a follow-up call" or "Schedule a demo with their team"), Anvisio automatically detects the intent and creates a meeting action.

The action card appears below your field suggestions, showing the recipient and meeting subject.

The first time you use the meeting scheduler, you'll need to connect your Google Calendar:

1. Click "Connect Google Calendar" in the side panel
2. Sign in with your Google account and grant calendar access
3. You're connected — Anvisio can now check your availability

This is a one-time setup. You can disconnect at any time from the side panel.

After connecting your calendar:

1. Anvisio checks your calendar for available slots over the next 5 business days
2. Pick 3 time slots from the available options
3. Click "Send Proposal" — an email is sent to the recipient with your 3 proposed times
4. The recipient clicks their preferred time to book — a calendar event is created automatically

The email is sent from your Gmail account. The recipient doesn't need an Anvisio account.

When Anvisio encounters an action it doesn't know how to do yet, it can learn from you. Click "Show me how" to start recording.

1. Optionally describe what you're about to do
2. Click Start Recording -- Anvisio watches your clicks, form fills, and page navigations
3. Perform the workflow as you normally would
4. Click Stop & Save when done
5. Anvisio analyzes your recording and generates a reusable skill

Next time, Anvisio can replay the workflow automatically. Your recording never captures passwords or form values -- only field names, page structure, and interaction patterns.

For actions Anvisio doesn't know yet, you can also let it figure things out on its own. Click "Let me learn" to start the autonomous loop.

Anvisio will:

1. Read the current page structure
2. Plan the next actions (click, fill, select, navigate)
3. Execute the actions on the page
4. Check if the goal was achieved
5. Repeat until done (up to 10 steps)

You can watch the progress in real time, pause, or stop at any point. For sensitive actions (deleting records, sending emails), Anvisio always asks for your approval first.

When successful, the learned workflow becomes a reusable recipe -- no AI needed next time.

Anvisio supports all standard Salesforce objects and custom objects that your admin has configured:

• Opportunities — stage progression, amounts, close dates, next steps
• Accounts — account details, industry, revenue
• Contacts — contact information, title, department
• Leads — lead status, qualification details
• Custom objects — any object your admin adds during setup

During smart onboarding, Anvisio extracts your org's custom field definitions. This means suggestions use your actual field names and picklist values — not generic defaults.

If your Salesforce admin adds new custom fields, re-run the extraction from the side panel settings to pick them up.

• Make sure you're on the record detail page (not a list view or dashboard)
• Use Lightning Experience — Salesforce Classic is not supported
• After "Approve & Fill," always click the native Save button to persist changes
• If fields don't fill, try refreshing the page and running the suggestion again