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Project details

Project access

Restricted members see this project only if assigned here. Admins & unrestricted members always see it.

🛠️ Skills

What this project's agent can produce. Generate documents in the 📤 Deliverables tab.

❓ Guide

🧩 Modules

Each module's full documentation, versioned. The Brief carries a registry; in chat, paste a spec and say “save this as a module” to capture more.

      📤 Deliverables

      Each deliverable is generated in one shot from the current Brief. To change a deliverable, refine the Brief in the 📋 Brief tab then re-generate here.
      📋 Project Brief
      ⚠ Auto-generated Brief. Review each section and apply any pending changes — applying them confirms the review.
      No pending changes. Upload a file or update from chat to propose Brief changes.

      Apply pending changes?

      Change Orders

      CO-XXX

      Quoted: —
      Awarded: —
      Awarded ref: —
      Scoped to this CO — feed its deliverables, not the parent Brief.

      Files 0

      Upload PDFs, Excel sheets, Word docs, or CSV/text. Each file is text-extracted, summarized, and added to the Brief's Document Library.

      💡 Intelligence

      Predefined questions answered by combining the project Brief with framework reference data. Answers cache and write into Brief Section 16.

      Answer

      
            
            
            
      
              
              
              
              
              
            
      
          
      
        
      

        
        
      
          
      
            
      File summary
      
            
      
            
      
              
            
      
          
      
        
      

        
        
      
          
      
            
      New Change Order
      
            
      A change order captures new scope after the project is awarded. Each one has its own scope, quote, and (optionally) plan addendum.
      
            
      
            
      
            
      
              
              
            
      
          
      
        
      

        
        
      
          
      
            
      Mark Change Order Awarded
      
            
      CO-XXX
      
            
      
            
      
            
      
            
      
              
              
            
      
          
      
        
      

        
        
      
          
      
            
      💰 Financials
      
            
      
              
              
              
              
            
      
          
      
          
      
            Live-computed across the core engagement and all change orders. Totals never stored — always derived from awarded amounts.
          
      
          
      
        
      

        
        
      
          
      
            
      Mark Project as Awarded
      
            
      Confirms client acceptance. Locks the Quote stage and writes an audit entry.
      
            
      
            
      
            
      
            
      
            
      
            
      
              
              
            
      
          
      
        
      

        
        
      
          
      
            
      Unlock Stage
      
            
      
              This stage is locked. Unlocking and regenerating may invalidate signed agreements.
              An audit entry will be written.
            
      
            
      
            
      
              
              
            
      
          
      
        
      

        
        
      
          
      
            
      Lock Stage (manual)
      
            
      
              Locking prevents regeneration of this stage's deliverable. An audit entry will be written.
            
      
            
      
            
      
              
              
            
      
          
      
        
      

        
        
      
          
      
            
      Brief Version History
      
            
      All versions, newest first. Click a row to inspect or diff against the current version.
      
            
      
              
      
              
      
                
      
                
      
                  
                  
                
      
                
      
                
      
              
      
            
      
            
      
              
            
      
          
      
        
      

        
        
      
          
      
            
      📦 Archive Project
      
            
      
              1. Generate Learnings
              2. Promote items
              3. Case Study
              4. Confirm
            
      

            
            
      
              
      Claude will draft a 5-section Learnings doc from the final Brief + completed stage outputs. Edit freely before continuing.
      
              
      
              
              
      
                
                
                
              
      
            
      

            
            
      
              
      Optional. Promote any reusable item to a brain/database file. Each promotion appends a marked block — review before publishing.
      
              
              
              
              
              
      
                
                
                
              
      
              
      
            
      

            
            
      
              
      Optional. Generate a polished case study via the marketing skill. Output is saved to the project's generated/ folder.
      
              
      
              
      
                
                
                
              
      
            
      

            
            
      
              
      
                ⚠ Archiving is permanent.
                The Brief will be locked read-only forever. The project becomes read-only.
                Learnings stored on the project are immutable. There is NO unlock.
              
      
              
      Final review:
      
              
      
              
      
                
                
              
      
            
      
          
      
        
      

        
        
      
          
      
            
      📜 Brief History
      
            
      All Brief edits and key state transitions, newest first. Click a row with a diff icon to expand.
      
            
      
            
      
              
            
      
          
      
        
      

        
        
      
          
      
            
      Stale Deliverables
      
            
      
              These deliverables were generated against an older Brief version. Open each one to regenerate from the current Brief.
              Locked stages are not listed — unlock them first.
            
      
            
      
            
      
              
            
      
          
      
        
      

        
        
      
          
      
            
      Update Brief
      
            
      
              Edit the Brief markdown below. Saving creates a new version (vN+1).
              The previous version is kept in history.
            
      
            
            
            
            
            
            
            
      
            
      
              
              
            
      
          
      
        
      
      
      
      
      
      
        
      
          
      
            
      
              💬 Project chat
              Ask Claude to clarify or add to the Brief — it can propose Brief updates, deliverables & change orders.
            
