Welcome to Waybook 👋
We hear it all the time:
"I spend too much time answering repeat questions."
"New hires struggle to get up to speed."
"Our SOPs are outdated and scattered."
If this sounds familiar, Waybook is here to change that.
Imagine a single, structured hub where every process, SOP, and guide is organized, always up to date, and instantly accessible to the right people. No more scattered documents, lost information, or training inefficiencies.
That’s exactly what Waybook provides.
Waybook is designed for scaling teams and fast-growing businesses. It ensures your knowledge is structured, accessible, and actionable, reducing training time and eliminating repeated questions.
By the end of this module, you’ll understand what Waybook is, how it can transform your business, and how to navigate its core features.
The Waybook Dashboard: Your Knowledge Hub
Struggling to keep track of important updates and processes? The Waybook Dashboard puts everything in one place, so you and your team always know what to focus on next.
Stay aligned with company-wide updates
Quickly access important Subjects, Documents, and Learning Paths
Always know what requires your attention
Organizing Your Knowledge
Without structure, knowledge becomes chaotic. A scattered knowledge base means slower onboarding, missed steps, and unnecessary back-and-forth. Waybook makes it easy to organize and access critical information.
Categories group related Subjects, keeping your knowledge base structured
Subjects categorize content by department or function
Documents provide detailed, structured guides for processes and policies
Steps break complex workflows into actionable, easy-to-follow instructions
✨ Don’t worry about getting everything perfect right away. Start by creating a few key Subjects based on your business needs—you can refine as you go.
🚀 Ready to get started? Head to our next module on Structuring Your Knowledge for Success.
Creating & Editing Content
Waybook makes content creation effortless. Whether you're starting from scratch or refining existing documents, our intuitive editor and AI-powered tools help you create structured, engaging content in minutes.
Enhancing Your Content
Add images, videos, and embeds to make learning interactive
Use Steps to create content blocks for better organization
Edit and update processes effortlessly, keeping information up to date
Tests & Quizzes
Create multiple-choice quizzes to reinforce key learnings
Ensure knowledge retention and prevent gaps
Track performance to confirm team readiness
🚀 Creating content in Waybook couldn't be easier! Head to our module on Creating and Importing Content to find out more.
Controlling Access & Compliance
Waybook ensures that only the right people see the right information. Whether you're managing confidential policies, assigning team-specific content, or tracking compliance, permissions help you maintain security and clarity with ease.
Member Groups
Set permissions based on roles and responsibilities
Restrict sensitive data to relevant teams
Ensure employees only see what’s necessary for their role
Completion Requirement
Set mandatory reading for key policies and SOPs
Track completion rates for regulatory or internal compliance
Notify your team whenever a change has been made
Bringing Your Team Into Waybook
The best Waybook setups involve teams from the start. Rather than managing everything yourself, empower your team to contribute and collaborate.
Invite key team members and assign them documents to review.
Encourage department leads to organize and document their own processes.
Use Waybook together to create a culture of shared knowledge and efficiency.
Learn more about collaborating and delegating to build your Waybook even more efficiently in this module.
Tracking Progress & Accountability
Visibility into training progress is key to a well-run business. Employees can mark Documents as complete, ensuring transparency in learning and onboarding.
Reports: Visibility into Knowledge Adoption
Progress Matrix: Identify who has completed what
Report Builder: Customize reports to monitor knowledge adoption
Search Insights: Discover trends and identify gaps in company knowledge
These insights empower managers to support their teams effectively and ensure everyone is aligned.
🚀 Ensure Waybook becomes an essential, evolving part of your business operations. We cover reporting and optimization in this module.
Finding Information Fast: Search & Ask
When employees need information now, they can’t afford to waste time searching through endless documents.
Search quickly surfaces the most relevant results
Waybook Ask answers questions instantly
Reduce interruptions by enabling employees to find what they need independently
Waybook turns your company knowledge into an always-available assistant, improving efficiency across teams.
🚀 Thinking about your rollout strategy? We'll cover how you can successfully embed your team in Waybook in this module.
Ready to Get Started?
Now that you understand the power of Waybook, it’s time to put it into action!
In the next module, Structuring Your Knowledge for Success, we’ll walk through setting up your first Subjects and Documents to create a well-organized knowledge base.
If you'd like support building a custom implementation plan for your team in Waybook, schedule a call with the customer success team here or reach out to your Account Manager.