Run Your First Wingtip Session

What you’ll accomplish

By the end of this page you’ll have started a Wingtip session, watched it plan and do the work, and received your first deliverable - a dashboard, document, or file you can download.

What you’ll need

• Access to ThreoAI with Wingtip enabled for your organization (you’ll see a Threo / Wingtip switch at the top of the left sidebar - if not, see Availability)
• Something to work on: a file to attach, a connected data source, or just a goal you can describe

Steps

1. Open Wingtip

Select Wingtip in the switch at the top of the left sidebar. The sidebar swaps to Wingtip’s own rows - New chat, Search, Studio, and (where your organization has it enabled) Library - with your Wingtip session history beneath them. The page opens on the start screen headed What can Wingtip help you with?: a short intro, a set of optional dropdowns, and a message box at the bottom.

2. Set options - every one is optional

You can skip all of this and just type. Each option tunes the session you’re about to start. Rows for options your organization has none of are simply not shown.

Option	What it does
Your role	First pick a category - No preference, Technical, or Non-technical - then a specific role within it. Technical roles show code and a technical flow diagram; non-technical roles give plain-English results without code, and the specific role changes tone and emphasis. The available roles are configured by your Synthreo admin, so what you see is specific to your organization. Tick Remember my role to make your choice the default.
Template	Start from Blank or a saved dashboard template (built-in ones are marked (preset)).
Document	Optionally pick a branded document template for the documents Wingtip writes. Shown only when your organization has document templates.
Data source	Leave None (describe it or attach a file), or choose a connected source. Once you choose one, a + blend… selector lets you join a second source.
Connectors	Toggle the external apps this session may reach. See Connectors.
Skills	Toggle the skill packs this session should know. See ThreoAI Skills.

These choices are read once when the session starts, so they set up the session rather than being switchable inside it. You can always steer with a reply, or start a fresh session with New chat. One exception: you don’t need a new session just to use a template - the rail’s Templates panel can apply one to the chat you are already in.

If you’d rather not see the panel each time, Don’t show this again hides it; Show options brings it back for one session, and the New-job options switch in Profile → Wingtip turns it back on for good.

3. Describe the job

Type what you need in the composer. Before you pick a data source the placeholder reads “Describe what to build… (Enter to send)”; once a source is selected it suggests the shape: “e.g. build a dashboard from this data (Enter to send)”. Be concrete about the outcome: what it’s for, who reads it, what it should include. Attach files with the + button.

4. Decide how much control you want

Two controls sit on the left of the composer:

• Plan first - turn it on (it reads Plan mode on) and Wingtip drafts a plan and waits for your Approve & build before doing anything. Leave it off and Wingtip plans and builds in one motion.
• The approval posture selector - Manual (the default) asks you to approve sensitive actions; Bypass permissions stops asking, and is only offered if your organization allows it. This one is a durable setting: it applies to all of your Wingtip sessions until you change it back, and it does not re-prompt for anything you have already marked Accept always.

5. Send it

Press Enter. You’ll see the session title appear in the header (rename it from the sidebar row menu, or inline if your organization has that enabled), a Plan card tracking steps as they complete, a card folding up the commands and file operations as they run, and a working… indicator while Wingtip is busy.

When the turn finishes you’ll have your first result: an on-screen dashboard with a live preview, an editable document, or files you can download. If it’s not right, just reply - “make the chart monthly”, “add a summary page” - and Wingtip iterates in the same workspace.

If it didn’t work

• No Threo / Wingtip switch. Your organization doesn’t have the Preview enabled - ask your administrator or MSP.
• “Couldn’t load roles right now - showing No preference.” The role list didn’t load; the session still works. Try again later or proceed without a role.
• The connection dropped mid-run. You may see: “The connection to this run dropped before it finished. Your work is still running in the background - reload to see the latest.” Reload the page; the session picks up where it left off.
• Upload rejected. Session uploads are limited to 50 MB per file.

Next steps

• Steer a running session - approvals, plan changes, and queued replies
• Download, share, and reuse results