Composition group

Headers & navigation

Page-level orientation: breadcrumbed mastheads, tabs, tools, search, and state-aware action bars.

Page header with tabs6×

Campaigns

In review

Plan, launch, and measure every outbound touch across the quarter.

Command palette3×

ESC

Table toolbar6×

Status:ActiveOwner:YouRegion:APAC

Q3 enterprise outbound	Mina	APAC	Active
Product launch loop	Tomas	EMEA	Active
Webinar follow-up	Ari	AMER	Paused
Churn save sequence	Mina	APAC	Draft

Sticky save bar2×

Plan name

Shown to everyone with access to this workspace.

Goal

All changes saved

Sub-navigation tabs4×

Workspace

Campaigns panel goes here

Announcement banner6×

New: retention automation is out of beta

Recover at-risk records with branching sequences, quiet hours, and per-workspace sending limits — no code required.

Record detail header6×

Campaigns / Q3 enterprise outbound

Q3 enterprise outbound

Draft

MPMina Park owns thisUpdated 4m agoID · cmp_7f2k1

Global search bar3×

⌘K

Account menu3×

Workspaces

Composition group

Metrics & charts

Compact KPI summaries and honest visualizations for trend, comparison, rank, and capacity.

KPI row6×

Total value

$482,190

+6.24%vs previous 30 days

Active records

12,480

+4.21%504 net additions

Average cycle

3.8 days

−0.42 dayfaster than prior period

Exception rate

1.84%

+0.03 ptwithin target range

Trend chart card4×

Qualified pipeline

Opportunity value created per day

This periodPrevious period+18.4% vs previous

Period comparison bars3×

Bookings by campaign

July vs June · signed opportunities

Q3 enterprise outbound

+22%

148

121

Product launch loop

−8%

104

Webinar follow-up

+42%

Churn save sequence

−6%

Usage meter2×

Usage

Workspace quota this cycle

Records74074%
Automations12813%
Integrations13213%

You're at 100% of your quota. Records and automations pause once the cap is hit.

Ranked breakdown3×

Value by segment

1,715 records in active segments

01
Enterprise
81248%
02
Mid-market
43125%
03
SMB
29817%
04
Other
17410%

Shares are computed from live values — the Other row keeps the list honest when the top-N does not sum to 100%.

Goal gauge2×

Attainment goal

Bookings target · Q3 · Northstar

68%

Counted so far

5,712

of 8,400 records by Dec 31

On pace · 82%

122 days leftNeeds 63/day to finish

Stacked area chart3×

Net bookings by source

Stacked composition of the trend into its parts

New accountsExpansionsChurned$4.21M total

Conversion funnel3×

Activation funnel

Last 30 days · first-time visitors

Visited landing page
48,210
Started trial
9,384
19.5%
Activated workspace
4,102
43.7%
Invited a teammate
1,876
45.7%
Upgraded to paid
742
39.6%

Engagement heatmap4×

Engagement density

Touches per hour band · last 4 weeks

15,237 touches

Busiest Tue 11a–2p

Composition group

Tables & lists

Record tables, feeds, rosters, timelines, selection states, and master–detail surfaces.

Records table6×

Campaigns

4 of 128 records shown on canvas

Q3 enterprise outbound
$148,200
CMP-1042MPMina ParkActive+22.4%
Product launch loop
$96,400
CMP-1039TLTomas LindActive+8.1%
Webinar follow-up
$74,100
CMP-1031ACAri ChenPaused-8.4%
Churn save sequence
$31,800
CMP-1027MPMina ParkDraft0.0%

Record	Owner	Status	Value	Δ 30d
Q3 enterprise outbound CMP-1042	MPMina Park	Active	$148,200	+22.4%
Product launch loop CMP-1039	TLTomas Lind	Active	$96,400	+8.1%
Webinar follow-up CMP-1031	ACAri Chen	Paused	$74,100	-8.4%
Churn save sequence CMP-1027	MPMina Park	Draft	$31,800	0.0%

Activity feed3×

Recent activity

Across every workspace you follow

MP
Mina Park launched Q3 enterprise outbound
in Workspace · Northstar
4m
TL
Tomas Lind approved Product launch loop
in Workspace · Northstar
1h
AC
Ari Chen commented on Webinar follow-up
“Let’s move the first touch to Monday.”
3h
SYS
System paused Churn save sequence
automation rule · low engagement
Yesterday

