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HoopAI Docs — Information Architecture Restructure

Design principles

  1. Mirror the platform sidebar — the docs nav should match what users see when they log in
  2. Each module = its own section — no more “Modules” mega-tab
  3. Quick wins for Getting Started — just the essentials to get productive
  4. Split mega-modules — Sites, Payments need breaking up
  5. Promote standalone features — Forms, Surveys, QR Codes, Reputation deserve their own space
  6. Order matches the platform — top-to-bottom matches the sidebar screenshot
  7. Every existing URL keeps working — redirects for anything that moves

Current structure (problems)

Home
Getting Started ← overlaps with Academy, too much for onboarding
  Setup (16 pages)
  Guides (66 pages) ← these are really academy content
Modules ← MEGA-TAB with 17 menu items, 600+ pages
  Mobile App | CRM | Sales | Calendars | Conversations | Marketing |
  Automation | AI Agents | Learning & Community | Commerce |
  Reporting & Dashboards | Settings | Sites | Store & Ecommerce |
  Content | Forms & Surveys | Media Library
Developers
API Reference
CMS ← duplicates content from Modules > Sites
Resources ← Account & Billing, Troubleshooting, Legal
Problems:
  • “Modules” has 17 menus — users can’t find anything
  • Reputation is buried under Marketing > groups
  • CMS tab duplicates Sites content
  • Getting Started has 82 pages (not “getting started” anymore)
  • Academy vs Guides vs Getting Started — 3 overlapping concepts
  • Forms, Surveys, QR Codes buried under “Content” or “Sites”
  • E-commerce (stores) vs Commerce (payments) is confusing naming

Proposed new structure

Tab order (matches platform sidebar top-to-bottom)

 Home | Get Started | Mobile App | Dashboard | Conversations | Calendars |
 CRM | Opportunities | Payments | AI Agents | Marketing | Automation |
 Sites | Forms & Surveys | E-commerce | Memberships | Reputation |
 Reporting | Settings | Resources | Developers | API Reference
That’s 21 tabs — too many for a tab bar. Here’s the optimized version that groups tightly related modules while keeping everything findable:
 Home | Get Started | Conversations | Calendars | CRM |
 Marketing | Automation & AI | Sites & Content | Commerce |
 Reputation | Reporting | Settings | Resources | Developers
Why 12 tabs:
  • Mintlify Sequoia scrolls tabs, but 12 fits well on desktop
  • Each tab maps to 1-3 platform sidebar items (clear mental model)
  • No more “Modules” catch-all

Detailed structure

Tab 1: Home

Single landing page with search, quick links, popular topics.
pages:
  - home/overview

Tab 2: Get Started

Simplified to quick wins only. A new user should finish this in 30-60 minutes.
Menu: Quick Start
  Group: First Steps
    - Log in & navigate the platform
    - Set up your business profile
    - Invite your team
    - Import your contacts
  Group: Connect Your Channels
    - Connect social media accounts
    - Set up email (connect domain)
    - Get a phone number (optional)
    - Connect WhatsApp (optional)
    - Add chat widget to your website
  Group: Essential Setup
    - Set up a calendar
    - Create your first workflow
    - Customize your dashboard

Menu: Migration
  Group: Platform Migration Guides
    - Migrate from Mailchimp
    - Migrate from HubSpot
    - Migrate from Salesforce
    - Migrate from ActiveCampaign
    - Migrate from ClickFunnels
    - Migrate from Calendly
    - Migrate from Kajabi
What happens to old Getting Started + Academy content?
  • Detailed guides move INTO their respective module tabs (e.g., “email blast” guide → Marketing tab)
  • Academy onboarding steps become the Quick Start above
  • Academy recipes become examples/guides within each module tab
  • The Academy tab is removed — no more confusion about where to go

