Winglo documentation
Learn how the platform works, configure agents, build workflows, and integrate with your stack.
1. Getting Started
- Getting Started with WingloSet up your workspace, choose an available AI department, and complete your first useful task.
- Work with your AI departmentsUse department chat, memory, instructions, and controls to get reliable work from Winglo.
- Account access and two-step verificationSign in, accept an invitation, recover access, and protect your Winglo account with two-step verification.
- Manage AI departmentsActivate, pause, name, instruct, and reset the AI departments available to your workspace.
- Chat, attachments, and department handoffsUse conversations, supported attachments, confirmations, and AI department handoffs safely.
- Manage department memoryReview and maintain the knowledge, learnings, decisions, and source documents used by each department.
- Understand the Winglo dashboardLearn how the workspace navigation, department areas, badges, filters, and common action states fit together.
2. Daily Work
- Inbox and approvalsReview decisions, approve safe actions, reply with context, and manage completed Inbox items.
- WorkflowsCreate, schedule, run, review, pause, and troubleshoot repeatable work in Winglo.
- Build and schedule workflowsCreate a workflow, choose its department and schedule, use templates, and activate it safely.
- Monitor and repair workflow runsRead workflow steps, resolve approval gates, cancel active runs, and repair failures without duplicates.
- Reports, activity, and LiveUse Reports, Activity, Live, and execution history to distinguish finished findings from work in progress.
- ConnectorsUnderstand Winglo connectors, connection types, access controls, health states, activity, and safe disconnection.
- Connector concepts and connection typesUnderstand data connectors, MCP servers, connections, authentication, access, syncing, and activity before setup.
- MCP servers and toolsLearn what MCP servers and tools are, how Winglo discovers capabilities, and how to connect directory or custom servers safely.
- Manage MCP tool accessEnable or disable MCP tools, choose per-department permissions, and decide when human approval is required.
- Create and manage triggersTurn events from connected tools into controlled workflow runs, with matching rules, limits, and visible outcomes.
3. Content
- Create and publish contentPlan, draft, review, and publish website or channel content with clear approval controls.
- Marketing campaigns and content pipelineCreate and manage a marketing campaign, then move planned content through a controlled pipeline.
- Editorial, website, and CMS publishingManage editorial records, website publication, CMS connections, updates, archives, and delivery failures.
4. AI Departments
- Marketing with MaxUse Max to plan campaigns, manage content, review marketing intelligence, and control publishing and approvals.
- Creative with SarahUse Sarah to brief creative work, manage brand context and assets, and move designs through review safely.
- SEO with NovaUse Nova to track keywords and rankings, interpret audits, prioritize opportunities, and review SEO evidence.
- Operations with AriaUse Aria to triage operational intake, manage leads and service levels, coordinate calendars, and review handoffs.
- Sales with RemyUse Remy to manage prospects, pipeline stages, outreach approvals, demos, sales intelligence, and learning.
- Operations intake with forms and emailSend messages and form submissions to Aria, protect intake credentials, test delivery, and review triage.
- Sales outreach approvals and compliancePrepare, review, approve, reject, and track sales outreach while protecting recipients and business rules.
5. Workspace
- Workspace, members, and account securityManage your business profile, departments, members, notifications, billing, and account security.
- Members, roles, and permissionsUnderstand workspace roles, invite members, manage pending invitations, and work within seat limits.
- Billing, usage, and plan limitsReview your Winglo plan, usage, seats, feature limits, billing portal, trials, and upgrade controls.
- Notifications and alertsChoose workspace email and browser notifications, tune department severity, and troubleshoot missing alerts.