Help

Quick answers about buying and using Edgy. If you cannot find what you need here, contact us. A person will reply.

1. Your account

• Sign in with the Sign In button at the top of every page.
• New customers create an account and a private workspace for their company. You do not pay anything to create an account. We ask for payment details only when you buy.
• Forgotten your password? Use the
• Forgotten your password or locked out? Contact us from the email address on your account.
ldquo;forgot password
• Forgotten your password or locked out? Contact us from the email address on your account.
rdquo; option on the sign-in page to get a reset link. If you are locked out, contact us from the email address on your account.

2. Buying

• Browse the products and sample reports. To buy, use the Shop inside your workspace.
• Payment is taken on Stripe’s secure hosted checkout. We never see your full card number.
• Every purchase is paid in full up front. 4 Quarterly Updates is a prepaid series of four reports, not a subscription, so nothing renews and nothing is charged again.
• Receipts are available in your workspace.

3. Getting your report

• Reports appear in your workspace, where you can view them and download a copy.
• Allow up to 5 business days. We email you when your report is ready, so you do not need to stay signed in.
• With 4 Quarterly Updates, you receive one report about every three months. To move a delivery date, contact us.
• Reports are generated by AI. Research reports are prepared from public information that has not been independently verified. Read what our reports are and are not before you rely on one.

4. Surveys (OrgScan and OrgAnalysis)

• We help you set up and run the survey. When it launches you get a link and a QR code. Invitations go out from your own organization, by your email, chat or internal channels, because people respond far more readily to a request from their own employer.
• Respondents do not need an account and are not asked for their names. Results are reported to you in aggregate, and groups of fewer than 3 people are not shown separately.
• Your report is prepared after the survey closes.
• Read how we handle survey data in the Platform & Survey Data Notice.

5. Expert Sessions

• Expert Sessions are 2-hour or 4-hour live sessions with our consultants, held over Zoom.
• After you buy a session, we aim to contact you within 1 business day to agree a date and time. The time you suggest at purchase is a starting point, not a confirmed booking.
• Rescheduling and cancellation rules are in our Refund & Cancellation Policy.

6. Bulk orders, Analytics Warehouse and custom work

Bulk quantities, the Analytics Warehouse, and any report not offered for direct purchase are arranged by conversation. Contact us and tell us what you need.

7. Refunds and cancellations

Each report is generated for you as soon as you pay, so refunds work differently from returning physical goods. If something goes wrong on our side, we will put it right. See the Refund & Cancellation Policy.

8. Legal and privacy

• Terms of Service
• Refund & Cancellation Policy
• Privacy Policy (this website and the contact form)
• Platform & Survey Data Notice (accounts, purchases, reports and surveys)

Still stuck? Email synergymatters@businessingenuityinc.com.