@adminide-stack/yantra-help-browser 12.0.16-alpha.2 → 12.0.16-alpha.21

package/lib/templates/content/platform-features/platform-overview.md

@@ -0,0 +1,58 @@
+# Yantra Platform Overview
+
+Yantra is an **AI-powered workforce platform** that deploys intelligent AI employees into your existing toolchain. Unlike traditional chatbots that wait for prompts, Yantra AI employees operate proactively — monitoring your communication channels, development pipelines, CRM systems, and project management tools around the clock.
+
+## Why Yantra Exists
+
+Modern teams lose significant productivity to repetitive operational tasks:
+
+- **Context fragmentation**: Critical information is scattered across dozens of tools
+- **Manual data entry**: Teams spend hours updating CRMs, logging notes, and syncing systems
+- **Knowledge silos**: When team members leave or switch projects, institutional knowledge disappears
+- **Alert overload**: Engineers, salespeople, and marketers drown in notifications without clear prioritization
+
+Yantra solves these problems by providing AI employees that integrate directly into your workflow and handle operational overhead autonomously.
+
+## Core Philosophy
+
+### Proactive, Not Reactive
+
+Traditional AI assistants answer when asked. Yantra AI employees **watch, learn, and act** without waiting for instructions. They surface issues before they escalate, update systems before data goes stale, and share context before you need to ask.
+
+### Gradual Trust Model
+
+Every Yantra AI employee starts in supervised mode. You review and approve all actions. Over time, as trust builds, you can grant more autonomy — letting the AI employee handle routine tasks independently while escalating only the important decisions.
+
+### Built on OpenClaw
+
+Yantra is built on top of [OpenClaw](https://github.com/openclaw), a battle-tested open-source AI agent framework. This means transparent, auditable AI behavior backed by a thriving community of contributors and enterprise users.
+
+## What Yantra AI Employees Can Do
+
+| Capability                      | Description                                                |
+| ------------------------------- | ---------------------------------------------------------- |
+| **Continuous Monitoring**       | Watch Slack, GitHub, error trackers, CRMs, and email 24/7  |
+| **Contextual Correlation**      | Connect data points across tools to surface insights       |
+| **Automated Actions**           | Update CRMs, create tickets, draft messages, and log notes |
+| **Intelligent Alerting**        | Filter noise and escalate only what matters                |
+| **Institutional Memory**        | Capture and recall every interaction, decision, and fix    |
+| **Multi-Channel Communication** | Interact via Slack, WhatsApp, Telegram, or email           |
+
+## Who Uses Yantra
+
+- **Engineering Teams**: Monitor errors, correlate bugs with deployments, maintain institutional knowledge
+- **Sales Teams**: Auto-update CRMs, prepare call briefs, ensure 100% follow-up on leads
+- **Marketing Teams**: Manage social media presence, draft content from product updates, track brand mentions
+- **Support Teams**: Route issues proactively, surface relevant context for customer problems
+- **Operations Teams**: Keep systems synchronized and teams informed
+
+## Getting Started
+
+Setting up Yantra takes approximately 5 minutes:
+
+1. **Connect your tools** — One-click OAuth for Slack, GitHub, HubSpot, Sentry, Linear, Gmail, and 40+ more
+2. **Configure preferences** — Define what your AI employee should watch for and how to prioritize
+3. **Start supervised** — Review and approve all AI actions to build trust
+4. **Expand autonomy** — Gradually let your AI employee work independently on routine tasks
+
+For detailed setup instructions, see the [Getting Started Guide](/help-center/ai-employees/getting-started-ai-employees).

