Welcome to Waybook 👋
Right now, your company’s knowledge is scattered. Important processes live in outdated documents, SOPs are hidden in email threads, and training materials are difficult to find. This results in wasted time, miscommunication, and inefficiencies.
What if there was one place where every process, SOP, and guide was organized, up to date, and accessible anytime?
That’s the power of Waybook.
Waybook is your single source of truth—a platform that centralizes your business knowledge, streamlining onboarding, training, and documentation. 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
Imagine logging in and instantly seeing the most critical updates, outstanding tasks, and easy access to all your company’s documentation. No more searching through emails or outdated files—Waybook’s Dashboard keeps everything at your fingertips.
Stay aligned with company-wide updates
Quickly access important subjects, steps, and tasks
Always know what requires your attention
Organizing Your Knowledge
Struggling with scattered documents and inconsistent processes? Waybook’s structured approach makes it easy to organize and retrieve vital business knowledge.
Subjects allow you to 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
A well-structured knowledge base ensures employees can find what they need quickly, boosting efficiency and reducing frustration.
✨ Quick Win:
Instantly organize your knowledge by using our AI Structure Creator to generate a framework tailored to your business.
Creating & Editing Content
Editing and Node Types
Creating clear, engaging content has never been easier. With Waybook, you can build rich, media-enhanced guides that captivate your team.
Add images, videos, and embeds to make learning interactive
Use various content blocks for better organization
Edit and update processes effortlessly, keeping information up to date
Tests & Quizzes
Ensure knowledge retention with built-in interactive assessments.
Create multiple-choice quizzes
Reinforce key learnings to prevent knowledge gaps
Track performance and ensure team readiness
✨ Quick Win:
Start documenting effortlessly—use our AI Document Creator to generate step-by-step guides or import existing documents in seconds.
Controlling Access & Compliance
Member Groups
Make sure the right people have access to the right information.
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
Maintain compliance and accountability by ensuring employees complete essential training.
Set mandatory reading for key policies and SOPs
Track completion rates for regulatory or internal compliance
Automate reminders to ensure critical training is done
✨ Quick Win:
Strengthen collaboration by inviting a colleague to Waybook—start documenting knowledge together today!
Tracking Progress & Accountability
Marking as Complete
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
Understand team engagement with real-time insights:
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.
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
AI-driven Ask feature 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.
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.