Company
SOPs
Procedures, playbooks, and brand voice
SOPs are the canonical documents your team and agents follow. They're a focused view of your Documents, filtered to a few types.
Types
- SOP - Step-by-step procedures
- Playbook - Strategy guides for recurring situations
- Brand voice - How your company sounds
- Template - Reusable starting points
Creating One
Click New, pick a type, and give it a title. It opens in the document editor. Documents promoted from a memory in Review are badged so you know where they came from.