package/lib/templates/content/platform-features/proactive-alerts.md

@@ -0,0 +1,88 @@
+# Proactive Alerts — Know Before It Escalates
+
+Yantra AI employees don't wait for you to discover problems — they detect issues early and notify you with full context, so you can respond before situations escalate.
+
+## How Proactive Alerts Work
+
+Your AI employee continuously analyzes events across all connected tools, looking for patterns and anomalies that indicate something needs attention. When it detects an issue, it:
+
+1. **Correlates the signal** with data from other tools to understand the full scope
+2. **Checks for existing responses** — whether someone is already handling it or a ticket exists
+3. **Assesses severity** based on your configured thresholds and historical patterns
+4. **Delivers a contextualized alert** with all relevant information and suggested actions
+
+## Alert Types
+
+### Error Spike Alerts
+
+When your error monitoring tool (Sentry, Datadog, etc.) shows an unusual increase in exceptions, your AI employee investigates:
+
+- Identifies the root error and affected components
+- Checks if the spike correlates with a recent deployment
+- Looks for existing tickets or ongoing fixes
+- Notifies the appropriate team with a complete summary
+
+### Customer Impact Alerts
+
+When multiple customers report similar issues or a high-value account encounters a problem:
+
+- Cross-references support channels with technical monitoring
+- Surfaces the customer's history and account importance
+- Suggests response templates based on similar past incidents
+
+### Stale Activity Alerts
+
+When important items stop progressing:
+
+- Deals that haven't been updated in your CRM
+- Pull requests awaiting review beyond your team's SLA
+- Support tickets approaching response time limits
+
+### Anomaly Alerts
+
+When metrics deviate from normal patterns:
+
+- Unusual traffic patterns or usage drops
+- Unexpected changes in deployment frequency
+- Communication volume spikes in specific channels
+
+## Smart Escalation
+
+Not every alert deserves your attention. Yantra uses **smart escalation** to ensure you only get interrupted when it genuinely matters:
+
+### Severity Classification
+
+- **Informational**: Logged for reference, included in daily briefings
+- **Low**: Batched and delivered at your preferred check-in times
+- **Medium**: Delivered promptly but not urgently
+- **High**: Immediate notification through your preferred channel
+- **Critical**: Multi-channel notification with escalation chain
+
+### Escalation Rules
+
+You define what constitutes each severity level:
+
+- Error count thresholds (e.g., 50+ occurrences in 1 hour = Critical)
+- Customer tier triggers (e.g., Enterprise account issues always escalate)
+- Time-based rules (e.g., P0 tickets unresponded after 15 minutes)
+- Custom keyword triggers (e.g., "data loss", "security breach")
+
+## Configuring Alerts
+
+Navigate to your AI employee's preferences to set:
+
+- **Notification channels**: Where alerts get delivered (Slack, email, WhatsApp, Telegram)
+- **Quiet hours**: When to batch non-critical alerts
+- **Escalation chains**: Who gets notified if the primary responder doesn't acknowledge
+- **Alert suppression**: Rules to prevent duplicate or noise alerts
+
+## Alert History
+
+All alerts are logged with:
+
+- Timestamp and severity
+- Full context at the time of alerting
+- Actions taken (by the AI employee or team members)
+- Resolution status and timeline
+
+This history helps refine alert thresholds over time and provides data for post-incident reviews.

