NEW A copilot that walks the process with you

Your operations, written once. Followed everywhere.

Turn how your business runs — documents, screen recordings or a plain description — into step-by-step SOPs. Then guide people through them inside the apps they use, automate the repetitive steps with their consent, and prove every process was followed.

Free plan · Self-serve setup in minutes

Workspace · Home
Ops Navigator workspace home with active journeys, pending acknowledgements, AI credits and an AI review queue
CaptureRecorded “Create vendor in ERP”12 SOP steps · 3 fields auto-redacted
StructureRefund policy.pdf → 9 SOP stepsEach step linked to its source page
AutomateAutoPlay · Raise a purchase orderStep 4 of 6 · waiting for your OK
ProveStore opening checklistPhoto + GPS proof · 1 flag raised

Built for franchise networks, multi-location operators and every team that runs on repeatable process

Franchise networksMulti-location operatorsHR & people opsIT & help deskCustomer success & educationOperations teamsTraining & L&DCompliance & auditEducation groups
How it works

From a process in someone’s head to a step-by-step SOP everyone follows.

Six steps, one workspace. Scroll through one process from capture to proof — the product moves with you.

01 · Capture

Record a process once. Get a step-by-step SOP.

Click through “Log a customer enquiry” in your own web app with the browser extension. Every click, field and screen becomes a plain-language step with its own screenshot — and names, emails and phone numbers are blurred automatically.

  • A screenshot and written instruction for every step
  • PII detected across 14 categories; originals kept
  • Promote to a draft SOP, or export PDF, DOCX, HTML or Markdown
Browser capture review: a recorded enquiry workflow turned into materialised steps with PII flagged
02 · Structure

Upload a handbook. Get SOP steps you can check.

Drop in “Refund policy.pdf” or a folder of old manuals. The AI breaks each one into numbered SOP steps with a confidence score, and the viewer jumps to the page each step came from. Merge, split, approve — every change is versioned.

  • PDF, Word, Markdown, HTML, images with OCR, ZIP
  • A source link and confidence score on every step
  • Draft → in review → approved → published, with diffs
SOP library organised into folders
03 · Guide

Turn SOPs into journeys and checklists people complete.

Build a “Vendor onboarding” journey from SOPs to read and acknowledge, videos, quizzes, forms and e-signatures — or a daily “Store opening” checklist that asks for a photo, a GPS check-in and a signature.

  • 12 journey task types and 10 checklist item types
  • Auto-assign by event, attribute change or schedule
  • Photo, GPS and signature proof, with fraud flags
Journey builder showing task types, progress and required acknowledgements
04 · Publish

Publish each SOP where people will look for it.

Mount the same SOPs, journeys and checklists into an internal library, a branded help centre or a franchisee’s site — without copying them. Choose who sees each site: public, link-only, password, internal or a private audience.

  • Five visibility modes and an Access Debugger
  • Publish approval, scheduled releases and rollback
  • Cited AI answers and an MCP server per site
Doc sites overview with mounted items and visibility
05 · Assist

Ask how it’s done — or let the copilot walk the steps with you.

Staff ask “How do I raise a purchase order?” inside the app they’re working in and get an answer that cites your SOPs. With AutoPlay switched on, the copilot runs a recorded, published flow step by step — plan first, and a human confirms anything destructive.

  • Answers cite your SOPs — or say they can’t
  • Runs only flows your team has published
  • Organisation and user both opt in; every action logged
Copilot and AutoPlay settings with grounded answers and guardrails
06 · Measure

See which processes are followed — and which aren’t.

Track views and completion per guide, acknowledgements per version and a 0–100 compliance score per location or team. Questions nobody could answer become a list of SOPs to write next.

  • Engagement and completion per guide, in aggregate
  • Compliance score with 7, 30 and 90-day trends
  • Unanswered questions become suggested SOPs
Content analytics: views, unique viewers, completion and monthly active viewers
Capture · Enquiry workflow
Browser capture review screen
SOP library screen
Journey builder screen
Doc sites screen
Copilot and AutoPlay screen
Analytics screen
Use cases

One workspace for every process your teams repeat.

Pick a team. Each one uses the same loop — capture, structure, guide, prove — on its own processes.

Employee onboarding

Every new hire gets the same first two weeks — and you can see who’s done what.

  • Build an onboarding journey from 12 task types — SOPs to acknowledge, videos, quizzes, forms, checklists, approvals and e-signatures.
  • Assign it automatically when someone joins or changes role, or bulk-assign a whole intake.
  • Due dates, reminders and escalation do the chasing; managers see their team in one view.
  • E-signatures produce a signed PDF certificate for the employee file.
ModulesJourneysFormsChecklistsDoc sites
Customer education

Publish a help centre customers can search — and an AI that cites its sources.

