[
  {
    "id": "workflow:cove-user-onboarding",
    "company": "Cove",
    "question": "How does Cove support this workflow: invite users and assign access?",
    "title": "Invite users and assign access",
    "area": "Users & permissions",
    "role": "Property administrator",
    "overview": "Cove documents this as a workflow for property administrator. The source sequence covers create or import users, select roles, send invitations, then review access.",
    "documented_steps": [
      "Create or import users",
      "Select roles",
      "Send invitations",
      "Review access"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-34283855224852",
          "cove-34283624380436"
        ],
        "text": "Users can be added one at a time (first name, last name, company, login email and role), by CSV bulk upload, or by self-enrollment through a tenant's email domain. Self-enrolled users always start as Regular Users and lose access when they lose that work email."
      },
      {
        "kind": "exception",
        "source_page_ids": [
          "cove-50694562347412"
        ],
        "text": "Bulk upload, for Building Admins and Building Managers, fails unless tenant names exactly match the directory, including case and symbols, and roles use exact codes such as tenant-admin. Headers must not change. A preview shows new, cross-site and skipped users with reasons, and no invitation messages are sent."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-34283840735892"
        ],
        "text": "Building Admins can configure every module; Building Managers differ mainly in not configuring Work Orders. Engineering Managers configure maintenance, Security and Reservation Managers cover visitors and bookings, Tenant Admins can submit work orders and register visitors, Tenant Hosts only register guests, and Regular Users can do neither."
      },
      {
        "kind": "exception",
        "source_page_ids": [
          "cove-34283855224852"
        ],
        "text": "Regular users with dashboard access receive no dashboard login code until they first sign in through the mobile app. At sites with an access control integration, users also need a matching profile in that system."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "cove-34283855224852",
      "cove-50694562347412",
      "cove-34283624380436",
      "cove-34283840735892",
      "cove-34283740851476"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-34283855224852",
        "date": "2025-08-22T22:19:00Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283855224852-Adding-Users",
        "title": "Adding Users"
      },
      {
        "source_page_id": "cove-50694562347412",
        "date": "2026-09-08T16:05:34Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/50694562347412-Bulk-User-Upload-Formatting-Guide",
        "title": "Bulk User Upload & Formatting Guide"
      },
      {
        "source_page_id": "cove-34283624380436",
        "date": "2025-02-16T19:39:06Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283624380436-Manually-Adding-A-User",
        "title": "Manually Adding A User"
      },
      {
        "source_page_id": "cove-34283840735892",
        "date": "2026-07-21T16:30:26Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283840735892-User-Roles",
        "title": "User Roles"
      },
      {
        "source_page_id": "cove-34283740851476",
        "date": "2025-10-21T15:49:58Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283740851476-Directory-Management-Webinar",
        "title": "Directory Management Webinar"
      }
    ],
    "asset_ids": [
      "ui-0389",
      "ui-0390",
      "ui-0587",
      "ui-0588",
      "ui-0589",
      "ui-0590",
      "ui-0638",
      "ui-0639",
      "ui-0640"
    ],
    "flow_id": "cove-user-onboarding",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-tenant-lifecycle",
    "company": "Cove",
    "question": "How does Cove support this workflow: manage tenants, leases and offboarding?",
    "title": "Manage tenants, leases and offboarding",
    "area": "Directory & tenancy",
    "role": "Property administrator",
    "overview": "Cove documents this as a workflow for property administrator. The source sequence covers create an organization, associate people and leases, update tenancy, then offboard the tenant.",
    "documented_steps": [
      "Create an organization",
      "Associate people and leases",
      "Update tenancy",
      "Offboard the tenant"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-50154315460628"
        ],
        "text": "Building Admins and Building Managers add leases on a tenant's Leases tab with start date, end date or a Month-to-Month flag, billing lease code, floors and suites, one record per suite. Properties with the RentRoll integration get leases created and updated nightly from the file instead."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-50154315460628"
        ],
        "text": "A work order takes the billing lease code of the lease linked to its suite, falls back to the billing ID on the tenant profile, and otherwise gets none, which can block billing verification and Yardi exports. The code is fixed when the ticket is created or last saved; re-saving re-evaluates it."
      },
      {
        "kind": "exception",
        "source_page_ids": [
          "cove-50154315460628"
        ],
        "text": "Archive ended leases rather than delete them: two active leases on one suite can apply the wrong code. RentRoll creates month-to-month leases from blank end dates only if Allow Month-to-Month Lease Creation is on, and archives them when they drop out of the file."
      },
      {
        "kind": "limitation",
        "source_page_ids": [
          "cove-50801058470676",
          "cove-34863785965716"
        ],
        "text": "Cove's tenant offboarding article repeats its staff-suspension guidance (suspend rather than delete, to keep history), and the article on adding tenant organizations is no longer public, so tenant-organization creation and closure steps are not recorded here."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "cove-34863785965716",
      "cove-50154315460628",
      "cove-50801058470676"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-34863785965716",
        "date": "2026-01-22T16:34:04Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34863785965716-Adding-and-Managing-Tenant-Organizations",
        "title": "Adding and Managing Tenant Organizations"
      },
      {
        "source_page_id": "cove-50154315460628",
        "date": "2026-06-10T18:34:36Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/50154315460628-Managing-Tenant-Leases",
        "title": "Managing Tenant Leases"
      },
      {
        "source_page_id": "cove-50801058470676",
        "date": "2026-06-30T14:46:46Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/50801058470676-Best-Practices-for-Offboarding-Tenants",
        "title": "Best Practices for Offboarding Tenants"
      }
    ],
    "asset_ids": [
      "ui-0452",
      "ui-0453",
      "ui-0454",
      "ui-0455",
      "ui-0456",
      "ui-0457",
      "ui-0458",
      "ui-0459",
      "ui-0460",
      "ui-0461",
      "ui-0625",
      "ui-0432",
      "ui-0433",
      "ui-0434",
      "ui-0435",
      "ui-0436",
      "ui-0437",
      "ui-0438"
    ],
    "flow_id": "cove-tenant-lifecycle",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-tenant-user-admin",
    "company": "Cove",
    "question": "How does Cove support this workflow: tenant administrator user management?",
    "title": "Tenant administrator user management",
    "area": "Users & permissions",
    "role": "Tenant administrator",
    "overview": "Cove documents this as a workflow for tenant administrator. The source sequence covers find a person, update access, suspend access, then review offboarding.",
    "documented_steps": [
      "Find a person",
      "Update access",
      "Suspend access",
      "Review offboarding"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "permission",
        "source_page_ids": [
          "cove-40201638777876"
        ],
        "text": "A Tenant Admin can manage users only after a Building Admin or Building Manager ticks User Manager on their profile. User Managers can add users, switch roles between Regular User, Tenant Host and Tenant Admin, appoint other User Managers and suspend or reactivate accounts."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-40201638777876"
        ],
        "text": "Property teams can switch off tenant user management with Disable Tenant User Management in Property Info, which hides the User Manager option so all user changes go through the property team. A new user needs only first name, last name, login email and role."
      },
      {
        "kind": "exception",
        "source_page_ids": [
          "cove-34866870581652",
          "cove-47408964433172"
        ],
        "text": "Suspending logs the user out immediately and blocks the app, dashboard and mobile building access, but keeps waivers, reservations, attendance and work order history attached for reporting. Suspended users are hidden from the directory unless filtered for, and can be suspended in bulk."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-47408964433172"
        ],
        "text": "Before suspending a staff member, Cove advises removing them from work groups and routing rules for work orders, maintenance and inspections, and from notification emails in Property Info, amenities and Visitor Setup, so assignments and alerts are not lost."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "cove-40201638777876",
      "cove-34866870581652",
      "cove-47408964433172"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-40201638777876",
        "date": "2025-10-01T21:46:04Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/40201638777876-Tenant-Admin-User-Manager",
        "title": "Tenant Admin User Manager"
      },
      {
        "source_page_id": "cove-34866870581652",
        "date": "2026-08-21T15:10:14Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34866870581652-Suspend-or-Unsuspend-Users",
        "title": "Suspend or Unsuspend Users"
      },
      {
        "source_page_id": "cove-47408964433172",
        "date": "2026-03-20T13:37:44Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/47408964433172-Best-Practices-for-Offboarding-Users",
        "title": "Best Practices for Offboarding Users"
      }
    ],
    "asset_ids": [
      "ui-0651",
      "ui-0652",
      "ui-0653",
      "ui-0654",
      "ui-0643",
      "ui-0432",
      "ui-0433",
      "ui-0434",
      "ui-0435",
      "ui-0566",
      "ui-0567"
    ],
    "flow_id": "cove-tenant-user-admin",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-property-setup",
    "company": "Cove",
    "question": "How does Cove support this workflow: configure property structure and information?",
    "title": "Configure property structure and information",
    "area": "Property & portfolio setup",
    "role": "Property administrator",
    "overview": "Cove documents this as a workflow for property administrator. The source sequence covers define buildings and spaces, edit property information, publish resources, then configure the web address.",
    "documented_steps": [
      "Define buildings and spaces",
      "Edit property information",
      "Publish resources",
      "Configure the web address"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-34283842710676"
        ],
        "text": "Cove creates buildings during onboarding; property teams add floors, suite types and suites manually or by CSV, which creates but never updates records. Suite type visibility (Shared, Tenant or Internal) controls who can raise work orders in a suite and drives inspection routing."
      },
      {
        "kind": "exception",
        "source_page_ids": [
          "cove-34283842710676"
        ],
        "text": "Suites must be removed before their floor, and floors before their building. Deleting a suite removes it from tenants and future use but keeps past work. A separate building address makes visitor invitations show that building rather than the site address."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-43077639287444"
        ],
        "text": "Property Info holds timezone, currency, default amenity hours and closure dates, logos, notification emails, per-category email sender names, enrollment approval, profile-editing and tenant user management switches, and billing settings such as remit-to address, billing period and cross-site credit use."
      },
      {
        "kind": "exception",
        "source_page_ids": [
          "cove-43077639287444"
        ],
        "text": "A closure date blocks new bookings on every reservable amenity for the whole day but does not cancel existing reservations; staff must review them. Building Admins and Managers can override closures."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-51202476018580",
          "cove-36014987838740"
        ],
        "text": "The dashboard-only Resources page, enabled by Cove, shows property hours and PDF handbooks up to 20 MB, each visible to all tenants or chosen user tags. The site short name in Property Info sets the branded login addresses at manage.cove.is and mybuilding.cove.is."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "cove-34283842710676",
      "cove-43077639287444",
      "cove-51202476018580",
      "cove-36014987838740"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-34283842710676",
        "date": "2026-06-04T14:40:23Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283842710676-Buildings-Floors-And-Suites",
        "title": "Buildings, Floors, And Suites"
      },
      {
        "source_page_id": "cove-43077639287444",
        "date": "2026-04-14T15:32:32Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/43077639287444-Property-Info",
        "title": "Property Info"
      },
      {
        "source_page_id": "cove-51202476018580",
        "date": "2026-07-10T15:56:11Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/51202476018580-Resources-Page",
        "title": "Resources Page"
      },
      {
        "source_page_id": "cove-36014987838740",
        "date": "2025-04-01T15:39:54Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/36014987838740-Create-a-Custom-URL-for-Your-Web-Dashboard",
        "title": "Create a Custom URL for Your Web Dashboard"
      }
    ],
    "asset_ids": [
      "ui-0267",
      "ui-0268",
      "ui-0269",
      "ui-0547",
      "ui-0548",
      "ui-0549",
      "ui-0298",
      "ui-0585",
      "ui-0586",
      "ui-0447",
      "ui-0448",
      "ui-0449"
    ],
    "flow_id": "cove-property-setup",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-tenant-home",
    "company": "Cove",
    "question": "How does Cove support this workflow: configure the tenant home and content?",
    "title": "Configure the tenant home and content",
    "area": "Tenant app & content",
    "role": "Property administrator",
    "overview": "Cove documents this as a workflow for property administrator. The source sequence covers arrange app screens, add highlights, configure spotlights, then set quick actions.",
    "documented_steps": [
      "Arrange app screens",
      "Add highlights",
      "Configure spotlights",
      "Set quick actions"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-34283742573844",
          "cove-34283742679060"
        ],
        "text": "The home screen is built from sections: Row sections show highlights as tiles, Spotlight sections show full-width carousels with an optional call-to-action button. A section can be hidden, and sections or individual highlights can be limited to chosen user tags."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-34283742573844"
        ],
        "text": "A highlight always has an image, title and description, and can add a web link, phone number, an inquiry form emailed to staff, or a link to an in-app feature. Highlights also feed building displays, and the highlight list can be exported to CSV."
      },
      {
        "kind": "exception",
        "source_page_ids": [
          "cove-34283735758228",
          "cove-34283742679060"
        ],
        "text": "Additional app screens are invisible until linked from a home-screen highlight, and a highlight section can belong to only one screen. When a Spotlight section holds several highlights, the first one shown is random on each app load."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-38737910615700"
        ],
        "text": "Up to four quick action buttons can open an amenity booking, a new service request (optionally for one issue type), visitor management or an external link, optionally in the phone's browser. Each button is shown to all roles or to the internal team only."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "cove-34283735758228",
      "cove-34283742573844",
      "cove-34283742679060",
      "cove-38737910615700",
      "cove-34283781221524"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-34283735758228",
        "date": "2025-01-27T15:07:25Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283735758228-App-Screens",
        "title": "App Screens"
      },
      {
        "source_page_id": "cove-34283742573844",
        "date": "2025-04-07T17:52:58Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283742573844-Highlights-Creating-Managing-Mobile-Highlights",
        "title": "Highlights: Creating & Managing Mobile Highlights"
      },
      {
        "source_page_id": "cove-34283742679060",
        "date": "2025-04-07T17:40:37Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283742679060-App-Spotlights",
        "title": "App Spotlights"
      },
      {
        "source_page_id": "cove-38737910615700",
        "date": "2026-06-05T13:04:09Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/38737910615700-Quick-Action-Buttons",
        "title": "Quick Action Buttons"
      },
      {
        "source_page_id": "cove-34283781221524",
        "date": "2025-01-27T15:07:17Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283781221524-App-Screens-and-Spotlights-Webinar",
        "title": "App Screens and Spotlights Webinar"
      }
    ],
    "asset_ids": [
      "ui-0310",
      "ui-0311",
      "ui-0312",
      "ui-0313",
      "ui-0314",
      "ui-0315",
      "ui-0316",
      "ui-0317",
      "ui-0318",
      "ui-0319",
      "ui-0320",
      "ui-0321",
      "ui-0258"
    ],
    "flow_id": "cove-tenant-home",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-request-intake",
    "company": "Cove",
    "question": "How does Cove support this workflow: create a service request?",
    "title": "Create a service request",
    "area": "Work orders",
    "role": "Tenant and property team",
    "overview": "Cove documents this as a workflow for tenant and property team. The source sequence covers select the request entry point, enter request details, attach context, then review the submitted record.",
    "documented_steps": [
      "Select the request entry point",
      "Enter request details",
      "Attach context",
      "Review the submitted record"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-34283654757908"
        ],
        "text": "Tenant Admins submit from the app's Requests tab or quick action and building staff from the Work tab or the dashboard's New Ticket. Buildings can require a due date or extra questions. Equipment can be linked only after choosing building and floor, and staff can set assignee, work groups and extra email recipients."
      },
      {
        "kind": "limitation",
        "source_page_ids": [
          "cove-34283654757908",
          "cove-47349863856276"
        ],
        "text": "Work order attachments accept JPG and PNG images, PDFs and office files, and MP4 video up to five minutes, with several files at once. The public work order form accepts images and PDFs but not video."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-47349863856276"
        ],
        "text": "Public work orders, set up with Cove's CSM or Support, let anyone without a Cove account submit after verifying their email with a one-time code. Requests follow normal routing; the submitter's contact details are written into the description and status emails go to the verified address, which staff can change."
