Unclassified

IntegrateWise Release 1.0 Specification

Tier C — Historical. This document is a point-in-time snapshot preserved for reference. For current architecture, see CANONICAL_PLATFORM_ARCHITECTURE.md.

Platform Doctrine

One Platform. Many Applications.

The IntegrateWise Platform is a shared infrastructure that powers multiple user-facing applications. Each application is a projection over the same canonical Spine, Memory, and Governance layers. This document locks the Release 1.0 scope and defines what is complete, MVP, shell-only, or future.

Shared Platform Services

These are built once, used by every application.

L7 — Identity & Access

Status: ✅ Complete

  • Stack Auth integration
  • Organization creation & management
  • Team assignment
  • Role-based access control
  • User profile management

L6 — Connected Apps

Status: 🟡 MVP

  • OAuth connectors (ChatGPT, HubSpot, Slack, Pipedrive, Google Workspace, Microsoft 365, GitHub, Jira)
  • Connect UI
  • Connector status dashboard
  • Basic sync management
  • Live sync feedback

Gateway

Status: ✅ Complete

  • Request routing
  • Identity resolution
  • Policy enforcement
  • Session management
  • Context broker

Adaptive Spine

Status: ✅ Complete

  • Schema definition (Customers, Projects, Tasks, Documents, People, etc.)
  • Loader (data acquisition)
  • Normalizer (canonical transformation)
  • Entity360 (unified entity view)

Memory

Status: 🟡 MVP

  • Conversation storage
  • Timeline UI
  • Search interface
  • Recent items
  • Decision log (shell)
  • Organizational memory (shell)

L5 — Approvals

Status: 🟡 Shell

  • Approval queue UI
  • Empty state
  • Basic routing
  • Policies (future)
  • Governance engine (future)

Experience Levels (Composable)

These can be combined differently per application. Each application selects which levels to emphasize.

L1 — Workbench (Operational)

Status: ✅ MVP

Operational surface where users do daily work.

Includes:

  • Customers view
  • Projects view
  • Tasks view
  • Documents view
  • Timeline view
  • Dashboard
  • Activity feed

Excludes:

  • Advanced analytics
  • Predictive features

L2 — Intelligence (Signals & Insights)

Status: ✅ MVP

Turn data into actionable awareness.

Includes:

  • High-value signals (renewed customers, at-risk accounts, new activity)
  • Recommendations (next actions)
  • Health indicators (customer health, project status)
  • What's Changed notifications
  • Basic KPIs

Excludes:

  • Predictive analytics
  • Machine learning
  • Forecasting

L3 — Twin (AI Reasoning)

Status: 🟡 Chat + Shell

AI assistant for reasoning and collaboration.

Includes:

  • AI Home (greeting, recent work, model picker)
  • Chat interface (Cognitive Twin)
  • Basic memory context
  • Model selection (ChatGPT, Claude, Gemini)
  • Quick prompts

Excludes:

  • Deep reasoning chains
  • Multi-agent collaboration
  • Automation execution
  • Custom instructions

L4 — Memory (Continuity)

Status: 🟡 Shell + Search

Shared organizational knowledge and continuity.

Includes:

  • Search interface
  • Timeline view
  • Recent conversations list
  • Conversation history
  • Personal memory (decisions, preferences, context)

Excludes:

  • Organizational memory graph
  • Knowledge relationships
  • Semantic search
  • Inference over memory

Applications

AI Workspace

Status: ✅ Live

The flagship Release 1.0 application.

Composition:

  • L3 Twin (primary)
  • L4 Memory (search, timeline, recent)
  • L2 Intelligence (cards on home)
  • Minimal L1 (recent work, quick actions)

Routes:

  • /workspace — AI Home
  • /workspace/chat — Twin Chat
  • /workspace/memory — Search & Timeline
  • /workspace/actions — Recent Actions

Sales Workbench

Status: 🟡 Navigation Shell

Sales-focused operational application. Coming in v1.1.

Composition:

  • L1 Workbench (Accounts, Opportunities, Pipeline)
  • L2 Intelligence (pipeline health, stage analysis)
  • L3 Twin (embedded, sales-focused)
  • L4 Memory (search, decision log)

Routes:

  • /sales — Dashboard
  • /sales/accounts — Customer list
  • /sales/opportunities — Opportunity pipeline
  • /sales/twin — Sales AI

Customer Success Workbench

Status: 🟡 Navigation Shell

Customer Success-focused operational application. Coming in v1.1.

Composition:

  • L1 Workbench (Customers, Health, Renewals, Tickets)
  • L2 Intelligence (renewal risk, health trends)
  • L3 Twin (embedded, CS-focused)
  • L4 Memory (search, relationships)

Routes:

  • /cs — Dashboard
  • /cs/customers — Customer list
  • /cs/health — Health scores
  • /cs/renewals — Renewal pipeline
  • /cs/twin — CS AI

Wise Docs

Status: 🟡 Navigation Shell

Knowledge and documentation hub. Coming in v1.2.

