Growth
Knowledge Management
One searchable knowledge base for SOPs, client specs, and compliance documents. Per-LOB and per-client scoping prevents agents from seeing the wrong client's playbooks. Versioning and review cycles built in. Wave 3 layers on full-text search and semantic embeddings.
What's inside
Internal authoring UI (editor + search + taxonomy)
WYSIWYG-style editor with categories, tags, and search. Knowledge ops doesn't need to learn Markdown; supervisors find articles in seconds.
PlannedArticle create / list / publish
Author articles with full lifecycle (draft → published → archived). Knowledge ops can stage updates and publish in batches; agents only see what's live.
AvailableArticle update + archive
Update an article in place with version history; archive when it's no longer accurate. Old links don't 404 — they redirect to the replacement or a clear deprecation notice.
PlannedBilingual EN / FR article content
Author articles in both EN and FR-CA in a single record; agents see the version that matches their locale. Required for Canadian operations; supported across the platform.
PlannedKB cross-reference from onboarding + policy modules
Onboarding tasks and policies link directly to the relevant knowledge article. New hires don't get a checklist with no context; supervisors don't paste the same wiki link a hundred times a month.
PlannedClient portal KB read surface
Designated articles surface to client users in the client portal — useful for shared SOPs and onboarding docs your clients need to see. The same source of truth, scoped per client.
AvailableSearch vector + embedding columns (Wave 3 prep)
Schema groundwork for full-text and semantic search shipped in Wave 2 so the Wave 3 search rollout is a backfill + UI swap, not a migration. Plumbing now means no painful upgrade later.
Planned