Advisor Bot – How to Update Your Advisor Info on Rewards Bot
Before you start inviting users to your User Rewards Bot, take a few minutes to personalize your profile — it makes a huge difference in how you’re introduced and contacted.
The system allows you to customize three key elements, all of which show up to your user base. Here’s what you can update:
🧾 What You Can Personalize
1️⃣ Advisor Introduction - A short write-up about who you are, what you do, and how you help. Perfect for building trust with new users, cold leads, or referrals who get forwarded your bot.
2️⃣ Contact for Financial Queries - This gives users a clear way to reach you — whether it's a referral, someone who just joined, or a client needing advice.
3️⃣ Points System - List your referral incentive structure here (non-purchase-based only to stay compliant). This reminds users that there are benefits to referring friends or connecting you with potential partners.
⚙️ How to Update Your Info
Just go to: Admin & CRM > Profile Updates
Each section includes a standard template to help you craft your message easily.
Once submitted:
Your updates will appear instantly on the User Rewards Bot
You can check how it looks, tweak if needed, and everything updates automatically
📝 Pro Tip:
Update your profile before inviting users to the bot — it gives them a more personalized and professional first impression, and increases engagement right from the start.
