{"slug":"architecture/WORKBENCH_MATRIX","title":"IntegrateWise — Workbench Matrix (Canonical)","section":"architecture","sectionLabel":"Architecture","status":"unclassified","type":"document","path":"architecture/WORKBENCH_MATRIX.mdx","bytes":11088,"description":null,"updated":null,"source":"integratewise/Integratewise-docs-wiki","content":"\n**Status**: FROZEN\n**Date**: July 17, 2026\n**Source**: Founder specification\n\n---\n\n# The Workbench\n\n> **The User Workbench is the role-specific projection of work and context presented to a human.**\n\nOne surface. One sidebar. No L1/L2/L4/L7 layers in the UI.\n\n---\n\n# Sidebar = Capability Navigation\n\n```\n┌────────────────────────────────────────────────────────────┐\n│ Header                                                     │\n├──────────────┬─────────────────────────────────────────────┤\n│ Left Sidebar │                                             │\n│              │          Active Workspace                   │\n│              │                                             │\n│ ── Operational ──                                          │\n│ Home         │                                             │\n│ Accounts     │                                             │\n│ Contacts     │                                             │\n│ Meetings     │                                             │\n│ Tasks        │                                             │\n│ Calendar     │                                             │\n│ Docs         │                                             │\n│ Knowledge    │                                             │\n│ Analytics    │                                             │\n│              │                                             │\n│ ── Platform ──                                             │\n│ Continuity   │                                             │\n│ Governance   │                                             │\n│ Integrations │  (Integration Manager)                     │\n│ Configuration│  (Configuration Manager)                    │\n│ Activation   │  (Activation Hub)                           │\n│ Network Graphs│ (Spine relationship graph)                │\n│ Settings     │                                             │\n│              │                                             │\n│ Twin: NOT a sidebar item. It surfaces contextually,      │\n│       invoked by \"Ask your Twin\" / \"Assign your Twin\".    │\n│              │                                             │\n└──────────────┴─────────────────────────────────────────────┘\n```\n\n> **Platform section = the platform control surfaces.** Each is a real module\n> wired to the platform, not an architectural layer and not the Twin.\n>\n> - **Integrations** → Integration Manager (connectors, sync, webhooks, schemas)\n> - **Configuration** → Configuration Manager (tenant schema, depth matrix, policies)\n> - **Activation** → Activation Hub (onboarding completion, intelligence activation)\n> - **Network Graphs** → Spine entity relationship graph\n> - **Governance** → Approvals, audit, policy gates\n> - **Continuity** → Memory, context\n>\n> **Twin is silent by default.** It is NOT a permanent sidebar destination, panel, or layer.\n> It observes the pipeline continuously and surfaces only when there is material value\n> or when the user explicitly engages via the Four Buttons.