  • Publish the SOPs and guides you already maintain to a branded doc site — no copy-paste, one source.
  • Hybrid search plus AI answers with citations, suggested questions and a monthly credit cap.
  • Embed the site in your product with the embed SDK and signed identity.
  • See feedback, AI questions and form results per site, with scheduled email digests.
ModulesDoc sitesSite AI answersSite analytics
Publish · Doc Sites
Doc sites list with mounted docs, journeys, forms and checklists
Training & talent development

Training that’s assigned, checked and signed off — not just watched.

  • Set completion rules per task: quiz pass marks and attempt limits, minimum percentage watched, scroll-to-end reading.
  • Run steps in sequence or in parallel, with prerequisites and sub-journeys for each level.
  • Close a path with a manager approval or an e-signature, and track it in Journey Insights.
  • A failed checklist item can enrol someone in a corrective journey automatically.
ModulesJourneysApprovalsChecklists
Change management

When a process changes, everyone sees what changed — and confirms they’ve read it.

  • Edit the SOP; reviewers approve it with block- and word-level diffs before it publishes.
  • Read-and-acknowledge is tracked per version, so a new version asks everyone to confirm again.
  • Announce the change inside your apps with an announcement, banner or short tour.
  • Review dates and expiry flag SOPs before they go stale.
ModulesSOP libraryApprovalsIn-app guidance
Digital adoption

Walk people through a process inside the software they already use.

  • Build tours, checklists, tooltips, hotspots, announcements and a resource centre, in five layouts.
  • Deliver them in apps you own with a snippet, or in third-party web apps with the browser extension.
  • Tour steps advance only when the action really happened; if an element can’t be found confidently, nothing is shown.
  • Goals measure the lift each experience produces, and owners are emailed when one breaks.
ModulesIn-app guidanceCopilotProduct analytics
Adoption · Experiences
Digital adoption experiences with type, segment, goal, progress and health
IT documentation

Capture an IT how-to once. Stop answering it twice.

  • Record a setup or fix in the browser and get an SOP with a screenshot and instruction per click.
  • Screenshots are scanned for personal data across 14 categories and blurred before the SOP is shared.
  • Publish to an internal doc site; the help-desk copilot answers with citations, or says it doesn’t know.
  • Give AI assistants read access through the site’s own MCP server, with scoped tokens.
ModulesCaptureDoc sitesCopilotMCP
Capture · Enquiry workflow
Browser capture review with raw events compressed into steps and a phone number flagged as PII
Franchise & multi-location

One playbook for the whole network — and a compliance score for every location.

  • Run each franchisee as a child workspace or a light branch; add them one by one or by CSV with a dry run.
  • Syndicate doc-site sections to franchisees as Locked, Editable, Hidden or Acknowledgement-required.
  • Schedule opening and closing checklists with photo, GPS and signature proof — and flags when something looks off.
  • Roll compliance up per franchisee with mean, p50 and p90 — and pay for their seats and AI credits centrally.
ModulesFranchiseChecklistsComplianceDoc sites
The platform

SOPs are the start. Following them is the point.

Ops Navigator goes past the library — guiding people step by step inside the tools they already use, and showing you how those tools are really used.

In-app guidance

Put the SOP inside the app, at the step where it’s needed.

Build tours, checklists, tooltips, hotspots, announcements and a resource centre that appear right where work happens — in apps you own via a snippet, or in third-party web apps via the browser extension. Target segments checked on the server, theme to your brand, and measure the lift each experience produces.

Six experience typesTour to resource centre
Five layoutsTooltip, modal, banner, spotlight, panel
Apps you don’t ownBrowser extension, deployable by MDM
Goals and healthLift measured, breakages flagged
Adoption · Experiences
Digital adoption experiences list
Product analytics

See where a process breaks down in the app.

Auto-captured, tag-later analytics for your host app: define a feature a week late and its history is still there. Funnels, paths, retention and cohorts — every figure shows its denominator, sampled numbers are labelled, and events are scrubbed before they’re stored.

Retroactive taggingDefine features after the fact
Funnels & pathsWhere users drop off
Retention & cohortsWho comes back, and when
Honest numbersDenominators on every figure
Analytics · Product analytics
Product analytics overview
Capabilities

Everything a process needs, from capture to proof.

Each step of the loop, what you do, and what you get back — plus the franchise controls and AI safeguards underneath.

