Project Overview

What Is Epok Advisor?

Epok Advisor is a web application for Epok Advice, a consulting business run by Kendra Thompson that helps financial advisors improve their practices.

The platform guides advisors through a structured engagement process — from intake questionnaires through facilitated workshops to AI-enriched report delivery — with a growing knowledge base that improves every engagement.

Live at: https://epok-advisor.netlify.app Repo: https://github.com/bunswoDS/epok-advisor (private, auto-deploys to Netlify on push)

Core Value Proposition

• For Kendra: A streamlined, repeatable process to manage advisor engagements, run workshops, and deliver high-quality reports — with AI assistance at every step
• For Advisors: A guided experience that feels personal and produces actionable, well-researched advice
• For the System: A growing knowledge base of industry information that improves over time as more advisors go through the process

What's Built

Engagement Management

• Create and manage advisor engagements with a 6-step milestone tracker (Intake → Discovery → Workshops 1-3 → Complete)
• Tabbed engagement detail view: Overview, Documents, Questionnaires, Analysis
• Engagement-scoped documents and folders
• Member management with role-based access

Knowledge Base

• Hierarchical folder system with nested folders, document tagging, and search
• TipTap WYSIWYG markdown editor with rich view/edit and raw markdown toggle
• Content versioning: draft → published → archived lifecycle
• Inbox folder for new/unfiled content
• "File to Engagement" workflow to move KB docs into engagement scope with milestone tagging
• Auto-embed on publish for AI search

Questionnaires

• Template builder with versioned question sets (text, textarea, select, multi-select, scale, yes/no)
• Response collection tied to engagements with respondent types (interviewer, client, agent)
• AI-assisted answer filling from engagement context

AI Features

• Chat Panel: Slide-out panel with RAG-powered chat (Claude Sonnet default, GPT-4o available)
• Document Embeddings: OpenAI text-embedding-3-small with pgvector HNSW index, cosine similarity search
• Analysis Tab: Per-engagement AI analysis with @-mention prompt editor for document references, streaming LLM execution, and iterative refinement
• Agent Tools: 12+ tools for searching KB, reading/creating documents, managing engagements — accessible via REST API, MCP, and the chat panel

External Integrations

• Otter.ai → Zapier → Ingest API: Auto-ingests meeting summaries and transcripts into KB Inbox
• Email: Resend-powered notifications (questionnaire requests, document sharing, content updates)
• Google Docs Export: OAuth-connected per-user Google Docs creation with folder picker
• Gamma Export: Send documents to Gamma as presentations, documents, or webpages via their API
• Copy/Export Menu: Markdown, plain text, rich text clipboard copy + Gamma + Google Docs

External API & AI Agent Access

• REST API (/api/v1/tools): Execute any agent tool via HTTP — used by ChatGPT Actions
• MCP Server (/api/mcp): JSON-RPC 2.0 endpoint for Claude desktop/mobile
• OAuth 2.1: Full authorization server with dynamic client registration, PKCE — connects ChatGPT and Claude natively
• API Keys: epok_sk_... format, SHA-256 hashed, manageable from admin UI
• OpenAPI Spec: Auto-generated at /api/v1/openapi.json

Key Concepts

• Engagement — One advisor going through the Epok process, with milestones, documents, questionnaires, and analyses
• Milestone — A step in the engagement lifecycle (Intake, Discovery, Workshop 1-3, Complete) with corresponding tags for document classification
• Knowledge Base — Global library of themes, data points, templates, prompts, and reference material organized in folders with tags
• Content Document — A versioned markdown document, either global (KB) or engagement-scoped, with folder placement and tag classification
• Analysis — An AI-generated document produced from a prompt that references engagement documents, with streaming LLM execution and refinement
• Questionnaire — A versioned template of structured questions, with responses tied to specific engagements

Who Uses This System?