Selectable table with bulk bar5×

Campaigns

Select rows to reveal the bulk bar

QEQ3 enterprise outbound
2h ago
Mina ParkActive
PLProduct launch loop
5h ago
Tomas LindActive
WFWebinar follow-up
1d ago
Ari ChenPaused
CSChurn save sequence
3d ago
Mina ParkDraft

Name	Owner	Status	Updated
QEQ3 enterprise outbound	Mina Park	Active	2h ago
PLProduct launch loop	Tomas Lind	Active	5h ago
WFWebinar follow-up	Ari Chen	Paused	1d ago
CSChurn save sequence	Mina Park	Draft	3d ago

Timeline2×

Audit trail

Every state change, in order

Workspace created
Mina Park · Mon, 9:12
Q3 plan approved
Tomas Lind · Mon, 14:05
Campaign launched
Mina Park · Tue, 10:31
Segment refresh scheduled
Automation · Wed, 02:00

Done · In progress · Scheduled

Team roster3×

Team

5 members · 3 working groups

MP
Mina Park
Admin · reviews 22
APEMAM
+1
4
TL
Tomas Lind
Member · reviews 17
APEMAM
3
AC
Ari Chen
Reviewer · reviews 31
APEMAM
+2
5
NH
Noor Haddad
Member · reviews 9
APEM
2
DR
Diego Ramos
Member · reviews 14
APEMAM
3

Kanban board6×

To do

Cold list refresh

outboundFri

ACTL

Draft follow-up cadence

sequenceNext Tue

In progress

Webinar hand-raise routing

inboundToday

TLACMP

Churn save experiment

retentionThu

SYS

Done

SPF/DKIM alignment

deliverabilityMon

Version history3×

Version history

Every published change to this automation

TL
v1.4.2Current
Quiet hours respected for EU workspaces
Tomas Lind · Today, 09:12
AC
v1.4.1
Fix: duplicate sends on retry
Ari Chen · Yesterday
MP
v1.4.0
Branching sequences GA
Mina Park · Mon, 14:40
TL
v1.3.9
Deliverability report format
Tomas Lind · Aug 12

File list3×

Files

Attached to this campaign

q3-outbound-results.xlsx
1.2 MB · Sheet · Updated 2h ago
Synced
launch-notes.md
24 KB · Document · You edited
Pending
hero-cover-final.png
3.8 MB · Image · Uploaded yesterday
Synced
exports-july.zip
18.4 MB · Archive · Auto-generated
Synced

People directory6×

Team

6 members · 2 reviewers on coverage

Mina Park

Admin · Growth

Tomas Lind

Reviewer · Ops

Ari Chen

Member · Growth

Sofia Reyes

Member · Design

Jonas Weber

Reviewer · Data

Nadia Okafor

Member · Ops

Composition group

Media & gallery

Visual-asset surfaces: media grids, pickers, uploads, and previews.

Media library grid6×

Image picker3×

Cover image

Used in cards, emails, and social previews · 1600 × 900

hero dark · 842 KB

Avatar upload3×

Profile photo

PNG or JPG, up to 2 MB.

Thumbnail strip4×

Gallery

Up to 8 images · hover to remove

hero-dark

pitch-deck-…

launch-art

og-cover

case-study

Dragging reorders. First image becomes the cover.

Media item detail3×

Open preview

hero-dark.png

Used by 3 records · 2 in the library

Latest version

Type: Image · PNG
Dimensions: 1600 × 900
Size: 842 KB
Uploaded: Feb 12, 2025 · 14:32
Uploaded by: Mina Park
Checksum: sha256:9f2c…e41a

Upload dropzone4×

Drag & drop files here, or browse

PNG, JPG, PDF, CSV up to 20 MB each

hero-cover-final.png
x
3.8 MB of 3.8 MB
case-study-ellen.pdf
x
2.1 MB of 4.4 MB
export-july.csv
x
0 B — interrupted

2 of 5 GB used · 3 GB free

Gallery viewer4×

Hero cover.png

2400 × 1350 · PNG · 3.8 MB · Updated 2h ago

Composition group

Forms & settings

Settings panels, field groups, uploads, permissions, save bars, and destructive controls.

Settings panel5×

General

How the workspace presents to members and visitors.

Workspace name

Workspace URL

Changing this breaks existing links for 24 hours.

Description

All changes saved

Settings rows2×

Notifications

Description-left, control-right. Switches save immediately.

Push notifications
Also controls in-app banners on this device.
Email digest
A daily summary when something needs review.
Mentions
Only direct @mentions, never group noise.
Security alerts
Sign-ins from new devices and failed attempts.

Changes apply across every device you're signed in on.

