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Add Sales Implementation Guides with L1-L4 autonomy ladder#627

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jordanc-relevanceai wants to merge 14 commits into
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Add Sales Implementation Guides with L1-L4 autonomy ladder#627
jordanc-relevanceai wants to merge 14 commits into
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feature/implementation-guides

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Summary

  • Adds a new Guides tab to the docs with a function-by-function persona walkthrough; Sales is built out, other functions remain as stubs to fill in next
  • Defines the four levels of AI autonomy (L1 Assisted → L2 Copilot → L3 Autopilot → L4 Self-driving) once on the Guides landing page; each function below references back to it
  • Sales Guide forks into three persona paths — No build / Build visually / Build with AI — with shared scaffolding (Marketplace, motions, video, ladder) pulled out of the tab bodies so each path carries only what's unique to it
  • Six Sales motion docs (prospect research, personalized outbound, lead scoring, CRM enrichment, meeting briefs, competitive intelligence) all follow the same shape: When this pays off → The shape of this motion → Climb the ladder (L1-L4) → Common pitfalls
  • Post-rebase fixes: pointed SuperGTM links to /super-gtm/introduction (main restructured it into a directory), repaired the Guides tab nesting in docs.json, placed Guides at the end of the tab list

Test plan

  • Run mintlify dev and confirm the Guides tab renders at the end after Enterprise
  • Flick through each Sales persona tab on /use-cases/sales/getting-started — content should feel distinct, not three rewrites of the same page
  • Visit each of the six Sales motion pages and confirm L1-L4 ladder + Common pitfalls render cleanly
  • Click the SuperGTM links on the motion pages and confirm they land on /get-started/chat/super-gtm/introduction
  • Click the autonomy ladder link on /use-cases/sales/getting-started and confirm it jumps to the L1-L4 section on /use-cases/guides
  • Verify the Marketing / CS / Support / Solution Engineering / RevOps placeholder pages still render (they're stubs, not yet built out)

Known follow-ups (not in this PR)

  • Non-Sales Guide pages are short stubs — should be built out using the Sales shape as a template
  • use-cases/talent-hr.mdx exists on disk but isn't in nav (orphaned)
  • "RevOps" tab group points to use-cases/enrichment.mdx (titled "Enrichment") — minor naming mismatch

🤖 Generated with Claude Code

jordanc-relevanceai and others added 14 commits May 15, 2026 12:30
…e case pages

New Implementation Guides tab with vertical sections (Sales, Marketing,
Customer Success, Support, Solution Engineering, RevOps, Human Resources).
Sales section includes overview with agent cards, quickstart guide, individual
use case docs, and video library. Agent card CSS, Build overview page, and
updated use case content for all verticals.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Restructure the Sales section into a GAME START overview that forks into
three persona Tabs (Just results / Customize / Build with code) on a single
getting-started page. Tabs deep-link via URL hash so cards on the overview
land on the correct tab pre-selected.

Styling: new path-picker wrapper with a soft blue-to-purple gradient and
layered shadow, pill-style tabs with an indigo gradient active state and
a glow accent. Replaces hard borders with shadow-led depth to align with
the Relevance AI brand language.

Also: rename "Super GTM" to "SuperGTM" (one word) across all pages,
redirect old templates page links to the Marketplace overview, and retire
the top-level use-case stubs replaced by the sales/* tree.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
New /use-cases/blueprints landing as the entry point for the Blueprints
tab — a hook plus cards for each function (Sales, Marketing, Customer
Success, Support, Solution Engineering, RevOps, HR) and a brief
explainer on the persona-picker pattern.

Sales overview retired. Its hook, motions, and Lightspeed customer story
move into use-cases/sales/getting-started.mdx — motions are integrated
naturally at the end of each persona tab (no shared "Or pick a play"
header), with the customer story framed per-persona inside each tab.

Build with code tab rewritten to reflect what's actually there:
Programmatic GTM as an MCP for AI coding assistants, custom Python/JS
code blocks inside Tools, and the JS SDK for calling Agents from your
own apps. Drops earlier overstatements ("git-versioned prompts",
"workforces defined in code").

