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Quick start

Start with one useful question or finding. You do not need to learn the whole product first.

1. Open the right workspace

If you were invited, use the sign-in instructions in the invitation. If you are setting up a new business, follow the signup flow and complete the requested setup details. Check the workspace name before using connected business data.

A sign-in link from email lands on a page with a Continue to Winston button; nothing is used up until you press it. If the page says Link already opened, your mail security probably followed the link first. Use Send a new link on that page. Treez users see a Sign in with Treez option. If you sign in and have no workspace but an invitation is waiting for your address, Winston offers it before the signup flow; take it rather than creating a duplicate workspace. A Treez user whose organization already has a workspace is told so, with the owner's email address to ask for an invitation.

A new workspace starts with a welcome conversation already open in Chat, and a Treez workspace gets a second one about its brands. They are created for you after signup; reading them costs nothing, and credits are only used once you send a message in one.

A workspace is your company's Winston account. Stores are locations within it. If you belong to several workspaces, their data and settings are separate.

The Select Workspace screen with one company card — Sign-in lands on Select Workspace. Click your company card to open its workspace.

2. Choose your starting point

Already connected

Open Overview. Take one relevant card, check the source date, then use the card's main button (Get the plan, Prepare) to take it to Winston. Read any drafted message before sending it.

No relevant card yet

Open Learn Winston. It leads with a few prompts picked from your setup answers; use Edit answers to change them, or Show all prompts for the whole catalog. Read What to expect and any connection requirement first. Some prompts ask you to confirm scope before they run.

No POS connected

Choose an available public-information task, such as a website or competitor review, or ask an admin about connecting your tools. Access to a public site and enough usable information are still required.

Learn Winston: three prompts built from your answers, the first expanded to show its What to expect list, with Browse all prompts top right — Learn Winston: start with the prompts picked from your answers, or browse all of them. Read What to expect before running.

3. Review the result

Check the store, time period, timezone, source date and missing information. Ask about any estimate or unexplained number. A useful follow-up is:

Explain the main finding, show the evidence, and suggest one next step. Do not send, publish or change anything.

The time needed depends on the task and sources. Follow progress in the same conversation; do not start a duplicate run just because a large report takes longer.

4. Keep something useful

If you need a file or shared report, request the format and intended audience. Review the proposed action and destination before approval. Check the resulting file or destination afterwards.

Later, turn a method you trust into a skill or scheduled task. Review Usage before repeating work frequently. The Credits earned bar in the left menu opens Earn credits, which lists setup steps that add to your balance.

Next: Start your day with Overview.