      },
      {
        "kind": "permission",
        "source_page_ids": [
          "cove-34283642018836"
        ],
        "text": "Building Admins and Building Managers configure the Work Order module and create recurring work orders. Tenant Admins and Regular Users can submit and track work orders only if the building has configured them to; users without the option need their admin to set up access."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "cove-34283654757908",
      "cove-47349863856276",
      "cove-34283642018836"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-34283654757908",
        "date": "2026-08-13T20:45:43Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283654757908-Submitting-a-Work-Order",
        "title": "Submitting a Work Order"
      },
      {
        "source_page_id": "cove-47349863856276",
        "date": "2026-03-18T19:03:47Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/47349863856276-Public-Work-Orders",
        "title": "Public Work Orders"
      },
      {
        "source_page_id": "cove-34283642018836",
        "date": "2026-07-28T23:14:47Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283642018836-Work-Order-Overview",
        "title": "Work Order Overview"
      }
    ],
    "asset_ids": [
      "ui-0684",
      "ui-0685",
      "ui-0686",
      "ui-0644",
      "ui-0645",
      "ui-0646",
      "ui-0647",
      "ui-0648",
      "ui-0649",
      "ui-0650",
      "ui-0724"
    ],
    "flow_id": "cove-request-intake",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-dispatch",
    "company": "Cove",
    "question": "How does Cove support this workflow: route, assign and escalate work?",
    "title": "Route, assign and escalate work",
    "area": "Automation & staffing",
    "role": "Operations manager",
    "overview": "Cove documents this as a workflow for operations manager. The source sequence covers configure routing, organize work groups, set escalation rules, then set notifications.",
    "documented_steps": [
      "Configure routing",
      "Organize work groups",
      "Set escalation rules",
      "Set notifications"
    ],
    "reviewed_details": [
      {
        "text": "Make team members assignable and set up work groups before configuring issue-type or category routing. Rules can use a default for all buildings or building-specific assignments within a campus.",
        "source_page_ids": [
          "cove-36583309699476"
        ],
        "kind": "configuration"
      },
      {
        "text": "The guide’s general rule says that when a default assignee and a work group are both selected, the assignee receives notifications while the group retains visibility. Some examples in the same article are inconsistent; verify the actual notification behavior in a demonstration.",
        "source_page_ids": [
          "cove-36583309699476"
        ],
        "kind": "limitation"
      }
    ],
    "detail_level": "reviewed_details",
    "source_page_ids": [
      "cove-36583309699476",
      "cove-36588345828372",
      "cove-36426747724820",
      "cove-34283805049748",
      "cove-46453750959380"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-36583309699476",
        "date": "2025-04-14T15:34:49Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/36583309699476-Work-Order-Assignments-and-Routing",
        "title": "Work Order Assignments and Routing"
      },
      {
        "source_page_id": "cove-36588345828372",
        "date": "2026-01-15T03:26:10Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/36588345828372-Work-Groups",
        "title": "Work Groups"
      },
      {
        "source_page_id": "cove-36426747724820",
        "date": "2026-05-20T16:59:11Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/36426747724820-Work-Order-Escalations",
        "title": "Work Order Escalations"
      },
      {
        "source_page_id": "cove-34283805049748",
        "date": "2026-05-05T14:38:34Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283805049748-Work-Order-Notifications",
        "title": "Work Order Notifications"
      },
      {
        "source_page_id": "cove-46453750959380",
        "date": "2026-03-04T21:20:42Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/46453750959380-Routing-Assignments-Simplified-webinar",
        "title": "Routing & Assignments Simplified (webinar)"
      }
    ],
    "asset_ids": [
      "ui-0701",
      "ui-0702",
      "ui-0703",
      "ui-0704",
      "ui-0705",
      "ui-0692",
      "ui-0693",
      "ui-0694",
      "ui-0695",
      "ui-0696",
      "ui-0697",
      "ui-0698",
      "ui-0699",
      "ui-0700",
      "ui-0725",
      "ui-0726",
      "ui-0727",
      "ui-0716",
      "ui-0717",
      "ui-0718",
      "ui-0719",
      "ui-0720",
      "ui-0721",
      "ui-0722"
    ],
    "flow_id": "cove-dispatch",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-field-work",
    "company": "Cove",
    "question": "How does Cove support this workflow: record field work and satisfy completion rules?",
    "title": "Record field work and satisfy completion rules",
    "area": "Work orders",
    "role": "Engineer",
    "overview": "Cove documents this as a workflow for engineer. The source sequence covers open assigned work, record notes, labor and materials, add travel where enabled, then resolve missing completion information.",
    "documented_steps": [
      "Open assigned work",
      "Record notes, labor and materials",
      "Add travel where enabled",
      "Resolve missing completion information"
    ],
    "reviewed_details": [
      {
        "text": "Building admins can require labor hours, a note and/or mileage before completion. Mileage depends on Travel being enabled. Missing requirements block Complete or Closed transitions on web and mobile. Bulk completion evaluates each work order separately and reports the blocked records.",
        "source_page_ids": [
          "cove-53144214370708"
        ],
        "kind": "configuration"
      }
    ],
    "detail_level": "reviewed_details",
    "source_page_ids": [
      "cove-51873675144468",
      "cove-52475699642644",
      "cove-52171335729428",
      "cove-53144214370708"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-51873675144468",
        "date": "2026-08-13T20:30:08Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/51873675144468-Guide-to-Work-Orders-on-Mobile",
        "title": "Guide to Work Orders on Mobile"
      },
      {
        "source_page_id": "cove-52475699642644",
        "date": "2026-08-31T20:05:08Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/52475699642644-Saved-Note-Templates-WO-and-PMs",
        "title": "Saved Note Templates - WO and PMs"
      },
      {
        "source_page_id": "cove-52171335729428",
        "date": "2026-09-01T14:51:44Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/52171335729428-Travel-Management-Logging-and-Tracking-Mileage-on-Work-Orders",
        "title": "Travel Management: Logging and Tracking Mileage on Work Orders"
      },
      {
        "source_page_id": "cove-53144214370708",
        "date": "2026-09-01T20:10:44Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/53144214370708-Work-Order-Completion-Requirements",
        "title": "Work Order Completion Requirements"
      }
    ],
    "asset_ids": [
      "ui-034",
      "ui-033",
      "ui-038",
      "ui-032",
      "ui-041",
      "ui-037",
      "ui-035",
      "ui-036",
      "ui-040",
      "ui-039",
      "ui-042",
      "ui-043",
      "ui-0675",
      "ui-0676",
      "ui-0677",
      "ui-0678",
      "ui-0679",
      "ui-0680",
      "ui-0681",
      "ui-0687",
      "ui-0688",
      "ui-0689",
      "ui-0690",
      "ui-0691",
      "ui-0710",
      "ui-0711",
      "ui-0712",
      "ui-0713"
    ],
    "flow_id": "cove-field-work",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-chargeback",
    "company": "Cove",
    "question": "How does Cove support this workflow: estimate and bill tenant work?",
    "title": "Estimate and bill tenant work",
    "area": "Billing & accounting",
    "role": "Property team and tenant approver",
    "overview": "Cove documents this as a workflow for property team and tenant approver. The source sequence covers configure labor and material rates, review estimates, add charges, then create the tenant invoice.",
    "documented_steps": [
      "Configure labor and material rates",
      "Review estimates",
      "Add charges",
      "Create the tenant invoice"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "permission",
        "source_page_ids": [
          "cove-49287794767124",
          "cove-49288409596052"
        ],
        "text": "Only Building Admins create labor rates and materials. Each carries defaults for billable, tax and tenant markup, an optional fixed or percentage markup that overrides the tenant rate, and cost code rules mapping base, markup or total amounts to GL accounts. Engineers can adjust lines on a work order."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-34283787465620"
        ],
        "text": "Once labor or materials are on a work order, staff send an estimate from its Invoice tab with a note that appears in the tenant email and the activity log. The estimate becomes Proposed, and the tenant, notified by email and push, can accept it or request changes."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-45591445846292"
        ],
        "text": "Work orders with charges move To Close, then Billing Verification, then Closed & Verified, and only verified ones are billed. Cove advises separating whoever adds charges from whoever verifies, and enabling restrictions so verification needs a lease code and cost rules, optionally locking later edits."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-45591445846292"
        ],
        "text": "Tenant statements are produced in Batch Reporting by verification date and can be stored, emailed internally or sent to tenant billing contacts. Single PDF invoices, overviews or statements can be exported from Closed & Verified, and reservation fees are added on the reservation or via a triggered work order."
      },
      {
        "kind": "exception",
        "source_page_ids": [
          "cove-45591445846292"
        ],
        "text": "Charges on a verified work order are corrected with Reverse Charges, which turns every amount negative, keeps the order Closed & Verified and logs one Charges Reversed event. Cove's audit checklist compares the tenant billing report with a billables breakdown to catch missing lease codes or unmapped items."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "cove-49287794767124",
      "cove-49288409596052",
      "cove-34283787465620",
      "cove-45591445846292",
      "cove-40692075559828"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-49287794767124",
        "date": "2026-05-15T16:59:28Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/49287794767124-Adding-Labor-Rates-to-Your-Work-Order-Library",
        "title": "Adding Labor Rates to Your Work Order Library"
      },
      {
        "source_page_id": "cove-49288409596052",
        "date": "2026-05-15T17:10:35Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/49288409596052-Adding-Materials-to-Your-Work-Order-Library",
        "title": "Adding Materials to Your Work Order Library"
      },
      {
        "source_page_id": "cove-34283787465620",
        "date": "2026-01-14T19:42:50Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283787465620-Work-Order-Estimates",
        "title": "Work Order Estimates"
      },
      {
        "source_page_id": "cove-45591445846292",
        "date": "2026-05-15T17:10:54Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/45591445846292-Adding-Billable-Charges-Creating-Tenant-Invoices",
        "title": "Adding Billable Charges & Creating Tenant Invoices"
      },
      {
        "source_page_id": "cove-40692075559828",
        "date": "2025-08-28T13:48:53Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/40692075559828-Work-Order-Billing-Webinar",
        "title": "Work Order Billing Webinar"
      }
    ],
    "asset_ids": [
      "ui-0372",
      "ui-0373",
      "ui-0374",
      "ui-0375",
      "ui-0376",
      "ui-0377",
      "ui-0442",
      "ui-0443",
      "ui-0444",
      "ui-0445",
      "ui-0740",
      "ui-0741",
      "ui-0742",
      "ui-1283",
      "ui-1284",
      "ui-1285",
      "ui-1286",
      "ui-1287",
      "ui-1288",
      "ui-1289",
      "ui-1290",
      "ui-0206",
      "ui-0207",
      "ui-0208",
      "ui-0209",
      "ui-0210",
      "ui-0211",
      "ui-0212",
      "ui-0213",
      "ui-0214"
    ],
    "flow_id": "cove-chargeback",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-recurring-work",
    "company": "Cove",
    "question": "How does Cove support this workflow: schedule recurring work orders?",
    "title": "Schedule recurring work orders",
    "area": "Automation & staffing",
    "role": "Operations manager",
    "overview": "Cove documents this as a workflow for operations manager. The source sequence covers create a recurring template, edit its recurrence, then configure when work opens.",
    "documented_steps": [
      "Create a recurring template",
      "Edit its recurrence",
      "Configure when work opens"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-34283774751636"
        ],
        "text": "Recurring work order templates are created from Work Order Setup with status, an interval in days, weeks, months or years, a next open date and an optional end date. Each occurrence fires as an ordinary work order and follows the normal category, issue-type and building routing rules."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-34283790491284"
        ],
        "text": "When dated work opens is set site-wide in General Setup (at creation, a set buffer before the due date, or on the due date) and can be overridden per issue type. The per-issue-type mode appears only when Collect Due Date? is checked. Notifications go out when work is scheduled and again when it opens."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "cove-34283774751636",
      "cove-34283790491284"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-34283774751636",
        "date": "2025-08-01T14:21:29Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283774751636-Recurring-Work-Orders",
        "title": "Recurring Work Orders"
      },
      {
        "source_page_id": "cove-34283790491284",
        "date": "2025-01-27T15:08:13Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283790491284-Work-Order-Scheduling",
        "title": "Work Order Scheduling"
      }
    ],
    "asset_ids": [
      "ui-1279",
      "ui-1273",
      "ui-1280",
      "ui-1281",
      "ui-1282",
      "ui-1274",
      "ui-1275",
      "ui-1276",
      "ui-1277",
      "ui-1278",
      "ui-0728",
      "ui-0729",
      "ui-0730",
      "ui-0731",
      "ui-0732",
      "ui-0733"
    ],
    "flow_id": "cove-recurring-work",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-maintenance",
    "company": "Cove",
    "question": "How does Cove support this workflow: set up and execute preventive maintenance?",
    "title": "Set up and execute preventive maintenance",
    "area": "Maintenance & equipment",
    "role": "Engineer and operations manager",
    "overview": "Cove documents this as a workflow for engineer and operations manager. The source sequence covers create equipment records, configure procedures and schedules, assign scheduled work, complete tasks, then review history.",
    "documented_steps": [
      "Create equipment records",
      "Configure procedures and schedules",
      "Assign scheduled work",
      "Complete tasks",
      "Review history"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "permission",
        "source_page_ids": [
          "cove-34283806326292"
        ],
        "text": "Only Building Admins create, upload or delete equipment and categories, including bulk delete; engineers, security, building and engineering managers can view and edit records on the dashboard and mobile. Categories can carry custom fields that appear on every item and as table and export columns."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-34283657180948",
          "cove-45555428177556"
        ],
        "text": "A task template combines equipment, schedules and steps, with a projection calendar. Procedures are shared step lists whose edits apply to every template using them. A template can have several schedules with different procedures or assignees, skip weekends, or run seasonally in selected months only."
      },
      {
        "kind": "exception",
        "source_page_ids": [
          "cove-34283636660116",
          "cove-34283806326292"
        ],
        "text": "Task progress saves automatically and tasks can be put on hold and resumed. Completing without every step requires a reason under Important Notes. Marking equipment inactive excludes it from maintenance schedules when they fire."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-34283683467156",
          "cove-34283671962900"
        ],
        "text": "Open tasks can be batch-assigned or batch-status-changed, for example to On Hold. Completed work is reviewed in Task History with search, filters and sorting, or per item under the equipment's All Task History."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "cove-34283806326292",
      "cove-34283657180948",
      "cove-45555428177556",
      "cove-34283683467156",
      "cove-34283636660116",
      "cove-34283671962900",
      "cove-37787209484948"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-34283806326292",
        "date": "2026-08-12T15:38:18Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283806326292-Equipment-Libraries",
        "title": "Equipment Libraries"
      },
      {
        "source_page_id": "cove-34283657180948",
        "date": "2026-04-28T13:32:28Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283657180948-Maintenance-Task-Templates-Procedures-and-Schedules",
        "title": "Maintenance Task Templates, Procedures and Schedules"
      },
      {
        "source_page_id": "cove-45555428177556",
        "date": "2026-01-22T15:54:38Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/45555428177556-Seasonal-Maintenance-Schedules",
        "title": "Seasonal Maintenance Schedules"
      },
      {
        "source_page_id": "cove-34283683467156",
        "date": "2026-08-12T15:37:13Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283683467156-Bulk-Assigning-and-Editing-Maintenance-Tasks",
        "title": "Bulk Assigning and Editing Maintenance Tasks"
      },
      {
        "source_page_id": "cove-34283636660116",
        "date": "2025-02-17T19:47:33Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283636660116-Completing-Maintenance-Tasks",
        "title": "Completing Maintenance Tasks"
      },
      {
        "source_page_id": "cove-34283671962900",
        "date": "2025-01-27T15:05:13Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283671962900-Maintenance-Task-History",
        "title": "Maintenance Task History"
      },
      {
        "source_page_id": "cove-37787209484948",
        "date": "2025-05-23T19:27:24Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/37787209484948-Maintenance-Module-Webinar",
        "title": "Maintenance Module Webinar"
      }
    ],
    "asset_ids": [
      "ui-0510",
      "ui-0511",
      "ui-0512",
      "ui-0513",
      "ui-0514",
      "ui-0515",
      "ui-0581",
      "ui-0582",
      "ui-0600",
      "ui-0430",
      "ui-0431",
      "ui-0479",
      "ui-0562",
      "ui-0563"
    ],
    "flow_id": "cove-maintenance",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-equipment-qr",
    "company": "Cove",
    "question": "How does Cove support this workflow: associate and scan equipment QR codes?",
    "title": "Associate and scan equipment QR codes",
    "area": "Maintenance & equipment",
    "role": "Engineer",
    "overview": "Cove documents this as a workflow for engineer. The source sequence covers associate a QR code, scan from the field, then open equipment context.",
    "documented_steps": [
      "Associate a QR code",
      "Scan from the field",
      "Open equipment context"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-34283774713620"
        ],
        "text": "QR codes or existing barcodes must be generated and attached to equipment before linking; any generator works, and Cove's CSM can help with bulk codes. The item must already exist in the equipment library."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-34283774713620"
        ],
        "text": "Linking and scanning happen in the mobile building app with camera access: open Equipment, pick the item and tap Link Asset Tracking Code to scan it. Later, Scan on the Equipment page opens the item directly, for example to create an on-demand task."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "cove-34283774713620"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-34283774713620",
        "date": "2026-04-21T14:20:28Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283774713620-Assigning-QR-Codes-to-Equipment",
        "title": "Assigning QR Codes to Equipment"
      }
    ],
    "asset_ids": [
      "ui-1205",
      "ui-1201",
      "ui-1206",
      "ui-1202",
      "ui-1207",
      "ui-1208",
      "ui-1203",
      "ui-1204"
    ],
    "flow_id": "cove-equipment-qr",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-network-work",
    "company": "Cove",
    "question": "How does Cove support this workflow: manage maintenance across a network?",
    "title": "Manage maintenance across a network",
    "area": "Property & portfolio setup",
    "role": "Regional manager and engineer",
    "overview": "Cove documents this as a workflow for regional manager and engineer. The source sequence covers select network scope, review maintenance, switch sites on mobile, then review personal and group work.",
    "documented_steps": [
      "Select network scope",
      "Review maintenance",
      "Switch sites on mobile",
      "Review personal and group work"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-49406066828180"
        ],
        "text": "Choosing the network in the dashboard's site selector shows Maintenance across all sites, with each task labelled by site. A new task first asks for the site, then uses only that site's data. Batch reassignment lists only users with access to every site in the selection."
      },
      {
        "kind": "limitation",
        "source_page_ids": [
          "cove-49406066828180"
        ],
        "text": "At network level, equipment can be viewed and edited but must be created at the site. Only Building Admins can create network procedures, scoped to all or selected sites, and those procedures can no longer be edited at site level."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-49404229005588"
        ],
        "text": "Building Engineers assigned to several properties automatically get a Snapshot tab when they select the network in the mobile app: sites listed alphabetically with work order and maintenance counts for me, my groups and all, filterable by type. An AI site summary was still listed as coming soon."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "cove-49406066828180",
      "cove-49404229005588"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-49406066828180",
        "date": "2026-05-19T16:41:12Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/49406066828180-Maintenance-at-the-Network-Level",
        "title": "Maintenance at the Network Level"
      },
      {
        "source_page_id": "cove-49404229005588",
        "date": "2026-06-12T15:35:22Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/49404229005588-Mobile-Engineer-Experience",
        "title": "Mobile Engineer Experience"
      }
    ],
    "asset_ids": [
      "ui-0154",
      "ui-0155",
      "ui-0156",
      "ui-0157",
      "ui-0158",
      "ui-028",
      "ui-029",
      "ui-031",
      "ui-030"
    ],
    "flow_id": "cove-network-work",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-inspections",
    "company": "Cove",
    "question": "How does Cove support this workflow: create, assign and complete inspections?",
    "title": "Create, assign and complete inspections",
    "area": "Inspections",
    "role": "Operations manager and engineer",
    "overview": "Cove documents this as a workflow for operations manager and engineer. The source sequence covers create an inspection, manage assignments, open the inspection, then record completion.",
    "documented_steps": [
      "Create an inspection",
      "Manage assignments",
      "Open the inspection",
      "Record completion"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-34283690377492"
        ],
        "text": "Inspections are built in three stages: a template with a default recurrence interval and an open-date buffer before the due date, then sections of grouped questions, then an inspection schedule that activates it. The setup articles list the forms' fields only at a high level."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-34283661703316",
          "cove-34283739735188"
        ],
        "text": "Inspections are listed by assignment (New In My Group, Assigned To Me, Open) with the statuses To Do, In Progress and Completed. Staff complete one section at a time, Start Section then Complete Section, from the dashboard or the mobile Work tab."