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
All six motion pages were walls of H2 + bullet list. Convert the
repeating sections to visual components so the page reads at a glance:

- "What the Agent does" → CardGroup with icons
- "How to set it up" → Steps component
- "Scaling it" → CardGroup
- "Common pitfalls" (prospect-research only) → AccordionGroup

Also fixes broken internal links uncovered while editing — the older
motion pages used /agent/..., /knowledge/..., /workforce/..., and
/agent/build-your-agent/escalations paths that don't exist in this
repo. Redirected to the canonical /build/... paths and to /alerts in
place of the missing escalations doc.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- Rename Blueprints to Guides; the landing page defines L1-L4 once for all verticals
- Refactor Sales getting-started to pull shared scaffolding (Marketplace, motions, video, ladder) out of the persona tabs so each path carries only what's unique to it
- Rename persona tabs to "No build / Build visually / Build with AI" so they describe the actual surface, not a muddled "Customize"
- Apply the prospect-research shape across all 6 sales motion docs: When this pays off / The shape / L1-L4 ladder / Common pitfalls
- Replace <Steps> blocks with prose under the ladder per house style
…cture

Main restructured SuperGTM from a single page into a directory of pages.
A redirect from the old URL still exists in docs.json, but the canonical
path is now /get-started/chat/super-gtm/introduction.
The auto-merge of docs.json during rebase promoted the Guides tab
to a top-level product entry, which mintlify's schema rejected.
Moved it back into navigation.products[0].tabs and positioned it
at the end of the tab list after Enterprise.
Per team decision: existing SuperGTM docs stay, but no new content
should reference it. Rewrote each motion doc's L1 to "Ask the Agent
in chat" (open a cloned or built Agent, no super-agent dependency)
and dropped the SuperGTM sections from the Sales getting-started
No-build and Build-with-AI tabs.
Pre-SuperGTM-removal, L1 was "talk to SuperGTM" and L2 was "clone or
build a reusable Agent." Now L1 already establishes the Agent exists
(cloned or built), so L2's "Build a reusable X Agent" intro became
redundant. Reframed L2 across crm-data-enrichment, meeting-briefs,
lead-scoring, and competitive-intelligence to focus on shaping the
Agent rather than re-introducing it.
Marketing  → Autodesk (Allen Roh) + Lightspeed (Miles Smith)
CS         → Canva (Rob Giglio, CCO)
Support    → Canva (Behind the Scenes: AI Agent Strategy)
SE         → Canva (Michael Denari, Head of IT) + KPMG (Levi Watters, Partner)
RevOps     → KPMG (Lachlan Hardisty, Director of AI Lab)

This is the video swap only. The full Sales-shape rebuild (per-vertical
getting-started page + motion docs) is the next step.
Move use-cases/lifecycle-marketing.mdx → use-cases/marketing/getting-started.mdx
and reshape it: intro, Marketplace cards, persona tabs (No build / Build visually
/ Build with AI), four levels in marketing, motion cards, two Agents@Work videos.

Add three Marketing motion docs following the same shape as Sales motions:
- lifecycle-campaigns.mdx
- content-repurposing.mdx
- campaign-analytics.mdx

Each carries: When this pays off / The shape / L1-L4 ladder /
For technical teams card / Common pitfalls.

Update docs.json nav to add the Motions sub-group under Marketing and
add a redirect from the old /use-cases/lifecycle-marketing path.
The Marketplace template cards (3 cards) and motion cards (3 cards) were
in cols=2 grids, which left the third card orphaned on its own row.
Switched to cols=3 so each row fills evenly.
Move and reshape each vertical to match the Sales pattern: a getting-started
page (intro, Marketplace cards, persona tabs, autonomy ladder, motion cards,
Agents@Work videos) plus three motion docs (When this pays off, The shape,
L1-L4 ladder, Common pitfalls).

Renames + new files:
- customer-success.mdx → customer-success/getting-started.mdx
  + account-health, qbr-prep, renewal-expansion
- customer-support.mdx → customer-support/getting-started.mdx
  + ticket-triage, response-drafting, kb-generation
- solution-engineering.mdx → solution-engineering/getting-started.mdx
  + rfp-responses, demo-prep, discovery-summaries
- enrichment.mdx → revops/getting-started.mdx
  + pipeline-hygiene, lead-routing, data-dedup

Update docs.json: replace each flat vertical group with a Sales-style
group (getting-started + Motions sub-group), add redirects from old URLs.
Fix the function-picker cards on use-cases/guides.mdx to point at the new
landing pages.

All 3-card CardGroups use cols=3 to avoid the orphan-card layout issue.
Each vertical's getting-started.mdx had sidebarTitle "Getting started",
which differs from Sales (sidebarTitle "Sales"). The sidebar should show
the function name on the landing page so users can navigate by vertical.
@jordanc-relevanceai jordanc-relevanceai self-assigned this May 19, 2026
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