Unclassified

IntegrateWise — Workbench Matrix (Canonical)

Status: FROZEN
Date: July 17, 2026
Source: Founder specification

The Workbench

The User Workbench is the role-specific projection of work and context presented to a human.

One surface. One sidebar. No L1/L2/L4/L7 layers in the UI.

Sidebar = Capability Navigation

┌────────────────────────────────────────────────────────────┐
│ Header                                                     │
├──────────────┬─────────────────────────────────────────────┤
│ Left Sidebar │                                             │
│              │          Active Workspace                   │
│              │                                             │
│ ── Operational ──                                          │
│ Home         │                                             │
│ Accounts     │                                             │
│ Contacts     │                                             │
│ Meetings     │                                             │
│ Tasks        │                                             │
│ Calendar     │                                             │
│ Docs         │                                             │
│ Knowledge    │                                             │
│ Analytics    │                                             │
│              │                                             │
│ ── Platform ──                                             │
│ Continuity   │                                             │
│ Governance   │                                             │
│ Integrations │  (Integration Manager)                     │
│ Configuration│  (Configuration Manager)                    │
│ Activation   │  (Activation Hub)                           │
│ Network Graphs│ (Spine relationship graph)                │
│ Settings     │                                             │
│              │                                             │
│ Twin: NOT a sidebar item. It surfaces contextually,      │
│       invoked by "Ask your Twin" / "Assign your Twin".    │
│              │                                             │
└──────────────┴─────────────────────────────────────────────┘

Platform section = the platform control surfaces. Each is a real module
wired to the platform, not an architectural layer and not the Twin.

Integrations → Integration Manager (connectors, sync, webhooks, schemas)

Configuration → Configuration Manager (tenant schema, depth matrix, policies)

Activation → Activation Hub (onboarding completion, intelligence activation)

Network Graphs → Spine entity relationship graph

Governance → Approvals, audit, policy gates

Continuity → Memory, context

Twin is silent by default. It is NOT a permanent sidebar destination, panel, or layer.
It observes the pipeline continuously and surfaces only when there is material value
or when the user explicitly engages via the Four Buttons.

Role → Sidebar Projection

Customer Success

── Operational ──
Home
Accounts
Contacts
Meetings
Tasks
Calendar
Risks
Renewals
Analytics
── Platform ──
Continuity
Governance
Integrations
Configuration
Activation
Network Graphs
Settings
(Twin is silent — surfaces contextually, not a nav item)

Connected Systems: Salesforce, HubSpot, Gainsight, Slack, Gmail, Calendar
AI Capabilities: Risk Prediction, Next Best Action, Meeting Intelligence
Operational Features: QBRs, Health Scores, Expansion, Renewals

Sales

── Operational ──
Home
Pipeline
Accounts
Contacts
Meetings
Tasks
Calendar
Docs
Analytics
── Platform ──
Continuity
Governance
Integrations
Configuration
Activation
Network Graphs
Settings
(Twin is silent — surfaces contextually, not a nav item)

Connected Systems: Salesforce, HubSpot, Outreach, LinkedIn
AI Capabilities: Deal Intelligence, Forecasting, Opportunity Scoring
Operational Features: Pipeline Reviews, Forecasting, Approvals

Support

── Operational ──
Home
Tickets
Customers
Knowledge Base
Incidents
Analytics
── Platform ──
Continuity
Governance
Integrations
Configuration
Activation
Network Graphs
Settings
(Twin is silent — surfaces contextually, not a nav item)

Connected Systems: Zendesk, Freshdesk, Jira, Slack
AI Capabilities: Case Summaries, Auto Classification, Suggested Resolution
Operational Features: SLA Tracking, Escalations, Incident Response

Project Management

── Operational ──
Home
Projects
Tasks
Sprints
Roadmaps
Knowledge
Analytics
── Platform ──
Continuity
Governance
Integrations
Configuration
Activation
Network Graphs
Settings
(Twin is silent — surfaces contextually, not a nav item)

Connected Systems: Jira, Linear, Asana, GitHub
AI Capabilities: Delivery Intelligence, Sprint Analysis
Operational Features: Resource Planning, Dependencies, Risks

Marketing

── Operational ──
Home
Campaigns
Leads
Content
Analytics
── Platform ──
Continuity
Governance
Integrations
Configuration
Activation
Network Graphs
Settings
(Twin is silent — surfaces contextually, not a nav item)

Connected Systems: HubSpot, Google Analytics, Meta, LinkedIn
AI Capabilities: Campaign Intelligence, Attribution, Content Assistant
Operational Features: Campaign Planning, ROI Analysis

