Features

Centralize & Systematize

Revitalize your business with clarity and structure. Streamline processes and centralize knowledge for effortless understanding and implementation. Enhance productivity and reduce managerial overhead.

Structured Playbook

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Centralize all organization knowledge

Create a central source of truth for your organization, with unlimited storage for your subjects, documents & steps in Waybook.

Share Processes, Knowledge & Procedures

Share your organization's knowledge, policies and processes using Waybook's clear and consistent document formatting.

Drag & Drop Everywhere

Save time when organizing your content and Waybook structure with drag and drop everywhere - allowing you to focus on creating, curating, and sharing your Waybook content.

Categorization

Categorizing your Waybook subjects allows your team members to quickly identify topics of interest, save time and energy, and find the content they need.
Utilize Best Practice

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Template Library

Whether you need to create a new policy, manage your employee onboarding, or develop a marketing strategy, Waybook's template library has you covered.

Structure Builder

Waybook's content structure builder allows you to quickly and efficiently create a structure for your content, building the framework for your organization's central source of truth.
Custom Branding

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Customizable Branding

Create and maintain an authentic, consistent brand identity across all of your digital properties with customizable branding on Waybook.

Custom Domain (CNAME)

Customize your domain name with CNAME support, to create a more personalized experience for your team on Waybook.
Integrations

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3000+ integrations with Zapier

Streamline your workflows and maximize efficiency by quickly and easily connecting your favourite applications and services to Waybook via Zapier.

Create & Standardize

Grow your business by quickly and easily creating, capturing and sharing best practices. Get started with dozens of pre-made templates or use our Waybook AI to create interactive, comprehensive digital handbooks. Ensure consistent, high-quality results in every step of your process.

Powerful Content Editor

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Powerful Text Editor

Format your organization's Waybook documents with our powerful text editor, creating professional looking documents for your team quickly and efficiently.

Video Embeds

Waybook's video embed support allows you to create an engaging and interactive experience for your team. By adding videos to your steps, you can ensure your SOPs are more engaging and memorable.

Full Image Support

Waybook's image embed support helps you easily add images to your steps, creating engaging content for your team and a more personal onboarding experience.

Undelete, Trash & Autosave

Waybook's autosave feature ensures that documents are automatically saved on a regular basis, eliminating the need to manually remember to save changes. Rest assured that your team can also restore steps, documents and steps sent to your Waybook's trash.

Slash Commands

Slash commands are perfect for busy users who need to work quickly and efficiently. With slash commands, you can easily find the node you need, building your Waybook steps at lightning speed.

Content Duplication

Create consistent documentation for your entire organization, ensuring the relevant information is shared with the correct department, by duplicating your content.
Engaging Content

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Add GIFs with Giphy

Our Giphy integration provides you with a visually engaging way to communicate with your team, adding GIFs to make steps fun and memorable within your onboarding process and beyond.

1000s of royalty free images - Unsplash

Access thousands of high-quality stock images using Waybook's integration with Unsplash, to create engaging content for your team.

Attach Files

Ensure your team members have access to important files and resources by attaching them to your Waybook steps.

PDF Embed

Build your organization's playbook with ease and ensure your team members have access to existing documents and resources by embedding PDFs in your Waybook steps.
Dynamic Content

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Repeatable Checklists

Provide your team members with an efficient way to ensure that tasks are completed reliably and consistently using repeatable checklists in Waybook.

Code Snippets

Easily retain markdown and share important lines of code with your team members on Waybook using code snippets within your steps.

Embed Google Maps, Docs & Spreadsheets

Build your organization's central source of truth easily and efficiently by embedding existing documentation and resources stored in your Google Drive with Waybook's embed support.

Record & Edit Screen Recording: Free Tool

Capture your processes as you complete them and embed these videos into your Waybook steps using our free Waybook Record tool.
Knowledge Importers

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Microsoft Word Importer

Create your organization's central source of truth with ease by simply importing your existing documentation saved in .docx format into Waybook.

Tango Importer

Capture your processes as your complete them using Tango and easily import them into your Waybook, making building your playbook faster and more efficient.
AI Document Writer

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Waybook AI Content Writer

With Waybook's AI content writer, your team can quickly generate high-quality SOPs, internal documents and policy structures using a few simple prompts. Build your organization's central source of truth with ease and efficiency by harnessing the power of AI.
Setup Support

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Migration Support

Smoothly transition from your current knowledge management platform with the help of Waybook's process experts. We'll help you to migrate your existing documentation into Waybook, helping to build your organization's playbook.

Team Training

Work with our success team to train your team on Waybook's features and functionality, as well as share valuable best practice advice so you can focus on achieving your business' goals.

Waybook Consulting

Work with our process experts to optimize your operations, improve efficiency, and maximize the value of your resources while building a comprehensive playbook for your business. We'll review your existing documentation and work alongside your team to help create your organization's central source of truth.

