The Onboarding page (/settings/onboarding) tracks setup steps so you can get your workspace production-ready as quickly as possible. Each step unlocks more capability in Winnerr.
Setup checklist
The checklist guides you through every integration and configuration that matters:
| Step | What it unlocks |
|---|
| Complete your profile | Your portal and AI messages are personalized |
| Connect your phone | Calling, SMS, and power dialer |
| Connect your email | Two-way email sync, templates, and tracking |
| Import contacts | Your CRM is populated and ready |
| Set up a pipeline | Deal tracking and stage automation |
| Create your first workflow | Automated follow-up begins |
| Configure AI settings | Winnie’s tone and knowledge base are tuned to you |
Returning to setup steps
You can revisit any completed step at any time. If you skipped something earlier — like connecting your Google Calendar — just click the step to resume.
Resetting onboarding
Admins can reset onboarding progress for new team members by navigating to their member record in Organization → Members and clicking Reset Onboarding.
The fastest path to value is: connect your phone → import your contacts → build one workflow. You can be fully operational in under 30 minutes.
