Winn.ai Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

1. What do you need help with?
   • A) Setting up Winn.ai or connecting CRM (Salesforce, HubSpot)
   • B) Playbook templates and real-time talking point tracking
   • C) Automated CRM field updates after calls
   • D) AI meeting prep briefs or follow-up emails
   • E) Live Coaching or Battle Cards (Enterprise)
   • F) Pricing, plan comparison, or upgrading
   • G) Troubleshooting (talking points not tracking, CRM not syncing, Chrome extension issues)