Help Centre

Access feature tutorial videos, support guides and best practice advice from the Waybook success team in our help center.

Live Support

Get in touch with the Waybook success team and receive prompt responses using our live chat support feature.

Train & Delegate

Onboard new hires, partners and vendors to reach full speed with self-directed learning. Delegate & assign SOPs to different teams and individuals. Help managers to coach at scale.

Team Permissions

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Multilayer team & access permissions

Control which members of your team have access to contribute to your Waybook and manage your team members with Waybook permission settings.
Team Collaboration

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Revision History

Easily track changes to your Waybook documents over time and simply rewind to any previous version if needed. Our revision history feature is designed to help you maintain the accuracy and integrity of your Waybook documents, providing an audit trail of all changes.

Document Verification

Ensure the information in your Waybook is accurate and up-to-date as your organization evolves by assigning team members to verify your documents. Set reset dates for periodic reviews and rest assured that the process and policies your team has access to are correct.

Content Review Process

Empower editors to make changes to content for another team member to review and publish, ensuring all of the informating shared within your Waybook is accurate.
Management Permissions

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Member Groups

Streamline your team management and efficiently provide access to relevant subjects and documents in Waybook using member groups.

Manager Role

Empower your team leaders to manage their own departments, update content access and track their team's progress by generating reports by assigning them to a manager role in Waybook.
Assignment & Deadlines

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Fixed Due Dates

Set fixed deadlines for your team to complete documents by within your Waybook, to ensure they hit their training goals.

Relative Due Dates

Set relative due dates for important onboarding and training documents, based on when new team members join your Waybook.

Track & Report

Be confident your team is up to date with document updates, new processes and policies. Keep them informed of changes, track and assess an individual's progress with the new information.

Onboarding & Training Progress

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Progress Tracking

Every time a step is marked as complete, Waybook updates your progress for readers and managers helping individuals and teams to measure their progress towards achieving their goals within your Waybook.
Team KNowlege Reporting

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Reporting

Track your team's progress through your Waybook by generating reports, as well as viewing search trends and document popularity within your organization's playbook.

Search Report

View data on popular searches by your team members in Waybook and searches resulting in no matches so you can easily identify and fill any knowledge gaps.
Tests & AssessMents

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Knowledge Tests

Knowledge tests allow you to create comprehensive assessments of your teams understanding of training and onboarding material, helping you to gauge team member's progress and identify areas that need further development.

Policy Acceptance

Request your team accept policies and terms stored in your Waybook, helping to protect your organization by confirming that your team are aware of and agree to your business' policies.
Full Audit Log

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Audit Log

Your Waybook audit log captures key information about user actions, including who initiated specific actions, when they occurred, and what information in your Waybook was affected, allowing you to ensure compliance across your organization.

Protect & Secure

Help your knowledge go further without the risk. Always fast, always available and always secure.

Secure Team Access

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Secure Sign-On (SSO)

Help keep your team safe by enabling them to sign-in to your Waybook using an external account such as Google, Microsoft, OAuth2, SAML, OKTA, and more. No need to set-up new passwords each time!

Two-factor Authentication (2FA)

With two-factor authentication, you can be sure that your teams information is secure and your Waybook content is safe and only access by authorized team members.

Enforce 2FA

With enforced two-factor authentication, you can ensure that all members of your team on Waybook have secured their accounts using multiple factor authentication so only authorized team members can access your organization's playbook.
Secure Encryption

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Data Encrypted in Transit

The data sent from your computer to Waybook's network is encrypted using TLS. This protects you from those who might try to intercept and tamper with your data.

Data Encrypted at Rest

Your Waybook content is securely stored on a cloud-managed database that encrypts all data stored.
Backups & Recovery

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Automated Rolling Backups

Nightly backups are stored in a secure off-site location so, if the worst did happen, all of your data is safe. We also keep a rolling hourly backup during the day to make sure we can stay online for you.

Disaster Recovery Plans

Waybook has documented policies, both in writing and in code, to enable us to quickly recreate our entire infrastructure at a moments notice if disaster strikes.
Cloud Performance

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Fast Loading Pages

Fast loading pages provide a seamless, efficient experience for your team in Waybook, reducing the time it takes to access content and helping to keep your entire organization on the same page.

Resilient Cloud Architecture

Built using scalable and redundant cloud systems, ensuring outages of individual system components won't stop you from accessing your Waybook.

Secure VPC Architecture

Within Waybook's network, data is strictly controlled between servers to make sure it only goes where it is needed. This means Waybook exposes only the minimum necessary surface area to the Internet and between servers.

Real-time System Monitoring & Alerting

Waybook utilizes both internal and external monitoring systems to keep track of hundreds of system and application events and metrics. Our automated alert policies let us know there's an issue before it becomes a problem.