  1. 01Capture
  2. 02Structure
  3. 03Distribute
  4. 04Execute
  5. 05Prove & improve
  6. +Franchise & AI
01

Capture

Record it, upload it, or describe it.

14PII categories

Record a process once. Get a step-by-step SOP with screenshots.

The browser extension for Chrome, Edge, Firefox and Safari records clicks, form fills and navigation, then writes a plain-language step for each — no AI credits needed. Three detection layers blur personal data, and a screenshot is never redacted less than the always-on baseline.

Export: PDF · DOCX · HTML · Markdown — or promote to a draft SOP

100 MBper file

Upload a handbook. Get SOP steps linked to their source.

PDF (tables included), Word, legacy .doc, Markdown, HTML, text, images with OCR, or a ZIP. Each step comes with a confidence score and flags, beside a viewer that jumps to where it came from. Or describe a process and get a draft.

02

Structure

Review, approve and keep it current.

4approval queues

Change an SOP. Get a reviewed version and a clear diff.

Draft → in review → approved → published. A version locks once it leaves draft, diffs show exactly what changed, and reverting creates a new draft — it never publishes on its own.

Organise once. Find any SOP in a keystroke.

Nested folders with their own access rules, tags, taxonomies and pinned items. Templates fill in {{variables}}, AI translation adds language variants, and review dates flag SOPs that are due. Press ⌘K to jump to any document by title.

03

Distribute

Put it where people — and their AI assistants — look.

5visibility modes

Publish to a doc site. Choose exactly who can read it.

Mount SOPs, journeys, forms and checklists into branded sites without copying them. Add publish approval, scheduled releases with rollback, custom domains, hybrid search with cited AI answers — and an Access Debugger that answers “can this person see this?”

MCPper site

Connect an AI assistant. Let it search your published SOPs.

Every doc site can run its own MCP server, so assistants and agents such as Claude, ChatGPT or Cursor can search it. Scoped tokens, a section allowlist, and anonymous access only if you allow it.

6 × 5experience types × layouts

Add guidance to any web app. Walk people through the SOP where they work.

Deliver tours, checklists, tooltips, hotspots, announcements and a resource centre with a snippet in apps you own — or with the browser extension in apps you don’t, rolled out by MDM or group policy. Steps advance only when the action is confirmed, and below a confidence floor the runtime won’t guess.

04

Execute

People do the work — and leave evidence behind.

10item types

Schedule a checklist. Get photo, GPS and signature proof.

Photo and video proof, location check-in, barcode/QR scan, signature, numeric readings and more — scheduled per location and time zone. Anti-fraud flags catch an old photo, a check-in outside the geofence or a reading out of range; a failed item can trigger a corrective journey. Works offline and syncs later.

12task types

Assemble a journey. Get people through it on time.

Onboarding and training paths in sequence or in parallel, with prerequisites. Auto-assign on an event, an attribute change or a schedule; hand people to other apps with a signed link and get completion reported back.

18field types

Build a form. Get clean submissions you can act on.

Signature, rating, GPS location, currency, file and image upload and more. Show, hide or require fields with conditional logic that the server checks; multi-page forms, save-and-resume, anonymous submissions, CSV export and a PDF per submission.

05

Prove & improve

Show it was done. Find what’s missing.

0–100compliance score

Track every location. Get one score you can roll up.

One score from checklists, forms on time, journeys on time and acknowledgements, with daily snapshots and 7, 30 and 90-day trends per location, team or person. Export the audit ledger as CSV, or package an evidence archive for SOC or ISO audits.

Watch what people ask. Get a list of SOPs to write next.

Questions the copilot couldn’t answer confidently are grouped into suggested SOPs. Acknowledgements are recorded per version, so you always know who has read the current one.

+

Franchise & AI

The controls underneath the loop.

Run a franchise network from one master workspace.

  • Pay for franchisees and hand down seats, entitlements and AI credits — with guards against over-allocating.
  • Syndicate doc-site sections as Locked, Editable, Hidden or Acknowledgement-required.
  • See what a franchisee’s users see — read-only and audited.
  • Add franchisees as full workspaces or light branches, one by one or by CSV with a dry run.

Ask or automate. Get sources — and a human in charge.

  • Every claim carries a citation; made-up citations are dropped.
  • No supporting document? It declines, and the question becomes a knowledge gap.
  • Permissions apply inside retrieval — answers only use what the asker can open.
  • AutoPlay picks only from published flows; destructive steps need a person.
Trust

Private by default. Careful by design.

Process data is sensitive. Ops Navigator is built to protect the people in it — and to never act without a human in charge.