package/lib/templates/content/platform-features/smart-escalation.md

@@ -0,0 +1,93 @@
+# Smart Escalation — Only Get Pinged When It Matters
+
+Yantra's smart escalation system ensures you're only interrupted for issues that truly require your attention, filtering out noise while never missing critical events.
+
+## The Noise Problem
+
+Modern development and business teams are overwhelmed by notifications:
+
+- Hundreds of Slack messages daily
+- Dozens of error alerts, most of which are duplicates or low priority
+- CRM notifications for routine stage changes
+- Email threads that don't require immediate action
+
+This constant noise creates **alert fatigue**, causing teams to miss genuinely important issues buried in the flood. Yantra solves this by acting as an intelligent filter between your tools and your attention.
+
+## How Smart Escalation Works
+
+### 1. Signal Analysis
+
+Every event from your connected tools is analyzed for:
+
+- **Severity**: How impactful is this event?
+- **Novelty**: Is this a new issue or a known one being tracked?
+- **Scope**: How many users, customers, or systems are affected?
+- **Trend**: Is this getting better or worse?
+
+### 2. Context Enrichment
+
+Before escalating, your AI employee gathers full context:
+
+- Related events from other tools
+- Historical data on similar issues
+- Current status of any existing responses
+- Who is available and responsible for this type of issue
+
+### 3. Decision Logic
+
+Based on your configured rules and the enriched context, Yantra decides:
+
+- **Absorb silently**: Log it, include in daily summary
+- **Batch for later**: Group with related items for periodic review
+- **Notify gently**: Send a non-urgent message at your next check-in
+- **Escalate immediately**: Push a notification through your preferred urgent channel
+- **Trigger escalation chain**: If no response within the defined window, escalate to the next person
+
+## Escalation Configuration
+
+### Threshold-Based Rules
+
+```
+Error Count Rules:
+  - Less than 5 occurrences → Log only
+  - 5-25 occurrences → Batch notification
+  - 25-100 occurrences → Immediate notification
+  - 100+ occurrences → Critical escalation chain
+```
+
+### Customer Tier Rules
+
+- **Enterprise accounts**: All issues escalated immediately
+- **Pro accounts**: P0/P1 issues escalated, others batched
+- **Free accounts**: Included in daily summaries
+
+### Time-Based Rules
+
+- **Business hours**: Standard escalation flow
+- **Off hours**: Only critical issues escalate; everything else queued for morning
+- **Weekends**: Emergency-only escalation with higher thresholds
+
+## Escalation Chains
+
+Define cascading notification paths for critical issues:
+
+1. **Primary responder**: Notified first via Slack and email
+2. **Backup responder**: Notified after 10 minutes if no acknowledgment
+3. **Team lead**: Notified after 20 minutes if still unacknowledged
+4. **On-call manager**: Final escalation for sustained non-response
+
+## Feedback Loop
+
+Yantra learns from your responses to refine escalation over time:
+
+- If you consistently dismiss certain alert types, it adjusts thresholds
+- If you escalate items that were batched, it increases their priority
+- Monthly escalation reports help you tune your rules
+
+## Getting Started
+
+1. Connect your tools via [Integrations](/help-center/integrations/integrations-overview)
+2. Set your default escalation preferences in the AI employee configuration
+3. Define customer tiers and priority thresholds
+4. Specify quiet hours and escalation chains
+5. Review and refine based on the weekly escalation summary

package/lib/{content → templates/content}/product-features/ai-models.md

@@ -81,4 +81,4 @@ Pro and Max users can specify which model to use:
 - **Domain-Specific**: Models trained for specific fields
 - **Company-Specific**: Custom models for your organization
 - **Use-Case Specific**: Models optimized for particular tasks
-- **Continuous Learning**: Models that improve over time
+- **Continuous Learning**: Models that improve over time

package/lib/{content → templates/content}/product-features/collaboration-tools.md

@@ -5,12 +5,14 @@ Share and collaborate on research with team members.
 ## Sharing Features
 
 ### Individual Sharing
+
 - **Share Search Results**: Share specific search results
 - **Share Conversations**: Share entire conversations
 - **Share Collections**: Share organized collections
 - **Share with Comments**: Add context and notes
 
 ### Permission Levels
+
 - **View Only**: Read-only access
 - **Comment Access**: Add comments and feedback
 - **Edit Access**: Modify shared content
@@ -19,12 +21,14 @@ Share and collaborate on research with team members.
 ## Team Collaboration
 
 ### Team Workspaces
+
 - **Shared Workspaces**: Collaborative work areas
 - **Project Organization**: Organize by projects
 - **Role Management**: Assign team roles
 - **Access Control**: Control team access
 
 ### Communication Features
+
 - **Comments System**: Add comments to shared content
 - **Mention System**: Notify team members
 - **Discussion Threads**: Organize discussions
@@ -33,12 +37,14 @@ Share and collaborate on research with team members.
 ## Advanced Collaboration
 
 ### Workflow Integration
+
 - **Project Management**: Integrate with project tools
 - **Task Assignment**: Assign research tasks
 - **Progress Tracking**: Track research progress
 - **Deadline Management**: Set and track deadlines
 
 ### Knowledge Management
+
 - **Team Knowledge Base**: Build shared knowledge
 - **Best Practices**: Share research best practices
 - **Template Library**: Share research templates
@@ -47,12 +53,14 @@ Share and collaborate on research with team members.
 ## Collaboration Analytics
 
 ### Team Insights
+
 - **Usage Analytics**: Track team usage patterns
 - **Collaboration Metrics**: Measure collaboration effectiveness
 - **Knowledge Sharing**: Track knowledge sharing
 - **Performance Metrics**: Measure team performance
 