Composition:

  • L1 (Documents, Knowledge Base)
  • L4 Memory (search, relationships, timeline)
  • L3 Twin (embedded, docs-focused)

Wise Ops

Status: 🟡 Navigation Shell

Operations and infrastructure dashboard. Coming in v1.2.

Composition:

  • L1 (Deployments, Infrastructure, Health)
  • L2 Intelligence (system health, alerts)
  • L3 Twin (ops-focused AI)

Wise Branding

Status: 🟡 Navigation Shell

Brand asset and marketing resource hub. Coming in v1.3.

Composition:

  • L1 (Assets, Templates, Brand Kit)
  • L4 Memory (search, asset relationships)
  • L3 Twin (brand-focused)

Wise ERMS

Status: 🟡 Navigation Shell

Employee resource and people management system. Coming in v1.3.

Composition:

  • L1 (People, Roles, Teams)
  • L5 Approvals (role changes, policy enforcement)
  • L3 Twin (people-focused)

Admin / Settings

Status: ✅ Shell

Platform administration and user management.

Includes:

  • Organization settings
  • Team management
  • Role administration
  • User directory
  • Connector management
  • API keys
  • Audit log

Data Flow: First-Time Experience

1. Sign In (Stack Auth)
   ↓
2. Create/Join Organization
   ↓
3. Assign Role
   ↓
4. Connect Applications
   ↓
5. IW Bridge establishes trust & context
   ↓
6. Loader acquires initial data
   ↓
7. Normalizer transforms to canonical schema
   ↓
8. Adaptive Spine hydrates with initial data
   ↓
9. Memory initializes
   ↓
10. User Workbench opens (Spine ready, ingestion continues)

Key point: Users don't wait for all connectors to finish. They land in the Workbench while background syncs continue.

Data Flow: Ongoing Usage

User asks question via Twin
   ↓
Twin reads Spine + Memory
   ↓
Does Twin need fresh data?
   ├─ No → Answer from Spine
   └─ Yes → Trigger Loader
      ↓
   Loader acquires fresh data
      ↓
   Normalizer transforms
      ↓
   Spine hydrated with updates
      ↓
   Twin answers from updated Spine
      ↓
   Response shown in Twin + Workbench

Navigation Structure

All applications accessible from left sidebar.

🏠 Home

─── Customer Apps ───
📊 AI Workspace
📈 Sales Workbench (Coming Soon)
🤝 Customer Success (Coming Soon)

─── Company Apps ───
📄 Wise Docs (Coming Soon)
⚙️ Wise Ops (Coming Soon)
🎨 Wise Branding (Coming Soon)
👥 Wise ERMS (Coming Soon)

─── Platform ───
💡 Insights
✅ Approvals
🔗 Connected Apps

─── Settings ───
⚙️ Settings
📋 Admin

Release Checklist

Platform Services

  • Stack Auth integration
  • Gateway + session management
  • Adaptive Spine + schema
  • Loader + Normalizer
  • Entity360
  • Memory (basic)
  • Connected Apps (OAuth)
  • Approval queue (shell)

AI Workspace

  • AI Home
  • Twin Chat
  • Memory Search
  • Memory Timeline
  • Recent Actions

Navigation & Admin

  • Sidebar with all apps
  • Settings page
  • Connector management
  • User directory

Shells (Visible, Not Functional)

  • Sales Workbench nav
  • Customer Success nav
  • Wise Docs nav
  • Wise Ops nav
  • Wise Branding nav
  • Wise ERMS nav

What's NOT in Release 1.0

  • Predictive analytics
  • Machine learning models
  • Multi-agent reasoning
  • Automation execution
  • Advanced governance policies
  • Knowledge graphs
  • Organizational memory beyond basic timeline
  • Role-based workbenches (Sales, CS, Ops, Executive)
  • Write-back to external systems
  • Custom workflows
  • Marketplace
  • Advanced connector management

Release 1.1 Roadmap

  • Conversational memory for Twin
  • Smarter Twin (better context, follow-up questions)
  • More Intelligence signals
  • Operational dashboards

Release 1.2 Roadmap

  • Organizational Memory (shared knowledge)
  • People & project relationships
  • Wise Docs full implementation
  • Wise Ops implementation

Release 1.3 Roadmap

  • Governance policies
  • Approval workflows
  • Wise Branding full implementation
  • Wise ERMS full implementation

Principle

Every Release 1.0 decision is made with the long-term vision in mind. No technical debt. No rework. Applications and features are built to last.