Waybook

Elle

Find our most frequently asked questions and everything you need to know about Waybook

FAQs

Waybook is suitable for organizations of all sizes seeking to align their teams and consolidate their business knowledge

Who is Waybook for?

Waybook is excellent for documenting processes, facilitating new employee onboarding, and providing continuous training for your teams

What are the use cases for Waybook?

Effectively introduce Waybook to your team by communicating its value, addressing stakeholder concerns, and ensuring a smooth transition.

How to Talk to Your Team About Waybook

Learn more about the AI Waybook builds on and our principles for partnering with providers

What AI Does Waybook Build On?

Here is everything you and your team need to know about Waybook.

About Waybook

Learn how Waybook's Content Migration team can transfer your existing documentation into Waybook, saving you time and effort.

Migrating Your Knowledge to Waybook

Learn more about how Waybook's migration and consulting services can help you build your Waybook with ease.

Migration & Consulting

Find out how you can earn rewards for referring new customers and organizations to Waybook

Do you have a referral program?

You are able to create Waybook content in your native language, but our core navigation will remain in English

Is Waybook available in multiple languages?

Waybooks product roadmap is available to view yourself, so you can easily track our progress developing features you've requested

Is there a product roadmap we can view?

If you're not seeing a Document that you expect to appear in your Waybook this article should help

Why am I not able to see a Document?

If you're a member of multiple Waybooks, switching between them is much easier when using the same email address

Can I use the same email address for multiple Waybooks?

Running out of Ask credits or would like to get some more read on to learn more

Can I increase my Ask credits?

We recommend using Google Chrome or Firefox for the best experience

Do you recommend using Waybook on a specific browser?

Need help getting into your Waybook account, we're here to help!

How do I log in to Waybook?

Find out more about our non-profit discount and how to apply

Do you offer a non-profit discount?

Learn when you'll receive notifications and emails from Waybook, and how to manage them to stay informed without being overwhelmed

Understanding Waybook Notifications and Emails

The term 'member' refers to anyone with access to your Waybook. Learn more about members and permissions here.

What is a member?

Find quick answers to common questions about using Waybook effectively.

If you're unable to access content within your Waybook, look no further than this article for troubleshooting support.

Why do I not have permission to view this?

Learn more about how to troubleshoot and handle different error messages when inviting members to your Waybook

Email Deliverability Issues

Make sure your Waybook user email is the same as your Google email address to log in using Google SSO

Why can't I log in using Google SSO?

Find out more about subdomain restrictions and why you might be having difficulty setting a subdomain for your Waybook

Why am I not able to set my subdomain?

If you have forgotten your login for Waybook follow these steps to get yourself back in.

Forgotten your login?

This article will walk you through any potential issues you may be having when embedding Google Drive videos and documents in your Waybook

Why are Google embeds not working?

Resolve issues with invite links, CSRF token mismatch errors, and missing content by following these troubleshooting steps.

Troubleshooting Account Access Issues

Easily add multiple members to your team with our simple bulk member import - no errors, no hassle.

How to Import Users with Bulk Member Import

Receiving unusual responses from Ask or any of our other AI tools? Learn why and how to fix this here.

Why is Ask giving me an incorrect answer?

Find solutions to common issues and get troubleshooting help for Waybook.

Troubleshooting

Learn more about using keywords in your Waybook steps to help your team find answers in embedded content and more

Using keywords in Waybook step

Writing clear SOPs and Steps in your Waybook will help you and your team make the most of Waybook - here's how to do it

How do I write good SOPs and Waybook Steps?

Here are some best practices to help you boost engagement and get your team fully aligned.

Best Practices for Increasing Your Team's Engagement in Waybook

Learn best practices for building effective, engaging documents in Waybook to keep your team informed and organized

Best Practices for Creating Documents

Learn best practices for creating an effective dashboard header image that enhances your Waybook without overwhelming the interface

Customizing Your Organization's Dashboard

Best Practice Support

Book a Demo

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.