 ### Reporting Features
+
 - **Team Reports**: Generate team reports
 - **Activity Dashboards**: Visualize team activity
 - **Export Analytics**: Export collaboration data

package/lib/{content → templates/content}/product-features/conversation-features.md

@@ -5,12 +5,14 @@ Learn about Yantra's conversational AI capabilities.
 ## Conversational Interface
 
 ### Natural Dialogue
+
 - **Contextual Understanding**: Maintains conversation context
 - **Follow-up Questions**: Build on previous answers
 - **Multi-turn Conversations**: Extended dialogue sessions
 - **Topic Switching**: Seamlessly change topics
 
 ### Interactive Elements
+
 - **Clarification Requests**: Ask for more specific information
 - **Example Requests**: Request examples and demonstrations
 - **Explanation Levels**: Adjust complexity of explanations
@@ -19,12 +21,14 @@ Learn about Yantra's conversational AI capabilities.
 ## Conversation Management
 
 ### Session Handling
+
 - **Conversation History**: Track all interactions
 - **Session Persistence**: Maintain context across sessions
 - **Topic Threading**: Organize related conversations
 - **Export Conversations**: Save important discussions
 
 ### Advanced Features
+
 - **Multi-language Support**: Conversations in multiple languages
 - **Voice Integration**: Voice-based conversations
 - **Real-time Updates**: Live conversation updates
@@ -33,12 +37,14 @@ Learn about Yantra's conversational AI capabilities.
 ## Best Practices
 
 ### Effective Conversations
+
 - **Clear Questions**: Ask specific, clear questions
 - **Provide Context**: Give background information
 - **Use Examples**: Include relevant examples
 - **Follow Up**: Ask clarifying questions
 
 ### Conversation Tips
+
 - **Stay Focused**: Keep conversations on topic
 - **Be Patient**: Allow time for complex responses
 - **Use Feedback**: Provide feedback on responses

package/lib/{content → templates/content}/product-features/export-features.md

@@ -5,12 +5,14 @@ Export your research and findings in various formats.
 ## Export Formats
 
 ### Document Formats
+
 - **PDF**: Professional document format
 - **Word**: Editable document format
 - **Markdown**: Plain text with formatting
 - **HTML**: Web-ready format
 
 ### Data Formats
+
 - **JSON**: Structured data format
 - **CSV**: Spreadsheet-compatible format
 - **XML**: Structured markup format
@@ -19,12 +21,14 @@ Export your research and findings in various formats.
 ## Export Options
 
 ### Content Selection
+
 - **Full Results**: Export complete search results
 - **Selected Sections**: Choose specific parts
 - **Citations Only**: Export just the sources
 - **Summary Only**: Export condensed version
 
 ### Customization
+
 - **Formatting Options**: Customize appearance
 - **Include Metadata**: Add search metadata
 - **Custom Templates**: Use predefined templates
@@ -33,12 +37,14 @@ Export your research and findings in various formats.
 ## Advanced Export Features
 
 ### Batch Export
+
 - **Multiple Searches**: Export multiple searches at once
 - **Collection Export**: Export entire collections
 - **Scheduled Exports**: Automate regular exports
 - **Bulk Operations**: Process large numbers of exports
 
 ### Integration Features
+
 - **API Export**: Programmatic export access
 - **Cloud Storage**: Direct cloud storage integration
 - **Email Integration**: Email exports directly
@@ -47,12 +53,14 @@ Export your research and findings in various formats.
 ## Export Management
 
 ### Export History
+
 - **Export Log**: Track all exports
 - **Download Links**: Access previous exports
 - **Export Analytics**: Understand export patterns
 - **Storage Management**: Manage export storage
 
 ### Quality Control
+
 - **Preview Before Export**: Review before exporting
 - **Format Validation**: Ensure format compatibility
 - **Content Verification**: Verify export completeness

package/lib/{content → templates/content}/product-features/follow-up-questions.md

@@ -5,12 +5,14 @@ How to use follow-up questions for deeper understanding.
 ## Follow-up Strategies
 
 ### Building on Answers
+
 - **Clarification**: Ask for more specific details
 - **Examples**: Request concrete examples
 - **Implications**: Explore consequences and effects
 - **Comparisons**: Compare with other options
 
