01
Brand and marketing
Brand Guidelines
Defines the approved standards the AI must follow when creating or reviewing branded content.
- Official company name and approved variations
- Brand positioning, mission, values, and key messages
- Voice, tone, writing style, and grammar standards
- Approved and prohibited terminology
- Color palette, typography, and visual standards
- Logo usage rules
- Examples of approved content
- Required legal language or disclaimers
REQUIRED BY
Brand Guidelines GPT
Social Media Copy GPT
Social Media Agent
Email Marketing Agent
Website Analytics and Content Agent
02
Brand and marketing
Logo and Visual Assets
Provides the approved visual files the AI may reference when creating branded materials or evaluating brand consistency.
- Primary and alternate logo files
- Full-color, monochrome, and reversed versions
- Transparent-background files
- Approved file formats, including PNG, SVG, and EPS
- Minimum size and clear-space requirements
- Approved brand colors
- Usage restrictions
- Approved photography, icons, or graphic elements
REQUIRED BY
Brand Guidelines GPT
Social Media Agent
Email Marketing Agent
03
Company knowledge
Business Information
Establishes the verified company facts the AI may use when answering questions about the organization.
- Legal and public-facing company names
- Company overview and history
- Locations and service areas
- Products and services
- Industries and customer groups served
- Leadership and department information
- Business hours and contact information
- Approved company statistics and claims
- Certifications, affiliations, and distinguishing qualifications
- Information the AI must not disclose
REQUIRED BY
Company Knowledge GPT
Proposal Generator GPT
RFP Response Agent
Website Analytics and Content Agent
04
Company knowledge
Customer FAQ
Supplies approved answers to common customer questions so the AI can provide consistent, accurate information.
- Questions written in common customer language
- Approved answer for each question
- Product, service, ordering, and support information
- Pricing language the AI may use
- Policies affecting customers
- Escalation instructions for questions requiring human review
- Topics the AI must not answer
- Document owner and review date
REQUIRED BY
Company Knowledge GPT
Customer Feedback Agent
Email Marketing Agent
05
Human resources
Employee Handbook
Provides the approved employment policies and workplace guidance the AI may use when answering employee questions.
- Employment classifications
- Workplace conduct expectations
- Attendance and time-off policies
- Benefits information
- Compensation and payroll policies
- Technology and acceptable-use requirements
- Privacy, confidentiality, and security policies
- Safety and incident-reporting procedures
- Disciplinary and complaint procedures
- Required acknowledgments and disclaimers
- Human resources escalation contacts
- Effective date and policy owner
REQUIRED BY
Employee Handbook GPT
Company Knowledge GPT
06
Human resources
Employee Roster
Identifies current employees, their roles, and approved organizational information used by company knowledge and workforce analysis tools.
- Employee name
- Job title
- Department
- Manager
- Employment status
- Full-time, part-time, seasonal, or contractor classification
- Primary work location
- Standard weekly hours
- Hire date, when relevant
- Approved contact information
- Access restrictions for sensitive employee data
- Date the roster was last verified
REQUIRED BY
Company Knowledge GPT
07
Human resources
Organizational Chart
Shows reporting relationships, department structure, and decision ownership across the organization.
- Current departments and teams
- Employee names and job titles
- Direct reporting relationships
- Department leaders
- Vacant positions, when relevant
- Functional or dotted-line relationships
- Decision owners for key business areas
- Escalation paths
- Effective date and document owner
REQUIRED BY
Company Knowledge GPT
Executive Briefing GPT
RFP Response Agent
08
Payroll and scheduling
Pay Information
Documents approved employee compensation data for authorized payroll, labor-cost, and workforce analysis.
- Employee or position identifier
- Hourly rate or salary
- Overtime eligibility
- Standard scheduled hours
- Bonus, commission, or incentive structure
- Shift differentials
- Effective dates for compensation changes
- Pay frequency
- Labor-cost categories, when applicable
- Access restrictions and authorized users
- Source system and verification date
REQUIRED BY
Executive Briefing GPT
Quarterly Business Review
09
Payroll and scheduling
Payroll Procedures
Defines how payroll information is collected, reviewed, approved, processed, corrected, and retained.
