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How Inscend works, what each state means, and what to do next. The same articles as Help inside Inscend, for anyone deciding whether to start.
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Getting started
Your goalWhat a goal is, and why Inscend works to one at a time.
A goal is what you want this period to achieve, in your own words: for example, keeping your best sellers in stock through the holidays, or bringing back customers who haven't ordered in a while. You can add rules, like a spending limit or no big discounts.
Inscend reads your goal back to you, asks only what it can't work out, and does nothing with it until you confirm. It works to one confirmed goal at a time.
You can change, pause, mark done or replace your goal from the goal itself. Each change is kept as a new version. If a change means work Inscend prepared no longer fits, any approval you gave it is withdrawn and the work says why.
If Inscend can't take a goal on yet, it says so and sets nothing up. You can tell the team what you wanted from the same screen.
When Inscend looksWhen Inscend looks at your goal, what a look does, and what doesn't happen in between.
When you ask Inscend to look, it works through your goal step by step: how your business runs, your stock and sales, and the work that fits your goal. Each check appears on your goal as it is recorded, with what it found.
Inscend looks as soon as you confirm a goal, again every morning before the morning brief, and whenever you ask. Each morning it checks the open orders of a Shopify store connected on Founding Pro and, once you have sales, your margin; those checks raise Work but are not looks. You can leave the page during a look; what it records will be there when you come back.
When a look needs something from you, it stops and says what. When a check can't finish, it says that too, and you can tell the team what you needed.
Asking Inscend from any pageAsk a question or write down new work without leaving the page you're on.
Ask Inscend is in the sidebar on a computer and at the top of the screen on a phone, on every page. Type what you want to know or have done; the answer opens in Ask Inscend, read from your store's own records, with a way back to the page you asked from. Nothing is done without your approval.
On a keyboard, press / (or Control+K, Command+K on a Mac) to ask, and C to write down new work. Neither works while you are typing in a box.
Anyone on your team can ask. Only the owner or a manager can have Inscend prepare work from an ask.
What Inscend can do todayThe areas Inscend works on, and how to ask for more.
Today Inscend works on keeping products in stock (Replenishment), bringing back customers who have gone quiet (Customer Recovery), orders that have stopped moving on a connected Shopify store (Late orders), print-on-demand orders Printify hasn't received, sent there when you approve each one (Printify), and what each product kept after discounts and refunds (Margin). It can also prepare a discount for slow-moving stock in a connected Shopify store.
You don't pick these yourself. You set a goal, and Inscend uses whichever fits it.
If you want Inscend to take on something else, choose Feedback, above Help. The team reads every note, and it's how new work gets chosen.
Your work
Needs you, To explore and the restWhat each group on Goal and Work means.
Work holds only work you can finish: a plan Inscend has prepared, ready for one press, or something only you can fix. Needs you: work that can't continue until you act.
What isn't ready is kept where it belongs. A question Inscend needs answered, once, is in Signals › Needs input; something it noticed that has nothing to approve is in Signals › Noticed; what it is still checking or preparing is in History, under Inscend is still working on. When one becomes ready, it appears on Work by itself.
To explore: proposals Inscend worked out that you can look at but don't have to act on. Nothing waits on them, and they never count as needing you.
Inscend is carrying: work Inscend is in the middle of. Finished: work that was completed, dismissed or recorded as sent. Stopped: work a goal change or a blocker took out of play, with the reason.
ApprovalsWhat an approval covers, and when it is withdrawn.
An approval covers exactly what you reviewed. If the work changes afterwards, whether you edit it, its facts move or your goal changes, the approval is withdrawn and you review it again.
Before anything is carried out, Inscend checks again that the work still matches what you approved.
A proposal is not an approval. An approval is a record of your decision, not proof that anything was sent, ordered or received. Approve links in older emails no longer work; approve from inside Inscend.
What Inscend works on
ReplenishmentHow stock evidence and supplier facts become a reorder proposal.
Replenishment reads your stock and how fast each product sells. It asks you only two things, once: who supplies the product and how long it takes to arrive. Anything else it assumes and says so on the plan: 30 days of stock after it arrives, nothing already on its way, no minimum order and single units rather than packs. Tell Inscend otherwise in Settings and it uses yours, including a capacity, a minimum order or a spending limit, which it then keeps to.
