July's update is led by a significant step forward in AI document creation - AI Structured Documents is now live for all teams, giving everyone a smarter, more consistent way to build content in Waybook. Alongside that, there are improvements to how your team edits documents, customizes their Dashboard, tracks test performance, and navigates knowledge.

Here's a look at what's new:

AI Structured Documents is now live for all teams. When you create a document using the AI Document Writer, you choose a document type first - General, SOP, Procedure, Policy, or Resource - and Waybook uses a purpose-built prompt tailored to that type to write content in the right format from the start.

Each type is built around how that kind of document actually needs to work: SOPs get governance and ownership sections, Policies get compliance framing, Procedures get clean step sequences. That means less editing after the fact and more consistency across everything your team creates.

Admins can fine-tune any document type's prompt, rename types, or add entirely new ones at Settings > AI > Document Types. The more you tailor these to how your team works, the better your AI-generated content gets.

Learn more about creating documents with the AI Document Writer.

You can now merge steps together in your documents. If two steps cover closely related content, or you want to consolidate steps that got over-split during an import, you can combine them into one - without losing any content.

This is the companion to Split Step, and together they give you full control over how your document content is structured. Reorganize as your documentation evolves without having to copy, paste, or rebuild from scratch.

Learn more about splitting and managing steps.

You can now add a text widget to your Dashboard. Using most of Waybook's standard editing options, you can add headings, lists, images, links, and more to build rich content directly on your team's home screen.

The text widget is static - it displays on the Dashboard until you update it, without sending any notifications to your team. This makes it the right tool for persistent content: priorities, upcoming events, key links, or anything you want always visible without generating noise. For updates you do want to notify your team about, News is still the right tool for that.

Use it to make your Dashboard genuinely useful - a persistent home for the priorities, context, and resources your team reaches for most.

Test report breakdowns now include the number of attempts each team member made on a test - not just whether they passed, but how many tries it took.

A first-attempt pass and a fifth-attempt pass both show as completed, but they can mean very different things when you're assessing how well your team has understood the material. Use this data to spot where someone might benefit from additional support, even when they've technically crossed the line.

Find it in Reports when you create a breakdown by tests or by member.

Your full Glossary is now accessible to every member of your team. Anyone can visit your Glossary to browse all saved terms, acronyms, and definitions - giving your whole team a shared reference they can check at any time, not just when a term happens to appear highlighted in a document.

Terms still highlight automatically in your document steps, and editing remains with admins and managers. This update makes the full list available to everyone.

Learn more about the Waybook Glossary.

When you click a search result in Waybook, the matching search term is now automatically highlighted in the document when it opens. No more scanning a page to find the section you were looking for.

This works in reader mode across all document content, so your team can get to the relevant part faster every time they search.

Team members can now turn off achievement notifications in their personal settings. Head to Personal Settings > Notifications to manage this.

Achievements are still earned and visible on every member's profile - this just gives individuals the option to control whether they're notified when they earn one.

Learn more about achievements and badges.

Stay updated on what the product team is working on by checking out our public roadmap and keep your feature requests coming - we love to hear them!

You can also join us on the second Wednesday of every month for our monthly Product Update Webinar, where we'll dive deeper into the features recently launched and share best practice tips.