- Payroll schedule and processing deadlines
- Time-entry procedures
- Manager review and approval process
- Overtime approval requirements
- Required deductions and reimbursements
- Procedures for bonuses, commissions, or tips
- Correction and off-cycle payment procedures
- Roles and approval authority
- Payroll system used
- Record-retention requirements
- Escalation process for payroll issues
- Security and confidentiality controls
REQUIRED BY
Executive Briefing GPT
Quarterly Business Review
10
Payroll and scheduling
Scheduling Requirements
Establishes the staffing rules, employee constraints, and operating requirements the AI must follow when evaluating or creating schedules.
- Business operating hours
- Required staffing levels by day, time, or function
- Employee roles and scheduling qualifications
- Employee availability and recurring restrictions
- Minimum and maximum shift lengths
- Break and rest-period requirements
- Overtime limitations
- Opening and closing coverage requirements
- Time-off and shift-change procedures
- Scheduling preferences versus mandatory rules
- Applicable labor or company requirements
- Schedule approval authority
REQUIRED BY
Not yet mapped to a solution.
11
Payroll and scheduling
One Month Past Schedule
Provides a representative record of actual staffing patterns for identifying coverage gaps, labor trends, and scheduling opportunities.
- At least four consecutive weeks of schedule data
- Employee names or approved identifiers
- Scheduled start and end times
- Assigned role or work area
- Breaks, when tracked
- Scheduled hours by employee
- Actual hours worked, when available
- Absences, call-offs, and shift changes
- Overtime hours
- Unfilled or understaffed shifts
- Manager notes explaining significant exceptions
- Dates and source of the schedule data
REQUIRED BY
Quarterly Business Review
12
Sales
Ideal Customer Profile
Defines the organizations and decision-makers most likely to benefit from the company’s products or services.
- Target industries
- Company size and revenue range
- Geographic service area
- Common operational needs
- Business problems the company solves
- Required technologies, capabilities, or conditions
- Primary buyer roles
- Influencers and other stakeholders
- Buying triggers
- Qualification and disqualification criteria
- Common objections
- Approved value propositions
- Examples of strong-fit and poor-fit prospects
REQUIRED BY
Quote Generator GPT
Proposal Generator GPT
Brand Guidelines GPT
Social Media Copy GPT
Social Media Agent
Email Marketing Agent
Website Analytics and Content Agent
13
Sales
Sales Playbook
Documents the approved sales process, messaging, qualification standards, and decision rules used to develop proposals and guide sales activity.
- Sales stages and entry or exit criteria
- Lead qualification requirements
- Discovery questions
- Buyer roles and decision process
- Approved positioning and value propositions
- Product and service recommendations
- Objection-handling guidance
- Competitive positioning
- Proposal requirements
- Approval and discount authority
- Follow-up expectations
- Required CRM documentation
- Escalation points
- Prohibited claims or commitments
REQUIRED BY
Proposal Generator GPT
Quote Generator GPT
RFP Response Agent
Email Marketing Agent
14
Sales
Pricing Sheet
Provides the current, approved pricing information used to prepare accurate quotes and identify items requiring additional approval.
- Product and service names
- Item descriptions
- Unit prices
- Pricing model and billing frequency
- Packages, tiers, or minimum quantities
- Setup and one-time fees
- Optional add-ons
- Approved discounts
- Taxes, shipping, or additional charges
- Contract term requirements
- Pricing exceptions and approval thresholds
- Effective and expiration dates
- Quote assumptions
- Internal-only pricing notes
- Document owner and last review date
REQUIRED BY
Quote Generator GPT
Proposal Generator GPT
Quote Generation Agent
RFQ Intake Agent
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Managed AI