A missing answer is asked in Signals › Needs input, one line at a time, never as a list on Work. Stock and sales are read from your store, not asked; if they are out of date, Inscend waits for the next read. It doesn't check whether cash is available, because sales don't show that.
A ready plan shows the quantity, estimated cost, supplier and lead time, the evidence behind it, and the email it becomes. One press approves exactly that plan.
On Founding Pro, with Gmail or Outlook connected, the store owner's one press is "Approve and send from my Gmail" (or Outlook): the order goes to the supplier's email from your own address, once. Inscend checks the plan again just before sending and never sends it twice. Your mailbox accepting it is not your supplier confirming it.
Without a mailbox, the email opens in your own mail app, addressed to the supplier email on the product and already written. When you have sent it, "I sent it" records that in one press. Inscend doesn't order, pay for or receive anything itself.
Customer RecoveryWho qualifies, what Inscend prepares, and what starts measurement.
As soon as customers have gone quiet and can be emailed, Inscend puts them in one Recovery on Work, with the email already written, so you approve it in one press. Someone already in an open Recovery isn't added to another, and Inscend never puts someone who can't be emailed in front of you. If you dismiss one, Inscend doesn't offer those people again for 30 days.
Recovery checks each customer's history, whether they can be contacted, whether they agreed to marketing, whether they are already in another open Recovery campaign, and whether they were sent a Recovery email in the last 30 days.
For a qualified audience, Inscend chooses an offer your goal allows (or no offer) and writes the message before you look. Change offer gives the other offers your goal and costs allow, one press each, and Inscend writes the message again for the one you pick.
One press approves exactly the audience, offer and message on screen and prepares the campaign. For a discount, the same press creates its Shopify code and puts it in the email; without Shopify, the code is yours to set up, so the email is prepared and not put in Omnisend. If the email names a product Inscend has no current stock count for, it asks you how many you have before the press. If anything changed after you read it, the press is refused and you see the new version. A prepared message has not been sent.
If your store has Omnisend connected on Founding Pro, the owner's or a manager's press is Approve and send: Inscend puts the email in your Omnisend for the approved customers subscribed there, checks who is subscribed again just before it goes, and has Omnisend send it, once. Inscend records it as sent only when Omnisend reports it went.
Without Omnisend, one press copies the addresses (for Bcc) and the message. When you have sent it from Omnisend, Klaviyo or your own email, confirm that in Inscend. Your confirmation records the send and starts measuring what happens next. Outcomes describe what happened afterwards without claiming the message caused it.
AdvertisingWhat Inscend reads from Meta Ads and Google Ads, what it brings you, and what it leaves to you.
If your store has Meta Ads or Google Ads connected, Inscend reads each platform's own figures every morning and brings you what needs a look: campaigns spending with nothing reported, campaigns that read as weak or too early to tell, ads people see more often and click less, search terms, keywords, ad sets and ads spending with nothing reported, campaigns well over or under their daily budgets this month, and weeks when spend rises.
Purchases and conversions are each platform's own count, not sales Inscend has confirmed. Meta's and Google's figures are never added together. A campaign is only called weak after enough days and spend to say so; until then it reads as too early to tell, with what is missing.
Each finding shows your ad spend beside your store's own sales, week by week. Inscend shows these side by side; it does not know which sales came from ads.
On Founding Pro, with Google Ads or Meta Ads connected, where a finding fits a daily budget or pausing a campaign (and in Meta, an ad set or a tired ad), Inscend prepares that change, and on Google any other it could make instead, with one button for the store's owner to approve exactly that change; nothing changes until they press it, and never above the daily limit they set. Meta changes also need Meta's permission for Inscend to make changes in your ad account, which waits on Meta's review of Inscend: until then the owner can't allow them, and Inscend reads Meta and writes out the change as your step. Once Meta has approved, the owner reconnects Meta Ads once to allow changes; Inscend keeps reading either way. Inscend doesn't change a keyword, creative, targeting or bids. Where something needs doing that Inscend doesn't change, it writes out your step: what, where in the platform, and why. You don't need to tell Inscend when you've acted: each morning it checks, and closes the finding once the platform stops reporting it. Only where it can't see that for itself are you asked to say you've done it. Dismissing a finding is one press and keeps its items from coming back for 30 days.
