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Epok Advisor Docs

Future Ideas & Enhancements

Ideas captured during planning that have not yet been built. Items that have been implemented are marked as such for reference.

✅ Implemented

These ideas from the original planning have been built:

  • Knowledge Base Folders & Organization — content_folders table with parent_id nesting, folder tree sidebar, tag-based classification replacing hardcoded content types, create/rename/delete folders
  • AI-Assisted Report Assembly — Analysis tab with @-mention document references, streaming LLM execution, auto-saved output documents, iterative refinement
  • Transcript Auto-Processing — Otter.ai → Zapier → /api/v1/ingest auto-ingests summaries and transcripts into KB Inbox, auto-tagged and auto-embedded
  • External AI Agent Access — REST API for ChatGPT Actions, MCP server for Claude, OAuth 2.1 authorization, OpenAPI spec generation
  • Export to External Tools — Google Docs (per-user OAuth), Gamma (presentations/documents/webpages), clipboard (markdown/plain/rich)
  • Questionnaire System — Template builder with versioned question sets, engagement responses, AI-assisted answer filling

Not Yet Built

Built-in Video Interviews with LiveKit

Concept: Run workshops directly inside the app using LiveKit for real-time video/audio.

Key features:

  • Interview script prompting — Display questions in a side panel during the call
  • Live scribe — Real-time transcription as the conversation happens
  • Live answer creator — AI-assisted placeholder answers filled from the live transcript
  • Instant draft output — Report draft ready immediately after the call

Current workaround: Kendra runs meetings externally (Google Meet, Otter, Zoom). Otter.ai transcripts are auto-ingested via Zapier. The questionnaire model already supports both manual and AI-populated answers.

Client Portal

Full client-facing experience:

  • Milestone tracker visible to the client
  • Questionnaire completion in-browser
  • View published report drafts and shared documents
  • Document upload area
  • Welcome/onboarding flow after magic link invite

Context Switching

Super admins view the system as a specific client for QA:

  • "View as Client" button on engagement detail
  • Shows exactly what the client portal would display
  • Essential for verifying published content before sharing

Scheduling Integration

  • Built-in calendar for booking workshop sessions
  • Reminders sent via Resend before each workshop
  • Sync with Google Calendar

Atlas Point Integration

  • Provision tool access for clients completing the process
  • One-year access tracking
  • Handoff workflow to Atlas Point coaches

Cohort Dashboard

  • View all active engagements as a cohort
  • Track which clients are at which milestone
  • Identify bottlenecks across engagements

Thought Leadership Pipeline

  • Pull insights from the knowledge base into publishable content
  • Track which themes have enough data points to support an article or talk
  • Draft generation from accumulated knowledge

Multi-Associate Workflow

  • Task assignment and tracking for associates
  • Review/approval flow before publishing to client
  • Workload visibility across engagements

Client Self-Service

  • Client requests additional services through their portal
  • Opt-in to monthly board meetings
  • Schedule follow-up calls

Ongoing Board Meetings

  • After engagement completes, client opts into monthly meetings
  • Engagement stays with status ongoing
  • Monthly meeting notes captured as new versioned content
  • Client retains portal access