      },
      {
        "kind": "limitation",
        "source_page_ids": [
          "cove-34283690377492",
          "cove-34283739735188"
        ],
        "text": "Cove's own articles disagree on mobile support: some still label mobile inspections as coming soon, while the completion article (updated July 2026) describes completing them in the mobile app. Confirm current mobile behavior before relying on it."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "cove-34283690377492",
      "cove-34283661703316",
      "cove-34283739735188",
      "cove-34283721941012"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-34283690377492",
        "date": "2025-04-07T17:57:51Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283690377492-Creating-Inspections",
        "title": "Creating Inspections"
      },
      {
        "source_page_id": "cove-34283661703316",
        "date": "2025-04-07T17:35:05Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283661703316-Managing-Inspections",
        "title": "Managing Inspections"
      },
      {
        "source_page_id": "cove-34283739735188",
        "date": "2025-08-14T16:28:29Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283739735188-Viewing-and-Completing-Inspections",
        "title": "Viewing and Completing Inspections"
      },
      {
        "source_page_id": "cove-34283721941012",
        "date": "2025-01-27T15:05:49Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283721941012-Inspections-Webinar",
        "title": "Inspections Webinar"
      }
    ],
    "asset_ids": [
      "ui-0366",
      "ui-0367",
      "ui-0368",
      "ui-0369",
      "ui-0517",
      "ui-0518",
      "ui-0519",
      "ui-0538",
      "ui-0539",
      "ui-1331",
      "ui-1332",
      "ui-1333",
      "ui-1334"
    ],
    "flow_id": "cove-inspections",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-coi",
    "company": "Cove",
    "question": "How does Cove support this workflow: configure, review and track insurance certificates?",
    "title": "Configure, review and track insurance certificates",
    "area": "COI",
    "role": "Compliance administrator",
    "overview": "Cove documents this as a workflow for compliance administrator. The source sequence covers configure requirements, upload and review extraction, manage coverage versions, then track compliance and notifications.",
    "documented_steps": [
      "Configure requirements",
      "Upload and review extraction",
      "Manage coverage versions",
      "Track compliance and notifications"
    ],
    "reviewed_details": [
      {
        "text": "Cove separates configured insurance requirements, document extraction and reviewer correction. Its extraction guide retains manual questions and property-specific matching; a reviewed document must be associated with the correct tenant or vendor.",
        "source_page_ids": [
          "cove-51962740810388"
        ],
        "kind": "configuration"
      },
      {
        "text": "Each tenant or vendor has one current coverage set and historical sets. Creating a new set archives the previous version with its compliance snapshot; editing current coverage changes that version in place. Current coverage drives compliance and notifications. Separate tabs expose past coverage, documents, requirements, notes and activity.",
        "source_page_ids": [
          "cove-53224974024852"
        ],
        "kind": "configuration"
      }
    ],
    "detail_level": "reviewed_details",
    "source_page_ids": [
      "cove-46139514014868",
      "cove-51962740810388",
      "cove-53224974024852",
      "cove-49960375920276"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-46139514014868",
        "date": "2026-08-13T16:00:18Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/46139514014868-COI-Setup",
        "title": "COI Setup"
      },
      {
        "source_page_id": "cove-51962740810388",
        "date": "2026-09-03T22:10:00Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/51962740810388-COI-Extraction-AI-Review",
        "title": "COI Extraction: AI Review"
      },
      {
        "source_page_id": "cove-53224974024852",
        "date": "2026-09-03T19:28:37Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/53224974024852-Coverage-Sets-and-Coverage-Versioning",
        "title": "Coverage Sets and Coverage Versioning"
      },
      {
        "source_page_id": "cove-49960375920276",
        "date": "2026-06-04T21:23:38Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/49960375920276-Managing-COIs-Metrics-and-Notifications",
        "title": "Managing COIs, Metrics, and Notifications"
      }
    ],
    "asset_ids": [
      "ui-0382",
      "ui-0383",
      "ui-0384",
      "ui-0385",
      "ui-0386",
      "ui-0387",
      "ui-0388",
      "ui-001",
      "ui-002",
      "ui-003",
      "ui-004",
      "ui-006",
      "ui-005",
      "ui-0480",
      "ui-0481",
      "ui-0482",
      "ui-0483",
      "ui-0484"
    ],
    "flow_id": "cove-coi",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-purchase-orders",
    "company": "Cove",
    "question": "How does Cove support this workflow: create and manage purchase orders?",
    "title": "Create and manage purchase orders",
    "area": "Purchase orders",
    "role": "Property team and approver",
    "overview": "Cove documents this as a workflow for property team and approver. The source sequence covers configure purchase orders, create a request, review approval behavior, then export or print.",
    "documented_steps": [
      "Configure purchase orders",
      "Create a request",
      "Review approval behavior",
      "Export or print"
    ],
    "reviewed_details": [
      {
        "text": "Purchase Order General Setup controls shipping and billing addresses, additional document language, required approver or vendor signatures and approval-notification recipients. These settings are applied to generated purchase-order PDFs.",
        "source_page_ids": [
          "cove-34283770552852"
        ],
        "kind": "configuration"
      }
    ],
    "detail_level": "reviewed_details",
    "source_page_ids": [
      "cove-34283770552852",
      "cove-34283737265812",
      "cove-34283783744276"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-34283770552852",
        "date": "2026-08-26T21:28:34Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283770552852-Purchase-Order-Setup",
        "title": "Purchase Order Setup"
      },
      {
        "source_page_id": "cove-34283737265812",
        "date": "2025-01-27T15:07:41Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283737265812-Creating-and-Managing-Purchase-Orders",
        "title": "Creating and Managing Purchase Orders"
      },
      {
        "source_page_id": "cove-34283783744276",
        "date": "2026-05-15T17:29:22Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283783744276-Purchase-Orders-Overview",
        "title": "Purchase Orders Overview"
      }
    ],
    "asset_ids": [
      "ui-0307",
      "ui-0308",
      "ui-0309",
      "ui-1213",
      "ui-1209",
      "ui-1214",
      "ui-1210",
      "ui-1215",
      "ui-1216",
      "ui-1211",
      "ui-1212",
      "ui-0304",
      "ui-0305"
    ],
    "flow_id": "cove-purchase-orders",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-incidents",
    "company": "Cove",
    "question": "How does Cove support this workflow: configure incident routing and review reports?",
    "title": "Configure incident routing and review reports",
    "area": "Incidents",
    "role": "Property manager and operations team",
    "overview": "Cove documents this as a workflow for property manager and operations team. The source sequence covers set categories and incident types, configure routing, open an incident report, then review response and status.",
    "documented_steps": [
      "Set categories and incident types",
      "Configure routing",
      "Open an incident report",
      "Review response and status"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-34283788035604"
        ],
        "text": "Incident categories and types (with severity, optional description and optional questionnaire) can be created at network level and limited to specific sites. The module must be enabled by Cove; if it is missing, contact Customer Success or Tech Support."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-34283788035604"
        ],
        "text": "Routing is set per building and per incident type by choosing a work group from the Work Order module, so groups and their notification hours must exist first. The person who creates an incident does not receive its notification."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-34283784260884"
        ],
        "text": "Incidents can be opened from the dashboard or mobile app with category, type, location and optional tenant and attachments. Open covers open and on-hold reports; Resolved covers resolved, cancelled and closed. Each incident keeps a history and chronology, and its status and work groups can be edited."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "cove-34283788035604",
      "cove-34283784260884"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-34283788035604",
        "date": "2025-11-07T14:42:53Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283788035604-Incident-Setup",
        "title": "Incident Setup"
      },
      {
        "source_page_id": "cove-34283784260884",
        "date": "2026-08-20T18:11:46Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283784260884-Incident-Response-and-Management",
        "title": "Incident Response and Management"
      }
    ],
    "asset_ids": [
      "ui-0419",
      "ui-1223",
      "ui-1227",
      "ui-1233",
      "ui-1224",
      "ui-1228",
      "ui-1234",
      "ui-1225",
      "ui-1229",
      "ui-1235",
      "ui-1226",
      "ui-1230",
      "ui-1231",
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      "ui-1232",
      "ui-1237",
      "ui-1238",
      "ui-0470",
      "ui-0471",
      "ui-0472",
      "ui-1239",
      "ui-1240",
      "ui-1241",
      "ui-1242",
      "ui-1243",
      "ui-1244"
    ],
    "flow_id": "cove-incidents",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-time-cards",
    "company": "Cove",
    "question": "How does Cove support this workflow: configure and use time cards?",
    "title": "Configure and use time cards",
    "area": "Time cards",
    "role": "Engineer and property manager",
    "overview": "Cove documents this as a workflow for engineer and property manager. The source sequence covers configure time-card settings, record time, then review team time cards.",
    "documented_steps": [
      "Configure time-card settings",
      "Record time",
      "Review team time cards"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-45991910109460",
          "cove-45992406108948"
        ],
        "text": "Time Cards must be enabled by Cove, then each staff profile needs Can Submit Time Cards? ticked. Property teams define time types such as Standard, Overtime and Vacation, each optionally requiring a note; entries follow the site's time increment, typically 15 minutes, and daily maximum."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-45992406108948"
        ],
        "text": "Staff record hours in the mobile app under My Labor Hours, by start and stop time or total hours, saving drafts during the week. A submitted week is locked until an approver acts; a denied week comes back editable with the approver's note."
      },
      {
        "kind": "exception",
        "source_page_ids": [
          "cove-45992296828180",
          "cove-45992406108948"
        ],
        "text": "Approved weeks are locked for payroll and cannot be edited in the app. To correct one, the approver denies it for resubmission or adds a separate adjustment entry with an admin note on the dashboard, which the activity log records with who and when."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-45992296828180"
        ],
        "text": "Approvers work from a Needs approval queue of submitted weeks with bulk and inline approve or deny, and a Time Cards list filterable by date, employee, status and site that can be exported for payroll reconciliation."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "cove-45991910109460",
      "cove-45992406108948",
      "cove-45992296828180"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-45991910109460",
        "date": "2026-02-09T17:11:50Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/45991910109460-Time-Cards-Setup-Property-Teams",
        "title": "Time Cards Setup (Property Teams)"
      },
      {
        "source_page_id": "cove-45992406108948",
        "date": "2026-02-10T22:36:57Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/45992406108948-Using-Time-Cards-Building-Team-Members",
        "title": "Using Time Cards (Building Team Members)"
      },
      {
        "source_page_id": "cove-45992296828180",
        "date": "2026-02-09T16:49:52Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/45992296828180-Time-Cards-Management-Property-Teams",
        "title": "Time Cards Management (Property Teams)"
      }
    ],
    "asset_ids": [
      "ui-0185",
      "ui-0186",
      "ui-0187",
      "ui-0188",
      "ui-0189",
      "ui-0182",
      "ui-0183",
      "ui-0184"
    ],
    "flow_id": "cove-time-cards",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-amenity-setup",
    "company": "Cove",
    "question": "How does Cove support this workflow: configure amenity inventory and booking policies?",
    "title": "Configure amenity inventory and booking policies",
    "area": "Amenities",
    "role": "Property administrator",
    "overview": "Cove documents this as a workflow for property administrator. The source sequence covers create categories and spaces, define reservation policies, set seating options, then configure reservation credits.",
    "documented_steps": [
      "Create categories and spaces",
      "Define reservation policies",
      "Set seating options",
      "Configure reservation credits"
    ],
    "reviewed_details": [
      {
        "text": "Administrators create a category and a reservable space, then configure availability, approval, visibility, payment options and any questionnaires or operational follow-up.",
        "source_page_ids": [
          "cove-34283833309332"
        ],
        "kind": "configuration"
      },
      {
        "text": "Reservation policies are enabled through Cove support or the customer-success manager. Create them at site level, then attach them to individual spaces. A policy can vary booking windows by tenant or user tag. When both restrictions are set, both must match; the highest-priority matching policy wins.",
        "source_page_ids": [
          "cove-41689099890324"
        ],
        "kind": "configuration"
      },
      {
        "text": "Credits are allocated by tenant and billing cycle. The guide distinguishes displayed booking costs from later usage reconciliation and describes potentially confusing cash or invoice messaging when credits are used. Check the configured payment combination and cycle-end export.",
        "source_page_ids": [
          "cove-43249069821716"
        ],
        "kind": "limitation"
      }
    ],
    "detail_level": "reviewed_details",
    "source_page_ids": [
      "cove-34283827538964",
      "cove-34283833309332",
      "cove-41689099890324",
      "cove-34283658800532",
      "cove-43249069821716"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-34283827538964",
        "date": "2025-04-07T17:47:14Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283827538964-Create-an-Amenity-Space-Category",
        "title": "Create an Amenity Space Category"
      },
      {
        "source_page_id": "cove-34283833309332",
        "date": "2026-07-28T19:24:10Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283833309332-Create-an-Amenity-Space",
        "title": "Create an Amenity Space"
      },
      {
        "source_page_id": "cove-41689099890324",
        "date": "2025-10-02T12:29:28Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/41689099890324-Amenity-Space-Reservation-Policies",
        "title": "Amenity Space Reservation Policies"
      },
      {
        "source_page_id": "cove-34283658800532",
        "date": "2025-01-27T15:05:21Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283658800532-Amenity-Reservations-Setting-Up-Seating-Arrangements",
        "title": "Amenity Reservations- Setting Up Seating Arrangements"
      },
      {
        "source_page_id": "cove-43249069821716",
        "date": "2025-11-12T00:33:06Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/43249069821716-Understanding-and-Managing-Credits-in-Reservations",
        "title": "Understanding and Managing Credits in Reservations"
      }
    ],
    "asset_ids": [
      "ui-0558",
      "ui-0559",
      "ui-0560",
      "ui-0561",
      "ui-0571",
      "ui-0572",
      "ui-0573",
      "ui-0574",
      "ui-0575",
      "ui-0576",
      "ui-0577",
      "ui-0578",
      "ui-0579",
      "ui-0487",
      "ui-0488",
      "ui-0489",
      "ui-0490",
      "ui-0491",
      "ui-0492",
      "ui-0493",
      "ui-0542",
      "ui-0543",
      "ui-0544",
      "ui-0545",
      "ui-0626",
      "ui-0627"
    ],
    "flow_id": "cove-amenity-setup",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-amenity-booking",
    "company": "Cove",
    "question": "How does Cove support this workflow: reserve, approve and bill amenities?",
    "title": "Reserve, approve and bill amenities",
    "area": "Amenities",
    "role": "Tenant and property team",
    "overview": "Cove documents this as a workflow for tenant and property team. The source sequence covers choose a space and time, review the reservation, handle approval, review charges and reminders, then view tablet entry points.",
    "documented_steps": [
      "Choose a space and time",
      "Review the reservation",
      "Handle approval",
      "Review charges and reminders",
      "View tablet entry points"
    ],
    "reviewed_details": [
      {
        "text": "The current property-team guide supports entering several dates together, while retaining separate reservation records. Test later edits, cancellations and charges for the whole series instead of assuming they behave as one record.",
        "source_page_ids": [
          "cove-41316202327316"
        ],
        "kind": "limitation"
      }
    ],
    "detail_level": "reviewed_details",
    "source_page_ids": [
      "cove-49442451819412",
      "cove-41316202327316",
      "cove-34283721439124",
      "cove-34283776157204",
      "cove-51868287479316",
      "cove-34283788854932",
      "cove-34283805406356"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-49442451819412",
        "date": "2026-08-04T15:32:00Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/49442451819412-Reserving-Amenities-Tenant-Admins",
        "title": "Reserving Amenities: Tenant Admins"
      },
      {
        "source_page_id": "cove-41316202327316",
        "date": "2026-08-04T15:36:43Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/41316202327316-Reserving-Amenities-Property-Teams",
        "title": "Reserving Amenities: Property Teams"
      },
      {
        "source_page_id": "cove-34283721439124",
        "date": "2026-01-22T15:45:44Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283721439124-Reservation-Approvals",
        "title": "Reservation Approvals"
      },
      {
        "source_page_id": "cove-34283776157204",
        "date": "2025-01-27T15:08:21Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283776157204-Amenity-Reservation-Billing",
        "title": "Amenity Reservation Billing"
      },
      {
        "source_page_id": "cove-51868287479316",
        "date": "2026-07-28T22:18:48Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/51868287479316-Reservation-Reminder-Emails",
        "title": "Reservation Reminder Emails"
      },
      {
        "source_page_id": "cove-34283788854932",
        "date": "2026-04-14T16:15:00Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283788854932-Reserve-Tablets",
        "title": "Reserve Tablets"
      },
      {
        "source_page_id": "cove-34283805406356",
        "date": "2025-03-05T22:03:41Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283805406356-Amenity-Reservations-Webinar",
        "title": "Amenity Reservations Webinar"
      }
    ],
    "asset_ids": [
      "ui-0620",
      "ui-0621",
      "ui-0622",
      "ui-0631",
      "ui-0633",
      "ui-0634",
      "ui-0635",
      "ui-0636",
      "ui-0637",
      "ui-0655",
      "ui-0656",
      "ui-0598",
      "ui-0599",
      "ui-0665",
      "ui-0666",
      "ui-0667",
      "ui-0668"
    ],
    "flow_id": "cove-amenity-booking",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-events",
    "company": "Cove",
    "question": "How does Cove support this workflow: publish events and manage participation?",
    "title": "Publish events and manage participation",
    "area": "Events",
    "role": "Property team",
    "overview": "Cove documents this as a workflow for property team. The source sequence covers create the event, configure recurrence or RSVP slots, check in attendees, then gather feedback.",
    "documented_steps": [
      "Create the event",
      "Configure recurrence or RSVP slots",
      "Check in attendees",
      "Gather feedback"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-34283794009492"
        ],
        "text": "The RSVP limit counts people, not bookings, and a per-user limit allows plus-ones. With a waitlist, users can be auto-promoted oldest first and optionally made to confirm within a set time or drop to the bottom; otherwise staff convert them manually, which sends no email. Waitlisted users cannot be checked in."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-34283836988948"
        ],
        "text": "Recurring events use a template with an interval and an Advance Open Window that controls how far ahead each occurrence is created, and so becomes visible in the app and on displays. Template changes affect only occurrences not yet created, and each created event can be edited individually."
      },
      {
        "kind": "limitation",
        "source_page_ids": [
          "cove-34892245197460",
          "cove-34283794009492"
        ],
        "text": "RSVP Slot events let users book a labelled time slot with optional capacity, but slot events have no waitlist. Ticket prices need Stripe, publishing to displays needs displays enabled and a landscape image of at least 1344x1080, and a waiver can be required before anyone RSVPs."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-34283732298900"
        ],
        "text": "Building Admins, Building Managers and Reservation Managers can run check-in on an iPad Cove Kiosk app or kiosk.cove.is, logged in with a Building Admin's email code; guests scan their personal QR code. Each kiosk is set to one event, and switching events means tapping the Cove logo ten times."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-47053435428756"
        ],
        "text": "Post-event surveys go to all RSVPs or only checked-in users, by push and/or email, either automatically a set time after the event or manually later. Users on older app versions are taken to the event page instead of the survey. Results appear on the event and in Surveys."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "cove-34283794009492",
      "cove-34283836988948",
      "cove-34892245197460",
      "cove-34283732298900",
      "cove-47053435428756",
      "cove-42839681150228"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-34283794009492",
        "date": "2026-05-19T21:40:18Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283794009492-Creating-Managing-Events",
        "title": "Creating & Managing Events"
      },
      {
        "source_page_id": "cove-34283836988948",
        "date": "2026-05-19T21:22:11Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283836988948-Recurring-Events",
        "title": "Recurring Events"
      },
      {
        "source_page_id": "cove-34892245197460",
        "date": "2025-02-17T21:27:29Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34892245197460-Event-Type-RSVP-Slots",
        "title": "Event Type: RSVP Slots"
      },
      {
        "source_page_id": "cove-34283732298900",
        "date": "2026-05-15T19:55:49Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283732298900-Event-Check-In-Tablet",
        "title": "Event Check-In Tablet"
      },
      {
        "source_page_id": "cove-47053435428756",
        "date": "2026-03-11T18:47:44Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/47053435428756-Event-Surveys",
        "title": "Event Surveys"
      },
      {
        "source_page_id": "cove-42839681150228",
        "date": "2025-11-14T00:27:21Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/42839681150228-Event-Planning-Made-Simple-Leverage-Cove-s-Events-Reservations-for-Your-Holiday-Season-Webinar",
        "title": "Event Planning Made Simple: Leverage Cove’s Events & Reservations for Your Holiday Season (Webinar)"
      }
    ],
    "asset_ids": [
      "ui-0399",
      "ui-0400",
      "ui-0401",
      "ui-0402",
      "ui-0403",
      "ui-0404",
      "ui-0405",
      "ui-0406",
      "ui-0407",
      "ui-0408",
      "ui-0409",
      "ui-0410",
      "ui-0411",
      "ui-0412",
      "ui-0413",
      "ui-0414",
      "ui-0415",
      "ui-0416",
      "ui-0319",
      "ui-0462",
      "ui-0463",
      "ui-0464",
      "ui-0465",
      "ui-0466",
      "ui-0467",
      "ui-0468",
      "ui-0469",
      "ui-0498",
      "ui-0536",
      "ui-0537",
      "ui-1259",
      "ui-1260",
      "ui-1253",
      "ui-1261",
      "ui-1262",
      "ui-1254",
      "ui-1255",
      "ui-1256",
      "ui-1257",
      "ui-1258",
      "ui-0175",
      "ui-0176",
      "ui-0177",
      "ui-0178",
      "ui-1325",
      "ui-1326",
      "ui-1327",
      "ui-1328",
      "ui-1329",
      "ui-1330"
    ],
    "flow_id": "cove-events",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-announcements",
    "company": "Cove",
    "question": "How does Cove support this workflow: compose, target and measure announcements?",
    "title": "Compose, target and measure announcements",
    "area": "Communication",
    "role": "Property team",
    "overview": "Cove documents this as a workflow for property team. The source sequence covers select or build an email template, prepare recipients, send the announcement, then inspect delivery and engagement metrics.",
    "documented_steps": [
      "Select or build an email template",
      "Prepare recipients",
      "Send the announcement",
      "Inspect delivery and engagement metrics"
    ],
    "reviewed_details": [
      {
        "text": "The email-metrics guide documents delivery and user detail. Its wording differs on open-rate availability: one passage presents it as forthcoming, while another describes support-led activation. Treat current entitlement and the exact report as questions to verify.",
        "source_page_ids": [
          "cove-40924797504276"
        ],
        "kind": "limitation"
      }
    ],
    "detail_level": "reviewed_details",
    "source_page_ids": [
      "cove-48812777192212",
      "cove-34283738892692",
      "cove-34283726579988",
      "cove-34283748663700",
      "cove-40924797504276",
      "cove-43411556391188",
      "cove-43411626708756",
      "cove-34283690570132"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-48812777192212",
        "date": "2026-05-01T16:31:33Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/48812777192212-Email-Templates",
        "title": "Email Templates"
      },
      {
        "source_page_id": "cove-34283738892692",
        "date": "2026-04-30T18:05:54Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283738892692-Email-Builder-Creating-Emails",
        "title": "Email Builder: Creating Emails"
      },
      {
        "source_page_id": "cove-34283726579988",
        "date": "2025-01-27T15:06:33Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283726579988-Email-Builder-Preparing-To-Send-Emails",
        "title": "Email Builder: Preparing To Send Emails"
      },
      {
        "source_page_id": "cove-34283748663700",
        "date": "2025-01-27T15:06:36Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283748663700-Email-Builder-Sending-Emails",
        "title": "Email Builder: Sending Emails"
      },
      {
        "source_page_id": "cove-40924797504276",
        "date": "2026-02-27T23:30:23Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/40924797504276-Track-Email-Announcement-Metrics",
        "title": "Track Email Announcement Metrics"
      },
      {
        "source_page_id": "cove-43411556391188",
        "date": "2025-12-10T16:43:14Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/43411556391188-Track-Push-Notification-Announcement-Metrics",
        "title": "Track Push Notification Announcement Metrics"
      },
      {
        "source_page_id": "cove-43411626708756",
        "date": "2025-12-08T17:17:55Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/43411626708756-Track-SMS-Announcement-Metrics",
        "title": "Track SMS Announcement Metrics"
      },
      {
        "source_page_id": "cove-34283690570132",
        "date": "2025-04-08T16:46:29Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283690570132-Email-Builder-Webinar",
        "title": "Email Builder: Webinar"
      }
    ],
    "asset_ids": [
      "ui-0162",
      "ui-0163",
      "ui-0164",
      "ui-0347",
      "ui-1167",
      "ui-1168",
      "ui-1169",
      "ui-1170",
      "ui-1171",
      "ui-1172",
      "ui-1173",
      "ui-1174",
      "ui-0349",
      "ui-0350",
      "ui-0348",
      "ui-0240",
      "ui-0241",
      "ui-0242",
      "ui-0243",
      "ui-0244",
      "ui-0245",
      "ui-0228",
      "ui-0229",
      "ui-0230",
      "ui-0225",
      "ui-0226",
      "ui-0227"
    ],
    "flow_id": "cove-announcements",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-chat",
    "company": "Cove",
    "question": "How does Cove support this workflow: coordinate tenant and property-team chat?",
    "title": "Coordinate tenant and property-team chat",
    "area": "Communication",
    "role": "Tenant and property team",
    "overview": "Cove documents this as a workflow for tenant and property team. The source sequence covers open a conversation, exchange messages, then review the other role’s conversation view.",
    "documented_steps": [
      "Open a conversation",
      "Exchange messages",
      "Review the other role’s conversation view"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-50429183794452",
          "cove-50430089696788"
        ],
        "text": "Chat must be enabled for the site by Cove, and every participant, staff and tenant users alike, needs Is Chat Contact? checked on their Directory profile by a Building Admin before they can take part."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-50429183794452"
        ],
        "text": "Building Admins and Building Managers can open a conversation with one or more tenant organizations; each organization gets its own thread that automatically includes all of its Chat Contacts. Tenant Chat Contacts can also start a conversation with the property team."
