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.
There is no limit to how many Confirmation Steps you can add to a process or throughout your Waybook. We will track all of them and make it easy to locate the Confirmation Step within reports.
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.
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, 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.
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.
Our product team love hearing your feature suggestions and are always working to expand our available integration options. If you are looking for custom integrations, reach out to the support team and we’ll be happy to help.
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.
Once your Internal Template has been created it is easy to share with the team. Anyone with edit access can easily view and update the internal template as needed, ensuring workflows are streamlined and there is consistency across your Waybook.
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.
It is easy to export your templates into PDF versions if you would like to share a hard copy. This makes it even easier to ensure everyone can sign off on the template format.
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.
Yes, sessions can be recorded upon request, allowing your team to revisit the training material whenever needed.
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.
Yes, enterprise plan holders can schedule regular check-ins with their dedicated account manager to discuss ongoing needs, receive updates, and optimize their use of Waybook.
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.
Yes, internal templates can include text, images, videos, and other multimedia content to enhance your documents.
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. You can download it here.
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.
We track the Confirmation Steps within Reports, so you can easily see when it was first completed and most recently completed.
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.
Bespoke integrations enhance workflow efficiency, streamline processes, and ensure that all your tools work together harmoniously, leading to increased productivity and better utilization of resources.
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.
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 can schedule a setup consultation by contacting our support team or through your Waybook account manager, who will arrange a convenient time for the session.
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.
To share a Subject with an external user, navigate to the Subject you want to share and to its sharing settings, enable public sharing and copy the link to share with someone outside of your Waybook.
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.
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.
2FA enhances security by requiring an additional verification step, such as a code sent to your mobile device, making it significantly harder for unauthorized users to gain access to your account.
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.
SSO enhances security and convenience by allowing users to log in to Waybook with their existing credentials from your identity provider. This reduces password fatigue and the risk of password-related security breaches.
External Subject sharing facilitates efficient communication and collaboration with partners, clients, and stakeholders by providing them with the necessary information without compromising the security and integrity of your entire knowledge base.
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.
Progress reports are generated on-demand, allowing you to stay updated on progress and performance in real-time.
The timeline for developing and implementing a bespoke integration depends on the complexity of the integration. Our team will provide an estimated timeline based on your specific needs.
The duration of the data migration process depends on the volume and complexity of your data. Our team will provide an estimated timeline based on your specific needs.
The duration of the setup consultation varies based on your organization's size and complexity, but our team works efficiently to ensure a swift and thorough onboarding process.
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.
The ability to export PDF documents is available on all Waybook plans.
All Waybook teams can access fixed due dates and set deadlines on specific Documents within their account, while our advanced due dates features are only available on our Pro plan. To find out more about upgrading your plan, feel free to reach out to our support team.
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.
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.
When using Confirmation Steps, we track the time, date, and user names. This allows you to have the most amount of information possible to ensure compliance.
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.
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.
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.
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.
Waybook offers dedicated support and consultation services to help you set up and optimize custom reports according to your organization's needs.
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.
Custom reports can include a wide range of data, such as user activity, document completion rates, training progress, compliance tracking, and more, tailored to your specific requirements. We will work with you to to design reports based on your team’s needs.
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.
The sessions are conducted by Waybook experts who have in-depth knowledge of the platform and experience in helping teams achieve their goals.
This feature helps you make data-driven decisions by providing actionable insights, tracking key performance indicators, and identifying areas for improvement, thus optimizing your team's performance, operational efficiency and compliance management.
Once you have published your change the link will automatically update to ensure that it is showing the most up-to-date content.
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.
Yes, our experts will assist with migrating your existing documents and information to Waybook, ensuring a seamless transition.
