Setting Up Your Account
Optimize your Warren AI experience by completing your account setup.
Initial Setup Steps
1. Verify Your Email
- Check your inbox for verification email
- Click the verification link
- Confirm your email is verified
2. Complete Your Profile
Navigate to Settings → User Settings:
- Add first and last name
- Update contact information
- Set communication preferences
3. Choose Your Plan
Free Tier (automatic):
- Limited conversations per month
- Access to all 3 AI agents
- Basic document uploads (5 files)
- Financial calculators
Premium ($19/month):
- Unlimited conversations
- Priority support
- Advanced document uploads (50 files)
- Early access to new features
4. Upload Key Documents (Optional)
For personalized advice:
- Bank statements
- Investment account statements
- Tax returns
- Budget spreadsheets
5. Set Your API Key (Optional)
Advanced users can use their own OpenAI API key:
- Get key from OpenAI Platform
- Add in Settings → User Settings
- Manage your own usage and billing
Account Settings to Configure
User Settings
- Personal information
- Email preferences
- API keys
- Password management
Company Settings (if applicable)
- Company name
- Team members
- Billing information
- Usage limits
Agent Configuration
- Custom instructions for agents
- Document assignments
- Agent preferences
Privacy & Security Settings
Configure your privacy preferences:
- Data retention settings
- Communication preferences
- Third-party integrations
- Session management
Billing Setup
If upgrading to Premium:
- Go to Settings → Billing
- Enter payment information
- Select billing cycle (monthly)
- Confirm subscription
Notification Preferences
Choose how you want to be notified:
- Email notifications
- Platform notifications
- Usage alerts
- Security alerts
Next Steps After Setup
Once your account is set up:
- Start a conversation with Warren, Charlie, or Elizabeth
- Upload documents for personalized advice
- Explore calculators in Resources
- Review analytics to track your progress
- Invite team members (if applicable)
Troubleshooting Setup
Email not verified?
- Check spam folder
- Request new verification email
- Contact support if issues persist
Can't upload documents?
- Check file format (PDF, DOCX, XLSX, CSV, TXT)
- Ensure file is under 10MB
- Try different browser
Payment issues?
- Verify card information
- Check billing address
- Contact support for assistance
Getting Help
If you need assistance with setup:
- Visit our Help Center
- Check FAQ
- Contact support team
- Join community discussions