      },
      {
        "kind": "limitation",
        "source_page_ids": [
          "cove-50429183794452",
          "cove-50430089696788"
        ],
        "text": "Tenants see property-team messages as coming from the building, with no individual sender name, while staff see each tenant sender's first name. Read status and unread badges sync across the dashboard and mobile app in real time."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "cove-50430089696788",
      "cove-50429183794452"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-50430089696788",
        "date": "2026-06-18T19:54:50Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/50430089696788-Chat-Tenants",
        "title": "Chat: Tenants"
      },
      {
        "source_page_id": "cove-50429183794452",
        "date": "2026-06-18T19:55:51Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/50429183794452-Chat-Property-Teams",
        "title": "Chat: Property Teams"
      }
    ],
    "asset_ids": [
      "ui-0101",
      "ui-0102",
      "ui-0103",
      "ui-0104",
      "ui-0105",
      "ui-0106",
      "ui-0107",
      "ui-0108",
      "ui-0109",
      "ui-0110",
      "ui-0111"
    ],
    "flow_id": "cove-chat",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-visitors",
    "company": "Cove",
    "question": "How does Cove support this workflow: register and check in visitors?",
    "title": "Register and check in visitors",
    "area": "Visitors",
    "role": "Tenant administrator and front desk",
    "overview": "Cove documents this as a workflow for tenant administrator and front desk. The source sequence covers configure visitor rules, register an individual or recurring visit, check in the visitor, then review a watchlist match.",
    "documented_steps": [
      "Configure visitor rules",
      "Register an individual or recurring visit",
      "Check in the visitor",
      "Review a watchlist match"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-34283728982164"
        ],
        "text": "Visitor Setup decides whether Regular Users and Tenant Admins or Hosts may register visitors, the maximum consecutive visit days (up to 365), whether email is required, SMS invitations and host arrival texts, QR codes in invitations, photos, check-out, and badge printing with QR, barcode or logo formats."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-49478033778580",
          "cove-34283849742228"
        ],
        "text": "Visits can be single, up to ten separate dates, or recurring (daily, weekdays or chosen days). With access control, hosts can override the site's default access window. Staff can re-invite past visitors and paste lists; notes for the building stay internal while the host note and reason appear in the invitation."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-44364133582484"
        ],
        "text": "Building Admins, Building Managers and Security Managers check visitors in individually or in bulk, by scanning a QR code, driver's license or passport, or automatically at a turnstile. ID scans use only first and last name, fuzzy-matched against today's visitors; Cove does not store birth date or document number."
      },
      {
        "kind": "exception",
        "source_page_ids": [
          "cove-44364133582484"
        ],
        "text": "Visitors can be checked in only on their scheduled date and only once. Bulk and turnstile check-ins skip photos and badges. With access control, a failed credential disables check-in and badge printing until retried or re-registered, and Activate on Check-In keeps access off until check-in."
      },
      {
        "kind": "exception",
        "source_page_ids": [
          "cove-40189401394964"
        ],
        "text": "Watch list matches are never blocked automatically. Security is alerted when a matching visitor is registered; check-in then requires ticking approval and a mandatory note, which is emailed to watch list recipients. Unregistered walk-ins are not flagged, so staff must search the watch list manually."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-40189401394964"
        ],
        "text": "Only Building Admins, plus Tenant Admins given permission, edit the watch list. Matching is Sensitive by default (nicknames and small first-name variations, exact last name) or Strict (exact names); a change applies only to visitors created afterwards. Custom threat levels can be site- or network-wide."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "cove-34283728982164",
      "cove-49478033778580",
      "cove-34283849742228",
      "cove-44364133582484",
      "cove-40189401394964"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-34283728982164",
        "date": "2026-05-19T21:29:57Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283728982164-Visitor-Management-Setup",
        "title": "Visitor Management Setup"
      },
      {
        "source_page_id": "cove-49478033778580",
        "date": "2026-05-21T15:27:30Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/49478033778580-Visitor-Registration-Tenant-Admins",
        "title": "Visitor Registration: Tenant Admins"
      },
      {
        "source_page_id": "cove-34283849742228",
        "date": "2026-07-21T15:48:37Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283849742228-Visitor-Registration-Property-Teams",
        "title": "Visitor Registration: Property Teams"
      },
      {
        "source_page_id": "cove-44364133582484",
        "date": "2026-08-04T16:20:48Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/44364133582484-Checking-Visitors-In",
        "title": "Checking Visitors In"
      },
      {
        "source_page_id": "cove-40189401394964",
        "date": "2026-06-30T19:14:54Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/40189401394964-Watch-List",
        "title": "Watch List"
      }
    ],
    "asset_ids": [
      "ui-0323",
      "ui-0324",
      "ui-0325",
      "ui-0326",
      "ui-0327",
      "ui-0328",
      "ui-0329",
      "ui-0330",
      "ui-0331",
      "ui-0332",
      "ui-0333",
      "ui-0334",
      "ui-0335",
      "ui-0336",
      "ui-0337",
      "ui-0338",
      "ui-0339",
      "ui-0340",
      "ui-0341",
      "ui-0342",
      "ui-0147",
      "ui-0148",
      "ui-0149",
      "ui-0150",
      "ui-0151",
      "ui-0152",
      "ui-0153",
      "ui-0271",
      "ui-0272",
      "ui-0273",
      "ui-0222",
      "ui-0223",
      "ui-0224",
      "ui-0246",
      "ui-0247",
      "ui-0248",
      "ui-0249",
      "ui-0250",
      "ui-0251",
      "ui-0252",
      "ui-0253",
      "ui-0254",
      "ui-0255",
      "ui-0256",
      "ui-0257"
    ],
    "flow_id": "cove-visitors",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-group-visitors",
    "company": "Cove",
    "question": "How does Cove support this workflow: manage group visits and bulk uploads?",
    "title": "Manage group visits and bulk uploads",
    "area": "Visitors",
    "role": "Tenant administrator and front desk",
    "overview": "Cove documents this as a workflow for tenant administrator and front desk. The source sequence covers set up a group, prepare visitor rows, upload the list, then review imported visitors.",
    "documented_steps": [
      "Set up a group",
      "Prepare visitor rows",
      "Upload the list",
      "Review imported visitors"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-34283818099476"
        ],
        "text": "A group visit registers any number of people, each marked Visitor or Vendor, for one date or up to ten dates at once. Each person gets a separate record and credential per date, editable individually afterwards. Host floor appears only if Visitor Settings enable it and the tenant has several floors."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-34283832087444"
        ],
        "text": "Bulk upload, for Building and Tenant Administrators, accepts a CSV template (per-guest times, hosts and companies) or a pasted list that shares one date, time and host. Rows with errors are flagged in a preview and are not registered until corrected; a blank host email assigns the visit to the uploader."
      },
      {
        "kind": "exception",
        "source_page_ids": [
          "cove-34283832087444",
          "cove-34283818099476"
        ],
        "text": "Guests need an email or phone number to receive notifications and a mobile pass. The Feb 2025 group-visit article says the feature was live for standard visitor management and coming soon for access-control sites; with access control, a guest's QR code may appear only hours before the visit."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "cove-34283818099476",
      "cove-34283832087444"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-34283818099476",
        "date": "2025-01-27T15:09:41Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283818099476-Group-Visits",
        "title": "Group Visits"
      },
      {
        "source_page_id": "cove-34283832087444",
        "date": "2025-01-27T15:09:21Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283832087444-Bulk-Visitor-Uploads",
        "title": "Bulk Visitor Uploads"
      }
    ],
    "asset_ids": [
      "ui-0274",
      "ui-0275",
      "ui-0276",
      "ui-0277",
      "ui-0278",
      "ui-0279",
      "ui-0280",
      "ui-0281",
      "ui-0282",
      "ui-0283",
      "ui-1183",
      "ui-1187",
      "ui-1184",
      "ui-1185",
      "ui-1188",
      "ui-1186",
      "ui-1189",
      "ui-1175",
      "ui-1190",
      "ui-1191",
      "ui-1192",
      "ui-1176",
      "ui-1177",
      "ui-1178",
      "ui-1179",
      "ui-1180",
      "ui-1181",
      "ui-1182"
    ],
    "flow_id": "cove-group-visitors",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-mobile-access",
    "company": "Cove",
    "question": "How does Cove support this workflow: set up and revoke mobile credentials?",
    "title": "Set up and revoke mobile credentials",
    "area": "Access & device setup",
    "role": "Tenant and property administrator",
    "overview": "Cove documents this as a workflow for tenant and property administrator. The source sequence covers enable the applicable access integration, add the mobile credential, review device setup, then revoke a credential.",
    "documented_steps": [
      "Enable the applicable access integration",
      "Add the mobile credential",
      "Review device setup",
      "Revoke a credential"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "permission",
        "source_page_ids": [
          "cove-51944966190740"
        ],
        "text": "Building Admins can revoke a user's HID Wallet passes from the bottom of the user's Directory profile; the Revoke All Wallet Passes button appears only at sites with the HID Wallet integration. It is used for a new or lost phone, or when there are too many passes on one account."
      },
      {
        "kind": "exception",
        "source_page_ids": [
          "cove-51944966190740"
        ],
        "text": "Revoking is immediate, cannot be undone and removes passes on every device on the account. Before revoking, confirm the access-control email exactly matches the Cove login (the most common cause of failed reissues) and that the user is not suspended."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-51944966190740"
        ],
        "text": "After revoking, the user deletes old passes, waits 5 to 10 minutes for HID to sync with the access control system, then sets up mobile access again in the Cove app. Errors about not finding the account mean the emails do not match."
      },
      {
        "kind": "limitation",
        "source_page_ids": [
          "cove-45785657215508",
          "cove-45785890514068",
          "cove-45787060737044"
        ],
        "text": "The captured setup guides for HID Bluetooth, HID Wallet, Kastle Wallet and Swiftconnect contain only section headings, so per-provider setup steps and device requirements are not recorded in PRISM. Check the original guides."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "cove-45785657215508",
      "cove-45785890514068",
      "cove-45786685251988",
      "cove-45786892769044",
      "cove-45787060737044",
      "cove-45787159107348",
      "cove-51944966190740"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-45785657215508",
        "date": "2026-01-29T16:27:40Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/45785657215508-HID-Bluetooth-Apple-Google",
        "title": "HID Bluetooth (Apple & Google)"
      },
      {
        "source_page_id": "cove-45785890514068",
        "date": "2026-04-30T19:55:48Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/45785890514068-HID-Wallet-Apple",
        "title": "HID Wallet (Apple)"
      },
      {
        "source_page_id": "cove-45786685251988",
        "date": "2026-01-29T16:23:24Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/45786685251988-HID-Wallet-Google",
        "title": "HID Wallet (Google)"
      },
      {
        "source_page_id": "cove-45786892769044",
        "date": "2026-01-29T16:27:05Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/45786892769044-Kastle-Wallet-Apple",
        "title": "Kastle Wallet (Apple)"
      },
      {
        "source_page_id": "cove-45787060737044",
        "date": "2026-01-29T16:31:40Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/45787060737044-Swiftconnect-Apple",
        "title": "Swiftconnect (Apple)"
      },
      {
        "source_page_id": "cove-45787159107348",
        "date": "2026-01-29T16:34:07Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/45787159107348-Swiftconnect-Google",
        "title": "Swiftconnect (Google)"
      },
      {
        "source_page_id": "cove-51944966190740",
        "date": "2026-07-30T18:46:41Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/51944966190740-Revoking-a-User-s-Wallet-Credentials",
        "title": "Revoking a User's Wallet Credentials"
      }
    ],
    "asset_ids": [
      "ui-0204",
      "ui-0205",
      "ui-0202",
      "ui-0203",
      "ui-0200",
      "ui-0201",
      "ui-0195",
      "ui-0196",
      "ui-0194",
      "ui-0193",
      "ui-0192",
      "ui-0100"
    ],
    "flow_id": "cove-mobile-access",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-packages",
    "company": "Cove",
    "question": "How does Cove support this workflow: record and manage delivered packages?",
    "title": "Record and manage delivered packages",
    "area": "Packages",
    "role": "Front desk and tenant",
    "overview": "Cove documents this as a workflow for front desk and tenant. The source sequence covers register the package, associate its recipient, then track notification and collection.",
    "documented_steps": [
      "Register the package",
      "Associate its recipient",
      "Track notification and collection"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "permission",
        "source_page_ids": [
          "cove-50115736550292"
        ],
        "text": "Package handling is available to Security Managers, Building Managers and Building Admins from the dashboard. Check-in requires recipient, barcode (scanned or typed), carrier and type; notes are optional."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-50115736550292"
        ],
        "text": "Check-in automatically notifies the recipient by email, and by SMS if their profile has a phone number. Check-out is done by scanning or picking from a list; if the property enables signature collection, staff must capture a signature before the status changes to Picked Up with a timestamp."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "cove-50115736550292"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-50115736550292",
        "date": "2026-06-10T13:37:27Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/50115736550292-Packages",
        "title": "Packages"
      }
    ],
    "asset_ids": [
      "ui-0112",
      "ui-0113",
      "ui-0114",
      "ui-0115",
      "ui-0116"
    ],
    "flow_id": "cove-packages",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-surveys",
    "company": "Cove",
    "question": "How does Cove support this workflow: create, distribute and review surveys?",
    "title": "Create, distribute and review surveys",
    "area": "Surveys & waivers",
    "role": "Property team",
    "overview": "Cove documents this as a workflow for property team. The source sequence covers build the survey, select the audience, send it, then review responses.",
    "documented_steps": [
      "Build the survey",
      "Select the audience",
      "Send it",
      "Review responses"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-34283715549972"
        ],
        "text": "A Standard survey's results are visible only to the internal team. A Community survey lets other app users see results, and respondents can opt in to share answers with their name. A survey can also be added as its own tile on the app home screen."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-34283714876308"
        ],
        "text": "Surveys are distributed by linking them from a mobile highlight's action button or from a push-notification announcement; the sending article describes no other distribution or audience-targeting step inside the survey itself."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-34283730346516",
          "cove-34283715549972"
        ],
        "text": "Each survey has its own live response table that can be sorted, filtered and downloaded. Questions use 10+ types with a short label that becomes the column name in the response table, and each question can be marked required."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "cove-34283715549972",
      "cove-34283714876308",
      "cove-34283730346516"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-34283715549972",
        "date": "2026-07-30T15:07:33Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283715549972-Surveys-Creating-a-Survey",
        "title": "Surveys: Creating a Survey"
      },
      {
        "source_page_id": "cove-34283714876308",
        "date": "2025-04-07T17:44:38Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283714876308-Surveys-Sending-A-Survey",
        "title": "Surveys: Sending A Survey"
      },
      {
        "source_page_id": "cove-34283730346516",
        "date": "2025-01-27T15:06:28Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283730346516-Surveys-Results",
        "title": "Surveys: Results"
      }
    ],
    "asset_ids": [
      "ui-0356",
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      "ui-0358",
      "ui-0359",
      "ui-0360",
      "ui-0361",
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      "ui-0363",
      "ui-0420",
      "ui-0421",
      "ui-0422",
      "ui-0423",
      "ui-0424",
      "ui-0425",
      "ui-0426",
      "ui-0427",
      "ui-0428",
      "ui-0351",
      "ui-0352",
      "ui-0353",
      "ui-0354",
      "ui-0355"
    ],
    "flow_id": "cove-surveys",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-waivers",
    "company": "Cove",
    "question": "How does Cove support this workflow: configure waiver questions and capture responses?",
    "title": "Configure waiver questions and capture responses",
    "area": "Surveys & waivers",
    "role": "Property team and tenant",
    "overview": "Cove documents this as a workflow for property team and tenant. The source sequence covers create the waiver, configure questions and signatures, set visibility and notifications, then review responses.",
    "documented_steps": [
      "Create the waiver",
      "Configure questions and signatures",
      "Set visibility and notifications",
      "Review responses"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-34283693801876",
          "cove-34283712961172"
        ],
        "text": "A waiver can stand alone in the app or be attached to a highlight or event. Name, email and submission date are captured automatically, so custom questions (10+ types, optional required flag) are only needed for anything else. The setup also includes an Openpath configuration section."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-34283716298772",
          "cove-34283702045716"
        ],
        "text": "Signature title and electronic signature consent language are pre-filled and editable; that section is required for a digitally signed waiver. Signers get an email confirmation, and extra recipients can be added as comma-separated addresses."