 ### Deepening Understanding
+
 - **Why Questions**: Understand underlying reasons
 - **How Questions**: Learn about processes and methods
 - **What If Questions**: Explore hypothetical scenarios
@@ -19,12 +21,14 @@ How to use follow-up questions for deeper understanding.
 ## Effective Follow-up Techniques
 
 ### Question Types
+
 - **Open-ended**: Encourage detailed responses
 - **Specific**: Focus on particular aspects
 - **Comparative**: Compare different options
 - **Exploratory**: Discover new information
 
 ### Context Building
+
 - **Reference Previous Answers**: Build on earlier responses
 - **Provide Additional Context**: Add relevant information
 - **Specify Scope**: Define the scope of your question
@@ -33,12 +37,14 @@ How to use follow-up questions for deeper understanding.
 ## Advanced Follow-up Features
 
 ### Conversation Flow
+
 - **Context Preservation**: Maintain conversation context
 - **Topic Threading**: Organize related questions
 - **Session Management**: Track conversation progress
 - **History Integration**: Reference past conversations
 
 ### Intelligent Suggestions
+
 - **Related Questions**: Suggest relevant follow-ups
 - **Topic Expansion**: Recommend related topics
 - **Depth Indicators**: Show when to go deeper
@@ -47,12 +53,14 @@ How to use follow-up questions for deeper understanding.
 ## Best Practices
 
 ### Question Formulation
+
 - **Be Specific**: Ask focused questions
 - **Provide Context**: Include relevant background
 - **Use Examples**: Reference specific examples
 - **Stay Relevant**: Keep questions on topic
 
 ### Conversation Management
+
 - **Take Notes**: Record important information
 - **Ask for Summaries**: Request periodic summaries
 - **Verify Understanding**: Confirm your comprehension

package/lib/{content → templates/content}/product-features/real-time-search.md

@@ -5,12 +5,14 @@ Understanding Yantra's real-time web search capabilities.
 ## Live Search Technology
 
 ### Real-time Processing
+
 - **Instant Web Crawling**: Search the web as you ask
 - **Live Data Integration**: Access current information
 - **Dynamic Updates**: Information updates in real-time
 - **Fresh Content**: Prioritize recent content
 
 ### Search Infrastructure
+
 - **Distributed Crawling**: Multiple search engines
 - **Content Aggregation**: Combine multiple sources
 - **Data Processing**: Real-time analysis and synthesis
@@ -19,12 +21,14 @@ Understanding Yantra's real-time web search capabilities.
 ## Search Capabilities
 
 ### Current Information
+
 - **Breaking News**: Latest news and events
 - **Live Data**: Real-time statistics and updates
 - **Trending Topics**: Current popular subjects
 - **Recent Publications**: Latest articles and papers
 
 ### Dynamic Content
+
 - **Social Media**: Current social media discussions
 - **Market Data**: Live financial and market information
 - **Weather Updates**: Current weather conditions
@@ -33,12 +37,14 @@ Understanding Yantra's real-time web search capabilities.
 ## Search Optimization
 
 ### Performance Features
+
 - **Fast Response**: Quick search results
 - **Parallel Processing**: Multiple searches simultaneously
 - **Caching Strategy**: Optimize repeated searches
 - **Load Balancing**: Distribute search load
 
 ### Quality Assurance
+
 - **Source Verification**: Verify information accuracy
 - **Content Filtering**: Remove irrelevant results
 - **Duplicate Detection**: Eliminate duplicate content
@@ -47,12 +53,14 @@ Understanding Yantra's real-time web search capabilities.
 ## Use Cases
 
 ### Research Applications
+
 - **Current Events**: Stay updated on news
 - **Market Research**: Access live market data
 - **Academic Research**: Find recent publications
 - **Competitive Analysis**: Monitor competitor activities
 
 ### Business Applications
+
 - **Industry Monitoring**: Track industry developments
 - **Customer Insights**: Understand current trends
 - **Risk Assessment**: Monitor potential risks

package/lib/{content → templates/content}/product-features/saved-searches.md

@@ -5,12 +5,14 @@ How to save and organize your important searches.
 ## Saving Searches
 