      
            
      
              
              
              
              
            
      
          
      
          
          
      
          
      
          
      
          
      
            
            
            
            
            
          
      
        
      
      
      
    
      
  
      

  
  
      
    
      
      
      
        
      Skills
      
        
      
        
      
          
      Context
      
          
      
          
      
        
      
      
      
      
      
        
      
          
      
            
            
      
            
          
      
          
      
            
      Required Inputs
        
            
        
            
        What You Get
          
          
          
        
          
        
          
        
          
          
          
          
        
          
      
          
    
          
  
          

  
  
          
    
    
          
      
      
    
          

    
    
          
      
          
        
          
          
          Settings
          
          
          Framework configuration and maintenance tools
          
        
          

        
          
          
          Framework Context Cache
          
          
          
            
          
              The application loads all framework files — pricing rules, B2B strategy, feature mappings,
              skill definitions — into memory when it first starts. This cache stays active until the
              app restarts or is manually cleared below.
            
          
            
          
              
          When to use this button
          
              
            
                
          • After editing any file in brain/ — pricing, B2B config, feature mappings, skill files
            • 
                
          • After updating CLAUDE.md
            • 
                
          • When a quote, audit, or assessment doesn't reflect changes you recently made to the framework
            • 
                
          • After pulling framework updates from Git
            • 
              
          
              
          Why it's needed
          
              
            
                
          • File changes on disk are invisible to Claude until the cache is cleared
            • 
                
          • Clearing the cache forces every brain/ file to be re-read on the next request
            • 
                
          • One click here is all that's needed — no app restart required
            • 
              
          
            
          
            
          
              
              
            
          
          
          
        
          

        
          
          
          Brief change approvals
          
          
          
            
          
              How extractor-proposed Brief changes are handled across this workspace.
              Auto-approve applies them to the Brief immediately;
              Manual sends them to Pending Changes for review. A project can
              override this in its ✏️ Edit pane.
            
          
            
          
              
              
              
            
          
          
          
        
          

        
          
          
          Organization Profile
          
          
          
            
          
              Upload your organization's knowledge — brand voice, production standards, services overview,
              author bios, editorial style guide — and compile it into a profile that defines this
              workspace's character. The compiled profile is injected into every AI
              conversation in this workspace, so answers reflect how you work and how you sound.
            
          

            
          
              
              
              
              
            
          

            
          

            
          
              
              
            
          

            
          
              
          Current profile card
          
              
          Not compiled yet.
          
            
          
          
          
        
          

        
          
          
          Guardrail Blocks
          
          
          
            
          
              The repeated-message guardrail suspends an IP for 2 hours after 3 identical messages
              within a 60-second window. Pipeline-stage calls (store-review, audit, quote, plan, tracking)
              are exempt from dedup tracking. Use the button below to view active blocks and clear all
              tracked attempts and suspensions.
            
          
            
          
              
          When to use this button
          
              
            
                
          • A user reports being blocked despite normal usage
            • 
                
          • After tuning guardrail thresholds — wipe stale attempt counts
            • 
                
          • For a clean slate before a demo or important client run
            • 
              
          
            
          
            
          
            
          
              
              
              
            
          
          
          
        
          

        
        
          
          
          Project Behavior
          
          
          
            
          
              Per-user preferences for the Project Intelligence Hub. Changes save immediately.
            
          
            
          
          
          
        
          
      
          
    
          

    
    
          
      
          
        
          
          
          
            
          
          
          
          
            
          Loading…
          
          
          
        
          
        
          
          
          Select a file to view and edit it
          
          
          
            
          
              
              
            
          
            
            
          
              
              
            
          
          
          
        
          
      
          
    
          
  
          

  
  
          
    
          
      
          New Draft Skill
          
      
          
        
        
      
          
      
          
        
        
      
          
      
          New skills are created in draft state. Promote to active via Claude Code by removing the frontmatter.
          
      
          
        
        
      
          
    
          
  
          

  
  
          
    
          
      
          
        
          Framework Architecture
          
        
          Zero-Gap Migration Framework — live from ARCHITECTURE.md
          
      
          
      
          
        
        
        
      
          
      
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          A platform admin will review and approve. You'll become its admin if approved.
          
    
          
    
          
    
          
    
          
    
          
      
      
    
          
  
          

          



          
  
          
    
          Members
          
    
          
      
      
    
          
  
          
  
          
    Tier sets workspace permissions (admin / member / viewer). Job role applies a
    role lens to the agent — leave blank for no lens. Project access set to
    Restricted limits the member to only the projects you assign (admins
    always see every project).
  
          
  
          
    
          
      
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          An existing email simply joins this workspace; a new email creates an account with the temp password.
          
    
          
    
          
    
          
    
          
      
    
          
    
          
    
          
    
          
      
      
    
          
  
          

          



          
  
          
    
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