      },
      {
        "kind": "exception",
        "source_page_ids": [
          "cove-34283702045716",
          "cove-34283713633300"
        ],
        "text": "Deleting a waiver also deletes its responses, so Cove recommends hiding it instead. Responses can be sorted, filtered by each custom question and downloaded as CSV, and staff can add a manual entry with a photo of a paper copy."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "cove-34283693801876",
      "cove-34283712961172",
      "cove-34283716298772",
      "cove-34283702045716",
      "cove-34283713633300"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-34283693801876",
        "date": "2025-04-07T17:37:54Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283693801876-Waivers-Overview",
        "title": "Waivers: Overview"
      },
      {
        "source_page_id": "cove-34283712961172",
        "date": "2025-04-07T17:38:39Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283712961172-Waivers-Creating-Custom-Questions",
        "title": "Waivers: Creating Custom Questions"
      },
      {
        "source_page_id": "cove-34283716298772",
        "date": "2025-04-07T17:36:49Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283716298772-Waivers-Signature-Settings",
        "title": "Waivers: Signature Settings"
      },
      {
        "source_page_id": "cove-34283702045716",
        "date": "2025-01-27T15:06:06Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283702045716-Waivers-Visibility-Notifications",
        "title": "Waivers: Visibility & Notifications"
      },
      {
        "source_page_id": "cove-34283713633300",
        "date": "2025-01-27T15:06:03Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283713633300-Waivers-Responses",
        "title": "Waivers: Responses"
      }
    ],
    "asset_ids": [
      "ui-0364",
      "ui-0365",
      "ui-0429",
      "ui-0516",
      "ui-0540",
      "ui-0541",
      "ui-0473",
      "ui-0474",
      "ui-0475",
      "ui-0476",
      "ui-0477"
    ],
    "flow_id": "cove-waivers",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-analytics",
    "company": "Cove",
    "question": "How does Cove support this workflow: build views, reports and insight boards?",
    "title": "Build views, reports and insight boards",
    "area": "Analytics",
    "role": "Property and regional manager",
    "overview": "Cove documents this as a workflow for property and regional manager. The source sequence covers select the data and metric, configure filters and grouping, arrange report cards, then review records or export.",
    "documented_steps": [
      "Select the data and metric",
      "Configure filters and grouping",
      "Arrange report cards",
      "Review records or export"
    ],
    "reviewed_details": [
      {
        "text": "The Insights guide describes configurable Boards and Cards over supported datasets. Inspect available filters and groupings for the buyer’s actual question; the existence of reporting does not establish every cross-event or tenant-level analysis.",
        "source_page_ids": [
          "cove-52326436838420"
        ],
        "kind": "limitation"
      }
    ],
    "detail_level": "reviewed_details",
    "source_page_ids": [
      "cove-52326436838420",
      "cove-44898819174804",
      "cove-34283857524884",
      "cove-34283814826004"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-52326436838420",
        "date": "2026-09-01T18:31:25Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/52326436838420-Insights-Dashboard",
        "title": "Insights Dashboard"
      },
      {
        "source_page_id": "cove-44898819174804",
        "date": "2026-01-13T15:58:05Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/44898819174804-Reporting-Overview",
        "title": "Reporting Overview"
      },
      {
        "source_page_id": "cove-34283857524884",
        "date": "2025-12-15T19:54:43Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283857524884-Custom-Reporting",
        "title": "Custom Reporting"
      },
      {
        "source_page_id": "cove-34283814826004",
        "date": "2026-09-03T22:06:16Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283814826004-Custom-Table-Views",
        "title": "Custom Table Views"
      }
    ],
    "asset_ids": [
      "ui-007",
      "ui-012",
      "ui-014",
      "ui-013",
      "ui-011",
      "ui-021",
      "ui-017",
      "ui-016",
      "ui-019",
      "ui-010",
      "ui-018",
      "ui-020",
      "ui-008",
      "ui-009",
      "ui-015",
      "ui-0215",
      "ui-0216",
      "ui-0217",
      "ui-0218",
      "ui-0219",
      "ui-0220",
      "ui-0221",
      "ui-0605",
      "ui-0606",
      "ui-0607",
      "ui-0608",
      "ui-0609",
      "ui-0610",
      "ui-0611",
      "ui-0612",
      "ui-0613",
      "ui-0614",
      "ui-0499",
      "ui-0500",
      "ui-0501",
      "ui-0502",
      "ui-0503",
      "ui-0504",
      "ui-0505",
      "ui-0506",
      "ui-0507",
      "ui-0508",
      "ui-0509",
      "ui-1249",
      "ui-1245",
      "ui-1250",
      "ui-1246",
      "ui-1251",
      "ui-1247",
      "ui-1252",
      "ui-1248"
    ],
    "flow_id": "cove-analytics",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-audit",
    "company": "Cove",
    "question": "How does Cove support this workflow: inspect the activity log?",
    "title": "Inspect the activity log",
    "area": "Activity & audit",
    "role": "Property administrator",
    "overview": "Cove documents this as a workflow for property administrator. The source sequence covers open the activity log, filter events, then inspect recorded changes.",
    "documented_steps": [
      "Open the activity log",
      "Filter events",
      "Inspect recorded changes"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "limitation",
        "source_page_ids": [
          "cove-46177424570132"
        ],
        "text": "Cove's Activity Log is a manually written record of building events such as front-desk observations or minor incidents. The article does not describe an automatic audit trail of changes made in Cove, so do not treat it as a system change history."
      },
      {
        "kind": "permission",
        "source_page_ids": [
          "cove-46177424570132"
        ],
        "text": "Building Admins configure the Activity Log. Reservation, Security, Engineering and Building Managers, Building Engineers and Building Admins can add and view entries. If the module is missing, Cove's Customer Success team must enable it."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-46177424570132"
        ],
        "text": "An entry needs a date and time (defaults to now and cannot be in the future) and notes; tenant or household and location are optional. Only the author can edit an entry. The table can be searched and filtered and exports to CSV with the current filters and visible columns."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "cove-46177424570132"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-46177424570132",
        "date": "2026-02-10T18:29:40Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/46177424570132-Activity-Log",
        "title": "Activity Log"
      }
    ],
    "asset_ids": [
      "ui-0179",
      "ui-0180",
      "ui-0181"
    ],
    "flow_id": "cove-audit",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-displays",
    "company": "Cove",
    "question": "How does Cove support this workflow: configure building displays?",
    "title": "Configure building displays",
    "area": "Tenant app & content",
    "role": "Property administrator",
    "overview": "Cove documents this as a workflow for property administrator. The source sequence covers create display content, configure display layout, then connect and troubleshoot the display device.",
    "documented_steps": [
      "Create display content",
      "Configure display layout",
      "Connect and troubleshoot the display device"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-34283824748948"
        ],
        "text": "Displays are web pages: open display.cove.is/activate full screen on a smart TV browser or a signage device such as Airtame, then enter the shown activation code under Engage > Display Management. Smart TVs suit a few screens; Airtame suits campuses that need remote management."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-34283824748948"
        ],
        "text": "Each display shows one of three layouts: full-screen highlights and events only; highlights with a weather widget; or highlights with a tenant directory filtered by building, which needs buildings, floors and suites set up first. Without a directory, weather is shown instead."
      },
      {
        "kind": "limitation",
        "source_page_ids": [
          "cove-41994784829204"
        ],
        "text": "Cove displays do not play MP4 or streamed video, embedded web content or live widgets; content should be static images and text. Pages adapt to portrait screens with the same URL, but some TVs or Airtame devices must be switched to portrait manually."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "cove-34283824748948",
      "cove-41994784829204",
      "cove-34283872062228"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-34283824748948",
        "date": "2025-10-08T19:52:01Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283824748948-Displays",
        "title": "Displays"
      },
      {
        "source_page_id": "cove-41994784829204",
        "date": "2025-10-24T20:28:58Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/41994784829204-Vertical-Displays",
        "title": "Vertical Displays"
      },
      {
        "source_page_id": "cove-34283872062228",
        "date": "2025-10-08T19:51:28Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/34283872062228-Setting-Up-Displays-Using-Airtame",
        "title": "Setting Up Displays Using Airtame"
      }
    ],
    "asset_ids": [
      "ui-0287",
      "ui-0288",
      "ui-0289",
      "ui-0290",
      "ui-0291",
      "ui-0292",
      "ui-0293",
      "ui-1193",
      "ui-1194",
      "ui-1195",
      "ui-1196",
      "ui-1197",
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      "ui-1199",
      "ui-1200",
      "ui-0233",
      "ui-0234",
      "ui-0235",
      "ui-0391",
      "ui-0392",
      "ui-0393",
      "ui-0394",
      "ui-0395",
      "ui-0396"
    ],
    "flow_id": "cove-displays",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:cove-ai-surfaces",
    "company": "Cove",
    "question": "What AI assistance does Cove provide in these workflows?",
    "title": "Review CoveAI entry points and review controls",
    "area": "AI assistance",
    "role": "Property team and engineer",
    "overview": "Cove documents this as a workflow for property team and engineer. The source sequence covers review content-generation entry points, inspect work-order assistance, review certificate extraction, then identify assistant release limitations.",
    "documented_steps": [
      "Review content-generation entry points",
      "Inspect work-order assistance",
      "Review certificate extraction",
      "Identify assistant release limitations"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-51962740810388"
        ],
        "text": "COI AI Review takes several ACORD 25 PDFs at once, one tenant or vendor per file and up to 35 MB each. Extraction can take several minutes and the review table does not refresh itself. Documents that are not ACORD 25 are still processed but flagged for review."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "cove-51962740810388"
        ],
        "text": "An admin approves every extraction in two views, a summary and then the PDF side by side, and can override the certificate holder and additional insured matches. New carrier policy names need a one-time mapping that is reused for that property only; custom policy questions are never extracted."
      },
      {
        "kind": "limitation",
        "source_page_ids": [
          "cove-45516314082068"
        ],
        "text": "Cove's FAQ says CoveAI uses enterprise model APIs plus Cove's own infrastructure, sends only the data a request needs, and that AI subprocessors do not train on client data. Default instructions set a professional tone and discourage invented facts; users can adjust tone per feature."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "cove-45516314082068",
      "cove-49515455566484",
      "cove-51962740810388",
      "cove-53198372080404"
    ],
    "source_dates": [
      {
        "source_page_id": "cove-45516314082068",
        "date": "2026-02-26T14:27:58Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/45516314082068-CoveAI-FAQ",
        "title": "CoveAI FAQ"
      },
      {
        "source_page_id": "cove-49515455566484",
        "date": "2026-05-22T15:07:15Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/49515455566484-March-2026-Introducing-CoveAI-for-Tenant-Experience-and-Operations",
        "title": "March 2026: Introducing CoveAI for Tenant Experience and Operations"
      },
      {
        "source_page_id": "cove-51962740810388",
        "date": "2026-09-03T22:10:00Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/51962740810388-COI-Extraction-AI-Review",
        "title": "COI Extraction: AI Review"
      },
      {
        "source_page_id": "cove-53198372080404",
        "date": "2026-09-03T03:45:01Z",
        "language": "en-us",
        "url": "https://support.cove.is/hc/en-us/articles/53198372080404-August-2026-AI-powered-Insights-Streamlined-Workflows",
        "title": "August 2026: AI-powered Insights, Streamlined Workflows"
      }
    ],
    "asset_ids": [
      "ui-0127",
      "ui-0128",
      "ui-0129",
      "ui-0130",
      "ui-0131",
      "ui-0132",
      "ui-0133",
      "ui-0134",
      "ui-0135",
      "ui-0136",
      "ui-0137",
      "ui-001",
      "ui-002",
      "ui-003",
      "ui-004",
      "ui-006",
      "ui-005",
      "ui-023",
      "ui-022",
      "ui-026",
      "ui-024",
      "ui-025",
      "ui-027"
    ],
    "flow_id": "cove-ai-surfaces",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:visitt-user-access",
    "company": "Visitt",
    "question": "How does Visitt support this workflow: invite users, assign access and hand off responsibilities?",
    "title": "Invite users, assign access and hand off responsibilities",
    "area": "Users & permissions",
    "role": "Property and global administrator",
    "overview": "Visitt documents this as a workflow for property and global administrator. The source sequence covers invite a user, assign property access, configure permissions, transfer responsibilities, then deactivate access.",
    "documented_steps": [
      "Invite a user",
      "Assign property access",
      "Configure permissions",
      "Transfer responsibilities",
      "Deactivate access"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "permission",
        "source_page_ids": [
          "visitt-9246330",
          "visitt-9820788"
        ],
        "text": "Visitt has four roles: Global Admin (all properties, fixed permissions), Property Admin (users and settings for assigned properties), Manager (all work orders and inspections, no settings or user management) and Team Member (only assigned work). Only Global Admins change roles, with a comparison prompt and a permission log."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-9246330",
          "visitt-14017538"
        ],
        "text": "Admins add existing users or invite new ones, who get a one-time code by email or SMS and can log in immediately. Access can be per region or property, global (all current and future properties), or via Property Groups, which grant and remove access automatically as properties join or leave a group."
      },
      {
        "kind": "exception",
        "source_page_ids": [
          "visitt-9217472",
          "visitt-10706974"
        ],
        "text": "Deactivating a user blocks login across all properties and keeps their data, but drops their work orders, inspections and automations without offering reassignment. To hand work over, first unassign them from each property, which lets an admin transfer open responsibilities to another user there."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "visitt-9246330",
      "visitt-9820788",
      "visitt-14017538",
      "visitt-10706974",
      "visitt-9217472"
    ],
    "source_dates": [
      {
        "source_page_id": "visitt-9246330",
        "date": "2026-05-13T20:26:18Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/9246330-how-to-add-users-to-your-property",
        "title": "How to Add Users to Your Property"
      },
      {
        "source_page_id": "visitt-9820788",
        "date": "2026-08-25T17:27:21Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/9820788-how-to-change-user-permissions",
        "title": "How to Change User Permissions"
      },
      {
        "source_page_id": "visitt-14017538",
        "date": "2026-06-07T10:07:14Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/14017538-assign-user-access-by-property-group",
        "title": "Assign User Access by Property Group"
      },
      {
        "source_page_id": "visitt-10706974",
        "date": "2026-05-15T09:21:56Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/10706974-how-to-transfer-responsibilities-from-one-user-to-another",
        "title": "How to Transfer Responsibilities from One User to Another"
      },
      {
        "source_page_id": "visitt-9217472",
        "date": "2026-05-15T10:30:05Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/9217472-how-to-deactivate-or-remove-users-from-properties",
        "title": "How to Deactivate or Remove Users from Properties"
      }
    ],
    "asset_ids": [
      "ui-0929",
      "ui-0950",
      "ui-0951",
      "ui-0952",
      "ui-0953",
      "ui-0770",
      "ui-0771",
      "ui-0954",
      "ui-0955",
      "ui-1008",
      "ui-1009",
      "ui-1010",
      "ui-1011",
      "ui-0815",
      "ui-0772",
      "ui-0773",
      "ui-0937",
      "ui-0938"
    ],
    "flow_id": "visitt-user-access",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:visitt-portfolio-setup",
    "company": "Visitt",
    "question": "How does Visitt support this workflow: configure properties and operational scope?",
    "title": "Configure properties and operational scope",
    "area": "Property & portfolio setup",
    "role": "Global administrator",
    "overview": "Visitt documents this as a workflow for global administrator. The source sequence covers open global settings, manage buildings and properties, set primary properties, then inspect property structure.",
    "documented_steps": [
      "Open global settings",
      "Manage buildings and properties",
      "Set primary properties",
      "Inspect property structure"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "permission",
        "source_page_ids": [
          "visitt-14997267",
          "visitt-15140151"
        ],
        "text": "Only Global Admins see the account-wide Buildings and Properties pages. Buildings lists each building's occupied and total leasable spaces, floors, spaces, area and address, and can add buildings and export; existing buildings are edited inside the property. Properties sets each property's asset type and region."
      },
      {
        "kind": "exception",
        "source_page_ids": [
          "visitt-15140151",
          "visitt-14997267"
        ],
        "text": "Moving a property to another region takes effect immediately and can change which users have access when access is region-based; changing asset type affects only classification and reporting. A building without an address gets no regional holiday logic."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-16186917"
        ],
        "text": "With Primary Properties switched on by a Global Admin, only users marked primary for a property get its routine notifications and appear first when assigning work; others keep access and are notified only when assigned, mentioned, subscribed or delegated. Admins cannot change their own primary properties."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-9997072"
        ],
        "text": "My Property shows a building tree from floor to space, subspace and equipment, with search and filters for equipment or leasable spaces, plus a section for items with no floor. Building addresses appear in work order forms and filters. Only Visitt technical support can remove a building."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "visitt-14997267",
      "visitt-15140151",
      "visitt-16186917",
      "visitt-9997072"
    ],
    "source_dates": [
      {
        "source_page_id": "visitt-14997267",
        "date": "2026-05-18T16:47:56Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/14997267-global-settings-buildings",
        "title": "Global Settings: Buildings"
      },
      {
        "source_page_id": "visitt-15140151",
        "date": "2026-05-25T07:49:27Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/15140151-manage-properties-in-global-settings",
        "title": "Manage properties in Global Settings"
      },
      {
        "source_page_id": "visitt-16186917",
        "date": "2026-08-05T12:38:35Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/16186917-set-up-primary-properties",
        "title": "Set Up Primary Properties"
      },
      {
        "source_page_id": "visitt-9997072",
        "date": "2025-10-21T11:40:37Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/9997072-my-property-page-overview",
        "title": "My Property: Page Overview"
      }
    ],
    "asset_ids": [
      "ui-0827",
      "ui-0828",
      "ui-0829",
      "ui-0839",
      "ui-0840",
      "ui-0841",
      "ui-0842",
      "ui-0850",
      "ui-0851",
      "ui-0852",
      "ui-0853",
      "ui-0854",
      "ui-1016",
      "ui-1017",
      "ui-1018",
      "ui-1019",
      "ui-1020",
      "ui-1021",
      "ui-1022",
      "ui-1023",
      "ui-1024",
      "ui-1025",
      "ui-1026",
      "ui-1027",
      "ui-1028",
      "ui-1029",
      "ui-1030",
      "ui-1031",
      "ui-1309",
      "ui-1310",
      "ui-1311",
      "ui-1312",
      "ui-1313",
      "ui-1314",
      "ui-1315",
      "ui-1316"
    ],
    "flow_id": "visitt-portfolio-setup",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:visitt-assets",
    "company": "Visitt",
    "question": "How does Visitt support this workflow: manage spaces, equipment and lifecycle information?",
    "title": "Manage spaces, equipment and lifecycle information",
    "area": "Maintenance & equipment",
    "role": "Property manager and engineer",
    "overview": "Visitt documents this as a workflow for property manager and engineer. The source sequence covers manage floors and spaces, add equipment, record lifecycle fields, then open QR-linked context.",
    "documented_steps": [
      "Manage floors and spaces",
      "Add equipment",
      "Record lifecycle fields",
      "Open QR-linked context"
    ],
    "reviewed_details": [
      {
        "text": "Use My Property and the Spaces tab to create either a shared/operational building space or a leasable space. A space must be marked leasable to be available as leasable space on tenant records. Its detail view links equipment, work orders, inspection history and QR context.",
        "source_page_ids": [
          "visitt-10055528"
        ],
        "kind": "configuration"
      }
    ],
    "detail_level": "reviewed_details",
    "source_page_ids": [
      "visitt-10054955",
      "visitt-10055528",
      "visitt-10055618",
      "visitt-11406807",
      "visitt-11479876"
    ],
    "source_dates": [
      {
        "source_page_id": "visitt-10054955",
        "date": "2025-02-25T21:58:56Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/10054955-my-property-floors",
        "title": "My Property - Floors"
      },
      {
        "source_page_id": "visitt-10055528",
        "date": "2025-04-27T12:00:49Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/10055528-my-property-spaces",
        "title": "My Property - Spaces"
      },
      {
        "source_page_id": "visitt-10055618",
        "date": "2026-06-24T13:54:08Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/10055618-managing-equipment-in-visitt",
        "title": "Managing Equipment in Visitt"
      },
      {
        "source_page_id": "visitt-11406807",
        "date": "2025-05-20T13:58:18Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/11406807-asset-lifecycle-management",
        "title": "Asset lifecycle management"
      },
      {
        "source_page_id": "visitt-11479876",
        "date": "2025-06-09T10:36:39Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/11479876-qr-codes-for-spaces-and-equipment",
        "title": "QR Codes for Spaces and Equipment"
      }
    ],
    "asset_ids": [
      "ui-0743",
      "ui-0744",
      "ui-0745",
      "ui-0746",
      "ui-0747",
      "ui-0748",
      "ui-0749",
      "ui-0750",
      "ui-0751",
      "ui-0752",
      "ui-0753",
      "ui-0754",
      "ui-0755",
      "ui-0756",
      "ui-0757",
      "ui-0758",
      "ui-0759",
      "ui-0783",
      "ui-0784",
      "ui-0785",
      "ui-0786",
      "ui-0787",
      "ui-0788",
      "ui-0789",
      "ui-0790"
    ],
    "flow_id": "visitt-assets",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:visitt-categories",
    "company": "Visitt",
    "question": "How does Visitt support this workflow: configure global categories and templates?",
    "title": "Configure global categories and templates",
    "area": "Property & portfolio setup",
    "role": "Property and global administrator",
    "overview": "Visitt documents this as a workflow for property and global administrator. The source sequence covers create global categories, manage local categories, then create or edit reusable templates.",
    "documented_steps": [
      "Create global categories",
      "Manage local categories",
      "Create or edit reusable templates"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-15545550"
        ],
        "text": "Global Admins manage work order categories under Settings > Account > Categories, either one list for all properties or scoped by asset type. Four switches decide whether property admins may add or hide main categories and subcategories; all are on by default, and turning all off locks properties to the global list."