Late ordersWhich orders Inscend raises, what it drafts, and when it fulfills one in Shopify.
If your Shopify store is connected on Founding Pro, Inscend checks its open orders each morning, and when you ask from Work. An order is late only past its normal time to ship, or when your print provider reports a problem, or when Shopify holds it for something only you can decide. Inscend works the normal time out from orders you've already shipped (four in five ship within it), and you can set your own in Settings › How you restock. Until enough of one kind of order has shipped, Inscend calls none of them late on age alone. It doesn't ask you in Work.
Each late order becomes a piece of Work with the evidence and messages you can send to your customer or supplier. Nothing is sent, cancelled or refunded by Inscend. When Shopify shows the order fulfilled, cancelled or refunded, Inscend closes the Work.
For an order you pack yourself, the owner can have Inscend fulfill it in Shopify, as Shopify's own Fulfill items does: press Fulfill in Shopify on the late order. Add tracking first if you have it (the carrier and the tracking number, both or neither), and untick Email the customer if Shopify shouldn't email them. The press is your approval of exactly what the line above the button says; there's no second step. This records the order as fulfilled in Shopify, with that tracking if you added it; it doesn't ship anything, so send the parcel first. Inscend sends that exact change once, and only for items Shopify still shows unfulfilled. If Shopify's answer is lost, Inscend reads the order back rather than sending it again. If Inscend doesn't know yet who sends out an item on the order, it asks you first, on the late order, with one button per answer; until you answer, it doesn't fulfill the order.
It's the owner's step alone, on Founding Pro, and only when your Shopify connection includes permission to fulfill orders; if it doesn't, the late order says to reconnect Shopify so Inscend can ask for it. A print provider or supplier fulfills its own orders, so Inscend never does it for them, and it never fulfills an order while Shopify holds it. You can still fulfill an order in Shopify yourself; Inscend closes the late order at its next check.
When Printify holds a late order on hold for more than 48 hours, waiting for someone to approve it, the late order shows Printify's order and its cost and offers Send to production. One press by the owner sends exactly that order to production, as Printify showed it when the page loaded; if Printify's order changed since, nothing is sent and the page reads it again. Problems only Printify can fix (payment not received, unfulfillable, a failed source check) keep the message to Printify support you can send.
MarginWhat the margin check measures, and what it never changes.
Once you have sales in Inscend, from a connected store or Store Data, Inscend measures what each product kept over the last 30 days after discounts and refunds, against a cost it can trust. It checks each morning and when you ask.
This is gross margin, not profit: shipping, payment fees and advertising aren't in Inscend. A product without a trusted cost has no figure, and Inscend says why rather than guessing.
Best sellers with no cost, sales a discount took below cost, and products refunds took a large share of become Work. Inscend changes no price, discount or cost, and closes the Work when its next check no longer sees the problem. Dismissed or closed, the same products come back only if it gets worse, at least half as bad again, and the Work says by how much.
On a best-sellers-with-no-cost piece of Work, the owner or a manager can answer Cost per item? right there: one amount per product, in your store's currency. Inscend uses it for your margin from then on (for 90 days, then it asks again), and it isn't written to Shopify. If someone else knows the costs, the Work has a request you can copy and send instead.
DiscountWhat the margin limit means before Inscend changes a connected store.
Discount work uses slow-moving stock and, when it can be trusted, the product's unit cost.
The discount shown as safe before cost is a ceiling, not a recommendation. You choose the depth: there is one button per ordinary depth that stays under it, such as "Create a 10% code in Shopify", and none is chosen for you. If the unit cost isn't trusted, Inscend says so rather than inventing a margin.
The code, how many times it can be used and how long it runs are filled in for you, under Change details. Nothing changes in your store until you press one of the buttons, which approves and creates exactly that discount. Shopify is the only store Inscend changes directly today, and it records the discount only after Shopify confirms it.
Business context & data
SignalsFacts about how you run the business that your store data can't show.
Signals are facts you've told Inscend: a supplier's lead time, a unit cost, a spending limit, a rule you follow. Answers you give while reviewing work are saved here too, with when you gave them.
This is where the facts about what you buy go: a product's unit cost, lead time, minimum order and pack size, and who supplies it. A supplier's email address is kept on the product in Store Data. When a reorder needs one of these and Inscend doesn't have it, it asks in Signals › Needs input.