\n\n---\n\n# Role → Sidebar Projection\n\n## Customer Success\n\n```\n── Operational ──\nHome\nAccounts\nContacts\nMeetings\nTasks\nCalendar\nRisks\nRenewals\nAnalytics\n── Platform ──\nContinuity\nGovernance\nIntegrations\nConfiguration\nActivation\nNetwork Graphs\nSettings\n(Twin is silent — surfaces contextually, not a nav item)\n```\n\n**Connected Systems**: Salesforce, HubSpot, Gainsight, Slack, Gmail, Calendar\n**AI Capabilities**: Risk Prediction, Next Best Action, Meeting Intelligence\n**Operational Features**: QBRs, Health Scores, Expansion, Renewals\n\n---\n\n## Sales\n\n```\n── Operational ──\nHome\nPipeline\nAccounts\nContacts\nMeetings\nTasks\nCalendar\nDocs\nAnalytics\n── Platform ──\nContinuity\nGovernance\nIntegrations\nConfiguration\nActivation\nNetwork Graphs\nSettings\n(Twin is silent — surfaces contextually, not a nav item)\n```\n\n**Connected Systems**: Salesforce, HubSpot, Outreach, LinkedIn\n**AI Capabilities**: Deal Intelligence, Forecasting, Opportunity Scoring\n**Operational Features**: Pipeline Reviews, Forecasting, Approvals\n\n---\n\n## Support\n\n```\n── Operational ──\nHome\nTickets\nCustomers\nKnowledge Base\nIncidents\nAnalytics\n── Platform ──\nContinuity\nGovernance\nIntegrations\nConfiguration\nActivation\nNetwork Graphs\nSettings\n(Twin is silent — surfaces contextually, not a nav item)\n```\n\n**Connected Systems**: Zendesk, Freshdesk, Jira, Slack\n**AI Capabilities**: Case Summaries, Auto Classification, Suggested Resolution\n**Operational Features**: SLA Tracking, Escalations, Incident Response\n\n---\n\n## Project Management\n\n```\n── Operational ──\nHome\nProjects\nTasks\nSprints\nRoadmaps\nKnowledge\nAnalytics\n── Platform ──\nContinuity\nGovernance\nIntegrations\nConfiguration\nActivation\nNetwork Graphs\nSettings\n(Twin is silent — surfaces contextually, not a nav item)\n```\n\n**Connected Systems**: Jira, Linear, Asana, GitHub\n**AI Capabilities**: Delivery Intelligence, Sprint Analysis\n**Operational Features**: Resource Planning, Dependencies, Risks\n\n---\n\n## Marketing\n\n```\n── Operational ──\nHome\nCampaigns\nLeads\nContent\nAnalytics\n── Platform ──\nContinuity\nGovernance\nIntegrations\nConfiguration\nActivation\nNetwork Graphs\nSettings\n(Twin is silent — surfaces contextually, not a nav item)\n```\n\n**Connected Systems**: HubSpot, Google Analytics, Meta, LinkedIn\n**AI Capabilities**: Campaign Intelligence, Attribution, Content Assistant\n**Operational Features**: Campaign Planning, ROI Analysis\n\n---\n\n## Business Operations\n\n```\n── Operational ──\nHome\nOperations\nProcesses\nWorkflows\nKPIs\n── Platform ──\nContinuity\nGovernance\nIntegrations\nConfiguration\nActivation\nNetwork Graphs\nSettings\n(Twin is silent — surfaces contextually, not a nav item)\n```\n\n**Connected Systems**: ERP, CRM, HRIS, Finance\n**AI Capabilities**: Operational Twin, Process Mining\n**Operational Features**: Cross-functional Coordination\n\n---\n\n## Technology\n\n```\n── Operational ──\nHome\nRepositories\nServices\nAPIs\nInfrastructure\nKnowledge\nAnalytics\n── Platform ──\nContinuity\nGovernance\nIntegrations\nConfiguration\nActivation\nNetwork Graphs\nSettings\n(Twin is silent — surfaces contextually, not a nav item)\n```\n\n**Connected Systems**: GitHub, Cloudflare, Vercel, Kubernetes\n**AI Capabilities**: Code Intelligence, Architecture Advisor\n**Operational Features**: Deployments, Incidents, Change Management\n\n---\n\n## Human Resources\n\n```\n── Operational ──\nHome\nEmployees\nHiring\nPerformance\nAnalytics\n── Platform ──\nContinuity\nGovernance\nIntegrations\nConfiguration\nActivation\nNetwork Graphs\nSettings\n(Twin is silent — surfaces contextually, not a nav item)\n```\n\n**Connected Systems**: Workday, BambooHR, Greenhouse\n**AI Capabilities**: Talent Intelligence, Hiring Assistant\n**Operational Features**: Reviews, Onboarding, Compliance\n\n---\n\n## Finance\n\n```\n── Operational ──\nHome\nRevenue\nExpenses\nBilling\nForecasting\nAnalytics\n── Platform ──\nContinuity\nGovernance\nIntegrations\nConfiguration\nActivation\nNetwork Graphs\nSettings\n(Twin is silent — surfaces contextually, not a nav item)\n```\n\n**Connected Systems**: NetSuite, QuickBooks, Stripe\n**AI Capabilities**: Financial Intelligence, Variance Analysis\n**Operational Features**: Budgeting, Approvals, Close Process\n\n---\n\n## Legal\n\n```\n── Operational ──\nHome\nContracts\nPolicies\nCompliance\nAnalytics\n── Platform ──\nContinuity\nGovernance\nIntegrations\nConfiguration\nActivation\nNetwork Graphs\nSettings\n(Twin is silent — surfaces contextually, not a nav item)\n```\n\n**Connected Systems**: DocuSign, Ironclad, Google Drive\n**AI Capabilities**: Contract Intelligence, Clause Review\n**Operational Features**: Approvals, Compliance Tracking\n\n---\n\n## Founder (Customer Zero)\n\n```\n── Operational ──\nAll operational modules (union of all roles)\n── Platform ──\nContinuity, Governance, Integrations, Settings\n(Twin is silent — surfaces contextually, not a nav item)\n```\n\n**Connected Systems**: All connected systems\n**AI Capabilities**: Executive Twin, Cross-domain Intelligence, Predictive Insights\n**Operational Features**: Governance, Continuity, Approvals, KPIs, Command Center\n\n---\n\n## Personal\n\n```\n── Operational ──\nTasks\nCalendar\nNotes\nGoals\nPersonal KB\n── Platform ──\nContinuity\nGovernance\nIntegrations\nConfiguration\nActivation\nNetwork Graphs\nSettings\n(Twin is silent — surfaces contextually, not a nav item)\n```\n\n**Connected Systems**: Gmail, Calendar, Notion\n**AI Capabilities**: Personal Twin, Daily Briefing\n**Operational Features**: Personal Productivity\n\n---\n\n# The User Never Sees Layers\n\n| ❌ Never in UI      | ✅ Always in UI   |\n| ------------------- | ----------------- |\n| \"Open L2\"           | \"Open Twin\"       |\n| \"Switch to L4\"      | \"Open Continuity\" |\n| \"Go to L7\"          | \"Open Governance\" |\n| \"Layer 1 Workbench\" | \"Open Home\"       |\n\n---\n\n# Internal Architecture (invisible to user)\n\n```\nWorkbench (UI)\n    ↓\nContinuity (L4 — memory, context)\nGovernance (L7 — approvals, policies)\nTwin (L2 — cognitive overlay)\nSpine (SSOT)\nGateway (routing)\nMCP (capabilities)\n```\n\n---\n\n# Documentation Convention\n\n| Context              | Reference                                                                   |\n| -------------------- | --------------------------------------------------------------------------- |\n| **Product docs**     | Workbench, Operational Modules, Platform Capabilities, Twin, Adaptive Spine |\n| **Engineering docs** | L1 (Workbench), L2 (Cognitive), L4 (Memory), L7 (Governance)                |\n| **User-facing**      | Never mention L1–L7                                                         |\n\n---\n\n# Implementation Reference\n\n## packages/workbench-config/\n\n```typescript\n// Each role config defines:\ninterface RoleConfig {\n  id: RoleId;\n  label: string;\n  sidebar: {\n    operational: ModuleId[]; // role-specific modules\n    platform: PlatformCapability[]; // shared across all roles\n  };\n  connectedSystems: ConnectedSystem[];\n  aiCapabilities: AiCapability[];\n  operationalFeatures: OperationalFeature[];\n}\n```\n\n## apps/web/\n\n```typescript\n// Sidebar renders based on role config\nfunction Sidebar({ role }: { role: RoleId }) {\n  const config = getRoleConfig(role);\n  return (\n    <nav>\n      <Section label=\"Operational\">\n        {config.sidebar.operational.map(m => <NavItem key={m.id} {...m} />)}\n      </Section>\n      <Section label=\"Platform\">\n        {config.sidebar.platform.map(c => <NavItem key={c.id} {...c} />)}\n      </Section>\n    </nav>\n  );\n}\n```\n"}