CliniContact Internal Workspace

Admin Guide Generator

AI Agent Enabled
Render Ready
Playwright Capture
👥
Ready Client Guides
5
📄
Uploaded Source Docs
4
🤖
Lini Status
Pending

Create or refresh a client guide

This form sends to /api/generate-guide and combines client-specific study context with the shared CliniContact training library that lives in this codebase.
Optional shared folder for IRB submission assets, outreach materials, landing-page screenshots, and other onboarding references.
Optional reference doc for richer onboarding questions, support policies, approved answers, and client-specific rules.
No FAQ source selected

AI source priority

✓ Google Drive source library
✓ Uploaded advanced FAQ source
✓ Internal workflow notes
✓ monday.com board structure
✓ Study landing page content
✓ Screener form content
✓ Built-in CliniContact training library
✓ Study launch date and onboarding context
Slug preview: client-slug

Pipeline

What the backend does after submit
1

Read monday board

Pull groups, columns, statuses, sample items, and views.
2

Load source context

Use the landing page, screener form link, workflow notes, shared source library, and any uploaded FAQ source.
3

Load training assets

Attach the shared video-and-guide training library for the portal experience.
4

Generate guide

Use OpenAI to produce the guide, Lini knowledge, and support prompts.
5

Return portal

Save the guide package and return the live portal link plus embed snippet.

Shared training library

These topic cards are loaded from content/demo-library so one walkthrough video and the guide documents can live in the repo.
Your main table
Walkthrough of the main table view where leads first arrive, how qualified and ineligible records are separated, and which columns matter most for the team.
Ready
Statuses and triage
How CliniContact usually uses statuses, what they mean operationally, and how teams should interpret them.
Guide ready
Filters and views
How to narrow the board, switch views, and find the exact records you need quickly.
Guide ready
WorkForm submissions
How to review individual prescreener responses in a document-style layout, filter submissions, and export them when detailed review is needed.
Guide ready

Output preview

Review the generated package before using the embed on Webflow
Guide package generated. Client guide, Lini config, training-library context, and embed code are ready.
Output
Digital guide
Output
Support chatbot
Output
Embed code
Webflow embed
Copy and paste this into a Webflow embed block
No embed code available yet.

Saved guides

Persisted guides currently available on the Render data disk.
Merrimack_Seitchik_RESET
Slug: merrimack-seitchik-reset
Generated: 3/16/2026, 5:01:17 PM
Skelethea_Weinberg_Private
Slug: skelethea-weinberg-private
Generated: 3/16/2026, 4:57:16 PM
Seitchik_Merrimack_RESET
Slug: seitchik-merrimack-reset
Generated: 3/16/2026, 2:42:45 PM
UAB_MDD
Slug: uab-mdd
Generated: 3/14/2026, 4:09:04 PM
Skelethea-Scoliosis
Slug: skelethea-scoliosis
Generated: 3/13/2026, 5:19:55 PM

Guide package detail

Preview the generated guide content and support assistant configuration
Generate a guide package to preview content here.
No support assistant config generated yet.

Shared training preview

This is the shared training layer across client portals: one walkthrough video and the guide document topics.
Your main table
Walkthrough of the main table view where leads first arrive, how qualified and ineligible records are separated, and which columns matter most for the team.
Statuses and triage
How CliniContact usually uses statuses, what they mean operationally, and how teams should interpret them.
Filters and views
How to narrow the board, switch views, and find the exact records you need quickly.
WorkForm submissions
How to review individual prescreener responses in a document-style layout, filter submissions, and export them when detailed review is needed.

Guide package JSON preview

Useful for debugging the admin flow during development
No guide package returned yet.