Inscend may suggest a fact it noticed in your data, but a suggestion is used only after you confirm it. Confirm it as written in one press, or edit it first. If it is wrong, say why with one button (not accurate, a one-off, or not relevant) and Inscend stops suggesting it; a note is optional.
Facts are grouped by what they're about. A fact that hasn't been updated in 90 days is marked so you can check it still holds. Archiving takes a fact out of use without deleting its history.
Store DataWhere your products, sales and customers live if you add them yourself.
If your store isn't connected, Store Data is where you add or import products, stock, sales and customers. You can reach it from your goal and from Settings.
Data you enter and data from a connected store feed the same decisions. Missing data stays missing: Inscend doesn't turn an unknown value into zero.
Keep your sales current. When the latest sales are more than three days old, Inscend says so and asks you to add them rather than working from stale figures.
PrintifyWhat Inscend reads from Printify, how an order you approve is sent there, and what happens when your token expires.
With Printify connected in Settings → Integrations, Inscend reads your Printify shop's products, orders and the print catalog, so made-to-order products are handled as made to order. You connect with a personal access token you create in Printify; Inscend never sees or stores the token itself.
Printify as fulfillment: when a sale of a print-on-demand product comes from somewhere Printify doesn't receive orders from by itself, such as Square or Store Data, Inscend prepares it as Work: which Printify product each item is, the customer's shipping address from that order, Printify standard shipping, and Printify's own cost for exactly that order (or Cost unknown where Printify doesn't give one). If it doesn't know which Printify product an item is, it asks on the order with one button per product, and remembers your answer; if the order has no address, it asks for one there. On Founding Pro, with a Printify token that allows orders, the owner's one press of Send to Printify creates that exact order in your Printify shop and sends it to production. Printify charges your Printify account and doesn't email your customer.
Inscend never offers an order Printify may already have: not a Shopify order when one of your Printify shops is linked to Shopify (Printify's own app sends those), and nothing at all when it can't tell. The press is approved for that exact order (its items, address, shipping, shop and the version you saw) and expires if it isn't used. Just before sending, Inscend reads Printify again and stops if anything changed. If Printify's answer is lost, Inscend looks for the order in Printify by its own id for it and never sends it a second time. Printify gets only the name, address and the order's phone, never the customer's email or anything else about them.
Once it's sent, Inscend reads Printify each morning and records the shipments and tracking on the order in Inscend; it doesn't write tracking back to Square. Your token needs Printify's orders permission (orders.write) to send orders; if it hasn't got it, the order says so and offers nothing to press until you reconnect with a new token. Only the owner sends an order, answers which product it is, or enters an address; managers and viewers see where it stands.
Printify tokens last a year from when they're made, and Printify doesn't tell Inscend when one was made, so nobody is asked for a date: Inscend counts a year from the day the token was connected. If you made the token well before connecting it, it ends that much sooner, and the card says so the moment Printify refuses it.
From 30 days before that year is up the card counts down and offers Reconnect with a new token: the current token keeps working until the new one is connected. 14 days before, and again 3 days before, Inscend puts a reminder in your Work to make a new token and reconnect: make the token in Printify, then press Reconnect Printify in the reminder itself and paste it in the window that opens. The reminder closes once Printify confirms the new connection, and the new token's year starts then. Each comes once, never daily, and the Morning Brief email can carry it too unless you've turned that email off.
As soon as Printify refuses the token, the card says Token expired or revoked: reconnect, and Inscend stops reading Printify. Replenishment then says its Printify facts are from before the token stopped working, and when.
Only the owner reconnects. Managers and viewers see where it stands.
IntegrationsWhich systems can feed Inscend, and what disconnecting means.
Shopify connects directly. Other tools appear in Settings → Integrations, grouped as Commerce, Fulfillment, Marketing, Email, Advertising and Data. Using any of them needs Founding Pro, paid or given to your store; on Free you see the tool and what it needs. Then the permissions you give the tool when you connect it decide what Inscend can do through it, and anything sent, ordered or changed waits for the store's owner to approve that exact thing.
Each connection says what data it supplies and, where supported, what Inscend may do with it.
