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THE STEWARD GUIDE

A little guidance.
A clearer working day.

Practical answers for the people running a business. Start with the basics, or find the next thing you want to do.

NEW TO STEWARD?Your first useful conversationFrom signing in to getting an answer, step by step.
01

Getting started

Find your way around and ask your first question.

Your first useful conversation

Set up a project, bring in the right information, and ask a question that moves your work forward.

Sign in and manage your account

Create your account, join with an invite link, and use an email link, a code or a password to get into the right workspace.

Install Steward as an app

Open Steward from your dock, taskbar or home screen in its own window.

Use Steward at its new address

Continue with your existing account, chats and files at steward-chat.com.

02

Projects & shared context

Give your team’s work a home and keep useful knowledge close.

Create and organize a project

Keep related conversations, instructions, files, and people in one place.

Give Steward useful context

Use project instructions, chat notes, and conversation summaries to keep work on track.

Keep bookmarks and files close

Save useful messages and share reference material with the people working on your project.

03

Connections

Bring your business tools into the conversation.

Connect weclapp

Connect your business account once, then choose which projects and people may use it.

Enable a connection for a project

Choose who can add a connection to projects or administer it. Project members use configured connections through their project role.

Connect ASA HOTEL

Set up the Reservation Service, test the connection, and understand ASA method permissions.

Connect Shopify

Connect your Shopify store with a customer-owned app, detect its access, and enable it for your team.

Prepare your Shopify app

Find the app creation and scope controls in Shopify’s Dev Dashboard before connecting your store.

Shopify access and limitations

Choose Shopify scopes for your tasks and understand approval, order history, protected data, and fulfillment restrictions.

When a connection is unavailable

Work through the most common reasons Steward cannot use a business tool.

Shopify bulk work

Review complete import inputs, follow durable progress, and download full or partial Shopify results.

04

Permissions & approvals

Choose who can do what, and review changes with confidence.

Understand roles and access

Learn how workspace roles, project roles, and connection permissions fit together.

Choose connection permissions

Choose who can add a connection to projects or administer it. Project members use configured connections through their project role.

Choose a permission mode

Decide how much Steward may do during the next request.

Review and decide on proposed changes

See what will change, inspect each item, and approve or cancel the whole batch.

Always review selected changes

Require approval for particular operations, including in Automatic mode.

Understand ASA method access

Separate Steward capabilities from ASA account permissions, modules, and observed method access.

Check an uncertain ASA result

Verify a charge, booking, or other change in ASA before preparing another attempt.

Understand requests held for review

Know why a request pauses and what to do before retrying it.

05

Conversations & results

Guide the work, explore answers, and keep moving.

Guide work while it runs

Add a clarification, answer a question, stop a run, or return to ongoing work without losing the conversation.

Work together without sharing unfinished drafts

Understand what your team can see and how drafts stay with you.

Read answers, charts, and downloads

Explore the result, inspect the underlying data, and take useful files with you.

Choose a model and thinking level

Select the assistant that fits the request and the amount of analysis it should use.

Choose how much thinking a request needs

Give a more involved question more room for analysis, or keep a straightforward request quick.

Paste long text and drop files into a message

Long pastes become a text attachment Steward can read in full, and you can paste images or drag files onto the chat.

Work with ASA hotel operations

Practical prompts for reception briefings, housekeeping, dining, room balances, spa and reviewed minibar charges.

Search the web for current information

Let Steward check current public facts such as tax rates, exchange rates, prices and regulations, and link to its sources.

Create and edit images in a conversation

Describe an image, bring your company style and reference files, and refine the result with Steward.

Share selected messages or an image

Create a public snapshot of exactly the result you choose, then revoke the link when needed.

Comment on messages and mention teammates

Discuss any question or answer with your team beside the conversation, mention people with @, and follow replies in your notifications.

Rate Steward’s answers

Give an answer a thumbs up or thumbs down, say what went wrong, and learn who can see your rating.

Reply faster with suggested replies

Turn on suggested replies, then use the suggested next message under Steward’s latest answer, edit it if you like, and learn how it’s written.

Archive, restore and delete chats

Tidy up your sidebar, find older conversations, and remove chats your team no longer needs.

06

Scheduled tasks

Set up recurring work, choose its access, and review every run.

Create a scheduled task

Have Steward check recurring business work at a time you choose.

Manage tasks and review results

Find completed work, handle attention states, and change a schedule.

Task permissions and troubleshooting

Understand the executor, connection selection, and reasons a task needs attention.

07

Your workspace

Manage people, teams, your profile, and usage.

Bring people and teams into your workspace

Invite colleagues and share the right projects and tools with them.

Understand usage and keep Steward up to date

Review workspace activity, refresh safely when a new version is available, and send feedback.

Choose your avatar and see who is in a chat

Make an animal friend or upload a photo, and see who wrote recently or is typing.

Find your way around the workspace

Search conversations and answers, switch workspaces, and reach account options.

Change your language

Use Steward in English, German, Hungarian, or Italian.

Review changes in the audit log

See who changed people, access, connections, approvals and automation in your workspace, and export the history.

Manage billing and payment

Add your business details and a card, follow this month's estimate, and review past months.

Invite businesses and earn credit

Share your invite link or code. The business you invite gets welcome credit on its first invoice, and your workspace earns credit once it is set up.

When Steward is unavailable or under maintenance

What the banner at the top means, and what happens to your drafts and running work.