Multi-step wizard3×

1Details

2Audience

3Review

Campaign name

Goal

Step 1 of 3

Field validation states2×

Validated on blur

This workspace URL is available.

Invalid value

Enter a valid email address.

Warning

Use 12+ characters for a stronger password.

Checking availability

Checking…

Disabled

Managed by your workspace admin.

Danger zone3×

Danger zone

Irreversible, cross-team actions live here.

Transfer ownership

Moves the workspace to another member. You keep admin access.

Delete workspace

Permanently removes every record, campaign, and asset. Type northstar to confirm.

The delete button stays disabled until the name matches.

Permission matrix4×

Conditional form2×

Connect a workspace

Fields follow the answer — only one branch shows.

This is a new workspaceYou'll be its first adminI already have oneYou'll be added as a member

Workspace nameWorkspace URL.vineapp.io

Two-factor setup4×

Add two-factor authentication

Step 2 of 3 — verify your authenticator app.

Connect authenticator
Scan the QR with Google Authenticator or Authy.
Verify a code
Enter the 6-digit code from your app.
Save backup codes
Keep these somewhere safe to sign in without the app.
N7Q2-KR9M3F8T-WL4DP1XZ-VB6CH5AS-JQ7E

Resend in 0:42

Composition group

Pricing & billing

Plan choice, pricing comparison, invoices, payment methods, and spend visibility.

Pricing table5×

Pricing

Every plan includes unlimited viewers and a 14-day Pro trial.

Starter

$0free forever

For side projects and small teams finding their rhythm.

Up to 3 seats
1,000 records
Community support

Choose a plan

Billed monthly · switch or cancel anytime

Billing summary2×

Billing summary

Where the workspace stands this cycle.

Renews Jan 12

Plan

Pro · Annual

$19/seat/mo

Seats

12 of 25

2 pending invites

Payment method

Visa •••• 4242

Expires 12/27

Next invoice

$2,280.00

Jan 12, 2026

Usage cost breakdown2×

Cost this cycle

Nov 1 – Nov 30 · billed Dec 1

Seats12 × $19.00$228.00
Extra records38,400 rows$38.40
Automation runs2,410 runs$24.10
Storage64 GB$6.40

Cycle total

$296.90

Full breakdown

Invoice history6×

Invoice history

Billed to finance@vineworks.io · VAT EU-372-981-440

INV-2025-119
$2,280.00
Issued Dec 12, 2025Paid
INV-2025-103
$2,184.00
Issued Nov 12, 2025Paid
INV-2025-087
$2,184.00
Issued Oct 12, 2025Paid
INV-2025-071
$2,052.00
Issued Sep 12, 2025Paid
INV-2025-055
$2,052.00
Issued Aug 12, 2025Paid

Invoice	Billing period	Status	Amount
INV-2025-119 Issued Dec 12, 2025	Dec 12, 2025 – Jan 11, 2026	Paid	$2,280.00
INV-2025-103 Issued Nov 12, 2025	Nov 12 – Dec 11, 2025	Paid	$2,184.00
INV-2025-087 Issued Oct 12, 2025	Oct 12 – Nov 11, 2025	Paid	$2,184.00
INV-2025-071 Issued Sep 12, 2025	Sep 12 – Oct 11, 2025	Paid	$2,052.00
INV-2025-055 Issued Aug 12, 2025	Aug 12 – Sep 11, 2025	Paid	$2,052.00

Payment methods4×

Payment methods

Charged for renewals and overage.

Visa •••• 4242Primary

Expires 12/27

Mastercard •••• 1881

Expires 03/26

Invoices charge the primary method; you can change it any time.

Payment details3×

Payment method

Encrypted end to end — we never store the full number.

Card number

ExpiryCVC

Name on cardBilling country

Save card for future purchases

PCI-DSS compliant · 3-D Secure enabled

Composition group

Dialogs & overlays

Inline-posed login, create, confirm, share, and filter surfaces.

Log in

Continue to your workspace.

Email or username

Password

No account yet? Start a trial

Create-record form dialog3×

Create campaign

Add the essentials — you can refine details later.

Campaign name

Owner

Goal type

OutboundLifecycleWebinar

Destructive confirm dialog3×

Delete campaign?

This cannot be undone.

Q3 enterprise outbound will be removed from the workspace. Sends stop immediately and exports are deleted after 30 days.

Type the campaign name to confirm

Share & invite dialog4×

Share workspace

Invite people or share a link anyone can open.

Invite by email

Default role

Anyone with the link

northstar.vine.app/invite/9f2c

Require sign-in

Anyone with the link must log in first.

