📚 Documentation

Welcome to the BizAI Intelligence & Planning Suite documentation. This comprehensive guide covers our full AI-powered business intelligence platform, including our advanced multi-agent business plan generation system.

🚀 Getting Started

BizAI Intelligence & Planning Suite combines powerful business intelligence analysis with automated business plan generation, all powered by OpenAI's advanced technology.

  1. Request an API Key: Email ai@rodaigo.com to receive your free API key
  2. Access the Suite: Go to rodaigo.com
  3. Configure Your API Key: Click the "Configure API" button and enter your key
  4. Generate Reports: Create intelligence reports across 5 different analysis types
  5. Create Business Plan: After 2+ reports, generate a comprehensive business plan
💡 Pro Tip: Generate at least 3-4 different reports before creating your business plan for the most comprehensive results!

🔑 API Key Setup

Setting up your API key unlocks the full power of BizAI:

Step 1: Request Your Key

Send an email to ai@rodaigo.com with:

  • Your name
  • Brief description of your business needs
  • How you heard about BizAI

Step 2: Configure the Suite

1. Click "⚙️ Configure API" button 2. Enter your OpenAI API key (starts with sk-...) 3. Leave Assistant ID blank (auto-creates) 4. Enable "Multi-Agent Business Plan Generation" (checked by default) 5. Click "Save Configuration" 6. Test connection to verify
⚠️ Security Note: Your API key is stored locally in your browser using localStorage. It's never sent to our servers. Always keep your API key private.

🤖 Multi-Agent System

BizAI uses a sophisticated multi-agent orchestration system for business plan generation:

Agent Function Output
Output Reader Analyzes all generated reports Structured data synthesis
Business Plan Generator Creates comprehensive business plan Complete business strategy
Document Creator Formats for export PowerPoint, Word, PDF templates
✅ Workflow: The multi-agent system works in 4 automated steps: Analyzing Reports → Synthesizing Data → Generating Plan → Creating Documents

🎯 Opportunity Scanner

The Opportunity Scanner identifies personalized business opportunities based on your unique profile.

Input Fields:

  • Location: Your city and state (e.g., "Richmond, VA")
  • Skills: List your expertise, experience, and interests
  • Budget: Available investment capital ($0-$1,000 to $25,000+)
  • Time Commitment: Part-time, Full-time, or Flexible

Report Includes:

  • Executive Summary of opportunities
  • Top 5 personalized business opportunities
  • Market demand analysis for each
  • Competition assessment
  • Financial projections with ROI
  • Risk analysis and mitigation strategies
  • Recommended next steps with timeline

📊 Market Analysis

Get comprehensive market intelligence for any sector and location.

Analysis Depth Options:

  • Basic Overview: Quick market snapshot (5-7 sections)
  • Comprehensive Analysis: Detailed insights with trends (8-10 sections)
  • Deep Market Dive: Exhaustive research with projections (12+ sections)

🔍 Competitor Intelligence

Understand your competition and identify market gaps.

Analysis Includes:

  • Competitive landscape overview
  • Top 10 competitor profiles
  • Strengths & weaknesses analysis
  • Market positioning strategies
  • Differentiation opportunities
  • Strategic recommendations

Stay ahead with AI-powered trend analysis across multiple timeframes.

💰 Financial Projections

Generate detailed financial forecasts including:

  • 5-year financial forecast
  • Break-even analysis
  • Monthly cash flow (Year 1)
  • ROI calculations
  • Funding requirements
  • Multiple growth scenarios

📋 Business Plan Generator

Transform your intelligence reports into a professional business plan!

How It Works:

  1. Generate Reports: Create at least 2 intelligence reports
  2. Activate Generator: The "Generate Business Plan" button appears automatically
  3. Multi-Agent Processing: Watch the 4-step progress as AI agents collaborate
  4. Receive Complete Plan: Get a comprehensive business plan with all standard sections

Business Plan Sections:

  • Executive Summary
  • Company Description
  • Market Analysis
  • Organization & Management
  • Service/Product Line
  • Marketing & Sales Strategy
  • Funding Request
  • Financial Projections
  • Appendices
🎯 Best Practice: Generate reports from Opportunities, Market Analysis, Competitor Intel, and Financial Projections for the most comprehensive business plan.

📑 Document Exports

Export your business plan in multiple professional formats:

Format Best For Features
PDF Printing, Email attachments Professional layout, page breaks
PowerPoint Investor presentations Slide format, visual design
Word Editing, collaboration Full document, table of contents
Email Quick sharing All formats, custom message

📄 Reports & Analytics

Every analysis generates a professional report with:

  • Structured Sections: Clear headers and organized content
  • Actionable Insights: Specific recommendations and next steps
  • Export Options: Print, Save, Copy, or Clear
  • Session Tracking: All reports saved in current session
  • Professional Formatting: Ready for investors or partners
💡 Tip: Reports are automatically formatted for professional presentation. Use them directly in investor pitches or loan applications!

🛠️ Troubleshooting

API Connection Issues

  • Verify your API key starts with "sk-"
  • Check your OpenAI account has credits
  • Use the "Test Connection" button
  • Clear browser cache and retry
  • Try disabling browser extensions

Business Plan Generation Issues

  • Ensure you've generated at least 2 reports first
  • Check that "Multi-Agent System" is enabled in settings
  • Wait for each step to complete (don't refresh during generation)
  • If agents fail, try disabling multi-agent mode for simple generation

Export Problems

  • PDF generation requires allowing pop-ups
  • PowerPoint/Word export as HTML templates (open in respective apps)
  • Email function opens your default mail client
  • Large plans may take 10-15 seconds to export

Browser Compatibility

  • Best experience: Chrome, Edge, Firefox (latest versions)
  • Safari: May have localStorage restrictions
  • Mobile: Full functionality, responsive design
Need Help? Email us at ai@rodaigo.com with your session ID (shown in console) for quick support.