Winston glossary
Every term the help center uses, defined in one or two lines — from objects and records to workflows, sequences, and Winston.
Every term Winston uses, in one place. Each definition is one or two lines; where a full article exists, the term links to it. If you are new, read Winston 101 in order first — this page is the reference you come back to.
Terms
| Term | Meaning |
|---|---|
| Action | A workflow step that does something: create or update a record, add it to a list, or have Winston draft a message. |
| AI attribute | An attribute Winston fills in by reading the record's conversation history — party size, budget, preferred dates — and keeps current as the conversation continues. |
| Ask Winston | Asking Winston a question in plain language — "which wedding leads haven't replied in two weeks?" — and getting an answer with links to the records it used. |
| Attribute | A column on an object: a field every record of that type carries, like name, email, deal value, or event date. |
| Channel | A way conversations reach you: email, through a connected Gmail or Outlook inbox. Every connected inbox files its activity onto records automatically. |
| Command menu (⌘K) | The keyboard menu (Ctrl+K on Windows) that jumps to any record, list, or action from anywhere in the workspace. |
| Condition | A workflow check that decides what applies — is this a wedding inquiry? is the value above €5,000? — and routes the run accordingly. |
| Deal | A standard object: one thing you are trying to win — an inquiry, a contract, a renewal — moving through stages from first contact to closed. |
| Deposit pipeline | A list of confirmed bookings or events worked through deposit collection, usually viewed filtered to due, not paid. A classic first build with lists and views. |
| Inquiry | A new expression of interest — a first email, a question about a date. Typically becomes a person record plus a deal. |
| List | A named, saved set of records pulled from an object — Wedding leads 2026, Deposits to collect. Lists hold the records themselves, not copies. |
| List attribute | A field that exists only within one list — a stage or owner that belongs to the record's place in that pipeline, not to the record itself. |
| Winston | The AI agent built into Winston. Winston reads your connected inboxes, keeps records and AI attributes current, answers questions, and drafts replies — and never sends a message without your approval unless you switch an inbox to auto-send. |
| Object | A table holding one kind of thing. Winston ships with People, Companies, and Deals, and you can add custom objects of your own. |
| Pipeline | A set of records viewed by stage — usually a list or object shown as a kanban board — from first contact to won. |
| Record | One row of an object turned into a full page: one guest, one company, one deal, with its attributes on one side and its timeline on the other. |
| Report | A chart or dashboard built from your records — inquiry volume by source, revenue by month — that updates as the underlying records change. |
| Reservation app | A connected integration — Restoo or CoverManager — that links your reservation system to your workspace. |
| Sequence | A scheduled series of messages to a set of records — follow-ups over days or weeks that stop automatically when a record replies. Same approval rules as everything Winston sends. |
| Timeline | The chronological history on a record: every email, calendar event, and record change, in order. What Winston reads before it acts. |
| Trigger | The event that starts a workflow: a record created, an attribute changed, a message arrived, a date reached. |
| Universal context | The shared, structured layer where every interaction from every inbox is stored — the layer Winston reads before it says a word. The term comes from the engineering blog. |
| View | A saved way of looking at a list or object: filtered, sorted, as a table or a kanban board. The Monday-morning filter setup, kept. |
| Workflow | An automation that reacts when something happens: a trigger starts it, conditions decide what applies, actions do the work. |
| Workspace | Your team's Winston: all your objects, records, inboxes, workflows, and teammates in one place, private to your business. |