      },
      {
        "kind": "exception",
        "source_page_ids": [
          "visitt-15545550"
        ],
        "text": "Hiding a category affects one property and keeps history. Removing one at account level cannot be undone, takes it off linked items and stops integration syncing, with an option to keep it locally where already used. When admins add a local category, Visitt suggests similar existing ones to avoid duplicates."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-9216614"
        ],
        "text": "Categories and subcategories organize work orders and inspections and sync to Visitt+, where tenants choose one when submitting a request. Each category appears only on the properties it is assigned to."
      },
      {
        "kind": "permission",
        "source_page_ids": [
          "visitt-9215888"
        ],
        "text": "Only Global Admins create inspection and broadcast templates shared across all properties; others get an Unauthorized error. An inspection saved as a template drops its spaces, equipment and assigned users, which must be set at each property."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "visitt-15545550",
      "visitt-9216614",
      "visitt-9215888"
    ],
    "source_dates": [
      {
        "source_page_id": "visitt-15545550",
        "date": "2026-07-23T15:38:42Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/15545550-global-categories",
        "title": "Global Categories"
      },
      {
        "source_page_id": "visitt-9216614",
        "date": "2026-05-14T12:39:37Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/9216614-how-to-manage-your-categories",
        "title": "How to Manage Your Categories"
      },
      {
        "source_page_id": "visitt-9215888",
        "date": "2026-08-28T14:31:21Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/9215888-how-to-create-and-manage-visitt-templates",
        "title": "How to Create and Manage Visitt Templates"
      }
    ],
    "asset_ids": [
      "ui-0847",
      "ui-0848",
      "ui-0849",
      "ui-0928",
      "ui-0929",
      "ui-0930",
      "ui-0931",
      "ui-0932",
      "ui-0933",
      "ui-0934",
      "ui-0935",
      "ui-0936",
      "ui-0925",
      "ui-0926",
      "ui-0927"
    ],
    "flow_id": "visitt-categories",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:visitt-work-orders",
    "company": "Visitt",
    "question": "How does Visitt support this workflow: create, accept and manage work requests?",
    "title": "Create, accept and manage work requests",
    "area": "Work orders",
    "role": "Property team",
    "overview": "Visitt documents this as a workflow for property team. The source sequence covers create a work order, review and accept it, manage subscribers, then inspect removal controls.",
    "documented_steps": [
      "Create a work order",
      "Review and accept it",
      "Manage subscribers",
      "Inspect removal controls"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-9881125"
        ],
        "text": "Per the Hebrew guide, a new work order takes a description from which Visitt AI suggests a category, a building, a location searchable by floor, space, equipment or tenant (which suggests related contacts), an assignee, priority from low to critical and a due date, plus optional template, checklist, recurrence and photo, video or PDF files."
      },
      {
        "kind": "exception",
        "source_page_ids": [
          "visitt-9881125",
          "visitt-13618786"
        ],
        "text": "With work order approval enabled, new orders start as Awaiting Accept. Changing status accepts automatically; declining needs a reason and another assignee; reopening a completed or canceled order auto-accepts it for the reopener. Checklists, which record who ticked each item, are hidden from tenants."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-13844622"
        ],
        "text": "Assignees, the creator, chat participants, people mentioned or notified by escalation rules, and self-subscribers receive push notifications for messages, status, due date and overdue changes. Assignees cannot unsubscribe, and team members can manage only their own subscription."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-9184327"
        ],
        "text": "Per the Hebrew overview, the work orders page has Open, All, a calendar (web only), automations that assign users and time frames by category or unseen time, and templates. CSV export lets users choose fields and is limited to 5,000 work orders per export."
      },
      {
        "kind": "permission",
        "source_page_ids": [
          "visitt-15080037"
        ],
        "text": "Only Admins can delete work orders, singly or in bulk, and deletion is permanent and unrecoverable. Non-admins do not see the Delete option."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "visitt-9881125",
      "visitt-9184327",
      "visitt-13618786",
      "visitt-13844622",
      "visitt-15080037"
    ],
    "source_dates": [
      {
        "source_page_id": "visitt-9881125",
        "date": "2026-08-04T08:57:04Z",
        "language": "he",
        "url": "https://help.visitt.io/he/articles/9881125-כיצד-ליצור-קריאת-עבודה-תהליך-חדש-ומשופר",
        "title": "כיצד ליצור קריאת עבודה: תהליך חדש ומשופר"
      },
      {
        "source_page_id": "visitt-9184327",
        "date": "2025-08-11T07:14:25Z",
        "language": "he",
        "url": "https://help.visitt.io/he/articles/9184327-מבט-כולל-על-עמוד-קריאות",
        "title": "מבט כולל על עמוד קריאות"
      },
      {
        "source_page_id": "visitt-13618786",
        "date": "2026-04-09T12:00:04Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/13618786-work-order-acceptance",
        "title": "Work Order Acceptance"
      },
      {
        "source_page_id": "visitt-13844622",
        "date": "2026-02-25T12:30:35Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/13844622-work-order-subscribers",
        "title": "Work Order Subscribers"
      },
      {
        "source_page_id": "visitt-15080037",
        "date": "2026-05-29T17:06:45Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/15080037-how-to-delete-work-orders",
        "title": "How to Delete Work Orders"
      }
    ],
    "asset_ids": [
      "ui-1094",
      "ui-1095",
      "ui-1096",
      "ui-1050",
      "ui-1051",
      "ui-1052",
      "ui-1053",
      "ui-1054",
      "ui-1055",
      "ui-1056",
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      "ui-0810",
      "ui-0811",
      "ui-0812",
      "ui-0813",
      "ui-0814",
      "ui-0837",
      "ui-0838"
    ],
    "flow_id": "visitt-work-orders",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:visitt-field-work",
    "company": "Visitt",
    "question": "How does Visitt support this workflow: complete work from the field?",
    "title": "Complete work from the field",
    "area": "Work orders",
    "role": "Engineer",
    "overview": "Visitt documents this as a workflow for engineer. The source sequence covers find assigned work, open request context, record updates, complete the work, then review visibility troubleshooting.",
    "documented_steps": [
      "Find assigned work",
      "Open request context",
      "Record updates",
      "Complete the work",
      "Review visibility troubleshooting"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-9503089",
          "visitt-9842720"
        ],
        "text": "Per the Hebrew guides, managers can view and edit everyone's work orders, while field staff see their open tasks on the main screen and all tickets on the Tickets page. Status, location, due date and assignees can be changed by tapping them, and status can be changed straight from the list."
      },
      {
        "kind": "exception",
        "source_page_ids": [
          "visitt-9842720",
          "visitt-9503089"
        ],
        "text": "Files or photos added with the attach button are attached to the work order itself, not the chat message, even in the internal team chat, and become visible to all teams on the ticket. Staff should check a file is suitable before uploading."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-9842720"
        ],
        "text": "Each work order has separate team and tenant chats, and Visitt AI can rephrase messages to tenants. In the mobile app, My Work can group tickets by status or due date, and saved column layouts persist between visits."
      },
      {
        "kind": "exception",
        "source_page_ids": [
          "visitt-12086538"
        ],
        "text": "When staff cannot see work orders, the usual cause is assignment or automation changes by property management. Device fixes are clearing site data from the profile, then logging out and back in, before escalating to the property admin or Visitt support."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "visitt-9842720",
      "visitt-9503089",
      "visitt-12086538"
    ],
    "source_dates": [
      {
        "source_page_id": "visitt-9842720",
        "date": "2025-09-01T12:16:55Z",
        "language": "he",
        "url": "https://help.visitt.io/he/articles/9842720-ניהול-וביצוע-קריאות-שבר-אנשי-שטח",
        "title": "ניהול וביצוע קריאות שבר (אנשי שטח)"
      },
      {
        "source_page_id": "visitt-9503089",
        "date": "2025-09-01T12:18:03Z",
        "language": "he",
        "url": "https://help.visitt.io/he/articles/9503089-איך-לטפל-בקריאות-שירות-מדריך-למנהלים-ואנשי-שטח",
        "title": "איך לטפל בקריאות שירות: מדריך למנהלים ואנשי שטח"
      },
      {
        "source_page_id": "visitt-12086538",
        "date": "2025-08-26T06:25:13Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/12086538-how-can-i-troubleshoot-work-order-visibility-issues-in-the-visitt-app",
        "title": "How can I troubleshoot work order visibility issues in the Visitt app?"
      }
    ],
    "asset_ids": [
      "ui-1086",
      "ui-1087",
      "ui-1088",
      "ui-1089",
      "ui-1090",
      "ui-1091",
      "ui-1092",
      "ui-1093",
      "ui-1071",
      "ui-1072",
      "ui-1073",
      "ui-1074",
      "ui-1075",
      "ui-1076",
      "ui-1077",
      "ui-1078"
    ],
    "flow_id": "visitt-field-work",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:visitt-automation",
    "company": "Visitt",
    "question": "How does Visitt support this workflow: configure routing and recurring requests?",
    "title": "Configure routing and recurring requests",
    "area": "Automation & staffing",
    "role": "Operations manager",
    "overview": "Visitt documents this as a workflow for operations manager. The source sequence covers choose a trigger, define conditions and actions, set default assignment, then create recurring work.",
    "documented_steps": [
      "Choose a trigger",
      "Define conditions and actions",
      "Set default assignment",
      "Create recurring work"
    ],
    "reviewed_details": [
      {
        "text": "In Work Orders, an administrator defines an automation trigger, priority, building and category conditions, then an action. The documented selection order favors more-specific matches, beginning with subcategory and category.",
        "source_page_ids": [
          "visitt-9000597"
        ],
        "kind": "configuration"
      },
      {
        "text": "New rules do not apply retroactively. An automation does not overwrite a field that already has a value; that also matters for recurring requests created with an assignee. Distinguish rule configuration from AI classification.",
        "source_page_ids": [
          "visitt-9000597"
        ],
        "kind": "limitation"
      }
    ],
    "detail_level": "reviewed_details",
    "source_page_ids": [
      "visitt-9000597",
      "visitt-13362516"
    ],
    "source_dates": [
      {
        "source_page_id": "visitt-9000597",
        "date": "2026-05-31T10:54:08Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/9000597-how-to-set-work-order-automations",
        "title": "How to Set Work Order Automations"
      },
      {
        "source_page_id": "visitt-13362516",
        "date": "2026-05-13T09:53:05Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/13362516-how-to-create-recurring-work-orders",
        "title": "How to Create Recurring Work Orders"
      }
    ],
    "asset_ids": [
      "ui-076",
      "ui-075",
      "ui-074",
      "ui-079",
      "ui-078",
      "ui-077",
      "ui-080",
      "ui-0805",
      "ui-0806",
      "ui-0807",
      "ui-0808"
    ],
    "flow_id": "visitt-automation",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:visitt-on-call",
    "company": "Visitt",
    "question": "How does Visitt support this workflow: create on-call schedules and arrange coverage?",
    "title": "Create on-call schedules and arrange coverage",
    "area": "Automation & staffing",
    "role": "Global administrator and on-call engineer",
    "overview": "Visitt documents this as a workflow for global administrator and on-call engineer. The source sequence covers define properties and rotation, assign tiers, request replacement coverage, review on-call assignment context, then set out-of-office periods.",
    "documented_steps": [
      "Define properties and rotation",
      "Assign tiers",
      "Request replacement coverage",
      "Review on-call assignment context",
      "Set out-of-office periods"
    ],
    "reviewed_details": [
      {
        "text": "Global admins create account-level on-call schedules, select properties, set a rotation and arrange primary and backup tiers. During off-hours, scheduled people appear prominently in the work-order assignee list. This alone does not establish automatic assignment.",
        "source_page_ids": [
          "visitt-14791155"
        ],
        "kind": "configuration"
      },
      {
        "text": "A scheduled user can arrange coverage for all or part of a shift, choose a replacement from the same schedule and record a reason. The change takes effect immediately and notifies the replacement; the guide also describes cancelling that cover.",
        "source_page_ids": [
          "visitt-14791155"
        ],
        "kind": "configuration"
      }
    ],
    "detail_level": "reviewed_details",
    "source_page_ids": [
      "visitt-14791155",
      "visitt-14817343"
    ],
    "source_dates": [
      {
        "source_page_id": "visitt-14791155",
        "date": "2026-05-26T16:36:07Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/14791155-set-up-and-manage-on-call-schedules",
        "title": "Set up and manage on-call schedules"
      },
      {
        "source_page_id": "visitt-14817343",
        "date": "2026-05-12T12:27:43Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/14817343-out-of-office-settings",
        "title": "Out of Office settings"
      }
    ],
    "asset_ids": [
      "ui-0816",
      "ui-0817",
      "ui-0818",
      "ui-0819",
      "ui-0820",
      "ui-0821",
      "ui-0822",
      "ui-0823",
      "ui-0824",
      "ui-0825",
      "ui-0826"
    ],
    "flow_id": "visitt-on-call",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:visitt-inspection-setup",
    "company": "Visitt",
    "question": "How does Visitt support this workflow: design inspections and require on-site verification?",
    "title": "Design inspections and require on-site verification",
    "area": "Inspections",
    "role": "Operations manager",
    "overview": "Visitt documents this as a workflow for operations manager. The source sequence covers define the inspection, add tasks and locations, set order and schedule, then require a QR scan where appropriate.",
    "documented_steps": [
      "Define the inspection",
      "Add tasks and locations",
      "Set order and schedule",
      "Require a QR scan where appropriate"
    ],
    "reviewed_details": [
      {
        "text": "Add a location-linked QR Check section while defining inspection tasks. Download and place that location’s code on site. The documented task requires its scan before completion; scanning a location code can also expose relevant active inspection tasks or location details.",
        "source_page_ids": [
          "visitt-11758404"
        ],
        "kind": "configuration"
      }
    ],
    "detail_level": "reviewed_details",
    "source_page_ids": [
      "visitt-8799107",
      "visitt-9173074",
      "visitt-11758404"
    ],
    "source_dates": [
      {
        "source_page_id": "visitt-8799107",
        "date": "2026-06-07T09:29:41Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/8799107-how-to-create-and-edit-inspections",
        "title": "How to Create and Edit Inspections"
      },
      {
        "source_page_id": "visitt-9173074",
        "date": "2025-04-16T09:20:43Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/9173074-how-to-edit-inspections",
        "title": "How to Edit Inspections"
      },
      {
        "source_page_id": "visitt-11758404",
        "date": "2026-06-14T07:07:20Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/11758404-require-on-site-qr-code-scan-before-task-completion",
        "title": "Require On-Site QR Code Scan Before Task Completion"
      }
    ],
    "asset_ids": [
      "ui-0885",
      "ui-0886",
      "ui-0887",
      "ui-0888",
      "ui-0889",
      "ui-0890",
      "ui-0891",
      "ui-0892",
      "ui-0893",
      "ui-0894",
      "ui-0895",
      "ui-0896",
      "ui-0897",
      "ui-0898",
      "ui-0899",
      "ui-0900",
      "ui-0901",
      "ui-0902",
      "ui-0903",
      "ui-0904",
      "ui-0905",
      "ui-0906",
      "ui-0916",
      "ui-0917",
      "ui-0918",
      "ui-0919",
      "ui-0920",
      "ui-0921",
      "ui-0922",
      "ui-0923",
      "ui-0924",
      "ui-1305",
      "ui-1306",
      "ui-1307",
      "ui-1308",
      "ui-1297",
      "ui-1298",
      "ui-1299",
      "ui-1300",
      "ui-1301",
      "ui-1302",
      "ui-1303",
      "ui-1304",
      "ui-0795",
      "ui-0796",
      "ui-0797",
      "ui-0798"
    ],
    "flow_id": "visitt-inspection-setup",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:visitt-inspection-execution",
    "company": "Visitt",
    "question": "How does Visitt support this workflow: complete, review and reopen inspections?",
    "title": "Complete, review and reopen inspections",
    "area": "Inspections",
    "role": "Engineer and operations manager",
    "overview": "Visitt documents this as a workflow for engineer and operations manager. The source sequence covers open scheduled inspections, record task completion, inspect closed records, then reopen an eligible missed task; record a late-completion reason when finishing.",
    "documented_steps": [
      "Open scheduled inspections",
      "Record task completion",
      "Inspect closed records",
      "Reopen an eligible missed task; record a late-completion reason when finishing"
    ],
    "reviewed_details": [
      {
        "text": "The Hebrew guide permits admins, and managers given permission, to reopen eligible missed closed tasks. It excludes daily and hourly tasks. A reopened task stays open for seven days; a reason for late completion is requested when the task is finished.",
        "source_page_ids": [
          "visitt-11640168"
        ],
        "kind": "limitation"
      }
    ],
    "detail_level": "reviewed_details",
    "source_page_ids": [
      "visitt-9097482",
      "visitt-9097888",
      "visitt-11718693",
      "visitt-11640168"
    ],
    "source_dates": [
      {
        "source_page_id": "visitt-9097482",
        "date": "2025-07-23T17:07:53Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/9097482-how-to-view-and-complete-open-inspections",
        "title": "How to View and Complete Open Inspections"
      },
      {
        "source_page_id": "visitt-9097888",
        "date": "2026-06-14T09:52:37Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/9097888-actions-on-closed-inspections",
        "title": "Actions on Closed Inspections"
      },
      {
        "source_page_id": "visitt-11718693",
        "date": "2026-06-17T06:45:16Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/11718693-how-to-reopen-a-missed-inspection",
        "title": "How to Reopen a Missed Inspection"
      },
      {
        "source_page_id": "visitt-11640168",
        "date": "2025-06-23T11:11:33Z",
        "language": "he",
        "url": "https://help.visitt.io/he/articles/11640168-השלמת-משימות-שפוספסו",
        "title": "השלמת משימות שפוספסו"
      }
    ],
    "asset_ids": [
      "ui-0907",
      "ui-0908",
      "ui-0909",
      "ui-0910",
      "ui-0911",
      "ui-0912",
      "ui-1291",
      "ui-1292",
      "ui-1293",
      "ui-1294",
      "ui-1295",
      "ui-1296",
      "ui-0913",
      "ui-0914",
      "ui-0915",
      "ui-0791",
      "ui-0792",
      "ui-0793",
      "ui-0794",
      "ui-1047",
      "ui-1317",
      "ui-1318",
      "ui-1319",
      "ui-1320",
      "ui-1321",
      "ui-1322",
      "ui-1323",
      "ui-1324"
    ],
    "flow_id": "visitt-inspection-execution",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:visitt-billing",
    "company": "Visitt",
    "question": "How does Visitt support this workflow: approve charges and verify accounting transfer?",
    "title": "Approve charges and verify accounting transfer",
    "area": "Billing & accounting",
    "role": "Property manager, tenant approver and accounting",
