> ## Documentation Index
> Fetch the complete documentation index at: https://docs.winnerr.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding

> Complete your workspace setup and track your onboarding progress

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**.

<Tip>
  The fastest path to value is: connect your phone → import your contacts → build one workflow. You can be fully operational in under 30 minutes.
</Tip>