 ### Save Options
+
 - **Quick Save**: One-click save functionality
 - **Save with Notes**: Add personal notes to searches
 - **Save with Tags**: Organize with custom tags
 - **Save with Categories**: Categorize searches
 
 ### Save Features
+
 - **Search Results**: Save complete search results
 - **Source Links**: Preserve all source citations
 - **Conversation Context**: Save follow-up conversations
@@ -19,12 +21,14 @@ How to save and organize your important searches.
 ## Organization System
 
 ### Categories and Tags
+
 - **Custom Categories**: Create your own categories
 - **Tag System**: Use tags for flexible organization
 - **Hierarchical Structure**: Organize in folders
 - **Search Within Saved**: Find saved searches quickly
 
 ### Collection Management
+
 - **Collections**: Group related searches
 - **Project Folders**: Organize by project or topic
 - **Temporary Collections**: Quick temporary groupings
@@ -33,12 +37,14 @@ How to save and organize your important searches.
 ## Advanced Features
 
 ### Search Management
+
 - **Duplicate Detection**: Avoid saving duplicates
 - **Version Control**: Track changes to saved searches
 - **Archive System**: Archive old searches
 - **Bulk Operations**: Manage multiple searches
 
 ### Integration Features
+
 - **Export Options**: Export saved searches
 - **API Access**: Programmatic access to saved searches
 - **Sync Across Devices**: Access from any device
@@ -47,12 +53,14 @@ How to save and organize your important searches.
 ## Collaboration
 
 ### Sharing Features
+
 - **Share Individual Searches**: Share specific searches
 - **Share Collections**: Share entire collections
 - **Permission Levels**: Control access levels
 - **Comment System**: Add comments to shared searches
 
 ### Team Features
+
 - **Team Collections**: Shared team collections
 - **Collaborative Tagging**: Team-wide tagging system
 - **Usage Analytics**: Track team search patterns

package/lib/{content → templates/content}/product-features/search-features.md

@@ -61,4 +61,4 @@ Yantra offers a comprehensive set of search features to help you find exactly wh
 - **Save Searches**: Keep important searches for later
 - **Export Results**: Save answers in various formats
 - **Share Findings**: Collaborate with team members
-- **Organize Collections**: Group related searches
+- **Organize Collections**: Group related searches

package/lib/{content → templates/content}/product-features/search-history.md

@@ -5,12 +5,14 @@ Managing and accessing your search history.
 ## History Features
 
 ### Search Tracking
+
 - **Complete History**: All searches are saved
 - **Timestamps**: When searches were performed
 - **Results Tracking**: Track which results were useful
 - **Session Organization**: Group searches by session
 
 ### History Management
+
 - **Search Again**: Repeat previous searches
 - **Modify Searches**: Edit and refine past queries
 - **Delete History**: Remove unwanted searches
@@ -19,12 +21,14 @@ Managing and accessing your search history.
 ## History Organization
 
 ### Categorization
+
 - **Topic Groups**: Organize by subject matter
 - **Date Ranges**: Filter by time periods
 - **Search Types**: Categorize by search mode
 - **Result Quality**: Mark successful searches
 
 ### Search Analytics
+
 - **Usage Patterns**: Understand your search habits
 - **Popular Topics**: Identify frequently searched topics
 - **Search Frequency**: Track how often you search
@@ -33,12 +37,14 @@ Managing and accessing your search history.
 ## Privacy and Security
 
 ### Data Protection
+
 - **Secure Storage**: Encrypted search history
 - **Access Control**: Control who can see your history
 - **Data Retention**: Set how long to keep history
 - **Anonymization**: Option to anonymize searches
 
 ### Privacy Options
+
 - **Private Mode**: Search without saving history
 - **Selective Saving**: Choose which searches to save
 - **History Deletion**: Remove specific searches
@@ -47,12 +53,14 @@ Managing and accessing your search history.
 ## Advanced Features
 
 ### Search Insights
+
 - **Trend Analysis**: Identify search trends
 - **Recommendation Engine**: Suggest related searches
 - **Learning Patterns**: Adapt to your preferences
 - **Personalization**: Customize based on history
 
 ### Integration Features
+
 - **Calendar Integration**: Link searches to events
 - **Project Management**: Organize searches by project
 - **Team Sharing**: Share search history with team