    "overview": "Visitt documents this as a workflow for property manager, tenant approver and accounting. The source sequence covers add billable items, request tenant approval, verify completed work, queue eligible charges for synchronization, then inspect export and synchronization states.",
    "documented_steps": [
      "Add billable items",
      "Request tenant approval",
      "Verify completed work",
      "Queue eligible charges for synchronization",
      "Inspect export and synchronization states"
    ],
    "reviewed_details": [
      {
        "text": "Add a billable item or a new charge to an open request and request tenant approval when needed. After the work is completed, a manager reviews and verifies the charges in Billing. The guide says verified charges and work-order status cannot then be edited.",
        "source_page_ids": [
          "visitt-9357580"
        ],
        "kind": "configuration"
      },
      {
        "text": "With Yardi enabled, Verify Only retains a verified charge without queueing it; Verify for Sync puts it in Awaiting Sync. Before synchronization, charges can be moved into or out of the queue. Without Yardi, verification is the final in-app billing state and charges can be exported.",
        "source_page_ids": [
          "visitt-9357580"
        ],
        "kind": "configuration"
      },
      {
        "text": "The Accounting Sync Panel exposes queued items and synchronization errors. Manual sync supports a target post month. The guide says success/failure notifications are unavailable, so the panel must be checked; this does not prove downstream ledger posting.",
        "source_page_ids": [
          "visitt-9357580"
        ],
        "kind": "limitation"
      }
    ],
    "detail_level": "reviewed_details",
    "source_page_ids": [
      "visitt-9357580",
      "visitt-9730300"
    ],
    "source_dates": [
      {
        "source_page_id": "visitt-9357580",
        "date": "2026-09-02T13:21:54Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/9357580-billing-management",
        "title": "Billing Management"
      },
      {
        "source_page_id": "visitt-9730300",
        "date": "2024-08-21T10:49:33Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/9730300-how-to-view-and-export-charges",
        "title": "How to View and Export Charges"
      }
    ],
    "asset_ids": [
      "ui-0961",
      "ui-0962",
      "ui-0963",
      "ui-1000",
      "ui-1001",
      "ui-1002"
    ],
    "flow_id": "visitt-billing",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:visitt-vendors",
    "company": "Visitt",
    "question": "How does Visitt support this workflow: manage property and global vendor records?",
    "title": "Manage property and global vendor records",
    "area": "Vendors",
    "role": "Property and global administrator",
    "overview": "Visitt documents this as a workflow for property and global administrator. The source sequence covers create or find a vendor, link properties, upgrade or merge records, then review verification and property-specific compliance.",
    "documented_steps": [
      "Create or find a vendor",
      "Link properties",
      "Upgrade or merge records",
      "Review verification and property-specific compliance"
    ],
    "reviewed_details": [
      {
        "text": "A global vendor is one account-level record linked to properties. Global admins can create, upgrade or merge records and apply a Verified badge. Property-admin creation rights are configurable. Merging preserves property-specific contacts, COIs and work orders while combining the shared vendor identity.",
        "source_page_ids": [
          "visitt-16579477"
        ],
        "kind": "configuration"
      },
      {
        "text": "COI tracking remains property-specific even for a global vendor. A global verification badge should not be read as proof that every property’s insurance requirements are satisfied.",
        "source_page_ids": [
          "visitt-16579477"
        ],
        "kind": "limitation"
      }
    ],
    "detail_level": "reviewed_details",
    "source_page_ids": [
      "visitt-16579477",
      "visitt-9529819"
    ],
    "source_dates": [
      {
        "source_page_id": "visitt-16579477",
        "date": "2026-08-26T06:43:07Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/16579477-manage-global-vendors-across-your-portfolio",
        "title": "Manage Global Vendors Across Your Portfolio"
      },
      {
        "source_page_id": "visitt-9529819",
        "date": "2026-08-26T06:45:52Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/9529819-managing-vendors",
        "title": "Managing Vendors"
      }
    ],
    "asset_ids": [
      "ui-0872",
      "ui-0873",
      "ui-0874",
      "ui-0875",
      "ui-0876",
      "ui-0877",
      "ui-0878",
      "ui-0879",
      "ui-0997",
      "ui-0998",
      "ui-0999"
    ],
    "flow_id": "visitt-vendors",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:visitt-coi",
    "company": "Visitt",
    "question": "How does Visitt support this workflow: set requirements and review tenant or vendor COIs?",
    "title": "Set requirements and review tenant or vendor COIs",
    "area": "COI",
    "role": "Compliance administrator",
    "overview": "Visitt documents this as a workflow for compliance administrator. The source sequence covers configure tracking and requirements, upload certificate evidence, review analysis, then configure reminders and exceptions.",
    "documented_steps": [
      "Configure tracking and requirements",
      "Upload certificate evidence",
      "Review analysis",
      "Configure reminders and exceptions"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-14456467",
          "visitt-11813819"
        ],
        "text": "Tenant requirements are set once per property and inherited, or customized per tenant; vendors get requirements through policy categories such as high risk assigned on the vendor record. Requirements can be AI-extracted from a lease or insurance PDF (best under two pages; PNG and JPEG unsupported), with extracted fields labelled."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-11813819"
        ],
        "text": "Per the Hebrew guide, an uploaded COI is compared field by field, required against received: green when met or exceeded, orange on a mismatch. Statuses are Compliant, Non-compliant (expired or failed the AI check) and Missing; compliant COIs expiring within 30 days are highlighted on the Status page."
      },
      {
        "kind": "exception",
        "source_page_ids": [
          "visitt-14456467",
          "visitt-11813819"
        ],
        "text": "A COI owner can still mark a mismatched COI Compliant if the difference is acceptable. Without requirements, no automatic validation runs. Tenants set to not track compliance disappear from the COI list and report, and requirement changes cannot be undone; revalidating sets the COI to Pending."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-11813819"
        ],
        "text": "COI owners set reminders before and after expiry; one is always sent on the expiry day. Reminders go to the owners and the tenant or vendor renewal contact, who can reply by email with the new certificate, which reaches the owners for upload. Reminder emails can be edited and carry a sample or requirements file."
      },
      {
        "kind": "permission",
        "source_page_ids": [
          "visitt-14456467",
          "visitt-11813819"
        ],
        "text": "Admins and Managers who are COI owners set requirements and validate certificates; view-only Managers cannot. Global Admins get a portfolio COI report filterable by tenant or vendor, with compliant, non-compliant and missing counts, exportable to CSV or PDF."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "visitt-14456467",
      "visitt-11813819"
    ],
    "source_dates": [
      {
        "source_page_id": "visitt-14456467",
        "date": "2026-07-23T16:33:18Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/14456467-set-up-and-validate-tenant-coi-requirements",
        "title": "Set up and validate tenant COI requirements"
      },
      {
        "source_page_id": "visitt-11813819",
        "date": "2026-08-04T11:40:12Z",
        "language": "he",
        "url": "https://help.visitt.io/he/articles/11813819-אישורים-ביטוחיים-לדיירים-ולקבלני-משנה",
        "title": "אישורים ביטוחיים לדיירים ולקבלני משנה"
      }
    ],
    "asset_ids": [
      "ui-089",
      "ui-090",
      "ui-091",
      "ui-093",
      "ui-092",
      "ui-095",
      "ui-094",
      "ui-096",
      "ui-097",
      "ui-098"
    ],
    "flow_id": "visitt-coi",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:visitt-documents",
    "company": "Visitt",
    "question": "How does Visitt support this workflow: manage operational documents?",
    "title": "Manage operational documents",
    "area": "Documents",
    "role": "Property team",
    "overview": "Visitt documents this as a workflow for property team. The source sequence covers upload a document, set its context and expiry, validate its status, then remove a document when appropriate.",
    "documented_steps": [
      "Upload a document",
      "Set its context and expiry",
      "Validate its status",
      "Remove a document when appropriate"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-9491071"
        ],
        "text": "Documents live under Documents & COI with a property, optional tenant or vendor link, tags, files (images or PDFs), start and expiry dates (6 months, 1 year or custom) and reminders. Expired documents show red and those close to expiry orange, and documents can be exported as CSV or as their files."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-9491071"
        ],
        "text": "Adding a new file or validity period automatically moves the previous current version to a History tab, even if it is still valid, giving an audit trail of past versions without extra steps."
      },
      {
        "kind": "permission",
        "source_page_ids": [
          "visitt-9491071"
        ],
        "text": "Only Admins can delete documents, one at a time or in bulk; other users must ask an Admin to change their user type. Expiry reminders depend on the user's notification settings being enabled."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "visitt-9491071"
    ],
    "source_dates": [
      {
        "source_page_id": "visitt-9491071",
        "date": "2026-06-17T07:20:44Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/9491071-documents-in-visitt",
        "title": "Documents in Visitt"
      }
    ],
    "asset_ids": [
      "ui-0987",
      "ui-0988",
      "ui-0989",
      "ui-0990",
      "ui-0991",
      "ui-0992",
      "ui-0993",
      "ui-0994",
      "ui-0995",
      "ui-0996"
    ],
    "flow_id": "visitt-documents",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:visitt-tenants",
    "company": "Visitt",
    "question": "How does Visitt support this workflow: manage tenant records, contacts and access?",
    "title": "Manage tenant records, contacts and access",
    "area": "Directory & tenancy",
    "role": "Property team",
    "overview": "Visitt documents this as a workflow for property team. The source sequence covers create or edit a tenant, associate contacts and properties, archive contacts, then restore access when appropriate.",
    "documented_steps": [
      "Create or edit a tenant",
      "Associate contacts and properties",
      "Archive contacts",
      "Restore access when appropriate"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-9394000"
        ],
        "text": "A tenant card shows an overview with contacts, open requests and satisfaction, plus contacts, authorized spaces, documents with expiry reminders, and billing fields (tenant code, company, billing contact and address) printed on that tenant's work order invoice PDFs."
      },
      {
        "kind": "exception",
        "source_page_ids": [
          "visitt-10129781"
        ],
        "text": "Per the Hebrew guide, a tenant needs at least one leased or authorized space before its contacts can submit requests. Leased spaces must first be marked rentable on My Property, except when assigned while creating a tenant from the table. Shared spaces for all tenants are set in the tenant app admin."
      },
      {
        "kind": "permission",
        "source_page_ids": [
          "visitt-11059565",
          "visitt-9394000"
        ],
        "text": "Only Admins or Managers with tenant management permission archive or restore contacts. Archiving keeps the contact's data but blocks login to the tenant app; restoring uses the Archive toggle and the Restore column. Contacts are invited by a link to download Visitt+."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "visitt-9394000",
      "visitt-10129781",
      "visitt-11059565"
    ],
    "source_dates": [
      {
        "source_page_id": "visitt-9394000",
        "date": "2025-02-23T10:42:55Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/9394000-manage-your-tenants-in-visitt",
        "title": "Manage Your Tenants in Visitt"
      },
      {
        "source_page_id": "visitt-10129781",
        "date": "2025-05-06T10:57:04Z",
        "language": "he",
        "url": "https://help.visitt.io/he/articles/10129781-הוספת-אתרים-לדיירים",
        "title": "הוספת אתרים לדיירים"
      },
      {
        "source_page_id": "visitt-11059565",
        "date": "2025-04-20T14:32:13Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/11059565-how-to-archive-and-restore-contacts",
        "title": "How to Archive and Restore Contacts"
      }
    ],
    "asset_ids": [
      "ui-0969",
      "ui-0970",
      "ui-0971",
      "ui-0972",
      "ui-0973",
      "ui-0974",
      "ui-0975",
      "ui-0976",
      "ui-1032",
      "ui-1033",
      "ui-1034",
      "ui-1035",
      "ui-1036",
      "ui-1037",
      "ui-1038",
      "ui-0778",
      "ui-0779",
      "ui-0780",
      "ui-0781",
      "ui-0782"
    ],
    "flow_id": "visitt-tenants",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:visitt-tenant-branding",
    "company": "Visitt",
    "question": "How does Visitt support this workflow: configure tenant branding and content pages?",
    "title": "Configure tenant branding and content pages",
    "area": "Tenant app & content",
    "role": "Property administrator",
    "overview": "Visitt documents this as a workflow for property administrator. The source sequence covers configure branding and app features, create pages and links, arrange tenant content, then review the tenant presentation.",
    "documented_steps": [
      "Configure branding and app features",
      "Create pages and links",
      "Arrange tenant content",
      "Review the tenant presentation"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-9242176"
        ],
        "text": "Settings > Property > Tenant App sets brand colors, logo, building cover image, an optional satisfaction survey after completed work orders, tenant request categories with icons and custom fields, and common areas open to all tenants, with a live preview. The logo also appears on every tenant email notification."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-9242176"
        ],
        "text": "Visitt AI smart category can be switched on so tenants only describe the problem and the AI chooses the request category for them."
      },
      {
        "kind": "permission",
        "source_page_ids": [
          "visitt-10575297",
          "visitt-16303007"
        ],
        "text": "Content pages are open to Admins by default; Managers need an Admin to grant access. Pages are custom app pages or document pages, with rich text, sub-pages, drafts, publish and unpublish, and desktop and mobile previews; drafts are visible only to the property team."
      },
      {
        "kind": "exception",
        "source_page_ids": [
          "visitt-16303007"
        ],
        "text": "Pages placed in Highlights currently appear in reverse order, so the last page added shows first in the tenant app. Other pages sit under the app's Content tab (an older version of the article calls it More)."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "visitt-9242176",
      "visitt-10575297",
      "visitt-16303007"
    ],
    "source_dates": [
      {
        "source_page_id": "visitt-9242176",
        "date": "2026-06-07T10:34:51Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/9242176-managing-your-tenant-app",
        "title": "Managing Your Tenant App"
      },
      {
        "source_page_id": "visitt-10575297",
        "date": "2026-06-24T07:17:45Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/10575297-content-create-and-manage-tenant-app-pages",
        "title": "Content: Create and Manage Tenant App Pages"
      },
      {
        "source_page_id": "visitt-16303007",
        "date": "2026-09-09T07:09:05Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/16303007-content-create-and-manage-tenant-app-pages",
        "title": "Content: Create and Manage Tenant App Pages"
      }
    ],
    "asset_ids": [
      "ui-0945",
      "ui-0946",
      "ui-0947",
      "ui-0948",
      "ui-0844",
      "ui-0949",
      "ui-0764",
      "ui-0765",
      "ui-0766",
      "ui-0767",
      "ui-0768",
      "ui-0769",
      "ui-0871"
    ],
    "flow_id": "visitt-tenant-branding",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:visitt-tenant-start",
    "company": "Visitt",
    "question": "How does Visitt support this workflow: tenant login, property switching and preferences?",
    "title": "Tenant login, property switching and preferences",
    "area": "Login & onboarding",
    "role": "Tenant",
    "overview": "Visitt documents this as a workflow for tenant. The source sequence covers enter the login code, review the home screen, switch property context, then set profile and notification preferences.",
    "documented_steps": [
      "Enter the login code",
      "Review the home screen",
      "Switch property context",
      "Set profile and notification preferences"
    ],
    "reviewed_details": [
      {
        "text": "The property team must first add the tenant user. Login uses an emailed or texted six-digit code. The current guide places property switching in the avatar/settings area and broadcasts in the inbox; notification channels depend on property configuration.",
        "source_page_ids": [
          "visitt-16891940"
        ],
        "kind": "configuration"
      }
    ],
    "detail_level": "reviewed_details",
    "source_page_ids": [
      "visitt-16891940",
      "visitt-16288180",
      "visitt-16302746",
      "visitt-9556404"
    ],
    "source_dates": [
      {
        "source_page_id": "visitt-16891940",
        "date": "2026-09-09T18:41:19Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/16891940-getting-started-with-visitt-a-guide-for-tenants",
        "title": "Getting Started with Visitt+: A Guide for Tenants"
      },
      {
        "source_page_id": "visitt-16288180",
        "date": "2026-09-09T07:50:15Z",
        "language": "he",
        "url": "https://help.visitt.io/he/articles/16288180-כיצד-להתחבר-לאפליקציית-הדיירים-visitt",
        "title": "כיצד להתחבר לאפליקציית הדיירים Visitt+"
      },
      {
        "source_page_id": "visitt-16302746",
        "date": "2026-09-09T07:30:34Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/16302746-visitt-settings",
        "title": "Visitt+ Settings"
      },
      {
        "source_page_id": "visitt-9556404",
        "date": "2025-07-06T10:46:16Z",
        "language": "he",
        "url": "https://help.visitt.io/he/articles/9556404-ניהול-ההתראות-שלי",
        "title": "ניהול ההתראות שלי"
      }
    ],
    "asset_ids": [
      "ui-0880",
      "ui-0881",
      "ui-0862",
      "ui-0863",
      "ui-0855",
      "ui-0857",
      "ui-0860",
      "ui-0882",
      "ui-0883",
      "ui-0884",
      "ui-1039",
      "ui-1048",
      "ui-1049",
      "ui-0866",
      "ui-0867",
      "ui-0868",
      "ui-0865",
      "ui-0869",
      "ui-0870",
      "ui-1079",
      "ui-1080"
    ],
    "flow_id": "visitt-tenant-start",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:visitt-tenant-requests",
    "company": "Visitt",
    "question": "How does Visitt support this workflow: submit and track tenant requests?",
    "title": "Submit and track tenant requests",
    "area": "Tenant app & content",
    "role": "Tenant",
    "overview": "Visitt documents this as a workflow for tenant. The source sequence covers create a request, add category, description and attachments, inspect open and closed requests, then message the property team.",
    "documented_steps": [
      "Create a request",
      "Add category, description and attachments",
      "Inspect open and closed requests",
      "Message the property team"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-16297490",
          "visitt-9448192"
        ],
        "text": "In the Visitt+ tenant app, requests start from the plus button (also used for visitors and amenity bookings) with a category, description and optional attachment; the Hebrew guide mentions files, photos or video. Visitt routes each request using the property's assignment rules."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-16297490"
        ],
        "text": "Tenants see Open and Closed requests and can message the property team in a chat beside each request. Visitt support does not give out property managers' contact details, so tenants are directed to submit a request instead."