Tab 3: Conversations

Matches platform sidebar: Conversations (+ its sub-tabs: Conversations, Manual Actions, Snippets, Trigger Links, Settings)
Menu: Conversations
  Group: Overview
    - Conversations overview
    - Navigating the inbox
  Group: Messaging
    - Sending messages (SMS/email)
    - Two-way SMS
    - Scheduled messages
    - Email threads
    - Group chat
    - RCS messaging
    - Templates & snippets
  Group: Calling
    - Inbound call routing
    - Missed call text back
    - Call recording
    - Call quality
    - Call scripts
    - Call dispositions
    - Ringless voicemail
    - Local presence dialing
    - VoIP deskphones (link to Settings)
  Group: WhatsApp
    - WhatsApp overview
    - WhatsApp messaging
    - WhatsApp templates
    - WhatsApp 24-hour window
    - WhatsApp automation
    - WhatsApp coexistence
    - WhatsApp pricing
    - WhatsApp troubleshooting
  Group: Social Messaging
    - Social messaging
    - Comment automation (FB/IG)
  Group: Conversation Management
    - Assignment rules
    - Labels & filters
    - Bulk actions
    - Internal comments
    - Manual actions
    - Unread management
    - Do not disturb
    - Trigger links
    - Contact details panel
    - Contact engagement score
    - Requesting payment
  Group: Settings
    - Conversations settings
    - SMS compliance
    - Live chat setup

Menu: Phone System
  Group: Phone Setup & Management
    - Phone system explained
    - Phone number management
    - Phone number porting
    - Phone system pricing
    - Caller ID & CNAM verification
    - A2P 10DLC registration
  Group: Troubleshooting
    - SMS error codes
    - SMS delivery failures
    - SMS troubleshooting
    - Phone system issues

Tab 4: Calendars

Matches platform sidebar: Calendars (Calendar View, Appointment List View, Calendar Settings)
Menu: Calendars
  Group: Overview
    - Calendars overview
  Group: Setup & Configuration
    - Calendar types
    - Calendar settings
    - Availability hours
    - Calendar integrations
    - Widget customization
    - Calendar groups
  Group: Booking & Scheduling
    - Booking pages
    - Group booking
    - Round-robin booking
    - Collective booking
    - Service calendars
    - Class booking
    - Payment calendars
    - One-time booking links
    - Google organic booking
    - Appointment notes
  Group: Appointments
    - Managing appointments
    - Appointment list view
    - Notifications & reminders
    - Rentals & listings
  Group: Troubleshooting
    - Calendar troubleshooting

Tab 5: CRM

Combines platform sidebar: Contacts + Opportunities (they’re the core data layer)
Menu: Contacts
  Group: Overview
    - Contacts overview
    - Contact types
  Group: Managing Contacts
    - Contact details
    - Custom fields
    - Multiple phone numbers
    - Multiple email addresses
    - Notes
    - Contact activity timeline
    - Associations
    - Followers
    - Do not contact
  Group: Organizing & Segmenting
    - Smart lists
    - Tags
    - Filters & saved views
    - Contact scoring & lead scoring
  Group: Import & Export
    - Importing contacts
    - CSV import format guide
    - Bulk import troubleshooting
    - Exporting contacts
    - Restore deleted contacts
  Group: Bulk Operations
    - Bulk actions
    - Duplicate management
    - Data quality
  Group: Tasks
    - Tasks overview
  Group: Privacy & Compliance
    - GDPR consent tracking
    - AI enrichment

Menu: Companies
  Group: Companies
    - Companies overview (businesses.mdx)

Menu: Opportunities & Pipelines
  Group: Overview
    - Opportunities overview
  Group: Pipeline Management
    - Pipelines
    - Pipeline stages
    - Kanban board
    - List view
  Group: Managing Opportunities
    - Opportunity details
    - Opportunity value
    - Custom fields
    - Notes
    - Bulk actions
    - Followers
    - Lost reasons
    - Managing opportunities
  Group: Sales Tools
    - Playbooks (NEW)
    - Forecasting (NEW)
    - Sales sequences (NEW)
  Group: Automation & Reporting
    - Automation triggers
    - Opportunity reporting

Tab 6: Marketing

Matches platform sidebar: Marketing (Social Planner, Emails, Snippets, Countdown Timers, Trigger Links, Affiliate Manager, Brand Boards, Ad Manager)
Menu: Email Marketing
  Group: Getting Started
    - