There are no limitations on the number of integrations you can use with Waybook. You can connect multiple tools and create as many automations as needed to optimize your workflow.
Yes, it is possible to enforce 2FA for all users in your organization’s Waybook. If you would like to enable this feature, reach out to the support team and we’ll be happy to help.
Yes, you can update your custom branding settings in Waybook at any time. Whether you need to refresh your logo, adjust your brand colors, or update your welcome message, you have full flexibility to make changes as needed.
All users with permission to edit a document will be able to export it as a PDF file and you are in full control of whether readers can download documents from your document settings.
Yes! You can set your own brand colors and logo to make Waybook your own. You can also pick your own subdomain like mycompany.waybook.com or use our CNAME feature to connect your own fully custom domain.
Your knowledge within your Waybook always remains your intellectual property. Knowledge and content is always available in from within your Waybook account in addition to being able to export all content as a structured PDF.
Should Waybook ever cease to trade, we would still guarantee you access to your data in either a CSV, HTML or XML data pull.
Yes, you have full control over the content generated by the AI. You can review, edit, and customize the content to ensure it meets your exact requirements.
Yes, public Waybook documents can be embeded as an iframe on other websites. Visitors to that website will not need a Waybook login to view that document.
With external document sharing you can easily control how you share the content. You can embed it into your site and also generate a QR code for sharing.
Yes, the Audit Log includes filtering options that allow you to search for specific activities, users, or timeframes, making it easier to locate relevant information.
Yes, Waybook supports importing from Microsoft Word and Google Drive, as well as any other service that exports documents as .docx.
Waybook does support comments and you can easily tag team members in order to query or delegate changes to your documents, referencing changes tracked by our Step Revisions feature.
Yes, Waybook allows you to organize your documents into categories and offers powerful search functionalities to help you efficiently organize and manage your documents, making it easy to find and access information when needed.
Yes, you can turn public document sharing on or off any document at any time. Public documents that are turned off will become immedaitely unavailable to anyone via the public URL.
Yes, you can schedule a one-on-one session with a Waybook support expert for personalized assistance and guidance tailored to your specific needs.
Yes, Step Revisions allows you to see who made specific changes to your documentation. Each revision is timestamped and attributed to the user who made the modification, providing clarity and accountability in the editing process.
Yes, at Waybook we do support SSO and Directory Sync on our Pro plan. If you need help setting up Directory Sync for your team, our support team are on hand to help.
Yes, Waybook's test feature includes reporting capabilities that allow you to track and analyze test results. This helps you understand how well your team is retaining information and where additional training might be needed.
Yes, administrators have the flexibility to revoke or modify permissions at any time. This allows for dynamic adjustments to access levels as organizational needs evolve.
Absolutely. The Audit Log can assist in meeting various compliance requirements by providing a detailed and traceable history of document changes and user activities.
Yes, it is possible to create a custom domain for your Waybook on our Pro plan.
Our mobile app allows you to maintain these core features even on the go. Easily search for information or ask questions about your knowledge. Similarly access past questions within Ask if you need a reminder.
Waybook has a wide range of embed and integration options connecting Waybook with thousands of your favourite tools and specialised content.
Use our comprehensive document embed options to centralize knowledge from all platforms including Google Drive, Dropbox, Tango, Lucid Charts and hundreds more.
Integrate your Waybook account with thousands of other business tools both natively and via Zapier.
Enable your team to access your knowledge where they are with Waybook's powerful browser extensions and Slack integrations.
Yes, Waybook has a mobile app which allows your team to access knowledge and training on the go.
Waybook offers various import options, including direct uploads and integrations with other tools, making it easy to migrate your existing documents into Waybook's unlimited storage.
Progress tracking enables you to identify areas for improvement, recognize achievements, and implement targeted interventions to drive performance improvement initiatives. Managers and team leaders can also reset individual member’s progress on specific Documents and Subjects, particularly useful where there are compliance concerns and a need to retrain.
Tests can be used to assess new hires' understanding of your company's processes and standards during onboarding. This ensures that they are well-prepared and aligned with your expectations from the start.
Relative due dates in Waybook dynamically adjust based on when each team member gets access to a specific Subject, Document or Learning Path. This flexibility allows you to give your team plenty of time to review new information and process updates, while also ensuring your organization’s compliance needs are met.
