Finding your way around

A strategy workspace has a side menu on the left, a header at the top right with search and settings, and a Home page that changes with how much you’ve done. The side menu groups tools into Proposal Builder, Strategy Development, Research and Quick Frameworks. A few items only appear once you’ve opened something they apply to.

The strategy side menu with Strategy Report and Edit & Export Framework visible after opening a brief

Click the StratEngine logo at the top of the menu to return to Home from anywhere.

Section	Item	What it opens
(top)	Home	Your Home page
	File Manager	Everything you’ve generated: briefs, frameworks, proposals, research and decks. See File Manager.
	Saved Companies	The companies your workspace has saved for reuse. See Saved companies.
Proposal Builder	Proposal Builder	Start a new client proposal. See Client proposals.
	Edit & Export Proposal	The proposal you have open. Appears only after you open or create a proposal.
Strategy Development	Strategy Builder	Start a new strategy brief by conversation or form. See Use the Strategy Builder.
	Strategy Report	The strategy brief you have open. Appears after you open a strategy brief from Home, File Manager or search.
Research	Conduct Research	Start a research report. See Research reports.
Quick Frameworks	Generate Framework	Run a single framework. See Generate a framework.
	Edit & Export Framework	The results view of the framework or brief you have open. Appears only after you open or generate one.
(bottom)	Feedback & Help	Support, feedback and legal links
	Settings	Workspace, billing and account settings

The app’s version number is shown at the bottom of the menu. Include it when you report a problem.

Proposal Builder needs the Professional plan. On other plans, including pay-as-you-go, the menu shows Proposal Builder [Upgrade] with a lock, and clicking it shows an upgrade window instead. See Strategy plans and pricing.

Home

Home greets you differently depending on what you’ve done so far.

When	What you see
You haven’t created anything yet	Let’s start with your first strategy. and a Build your first strategy button, plus Watch the 1-minute walkthrough
You have one or two recent items	Keep going with a large card for your latest item and a Continue button, then Start something else
You have three or more recent items	Welcome back with the shortcut tiles, then Pick up where you left off with your three latest items
Your latest item is two weeks old or more	Welcome back and how long it’s been, a card to continue your latest item, then Start fresh

Click any recent item to reopen it. Each shows its type (Framework, Proposal, Research, Strategy brief or Presentation), the company, and when it was last touched.

Strategy Home in the Welcome back state with a recent strategy brief and the Start fresh tiles

Shortcut tiles

Tile	Subtitle	Opens
Proposal	Draft a new client proposal	Proposal Builder (Professional plan; otherwise an upgrade window)
Strategy	Build a new strategy framework	Strategy Builder
File manager	Browse your projects and documents	File Manager

Setup reminders

If you skipped steps during onboarding, Home lists them as reminder rows with a link such as Save → or Add →. A row disappears once that task is done. See Finish skipped steps from Home. The header at the top right of most screens holds search, a shortcut to Settings and, on pay-as-you-go accounts, your balance.

Search your generated files

Click Search generated files… (or the magnifying glass next to it) to open Search. Type a search term. Results appear after you pause typing. Click a result to open it. If a result was deleted after it was indexed, or its slides failed to generate, StratEngine tells you it’s unavailable instead of opening it.

Pay-as-you-go balance chip

This chip appears only on pay-as-you-go accounts.

The chip shows how many free analyses you have left, for example 1 free analysis. Once those are used, it shows your balance in whole dollars instead. Click the chip to open Settings, where admins can add funds. See Pay-as-you-go.

Settings shortcut

The gear icon opens Settings, the same as the side menu item.

Settings

Settings is one page with these sections, top to bottom:

Section	What it’s for	Who sees it
Organization User Management	Add members and see roles. See Team members and roles.	Admins
Private documents	Upload documents StratEngine searches in every analysis. See Private documents.	Everyone
Connected providers, Sync a cloud folder, Export destination	Connect cloud storage and choose where exports go. See Connect cloud storage.	Everyone (setting up a synced folder needs an admin)
Brand kits	Colors and logos for decks. See Brand kits.	Everyone
Billing & Account Management	Your plan, pay-as-you-go funds and billing. See Strategy plans.	Everyone sees the plan, balance and usage. Manage Account, adding funds and auto-refill are admin-only.
Danger Zone	Log Out, Delete Account and Terminate All Sessions. See Log out, cancel, or delete your account.	Everyone

Feedback & Help

Feedback & Help opens the Help & Feedback page:

Feedback Survey and Email Feedback (freeform) to tell us what’s working and what isn’t.
Contact Support emails help@stratengineai.com.
Report a Bug opens a short bug report form.
Privacy Policy, EULA and Terms of Service.

Home

Get started

Build a strategy

Your company and files

Decks, exports and sharing

Plans and billing

Framework library

Finding your way around

Side menu

Home

Shortcut tiles

Setup reminders

Header

Search your generated files

Pay-as-you-go balance chip

Settings shortcut

Settings

Feedback & Help

​Side menu

​Home

​Shortcut tiles

​Setup reminders

​Header

​Search your generated files

​Pay-as-you-go balance chip

​Settings shortcut

​Settings

​Feedback & Help

​Related

Side menu

Home

Shortcut tiles

Setup reminders

Header

Search your generated files

Pay-as-you-go balance chip

Settings shortcut

Settings

Feedback & Help

Related