PII redaction with a privacy floor

OCR and pattern matching always run on captured screenshots; AI adds more across 14 categories. A screenshot is never redacted less than that baseline, and detected PII text is never stored.

Access down to the document

Folder rules, site visibility modes and custom roles feed one policy check where deny wins. The Access Debugger explains why someone can — or can’t — see a page.

Humans confirm, actions are logged

AutoPlay needs both organisation and user consent, never auto-submits a destructive step, and records every action in an append-only log.

Session controls and scrubbed analytics

Idle and absolute timeouts, force-logout and IP or geo allowlists. Content engagement is reported in aggregate, and product-analytics events are scrubbed before storage.

Pricing

Start on the free plan.

Set up a workspace, capture a process and publish your first SOP on the free plan. Paid plans for growing teams and franchise networks — talk to us.

Or write to hello@caprics.tech

Viewers are free

Viewer seats are free and unlimited, so everyone who follows your SOPs can join.

Pay for the people who build

Three seat classes. A person’s class follows from the permissions their role grants.

CreatorContributorViewer · free

AI credits, topped up as you go

Credits cover AI work like granularising documents, drafting, translation and copilot answers, with top-ups when you need more.

Franchisors can pay for the network

Buy seats and AI credits centrally and hand them down to franchisees.

FAQ

Questions, answered.

Can’t find yours? Start a workspace and ask the copilot — or write to the Caprics team at hello@caprics.tech.

What is Ops Navigator?

Ops Navigator is an operations platform that turns how a business runs into step-by-step SOPs, guides people through them, and records proof that they were followed.

You capture a process by recording it in the browser, uploading a document or describing it; AI structures it into SOP steps for review; and you deliver it as onboarding journeys, checklists, doc sites and in-app guidance, with compliance scores and analytics on top.

Who is Ops Navigator for?

Ops Navigator is built for franchise networks and multi-location operators, and for any team that runs on repeatable process.

That includes HR and people ops, IT and help desk, customer success and customer education, operations and training teams, and education groups.

Is there a free plan?

Yes — you can start on the free plan with self-serve setup.

Viewer seats are free and unlimited. Paid plans for growing teams and franchise networks are available on request: write to hello@caprics.tech.

How long does setup take?

Self-serve setup takes a few minutes: create your account, verify your email, name your workspace and invite your team.

You can upload your first handbook or record your first process straight away.

Do I have to rewrite our existing documents?

No — upload what you have and the AI breaks it into step-by-step SOPs for you to review and approve.

It reads PDF (including tables), Word (.docx and .doc), Markdown, HTML, text, images with OCR and ZIP files. Each step carries a confidence score and links back to the place in the source it came from.

How is Ops Navigator different from capture tools like Tango, Scribe or Guidde?

Ops Navigator includes workflow capture, and it also covers what happens after the guide is written: AI-structured SOPs under version control, onboarding journeys, checklists with photo and GPS proof, branded doc sites, in-app guidance and compliance scoring, in one workspace.

If you mainly need quick step-by-step guides, a capture tool may be all you need. If people also have to follow, acknowledge and prove a process across teams or locations, that is what Ops Navigator is built for.

Does it work inside apps we don’t own?

Yes — the Ops Navigator browser extension shows in-app guidance and the copilot inside third-party web apps you don’t control.

The extension runs on Chrome, Edge, Firefox and Safari and can be rolled out by MDM or group policy. For apps you own, you can embed a snippet instead.

Can AI assistants like ChatGPT or Claude read our docs?

Yes — each doc site can run its own MCP server, so AI assistants and agents such as ChatGPT, Claude or Cursor can search the docs you publish there.

Access uses scoped tokens, you choose which sections are exposed, and anonymous access is optional.

Will the copilot act without asking?

No — AutoPlay only runs when both your organisation and the user have opted in, and it shows its plan before anything happens.

It can only run flows your team has published, never auto-submits a destructive step, and confirms every step on the first three runs of any automation. Every action is logged.

Does it work for franchise and multi-location teams?

Yes — franchisors run franchisees as child workspaces and can pay for them, handing down seats, entitlements and AI credits.

Doc-site sections can be syndicated to franchisees as Locked, Editable, Hidden or Acknowledgement-required, checklists collect photo and GPS proof at each location, and compliance scores roll up per franchisee with mean, p50 and p90.

Can it match our brand?

Yes — doc sites carry your branding, theme and custom domain, and in-app guidance uses themes you set per experience, app or workspace.

PDF, HTML and Markdown exports can carry your branding and a watermark.

Get started

Put your playbook to work today.

Start on the free plan. Record one process or upload one handbook, and watch it become an SOP your whole team can follow.