Square, if it is where you sell: on its card, the owner presses Use Square as my store. Your items, stock, completed orders and customers then come into Store Data, read straight away, every morning, and whenever you press Read Square now, and your goals, reorders, margins and late orders work from them. Square is only read. A store whose data comes from Shopify doesn't add Square on top, so no sale is counted twice. Square records whether someone unsubscribed but not whether they agreed to marketing, so Square alone gives Recovery nobody to email. Store Data counts whole units, so an item sold by weight is left out and the card says how many lines.
On Founding Pro, Omnisend and Klaviyo send your approved Recovery email when the owner or a manager presses Approve and send: that one email, once, to the approved customers subscribed there, and never anything you didn't press. With both connected you press the one you want. The draft carries your brand, so connecting one leads you to Settings › Brand, and a draft waits until your brand is set up. For Klaviyo, give the private key read access plus write access to lists, templates and campaigns: Inscend makes a list of the approved customers Klaviyo shows as subscribed, a template and one campaign, sends that campaign only on your press, and never schedules anything or changes anyone's subscription.
The owner can press Check again on a connection at any time. A key that stopped working shows here; where a connection can't be read, the work that came from it says so rather than promising a check that can't happen. A connection that stays connected while your store is off Founding Pro, or off a tool it was trying, shows as paused, and nothing is read through it.
Google Ads, on Founding Pro: the store's owner sets a daily spending limit (just the amount: it is in the account's own currency), and can approve, in one press, a change Inscend prepares to a campaign's daily budget, or pausing or switching on a campaign. Only that exact change is made, never above the limit, and the work then shows what Google Ads reports. Each change can be undone once, as long as Google Ads still shows what Inscend set. Ads, keywords, targeting and bids are never touched.
Disconnecting a source stops new data from it. What Inscend already recorded stays, subject to your account controls.
After you act
OutcomesWhat happened after your decisions, without claiming cause.
Each decision shows the steps its record reached: approved or dismissed, recorded as sent or done (or did not complete), confirmation from a provider, and measurement.
Confirmation from a provider shows as unknown unless one was received. Inscend never treats a prepared, approved or accepted message as delivered.
A change before and after is an observation, not proof that the work caused it. Each outcome says whether it served your current goal.
History and what went wrongEverything recorded, and how to see only the problems.
History lists what was set, checked, decided, sent and seen afterwards. Each piece of work also has its own, under What happened to this work.
Problems only shows what went wrong: a check that didn't finish, work that didn't complete, a send that was refused, or one whose answer never came back. Open What went wrong on an entry for what happened, when, and what to do next. A send with no clear answer is never sent again on its own.
Goal progressWhen progress is counted, and when it isn't.
Progress is counted from your own records when your goal is a number Inscend can count: revenue, orders, new customers or returning customers. It shows the figure against your target and how much of the period has passed.
Some goals, like keeping products in stock, aren't a count. They show as not counted and are followed through the work instead.
What Inscend does never moves your progress. Only your own sales and customers do.
Account & support
ConnectionsWhere to reconnect or check permissions.
Open Settings → Integrations to check a store connection, reconnect it, or see whether access is missing.
If Inscend can't verify a connection, check again before treating the store as disconnected.
Your teamWho can see and do what, inviting people, and assigning work.
On Founding Pro, up to 3 people can be on your business, you included. Invite someone from Settings → Team & Access; their link works for seven days and only for the address you entered.
A Manager can prepare and approve work, press Approve and send on a Recovery email so it goes from your Omnisend or Klaviyo, record what they sent themselves, and edit store data. A Viewer can see everything and change nothing. Billing, connections, changes to your Shopify store (a discount code included), anything else sent from your own tools or mailbox, and the team itself stay with the owner.
Assign a piece of work to someone so it's clear who is on it. Being assigned never changes what they're allowed to do.
If Founding Pro ends, your teammates are paused rather than removed: they keep their roles and are back when Pro is.
BillingWhere your plan and billing live.
Open Settings → Billing & Payments for the plan and billing attached to your account.
Feedback and supportTell the team what you want, or get help when something is wrong.
To tell the team what you're trying to do, or what you'd like Inscend to take on, choose Feedback, directly above Help. On a phone it is in your account menu.
For a problem, email info@inscend.io with your business name, what you expected to happen and the screen you were on.
Never send passwords, one-time codes, store access tokens or other secrets by email or feedback.