Business Operations

── Operational ──
Home
Operations
Processes
Workflows
KPIs
── Platform ──
Continuity
Governance
Integrations
Configuration
Activation
Network Graphs
Settings
(Twin is silent — surfaces contextually, not a nav item)

Connected Systems: ERP, CRM, HRIS, Finance
AI Capabilities: Operational Twin, Process Mining
Operational Features: Cross-functional Coordination

Technology

── Operational ──
Home
Repositories
Services
APIs
Infrastructure
Knowledge
Analytics
── Platform ──
Continuity
Governance
Integrations
Configuration
Activation
Network Graphs
Settings
(Twin is silent — surfaces contextually, not a nav item)

Connected Systems: GitHub, Cloudflare, Vercel, Kubernetes
AI Capabilities: Code Intelligence, Architecture Advisor
Operational Features: Deployments, Incidents, Change Management

Human Resources

── Operational ──
Home
Employees
Hiring
Performance
Analytics
── Platform ──
Continuity
Governance
Integrations
Configuration
Activation
Network Graphs
Settings
(Twin is silent — surfaces contextually, not a nav item)

Connected Systems: Workday, BambooHR, Greenhouse
AI Capabilities: Talent Intelligence, Hiring Assistant
Operational Features: Reviews, Onboarding, Compliance

Finance

── Operational ──
Home
Revenue
Expenses
Billing
Forecasting
Analytics
── Platform ──
Continuity
Governance
Integrations
Configuration
Activation
Network Graphs
Settings
(Twin is silent — surfaces contextually, not a nav item)

Connected Systems: NetSuite, QuickBooks, Stripe
AI Capabilities: Financial Intelligence, Variance Analysis
Operational Features: Budgeting, Approvals, Close Process

Legal

── Operational ──
Home
Contracts
Policies
Compliance
Analytics
── Platform ──
Continuity
Governance
Integrations
Configuration
Activation
Network Graphs
Settings
(Twin is silent — surfaces contextually, not a nav item)

Connected Systems: DocuSign, Ironclad, Google Drive
AI Capabilities: Contract Intelligence, Clause Review
Operational Features: Approvals, Compliance Tracking

Founder (Customer Zero)

── Operational ──
All operational modules (union of all roles)
── Platform ──
Continuity, Governance, Integrations, Settings
(Twin is silent — surfaces contextually, not a nav item)

Connected Systems: All connected systems
AI Capabilities: Executive Twin, Cross-domain Intelligence, Predictive Insights
Operational Features: Governance, Continuity, Approvals, KPIs, Command Center

Personal

── Operational ──
Tasks
Calendar
Notes
Goals
Personal KB
── Platform ──
Continuity
Governance
Integrations
Configuration
Activation
Network Graphs
Settings
(Twin is silent — surfaces contextually, not a nav item)

Connected Systems: Gmail, Calendar, Notion
AI Capabilities: Personal Twin, Daily Briefing
Operational Features: Personal Productivity

The User Never Sees Layers

❌ Never in UI	✅ Always in UI
"Open L2"	"Open Twin"
"Switch to L4"	"Open Continuity"
"Go to L7"	"Open Governance"
"Layer 1 Workbench"	"Open Home"

Internal Architecture (invisible to user)

Workbench (UI)
    ↓
Continuity (L4 — memory, context)
Governance (L7 — approvals, policies)
Twin (L2 — cognitive overlay)
Spine (SSOT)
Gateway (routing)
MCP (capabilities)

Documentation Convention

Context	Reference
Product docs	Workbench, Operational Modules, Platform Capabilities, Twin, Adaptive Spine
Engineering docs	L1 (Workbench), L2 (Cognitive), L4 (Memory), L7 (Governance)
User-facing	Never mention L1–L7

Implementation Reference

packages/workbench-config/

// Each role config defines:
interface RoleConfig {
  id: RoleId;
  label: string;
  sidebar: {
    operational: ModuleId[]; // role-specific modules
    platform: PlatformCapability[]; // shared across all roles
  };
  connectedSystems: ConnectedSystem[];
  aiCapabilities: AiCapability[];
  operationalFeatures: OperationalFeature[];
}

apps/web/

// Sidebar renders based on role config
function Sidebar({ role }: { role: RoleId }) {
  const config = getRoleConfig(role);
  return (
    <nav>
      <Section label="Operational">
        {config.sidebar.operational.map(m => <NavItem key={m.id} {...m} />)}
      </Section>
      <Section label="Platform">
        {config.sidebar.platform.map(c => <NavItem key={c.id} {...c} />)}
      </Section>
    </nav>
  );
}