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Getting Started with Your Waybook

Learn how to navigate your Waybook, use the Dashboard, and quickly find information with the Search and Ask features.

Sophia Terry avatar
Written by Sophia Terry
Updated yesterday

Welcome to Waybook! 👋

This guide will walk you through the key features of your Waybook, helping you navigate and access important company knowledge with ease.

When you first log in to your Waybook—after accepting an invite from your team leader—you’ll arrive at your Dashboard.

Dashboard Overview

Your Dashboard is the central hub where you can:

  • Access key links to navigate your Waybook

  • Quickly return to the Dashboard from anywhere by clicking Documents

  • Find your bookmarked Documents

  • Easily complete incomplete documents to ensure your progress is at 100%


Finding Information Quickly

Waybook offers two powerful tools to help you find the information you need: Search and Ask.

Using Search

If you need to locate a specific Document, use the Search bar (or the shortcut CMD + F on Mac or CTRL + F on Windows):

  1. Type in a keyword or phrase.

  2. Press enter to see all matching Documents you have access to.

  3. Easily navigate to Documents and Bookmark them for quick access in the future.

Using Ask

The Ask feature is an AI-powered assistant fluent in your company’s knowledge base. You can use it to:

  • Ask specific questions about company processes and best practices.

  • Receive AI-generated responses based on your organization's Waybook content.

  • Provide feedback by rating answers to improve the quality of future responses.

Now that you know how to navigate Waybook, try searching for a Document or asking a question to familiarize yourself with the platform.

If you need further help, check out our additional guides or contact your team leader!

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