Filter popover3×

Keyboard shortcuts dialog3×

Keyboard shortcuts

Most shortcuts work anywhere in the workspace.

Navigation

Open command palette⌘K
Go to search/
Back to workspaceGH
Cycle tabs⌘⇧→

Editing

Save changes⌘S
New recordC
Duplicate row⌘D
Delete row⌫

Press ? anywhere to reopen

Onboarding coach mark4×

Step 2 of 4

Invite your team

Members you invite can see workspace records. Viewers stay read-only until you grant them more.

Export dialog3×

Export campaigns

Current filtered view — 24 records.

Format

CSVPlain text, opens anywhereExcelFormatted workbook with frozen headerJSONRaw records for scripts and APIs

Include

Email when readyLarge exports keep working in the background

Bulk edit dialog3×

Edit 24 records

Every change is one audit entry — details below.

Field to edit

New value

First records to change

MPAcme Corp$48,000
TLLumen & Co$21,400
ACBrightpath$9,850

+21 more records will change

Composition group

Feedback & states

Notices, empty results, loading geometry, retry paths, and readiness checklists.

System notices3×

Import finished

1,248 records added to Enterprise · APAC. No duplicates were found.

Low automation quota

Two automations pause at the monthly cap. Usage resets in 12 days.

Maintenance window

Scheduled Saturday 02:00–04:00 UTC. Export downloads stay available.

Empty search result3×

Search results

“summit q3” · 0 of 128 records match

No campaigns found

Nothing matches “summit q3”. Try a broader term, or check the spelling — search matches names and record IDs.

Error & retry3×

Couldn't load campaigns

The request timed out after 30 seconds. Your data is safe — this is a network problem, not a data problem.

request id: req_9f2c41e7

Setup checklist3×

Workspace setup

3 tasks to go.

Invite your team3 of 8 seats filled
Set brand coloursPrimary accent chosen
Connect a sourceCRM, CSV, or API
Create first campaignOne record unlocks analytics

Loading skeleton set4×

Empty state3×

No campaigns yet

Campaigns are how you group sequences, audiences, and results. Create the first one or bring your own data.

Importing is free for up to 5,000 records.

Toast stack3×

Toasts stack newest-first and cap at three.

Access denied3×

You don't have access to this workspace

“Acme Labs” is private. Ask its owner to invite you, or switch back to your own workspace.

The owner gets a notification — you'll be emailed once access is granted.

Rate limit notice3×

Rate limit reached

API requests are paused until the window resets. Writes you queued will run automatically.

Requests this window

4,800 / 5,000

Resets in 12:41

Limits are per integration key, rolling hourly.

Composition group

AI & agents

Composers, chat transcripts, tool calls, run traces, and entry prompts for agentic work.

Search composer4×

Search

↵

ScopeRecordsFilesPeopleDeep search across 12,480 records

Prompt composer3×

Agent

segment-enterprise.csv

Agent runs with tools on

Streaming message3×

Agentstreaming

▍

Tool-call trace4×

Agent steps

3 tool calls · 4.5s · 4.5k tokens

Completed

{
  "tool": "search_campaigns",
  "input": { "scope": "all_workspaces", "limit": 4 },
  "output": "ok",
  "tokens": 1.100
}

Suggested prompts3×

Start anywhere

The agent knows your workspace — no setup needed.

Chat transcript4×

Assistant · Workflow

Answering with live workspace data

Model · workflow-1

Draft a summary of Q3 pipeline for the team channel. Focus on velocity and at-risk deals.

Mina Park · 09:41

Here's the summary — $482k qualified, velocity up +6.2%. Three deals stalled past 14 days; I've flagged them below.

3 tools used · 2 searches, 1 table read

Assistant · 09:42 · 4.2s

Agent run summary3×

Quarterly pipeline summary

Run run_7k2p · scheduled

Completed

4m 12s

Duration

$0.84

Cost

41.2k

Tokens

Searched 3 data sources0.8s
Read 24 campaign rows1.2s
Computed velocity deltas0.6s
Drafted summary1.6s

Model picker2×

Partner models send data to their vendor — review workspace policy.

Sources panel2×

Sources

What the answer was built from

3 cited

2 sources are from your workspace · 1 from the open web

Prompt history2×

Recent prompts

Re-run anything — it uses fresh data

Assistant settings3×

Assistant settings

Shaping how your agent behaves by default

System instructions

Creativity0.4

DeterministicExploratory

Web search
Current public info when asked
Workspace data
Records, tables, and files you can access
Code execution
Runs short scripts in a sandbox