START HERE / 2 MINUTES
Find your way around
A quick tour of Home, your menu, and that handy little assistant.
Your little win: Find your next action and move between the main work surfaces.
01 / SEE HOW IT FITS
The big picture, in little steps.
Check Home
Home shows captured opportunities, proposals in review, submissions and wins. Next action and Needs attention point to reviews, QA and follow-ups.
02 / YOUR TURN
Have a little go.
This is your practice table. Everything stays here—no account, real AI calls, or changes to Seerist.
Setting out the pencils…
03 / DO IT IN SEERIST
Ready for the real thing?
Before you start: A workspace with onboarding completed.
- 1
Check Home
Home shows captured opportunities, proposals in review, submissions and wins. Next action and Needs attention point to reviews, QA and follow-ups.
- 2
Choose a work surface
Use Pitch Queue for proposals, Studio for runnable projects, Project hub for coordinated goals, and AI Employees for conversations. Growth Engine is for SaaS workspaces.
- 3
Make room
Collapse the menu to icons or choose Focus mode. In Focus mode, the top-left launcher opens navigation; Pin menu restores it. Ctrl/⌘ + backslash opens navigation.
- 4
Ask for directions
Ask Seerist can navigate, summarize your workspace and delegate work. Contact support opens product support instead; support does not perform workspace work.
A little thing to rememberA new navigation choice does not change your organization or workspace. Use the labelled switchers when you want to change those.
Opens the real app in a new tab. Sign in and check the selected workspace before acting.
Take a little note with you.
About this lesson
Checked September 13, 2026 against app source a365066. Based on web/src/App.tsx; web/src/pages/HomePage.tsx. This is a source-based guide, not a claim that every provider action was live-tested.