docs · runbook
Runbook
The short answers — for when you’re mid-brief and need to keep moving.
Running a brief
How do I start a brief?
/briefs/new — pick a vertical wedge or start from a blank brief. Five fields and a publish button. The conductor template is generated for you; tweak it under Edit template after publish if you need to.
How do I share the participant link?
After publish, the brief page shows a Copy link button next to the participant-side URL (/p/<briefId>). Send it directly or paste into Slack / Email / a calendar invite. There’s also a QR-code button for in-room sharing.
Can I send the link to more than one person?
Yes — the participant URL is the same for everyone; each person gets their own session. The cohort report is the cross-session view.
How do I end a participant’s session early?
Open the brief, find the participant row, click Force-end. The session is marked incomplete and won’t skew the cohort report.
A participant abandoned mid-session. What happens?
Their session stays in in_progress until either (a) they return via the original link and continue, or (b) you force-end it. Cohort report aggregates only completedsessions, so abandoned ones don’t affect findings.
Reports & exports
Where’s the cohort report?
Brief page → Rounds → click a round → cohort report. The convergence map renders once you have three or more completed sessions with independent extractions.
How do I share the report with someone outside Lacudelph?
Round page → Public share → toggle on, copy the /r/<token> URL. Read-only, no sign-in required, can be revoked from the same toggle. Same surface as the sample report.
How do I export the report as a PDF?
Report page → Print / save as PDF (handout shape) or Save as deck (PDF) (one finding per slide). Browser print, no server pass.
How do I export everything — all briefs, sessions, takeaways?
/org/settings → Workspace export. Ships a ZIP with JSON for every brief and a markdown takeaway for every participant.
The participant takeaway looks empty.
The takeaway renders sections based on what the participant actually said. If a session ran short (under ~3 minutes), there isn’t enough signal to populate the standard sections — the takeaway shows only what was actually extracted, no padding. Re-invite if you need a fuller pass.
Webhooks & integrations
How do I wire a webhook into Slack / Linear / Notion / Asana?
/docs/webhooks — full doc with verification snippets in Node, Python, Ruby, plus receiver templates for the four common targets.
I added a webhook but no events are firing.
Org settings → webhook section → check the Webhook history log. If attempts are listed but failing, the receiver URL is rejecting our signed payload. If no attempts appear, the brief might have no completed sessions yet — webhooks fire on round.completed + per-session objective.completed, not on publish.
How do I rotate the webhook secret?
Org settings → webhook section → Rotate secret. New deliveries are signed with the new secret immediately; update your receiver before rotating in production.
Billing & limits
I hit a daily LLM cost cap.
The cap resets at 00:00 UTC. Either wait, or upgrade to a tier with a higher cap via /org/billing. BYO-key tier removes the LLM cap entirely (you bring your own Anthropic key; cost is on your bill, not ours).
How do I switch to BYO Anthropic key?
Upgrade to the BYO-key tier under /org/billing, then paste your Anthropic API key under /org/settings → BYO key. The key is encrypted at rest with AUTH_SECRET-derived AES-256-GCM and never logged.
How do I cancel?
/org/billing → Manage subscription → Paddle customer portal. Cancellation is effective at the end of the current billing period. Your data stays accessible read-only until you delete the org from /org/settings.
Still stuck
None of the above answered it.
/contact?topic=support — replies within 3 business days, faster for paying orgs. Include the brief slug + your org name and we can debug against the actual workspace.
Other docs: /docs · /docs/webhooks · /security