> ## Documentation Index
> Fetch the complete documentation index at: https://docs.winnerr.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Documentation Roadmap

> A practical map for bringing Winnerr's documentation up to the product: audiences, gaps, priorities, and publishing standards.

Winnerr's product has moved faster than the public documentation. This roadmap turns the docs app into a living product surface instead of a static help center.

## Recommendation

Yes: map the product first, but keep the mapping lightweight and immediately useful.

The goal is not to document every implementation detail before publishing. The goal is to create a trustworthy information architecture that lets us update the highest-impact pages first, then keep every new product surface connected to a maintained source of truth.

## Current state snapshot

| Area                     | What exists today                                                                      | Gap to close                                                                                                        |
| ------------------------ | -------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------- |
| Product help             | Feature pages for CRM, properties, communication, marketing, settings, and automation. | Pages need to be checked against the current app flows, screenshots, and Winnie/Agent OS positioning.               |
| Developer docs           | Internal getting started, webhooks, API reference stubs, and architecture pages exist. | Developer/API/architecture pages are not exposed in the main Mintlify navigation, so they are effectively hidden.   |
| Agent OS docs            | Deep specifications live in repository docs.                                           | The docs app does not yet explain the customer-facing Agent OS promise, governance model, or implementation status. |
| Information architecture | Sidebar follows product areas.                                                         | Missing audience paths for agents, team admins, brokerage operators, developers, and support.                       |
| Content quality          | Many pages have useful starting copy.                                                  | Some pages are likely stale, generic, or template-derived and need product verification.                            |

## Documentation map

Use this map as the north star for the docs app.

### 1. Agent and team buyer docs

These pages should help real estate professionals get value quickly.

* Start here: quickstart, dashboard, people, deals, phone, SMS, email, tasks, notes, calendar.
* Core workflows: speed-to-lead, sphere nurture, deal follow-up, call prep, showing follow-up, listing launch, client portal handoff.
* Winnie guidance: what Winnie can draft, summarize, suggest, and update; what still requires agent approval.
* Trust guidance: consent, opt-outs, call recordings, client data, and team visibility.

### 2. Admin and brokerage operator docs

These pages should help teams roll Winnerr out safely.

* Organization setup: members, roles, agent transfers, onboarding, billing.
* Governance: workspace isolation, permissions, audit trails, data retention, and AI approval settings.
* Operations: lead routing, team reporting, business pipelines, templates, phone/email setup.
* Rollout playbooks: pilot launch, team migration, training checklist, data import QA.

### 3. Developer and integration docs

These pages should help internal engineers, partners, and technical operators build confidently.

* Local development and monorepo structure.
* Authentication between `apps/app` and `apps/api`.
* API reference, webhooks, Zapier, MCP, Twilio, Nylas, MLS, and storage policy.
* Event-driven systems: outbox, workflow handlers, webhook verification, idempotency, retries, and observability.

### 4. Agent OS and Winnie docs

These pages should translate the repository's Agent OS work into user-facing and operator-facing documentation.

* Agent OS overview: what it is, what it is not, and how it relates to the CRM.
* AiChangeProposal model: how agent-suggested actions become reviewable changes.
* Memory and consent: what is remembered, why, and how users control it.
* Guardrails: PII masking, opt-in transparency, approval gates, and workspace isolation.
* Rollout status: what is available now, what is in private beta, and what is planned.

## Priority plan

### Phase 0 — Make docs navigable

1. Add a documentation roadmap page.
2. Expose existing developer, API, architecture, and integration pages in `mint.json`.
3. Remove or hide Mintlify template pages from the public sidebar unless they are intentionally kept as authoring guidance.
4. Add a clear audience path from the introduction page.

### Phase 1 — Verify the product surface

1. Walk the live app sidebar and create a page inventory by route.
2. For each page, record: route, owner, audience, current status, screenshots needed, and source-of-truth code paths.
3. Mark each docs page as current, needs refresh, missing, or deprecated.
4. Prioritize pages tied to activation, revenue workflows, or support tickets.

### Phase 2 — Rewrite high-impact docs

1. Quickstart and onboarding.
2. Phone, SMS, email, and communication history.
3. People, person detail, insights, deals, and pipelines.
4. Winnie and AI settings.
5. Team/admin rollout.

### Phase 3 — Build durable maintenance

1. Add a docs freshness checklist to every major release.
2. Require new feature PRs to include a docs decision: new page, update page, no docs needed.
3. Keep API docs generated or checked against route contracts where possible.
4. Run link checks before publishing.

## Page quality standard

Every maintained docs page should answer these questions:

* Who is this for?
* What job does this help them complete?
* Where is it in the app?
* What prerequisites are required?
* What exact steps should the user take?
* What does Winnie do automatically, suggest, or require approval for?
* What data, permissions, or compliance concerns apply?
* What related pages should the user read next?

## Near-term backlog

| Priority | Work item                                                                          | Outcome                                              |
| -------- | ---------------------------------------------------------------------------------- | ---------------------------------------------------- |
| P0       | Publish this roadmap and link it from Getting Started.                             | Team alignment on docs recovery work.                |
| P0       | Add Developer, API Reference, Architecture, and Integrations to navigation.        | Existing pages become discoverable.                  |
| P0       | Audit stale version claims such as old Next.js references.                         | Docs stop contradicting the monorepo.                |
| P1       | Rewrite Quickstart around first-value workflows.                                   | New users can activate without support.              |
| P1       | Create a Winnie/Agent OS overview page.                                            | AI positioning becomes consistent and trustworthy.   |
| P1       | Refresh communication docs against phone, SMS, email, transcripts, and recordings. | Revenue-critical workflows are accurate.             |
| P2       | Add admin rollout and brokerage operator guides.                                   | Teams can deploy Winnerr consistently.               |
| P2       | Add docs contribution workflow for engineers.                                      | Documentation stays current after the recovery push. |

## Definition of done

The documentation app is caught up when:

* The sidebar reflects the real product, not the historical folder structure.
* Users can find first-value workflows without knowing internal terminology.
* Admins understand setup, governance, and rollout responsibilities.
* Developers can find API, webhook, auth, and integration guidance from the main navigation.
* AI and Agent OS pages explain capabilities conservatively without implying Winnie replaces the agent.
* Every major page has an owner, freshness status, and source-of-truth reference.
