Documentation
Understand the pieces and their boundaries.
Understand Business Profile, Growth Plan, control levels, and workflow requirements.
Business Profile field dictionary
| Topic | Contains | Review question |
|---|---|---|
| Business Identity | Offer, business model and delivery scope | Does this match what the business delivers? |
| Brand DNA | Identity, tone and communication principles | Would the team recognize its voice? |
| Audience / Ideal Customer Profile (ICP) | Buyer hypotheses, situations and exclusions | Which parts are evidence or assumptions? |
| Value Proposition | Problem, offer and reasons to consider it | Can every promise be supported? |
| Communication Playbook | Message patterns and boundaries | What should never be claimed? |
| Growth Strategy | Priorities and learning questions | What changes the next decision? |
Anatomy of a Growth Plan
- 01
Objective and context
State the objective and reviewed facts that make it relevant. Keep market assumptions visible.
- 02
Audience, offer and activity
Explain who the work is for, what is offered and why the selected research, campaign or content activity follows.
- 03
Resources and permissions
Name owners, review points, budgets and channel restrictions before delegation.
- 04
Evidence and adjustment
Define the observations to collect and the decision they inform. Return learning to the profile and next plan.
Three control levels, one system
Choose how the work is directed, prepared, and reviewed.
Direct the work
A person chooses and operates the next activity, with assistance where available.
Usage and workspace vocabulary
A workspace organizes a brand’s context. A user is a person with access. Discuss the access roles your team needs. Relationship memory connects companies, people, conversations, and next actions.
Lead Credits relate to prospect information. AI Credits relate to supported reasoning, research and agent activity. Media Credits relate to image/video operations. These buckets are not interchangeable output units.
Included allocations are monthly, including with annual billing. The calculator compares credit quantities and plan capacity. Contact us about the usage terms relevant to your workflow.
Knowledge personalization and model adaptation
Company knowledge, retrieved material, instructions and tools can shape an experience without changing model weights. Optional model adaptation is a separate Enterprise discussion.
Keep source facts, model instructions, and any model adaptation distinct when discussing the workflow.
Channel readiness is action-specific
Researching a source, preparing a message, reading a reply and publishing content are different actions. Each needs its own verification; a channel name cannot establish support for all four.
- Supported action and operating mode
- Authentication and account permission
- Human review point and stopping behavior
- Budget behavior and provider constraints
- Availability evidence, owner and last validation date