Start guide

What Justwon does

Justwon reads the tools where your customers already show up: your CRM, your calls, your email and your support tickets. It puts what it reads into one picture of each customer account: who the people are, what changed, and what is at risk or open for growth.

From that picture, Justwon's agents prepare the next step for your team, such as a question before a renewal or a follow-up after a call. Your team decides what happens next. Anything that changes another system follows the autonomy level of your workspace, and a change that cannot be undone always waits for a person to approve it. How the agent works explains the levels.

Sign in

Open https://app.justwon.ai. Justwon has no passwords. You sign in with a single-use link sent to your email, or with Google or Microsoft.

Your first week

1. Sign in as described above.
2. Connect your first tool. Open Integrations, choose the Available tab, pick the tool and select Connect. Start with your CRM, because it tells Justwon which accounts and people to follow. The steps for each tool are on its own page: HubSpot, Slack, Microsoft, Zendesk, Intercom and your database. Only an owner or an admin can connect a tool for the whole workspace. See Roles.
3. Choose what Justwon reads. For a CRM, Slack and Microsoft Teams, Justwon reads nothing until you have chosen what it may read and selected Connect and sync.
4. Wait for the first read. The connection shows how far Justwon has got, for example "Reading HubSpot: 120 of 800 so far". A large account can take a while. You can close the page, and Justwon keeps reading.
5. Finish the steps in the Inbox. The Inbox shows Your steps to go live, with a button on each step that waits for you. The steps are Connect your first source, Approve your company profile and tell us your goals and Go live. Justwon's own work, such as the first read, shows as a status under the step it blocks.
6. Open the Inbox each morning. Your cards for the day land there. They fill in once a source is connected and has been read.
7. Ask a question. Select Show the agent panel and ask about an account, for example "What changed at Acme this month?". When an answer draws on sources, they are listed with it. See where an answer comes from.

Where you work

The Inbox is the page Justwon opens on. In a new workspace an admin sees the steps to go live there until the first digest has been written. After that it shows the cards for the day. See the Inbox.

The agent panel opens beside the page you are on. Select Show the agent panel to open it, type your question in the message box and send it. See ask the agent.

What the agents may do at first

A new workspace starts at Assess. At that level the agents read the accounts and write up what they find, and nothing leaves Justwon. Justwon switches on the higher levels with you, when you are ready for the agents to prepare actions in your other tools.

You can see the level under Settings, on the Agents tab.