Can I change what my advisor knows after I create it?

No. You can turn it off and create another while your plan has room.

Does my own advisor see what my built-in advisors remember?

No. Each advisor keeps its own memory of what you share with it. All of them read your North Star and your past decisions.

Can the Chair choose my own advisor?

Yes. When you ask the whole board, the Chair picks from every advisor that is on, your own included.

Why can't I create one on the Paper plan?

The Paper plan holds the 5 built-in advisors, one per question, and no advisors of your own. The Ink plan and the Brass plan do.

Feature

Create your own advisor

Describe the advisor you wish you had in 5 short answers, and it already knows your goals.

What it is

Beside the five built-in advisors (the five that come with Advicity), you can add an advisor you describe yourself. You give it a name and an area, and you say in your own words what it knows, how it thinks and what it refuses to do. Your words become the advisor, exactly as you wrote them. Advicity does not rewrite them.

Your own advisor then sits on your board like any other. You can ask it alone, tick it with others, or let it be chosen when you ask the whole board.

Why it matters

The built-in advisors cover money, work, body, people and mind. Your decisions may need a view they do not give: a pricing specialist who knows your trade, a voice that argues with every plan, or the mentor you wish you still had. Your own advisor gives that view a seat on your board. It answers from your North Star, from what you share with it and from how your past decisions worked out, so its advice is about you and not about people in general.

It saves you explaining your situation again: an advisor you build already reads your North Star, what you share with it, and how your past decisions worked out, every time you ask.

How it works

On the Ink plan or the Brass plan, open your board and choose "Create your own advisor". The link shows while your plan has room for another one.
Fill in five answers, one at a time: a name, the area it covers (for example pricing, hiring or health), what it knows, how it thinks, and what it refuses to do. Each answer can be up to 4,000 characters, and none can be left blank.
Choose "Create this advisor". It joins your board at once. Nothing is sent to an AI model to create it. Rafael, in the example below, is 180 characters across the five answers: under 2 minutes of typing.
The same screen offers your first question to it. Ask, and the answer opens on your board.
From then on it appears with your other advisors. Share newsletters, courses and notes with it as you would with any advisor, and it keeps its own memory of them.
You can turn it off, and on again, in Settings. An advisor you have turned off still counts toward your plan's number.
If Advicity can't create it, because an answer is blank or your plan has no room for another, your answers stay in the form for up to 10 minutes, so you don't type them twice.

A worked example

Dana runs a landscaping company on the Ink plan. Her pricing questions keep landing on the money advisor, who talks about cash flow when she wants someone who knows bids. She creates "Rafael", area: pricing. What he knows: "Commercial landscaping bids, crew costs and seasonal demand." How he thinks: "Starts from the margin and works back to the price." What he refuses to do: "Never tells me to win a bid by cutting price below cost." She shares last season's bid sheet with him and asks whether to raise her spring rates by eight percent. Rafael answers from the bid sheet and her North Star, which says she wants fewer, better clients.

Which plans include it

The Ink plan includes 1 advisor of your own and the Brass plan up to 15. The Paper plan does not include one; the screen says which plans do. In a Board Room, an owner or member can copy an advisor in from their own board, and a room holds up to 3 advisors of its own with a member on the Ink plan in it, or up to 10 with a member on the Brass plan. If you move to a plan that holds fewer of your own advisors, you choose which stay on. The rest are kept on your board, out of reach, and come back when you move up.

Privacy and what the board keeps

Your advisor's words are yours and stay on your board. No other member can see them or ask it. When you ask it a question, its words are sent to our AI provider with your question, as our privacy policy describes. Copying it into a Board Room brings its words, never what it remembers about you. Unless you leave your numbers out in Settings, its description is labelled once by area, such as money or hiring, for the anonymous numbers our privacy policy describes, and only the label is kept.

Questions

Can I change what my advisor knows after I create it?: No. You can turn it off and create another while your plan has room.
Does my own advisor see what my built-in advisors remember?: No. Each advisor keeps its own memory of what you share with it. All of them read your North Star and your past decisions.
Can the Chair choose my own advisor?: Yes. When you ask the whole board, the Chair picks from every advisor that is on, your own included.
Why can't I create one on the Paper plan?: The Paper plan holds the 5 built-in advisors, one per question, and no advisors of your own. The Ink plan and the Brass plan do.

Related features

Last reviewed 2026-10-13.