      },
      {
        "kind": "exception",
        "source_page_ids": [
          "visitt-16297490"
        ],
        "text": "A request missing from Closed may still be open, or may belong to another property: tenants linked to several properties must switch property from the settings panel under their initials to see it."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "visitt-16297490",
      "visitt-9448192"
    ],
    "source_dates": [
      {
        "source_page_id": "visitt-16297490",
        "date": "2026-09-09T07:39:24Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/16297490-visitt-work-orders-create-and-track-requests",
        "title": "Visitt+ Work Orders: Create and track requests"
      },
      {
        "source_page_id": "visitt-9448192",
        "date": "2025-07-27T12:58:05Z",
        "language": "he",
        "url": "https://help.visitt.io/he/articles/9448192-איך-ליצור-קריאות-עבודה-ב-visitt",
        "title": "איך ליצור קריאות עבודה ב +Visitt"
      }
    ],
    "asset_ids": [
      "ui-0862",
      "ui-0863",
      "ui-0864",
      "ui-0865",
      "ui-1061",
      "ui-1062",
      "ui-1063"
    ],
    "flow_id": "visitt-tenant-requests",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:visitt-amenities",
    "company": "Visitt",
    "question": "How does Visitt support this workflow: configure and reserve amenities?",
    "title": "Configure and reserve amenities",
    "area": "Amenities",
    "role": "Tenant and property team",
    "overview": "Visitt documents this as a workflow for tenant and property team. The source sequence covers review amenity settings, select the space and time, submit a booking, then inspect booking details and communication.",
    "documented_steps": [
      "Review amenity settings",
      "Select the space and time",
      "Submit a booking",
      "Inspect booking details and communication"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-9414363"
        ],
        "text": "Each amenity has a cover image, maximum occupancy, location, an assigned overseer, time-slot length, cost per booking and opening days and hours. The price shows in the tenant app only if Billable is ticked for each day. Optional required booking questions collect extra details such as guest numbers."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-9414363"
        ],
        "text": "Rules can set how far ahead tenants may book, cleaning buffers blocked before and after each booking, a maximum booking length, and links between amenities that share one physical space so they cannot be double-booked."
      },
      {
        "kind": "exception",
        "source_page_ids": [
          "visitt-9414363"
        ],
        "text": "Every amenity booking creates a work order that staff must complete, both as a reminder to approve or reject and for setup. Staff can approve, reject with a reason, cancel, edit, or book manually for a tenant; statuses are Approved, Canceled, Inquiry and Pending."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-16288920"
        ],
        "text": "Tenants book in Visitt+ from the plus button with amenity, date, time and notes, which notifies the property manager. They see the booking status, can chat with the building team about it, and can edit or cancel it from Details."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "visitt-9414363",
      "visitt-16288920"
    ],
    "source_dates": [
      {
        "source_page_id": "visitt-9414363",
        "date": "2026-06-14T09:10:30Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/9414363-visitt-amenities-for-property-managers",
        "title": "Visitt Amenities for Property Managers"
      },
      {
        "source_page_id": "visitt-16288920",
        "date": "2026-09-09T08:10:33Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/16288920-amenities-visitt",
        "title": "Amenities (Visitt+)"
      }
    ],
    "asset_ids": [
      "ui-0977",
      "ui-0978",
      "ui-0979",
      "ui-0855",
      "ui-0856",
      "ui-0857"
    ],
    "flow_id": "visitt-amenities",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:visitt-visitors",
    "company": "Visitt",
    "question": "How does Visitt support this workflow: invite visitors and review entry controls?",
    "title": "Invite visitors and review entry controls",
    "area": "Visitors",
    "role": "Tenant and front desk",
    "overview": "Visitt documents this as a workflow for tenant and front desk. The source sequence covers create a visitor invitation, inspect scheduled visitors, manage arrival records, then review watchlist controls.",
    "documented_steps": [
      "Create a visitor invitation",
      "Inspect scheduled visitors",
      "Manage arrival records",
      "Review watchlist controls"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-9753729"
        ],
        "text": "Staff add a visitor with a host who may or may not be a contact, first and last name, optional email, and a single day (all day or timed) or multi-day range. The visitor receives an email or SMS with a unique QR code for entry, and Cancel Permission revokes access immediately."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-16297178",
          "visitt-9753729"
        ],
        "text": "Tenants invite visitors in Visitt+ (plus button on mobile, Visitor Invite on desktop) and see upcoming visitors on their home screen. The staff table shows the inviting contact and can be filtered by valid or expired access, building and tenant, with check-in and check-out times."
      },
      {
        "kind": "exception",
        "source_page_ids": [
          "visitt-12855965"
        ],
        "text": "Watchlist matches (exact names, manual variants and, with Visitt AI on, AI variants; beta) raise a red Possible Watchlist Match alert before arrival with the reason and action instructions. Nothing blocks check-in automatically; staff contact the tenant, allow, deny or clear the alert."
      },
      {
        "kind": "permission",
        "source_page_ids": [
          "visitt-12855965"
        ],
        "text": "Admins add watchlist entries for any tenant. Tenant primary contacts can manage their own entries in Visitt+ only if the property enables it, and only in a web browser, not the mobile app or mobile web view. Entries record name variants, an optional photo, instructions and who added them."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "visitt-16297178",
      "visitt-9753729",
      "visitt-9414566",
      "visitt-12855965"
    ],
    "source_dates": [
      {
        "source_page_id": "visitt-16297178",
        "date": "2026-09-09T07:55:01Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/16297178-visitors-overview",
        "title": "Visitors Overview"
      },
      {
        "source_page_id": "visitt-9753729",
        "date": "2025-09-09T10:18:49Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/9753729-managing-visitors-a-complete-guide",
        "title": "Managing Visitors: A Complete Guide"
      },
      {
        "source_page_id": "visitt-9414566",
        "date": "2024-08-19T21:24:39Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/9414566-visitors-overview",
        "title": "Visitors Overview"
      },
      {
        "source_page_id": "visitt-12855965",
        "date": "2025-12-01T07:29:04Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/12855965-visitors-watchlist",
        "title": "Visitors Watchlist"
      }
    ],
    "asset_ids": [
      "ui-0858",
      "ui-0859",
      "ui-0860",
      "ui-0861",
      "ui-1003",
      "ui-1004",
      "ui-1005",
      "ui-1006",
      "ui-1007",
      "ui-0980",
      "ui-0981",
      "ui-0982",
      "ui-0983",
      "ui-0799",
      "ui-0800",
      "ui-0801",
      "ui-0802",
      "ui-0803",
      "ui-0804"
    ],
    "flow_id": "visitt-visitors",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:visitt-packages",
    "company": "Visitt",
    "question": "How does Visitt support this workflow: track package delivery and collection?",
    "title": "Track package delivery and collection",
    "area": "Packages",
    "role": "Front desk and tenant",
    "overview": "Visitt documents this as a workflow for front desk and tenant. The source sequence covers record a package, associate the tenant or contact, then review collection status.",
    "documented_steps": [
      "Record a package",
      "Associate the tenant or contact",
      "Review collection status"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-9448312"
        ],
        "text": "Staff log a package with the recipient contact, a scanned or typed barcode or QR code, courier and notes the tenant can see; saving notifies the contact automatically. Each package shows when it was created and by whom."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-9448312"
        ],
        "text": "Marking a package picked up prompts the tenant for an e-signature to confirm collection. Tenants choose in the app whether package notifications arrive by email, SMS or push. The help article dates from August 2024."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "visitt-9448312"
    ],
    "source_dates": [
      {
        "source_page_id": "visitt-9448312",
        "date": "2024-08-19T21:21:24Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/9448312-managing-packages",
        "title": "Managing Packages"
      }
    ],
    "asset_ids": [
      "ui-0984",
      "ui-0985",
      "ui-0986"
    ],
    "flow_id": "visitt-packages",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:visitt-broadcast",
    "company": "Visitt",
    "question": "How does Visitt support this workflow: send broadcast messages to tenants?",
    "title": "Send broadcast messages to tenants",
    "area": "Communication",
    "role": "Property team",
    "overview": "Visitt documents this as a workflow for property team. The source sequence covers create the broadcast, select recipients and channels, preview and send, then review the tenant message entry point.",
    "documented_steps": [
      "Create the broadcast",
      "Select recipients and channels",
      "Preview and send",
      "Review the tenant message entry point"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-9383612"
        ],
        "text": "Broadcasts must be enabled for the property. Staff target recipients by building, tenant, contact or a saved Broadcast Group, with a live recipient count, and must choose at least one channel: email, SMS or push. Messages can use templates, attachments, branding presets and AI enhancement where available."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-9383612"
        ],
        "text": "The composer previews email, push and in-app views before sending, sets the sender name and notification language, and allows replies when a reply-to email is configured. Broadcasts send immediately with Send Now; the article describes no scheduling option."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-16891940"
        ],
        "text": "Tenants read broadcasts in the Visitt+ Inbox and are alerted by push, email or SMS depending on property settings. Tenants can log in only after the property team adds them, using a six-digit code sent to their email or phone."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "visitt-9383612",
      "visitt-16891940"
    ],
    "source_dates": [
      {
        "source_page_id": "visitt-9383612",
        "date": "2026-09-09T08:35:48Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/9383612-how-to-use-visitt-s-broadcast-messaging",
        "title": "How to Use Visitt's Broadcast Messaging"
      },
      {
        "source_page_id": "visitt-16891940",
        "date": "2026-09-09T18:41:19Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/16891940-getting-started-with-visitt-a-guide-for-tenants",
        "title": "Getting Started with Visitt+: A Guide for Tenants"
      }
    ],
    "asset_ids": [
      "ui-0964",
      "ui-0965",
      "ui-0966",
      "ui-0967",
      "ui-0968",
      "ui-0880",
      "ui-0881",
      "ui-0862",
      "ui-0863",
      "ui-0855",
      "ui-0857",
      "ui-0860",
      "ui-0882",
      "ui-0883",
      "ui-0884"
    ],
    "flow_id": "visitt-broadcast",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:visitt-reporting",
    "company": "Visitt",
    "question": "How does Visitt support this workflow: use portfolio status, reports and shared views?",
    "title": "Use portfolio status, reports and shared views",
    "area": "Analytics",
    "role": "Property and regional manager",
    "overview": "Visitt documents this as a workflow for property and regional manager. The source sequence covers review status metrics, inspect operational reports, define a saved view, then configure sharing and export.",
    "documented_steps": [
      "Review status metrics",
      "Inspect operational reports",
      "Define a saved view",
      "Configure sharing and export"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-9352401",
          "visitt-8940479"
        ],
        "text": "The Status page opens on a daily view with tenant Visitt+ reviews linked to their work orders, a Metrics view of the last 30 days and a Portfolio view per property. Reports cover work orders (overview, SLA, AI Discovery of recurring issues), inspections, tenants and amenities, and export to PDF."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-11333068"
        ],
        "text": "Per the Hebrew guide, the operational score combines on-time work orders, preventive maintenance and daily rounds over 30 days, document validity, and 90-day tenant ratings. It appears only when at least 3 of the 5 areas are used and is capped by coverage (3 areas means at most 60%). Only Admins and Managers see it."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-14817636"
        ],
        "text": "Views save filters over work orders, inspections or both, for chosen or all assigned properties, as personal or shared with named users in the organization. Each viewer sees only data they have access to; only the creator or an admin can edit or delete a view, and view data can be exported."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "visitt-9352401",
      "visitt-8940479",
      "visitt-14817636",
      "visitt-11333068"
    ],
    "source_dates": [
      {
        "source_page_id": "visitt-9352401",
        "date": "2024-12-18T11:50:41Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/9352401-status-page-explained",
        "title": "Status Page Explained"
      },
      {
        "source_page_id": "visitt-8940479",
        "date": "2024-12-18T11:50:04Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/8940479-how-to-view-and-export-reports",
        "title": "How to View and Export Reports"
      },
      {
        "source_page_id": "visitt-14817636",
        "date": "2026-04-30T10:04:59Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/14817636-create-and-manage-views",
        "title": "Create and Manage Views"
      },
      {
        "source_page_id": "visitt-11333068",
        "date": "2025-07-01T08:07:45Z",
        "language": "he",
        "url": "https://help.visitt.io/he/articles/11333068-עמוד-סטאטוס-ציון-תפעולי",
        "title": "עמוד סטאטוס - ציון תפעולי"
      }
    ],
    "asset_ids": [
      "ui-0958",
      "ui-088",
      "ui-0959",
      "ui-0960",
      "ui-085",
      "ui-084",
      "ui-086",
      "ui-087",
      "ui-081",
      "ui-082",
      "ui-083",
      "ui-1040",
      "ui-1041",
      "ui-1042",
      "ui-1043",
      "ui-1044",
      "ui-1045",
      "ui-1046"
    ],
    "flow_id": "visitt-reporting",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:visitt-ai-surfaces",
    "company": "Visitt",
    "question": "What AI assistance does Visitt provide in these workflows?",
    "title": "Inspect AI assistance in operational workflows",
    "area": "AI assistance",
    "role": "Property team and engineer",
    "overview": "Visitt documents this as a workflow for property team and engineer. The source sequence covers review related-request suggestions, inspect title and category assistance, review writing assistance, then inspect certificate analysis.",
    "documented_steps": [
      "Review related-request suggestions",
      "Inspect title and category assistance",
      "Review writing assistance",
      "Inspect certificate analysis"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-9697354"
        ],
        "text": "Per an August 2024 article, Visitt AI flags new work orders that resemble earlier ones from the same reporter, signalling duplicates or recurring problems, and collects these in the Work Orders Discovery report. It also generates keyword titles for new work orders from their descriptions."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-9697354",
          "visitt-9842720"
        ],
        "text": "Staff can press an AI button under any chat box to get several rephrased versions of a message for colleagues or tenants. AI Smart Categories, switched on in the tenant app admin, lets tenants type a request and have its category assigned automatically."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-14456467"
        ],
        "text": "Tenant COI requirements can be extracted by AI from an uploaded PDF (best under two pages) or entered manually, once per property or per tenant. COIs are then checked automatically against the saved requirements, but a person still marks each COI Compliant."
      },
      {
        "kind": "permission",
        "source_page_ids": [
          "visitt-14456467"
        ],
        "text": "Admins and Managers who are COI owners can set requirements and validate COIs; view-only Managers cannot. Changing requirements prompts revalidation, which sets the COI to Pending for manual review, and requirement changes cannot be undone."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "visitt-9697354",
      "visitt-14456467",
      "visitt-9842720"
    ],
    "source_dates": [
      {
        "source_page_id": "visitt-9697354",
        "date": "2024-08-19T21:30:12Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/9697354-visitt-ai-capabilities",
        "title": "Visitt AI Capabilities"
      },
      {
        "source_page_id": "visitt-14456467",
        "date": "2026-07-23T16:33:18Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/14456467-set-up-and-validate-tenant-coi-requirements",
        "title": "Set up and validate tenant COI requirements"
      },
      {
        "source_page_id": "visitt-9842720",
        "date": "2025-09-01T12:16:55Z",
        "language": "he",
        "url": "https://help.visitt.io/he/articles/9842720-ניהול-וביצוע-קריאות-שבר-אנשי-שטח",
        "title": "ניהול וביצוע קריאות שבר (אנשי שטח)"
      }
    ],
    "asset_ids": [
      "ui-068",
      "ui-069",
      "ui-073",
      "ui-070",
      "ui-071",
      "ui-072",
      "ui-089",
      "ui-090",
      "ui-091",
      "ui-093",
      "ui-092",
      "ui-095",
      "ui-094",
      "ui-1086",
      "ui-1087",
      "ui-1088",
      "ui-1089",
      "ui-1090",
      "ui-1091",
      "ui-1092",
      "ui-1093"
    ],
    "flow_id": "visitt-ai-surfaces",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  },
  {
    "id": "workflow:visitt-profile",
    "company": "Visitt",
    "question": "How does Visitt support this workflow: configure staff profile and notification settings?",
    "title": "Configure staff profile and notification settings",
    "area": "Users & permissions",
    "role": "Property team member",
    "overview": "Visitt documents this as a workflow for property team member. The source sequence covers log in, open the profile, configure personal details and preferences, then review notification and permission controls.",
    "documented_steps": [
      "Log in",
      "Open the profile",
      "Configure personal details and preferences",
      "Review notification and permission controls"
    ],
    "reviewed_details": [],
    "extracted_details": [
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-10425978"
        ],
        "text": "Staff log in with a one-time code, a password or SSO, as chosen by their organization's Admin or IT team; when SSO is configured it is the only option. Visitt Support cannot change login methods or SSO settings, and a 'can't find your account' error usually means the user was never added."
      },
      {
        "kind": "configuration",
        "source_page_ids": [
          "visitt-15070433"
        ],
        "text": "From the name menu, staff set availability (Active, Away or scheduled hours), schedule Out of Office with a backup who receives their work and notifications, change the interface language, clear site data or invite users. Notification preferences are set per feature for email, SMS and push."
      },
      {
        "kind": "permission",
        "source_page_ids": [
          "visitt-15070433",
          "visitt-9227624"
        ],
        "text": "Admins have full access, Managers most features with some actions needing Admin permission, and Team Members only what an Admin enables. Only Admins manage other users' details, role, properties and permissions; whether staff can add or remove themselves from properties depends on their role."
      }
    ],
    "extraction": {
      "method": "ai_extracted",
      "model": "Claude Opus 5.5 (Anthropic)",
      "extracted_at": "2026-10-04",
      "source_captured_at": "2026-09-28",
      "reviewed_by_person": false,
      "notice": "Extracted by AI from the cited vendor help articles as captured on 2026-09-28. Not reviewed by a person or verified in the product; check the cited source before relying on a detail."
    },
    "detail_level": "ai_extracted_details",
    "source_page_ids": [
      "visitt-10425978",
      "visitt-15070433",
      "visitt-9227624"
    ],
    "source_dates": [
      {
        "source_page_id": "visitt-10425978",
        "date": "2026-06-14T08:56:47Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/10425978-how-to-log-in-to-your-account",
        "title": "How to Log In to Your Account"
      },
      {
        "source_page_id": "visitt-15070433",
        "date": "2026-07-16T16:35:17Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/15070433-configuring-profile-settings",
        "title": "Configuring Profile Settings"
      },
      {
        "source_page_id": "visitt-9227624",
        "date": "2026-05-19T13:00:43Z",
        "language": "en",
        "url": "https://help.visitt.io/en/articles/9227624-how-to-manage-a-user-s-profile",
        "title": "How to Manage a User's Profile"
      }
    ],
    "asset_ids": [
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      "ui-0761",
      "ui-0762",
      "ui-0763",
      "ui-0833",
      "ui-0834",
      "ui-0835",
      "ui-0939",
      "ui-0940",
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      "ui-0942",
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      "ui-0944"
    ],
    "flow_id": "visitt-profile",
    "as_of": "2026-09-13",
    "evidence_status": "vendor_documentation_not_live_test",
    "limits": [
      "This is a sourced reference, not a recorded authenticated session.",
      "The outline organizes documentation; use the original guide for exact controls, prerequisites and newer changes.",
      "A detail not addressed here remains unknown; do not infer a missing capability."
    ]
  }
]