Enterprise plan holders can access dedicated customer support through a dedicated account manager, who provides direct assistance and ensures all support needs are met efficiently.
Assigning permissions is simple with Waybook's intuitive interface. Administrators can specify permissions for individual users or user groups, ensuring that access is aligned with organizational roles and requirements.
Feel free to contact us at hello@waybook.com or via the chat interface when logged in.
Your Waybook Free trial account will automatically have access to our ‘Start with Waybook’ subject, giving you all of the essential knowledge to get going.
You will also have the option of starting with a templated structure for SOP and document inspiration. Begin centralizing your knowledge from hundreds of documents or use Waybook AI to generate best practice documents specifically for you.
Waybook also hosts regular webinars, free one on one product coaching and has expert data migration and internal process experts available should you wish to hand everything over.
Waybook's version control system allows you to track changes and manage document versions easily. You can revert to previous versions if needed, ensuring that your documentation remains accurate and up-to-date.
You have full control over which subjects your teammates can access and set permissions accordingly; these can be no access, read, edit and publish.
You can easily create member groups to ensure your team has the correct level of access and control required with minimum management and maximum confidence.
Waybook's reporting tools provide managers and team leaders with actionable insights into performance metrics, goal attainment, and progress towards objectives. This enables informed decision-making and effective performance management.
Directory Sync automatically synchronizes user information from your identity provider to Waybook. This ensures that user accounts, roles, and permissions are always up to date, simplifying the management of user access.
Our team will work with you to understand your current setup, gather the necessary data, and seamlessly import it into Waybook, ensuring that your documents and processes are organized correctly.
The test feature allows you to create assessments that ensure your team understands and complies with industry regulations and standards. This is crucial for maintaining compliance and minimizing risk.
Waybook gives new hires a self-serve onboarding experience from day one — structured learning paths, process documentation, and training verification all in one platform. Teams using Waybook report faster ramp times, fewer repeated questions to managers, and consistent onboarding experiences regardless of who is delivering them.
Progress reports are generated on-demand, allowing you to stay updated on progress and performance in real-time.
Revisions are grouped and saved automatically every 15 minutes. This ensures that your revision history is up-to-date and reflects the most recent edits made by you and your team members.
Our app ensures that you can access your documents, anytime and anywhere you need them. We prioritize quick access so that your documents are always at your fingertips, ready whenever you need them without delays.
At Waybook, we offer the ability to pause your subscription and save your data for just $20/month. This will include us holding all of your published and draft content, your members and their progress, your reports and your branding & subdomain.
Whenever you're ready to return to Waybook, reach out to the support team and they can help you to reactivate your subscription and you can pick back up where you left off.
Yes. Waybook runs in a dedicated Virtual Private Cloud, with firewalls ensuring strict communication between only authorized servers.
Your data is encrypted when in transit and at rest using the highest grade security such as AES-256 and TLSv1.3. Users can also use Multi-Factor Authentication and Single Sign-On to securely log in to their accounts and all activity is logged and recorded for audit purposes.
Waybook also has disaster recovery plans in place to protect your data in the unlikely event of unforeseen issues on our side.
Yes, Waybook’s AI Content Writer is available on all Waybook plans.
Waybook's AI content writer is designed to produce high-quality, accurate content based on the information provided. However, it is always a good practice to review and verify the generated content.
Absolutely. Your Waybook Subjects are only accessible via the unique link generated when you enable public sharing so you are in total control of who can access your content. What’s more, they will only be able to see the Subject you have shared and cannot access other parts of your Waybook.
The ability to export PDF documents is available on all Waybook plans.
With advanced permissions, you can configure various access levels, including read-only access, editing permissions, and administrative privileges. This flexibility allows you to customize access based on user needs and responsibilities.
Think of subjects as the teams and areas of operation within your business. Each subject contains multiple documents. These are the actual activities carried out by the different teams and people in your business. Steps are a breakdown of each activity in the sequence of what needs to be done and how.
Relative due dates are especially useful when onboarding new employees to your organization, giving them ample time to review important information within your Waybook, whether as part of a Learning Path or more generally.
AI Actions is included in all of our Waybook plans. All of our AI features are included in all plans and currently do not have any additional cost attached to them.
