Support / Human help path

Support

We help with AdviPulse Workbench installation, Cloud Portal account access, activation, license status, and local data support. Please do not send customer files, policy documents, meeting notes, or SQLite databases by email unless support explicitly asks for a sanitized sample.

Contact support

Email support with the portal account email, device context, and a short description of the issue. For privacy, hide customer names, phone numbers, policy numbers, and screenshots that include customer records.

Email [email protected]Read the Privacy Policy

Installation and Microsoft Store help

Get help installing AdviPulse Workbench from Microsoft Store, opening the Store listing, or using the fallback installer during a closed pilot.

Account, activation, and renewal help

Get help with email verification, password reset, activation codes, device changes, license refresh, trial extension, and renewal requests.

Local data, backup, and deletion help

Get help finding the local data folder, backing up the Workbench database, restoring a backup, or deleting local customer data from a Windows device.

Before you email

Your Cloud Portal email address.
Your Windows version and whether the device is company-managed.
Whether you installed from Microsoft Store or used a fallback installer.
A screenshot or exact wording of the error message, with customer data hidden.

For installation issues

Tell us whether Microsoft Store is available on the computer. If a company policy, browser warning, antivirus product, or Windows SmartScreen message blocks installation, send the exact wording without including customer data.

For account or license issues

Use the same email address that was registered in Cloud Portal. If you can sign in, include the license status shown in the portal and whether the Workbench has already been activated on this device.

For local data questions

Customer operating data is stored on the advisor's Windows device. Support can guide backup, restore, migration, or deletion steps, but Cloud Portal does not receive your customer database.