Guided answers
AI Assistant
Ask SOPFlow questions and get context-aware guidance from approved company knowledge.
[sopflow_sme_ai_assistant]
Open assistantExtensions
Open every SOPFlow companion workspace.
These pages connect the theme to companion plugin shortcodes for AI, assets, backups, checklists, branding, compliance, meetings, training, and continuity.
Assigned assets
Assets & Maintenance
Give employees a front-end view of assigned assets, upkeep notes, and maintenance responsibilities.
[sopflow_assets_portal]
Open assetsReadiness status
Backup & Restore
Surface backup readiness and restore status for authorized SOPFlow users.
[sopflow_sme_backup_restore_status]
View statusExecution runs
Checklists
Let employees complete assigned checklist runs, update items, and leave execution comments.
[sopflow_sme_checklists_portal]
Open checklistsBrand layer
Company Branding
Preview the active company brand that can be shared across SOPFlow public pages and templates.
[sopflow_company_brand]
View brandingEvidence work
Compliance
Provide a front-end workspace for assigned controls, assessment items, and evidence updates.
[sopflow_sme_compliance_portal]
Open complianceAction tracking
Meetings & Actions
Show employees their meeting action items and let them update progress from the front end.
[sopflow_sme_meeting_actions]
Open actionsEmployee training
Training & Skills
Give staff a portal for training assignments, acknowledgments, quizzes, and skills progress.
[sopflow_sme_training_portal]
Open trainingRecovery tasks
Business Continuity
Give employees a front-end continuity workspace for assigned recovery tasks and evidence notes.
[sopflow_sme_continuity_portal]
Open continuityAdmin module packs
New SOPFlow plugins managed from the WordPress admin workspace.
Ownership control
RACI, KPI & Accountability
Map accountabilities, KPI targets, performance updates, accountability gaps, and reporting from the SOPFlow admin workspace.
Better workflows
Process Improvement
Collect staff suggestions, review improvements, track implementation, and route SOP change requests.
Quality response
Complaints & CAPA
Manage complaint intake, root cause analysis, corrective actions, preventive actions, closure, and quality reporting.
Internal assurance
Audit Pack
Plan internal audits, capture findings and evidence, assign corrective actions, and report audit readiness.
Sales enablement
Demo Center
Generate realistic demo companies, module data, and client pitch pages for SOPFlow SME presentations.
Workspace guidance
SOPFlow Guide
Support admins with dashboard guidance, feature maps, hover tips, and sample data seeding for onboarding.
Operational control