AI Actions is great for adding final touches to your content. With options from summarize, expand, and custom prompts, we can easily streamline the content that you are creating.
Also known as "custom domains" or "vanity URLs". Using CNAME, you can put your Waybook on your business’ website, for example: knowlege.yourcompany.com.
If a user loses access to their 2FA method, they should contact their administrator or Waybook support for assistance in regaining access to their account.
Waybook supports a range of identity providers, including popular services like Google Workspace, Microsoft Azure AD, Okta, and more. If you would like to find out whether we support your chosen provider, feel free to reach out to the support team.
A custom welcome message is a personalized greeting that appears on your team's dashboard when they log in to Waybook. You can use it to welcome new team members, provide important updates, or communicate your organization's values and goals.
Waybook's dedicated customer support includes tailored assistance, priority support, personalized onboarding, and customized solutions to meet the specific needs of large organizations.
SOP software helps growing businesses document, store, and share their standard operating procedures — the step-by-step processes that define how work gets done. If your team is scaling and processes live in people's heads rather than documented systems, SOP software ensures consistency, reduces errors, and makes onboarding faster. Waybook is SOP software built specifically for growing and scaling teams.
Your data always remains the property of your team. Waybook uses sub-processors to process and return valuable responses, but only trusted third-party systems with strict privacy and security controls are utilized. These subprocessors are subject to agreements with Waybook and/or its Users, ensuring the security and confidentiality of data. Importantly, no other AIs are trained on your company data, further safeguarding your unique knowledge.
Waybook is a business playbook platform that helps growing teams onboard new hires, document standard operating procedures, and centralise company knowledge in one place. It replaces scattered Google Drive folders, Notion pages, and tribal knowledge with a structured, searchable single source of truth your whole team can access and follow.
Waybook has several policies designed to ensure your data is always safe. All data is replicated to a multiple databases, so that in the event our primary database fails, we can get you back online instantly with no data lost.
Alongside that, your data is automatically backed up every hour to geographically separate data centers, with all backups retained for 30 days.
Finally, we take physical backups which are encrypted and stored off-site with a completely separate service provider. This means that our current hosting provider could suffer a complete outage and we would still be able to provide access to your data.
Beyond data, Waybook has a tried-and-tested disaster recovery process in place. You entrust us with your data, and we've spent the last decade making sure we have robust and resilient systems in place to keep it safe.
Waybook's enhanced customer support offering provides personalized assistance from our expert support team to help you with any questions or issues you encounter while using the platform.
Waybook's data migration offering is a service that helps transfer your existing documents, processes, and knowledge bases into the Waybook platform. All Waybook Pro account holders can access 10 free hours of migration support.
The Audit Log tracks a wide range of activities, including document creation, edits, deletions, user access, and permissions changes.
The Waybook mobile app allows you to access your documents anytime and anywhere. Ensures that your essential documents are just a tap away, enhancing your productivity and enabling continuous learning.
At a member level, your teammates can either be read-only or have access to make changes. The ability to make changes is then broken down into the following roles:
Admin: Full edit access including settings.
Editor: Edit & create subjects and documents.
Contributor: Edit existing content only.
For roles other than admin, permissions will then be granted on a per subject or document basis.
Topics include an overview of Waybook features, best practices for document creation and management, workflow optimization, and tips for effective team collaboration. We will work with you to tailor these sessions based on your team’s unique needs and goals.
Our customer support team can assist with a wide range of issues, including account setup, troubleshooting, feature guidance, data migration, and any other questions you may have about using Waybook.
Waybook can be integrated with various tools such as Slack, Microsoft Teams, Trello, CRM systems, HR platforms, and other software solutions your organization uses.
Here are just a few things that set Waybook apart from other knowledge management tools:
✨ Keep knowledge structured, organised and searchable within an intuitive content structure created by process experts.
✨ Easily create dynamic and engaging content using Waybook's powerful document editor.
✨ Track team understanding and complete compliance with reader reports on views and progress.
✨ Utilize tests and assessments to confirm knowledge consumption.
✨ Systematize your business with ease with hundreds of templates and Waybook AI to create new policies and procedures.
Yes, all media, attachments, and formatting included in your Waybook document will be preserved in the exported PDF. This ensures that the PDF is a faithful representation of the original document.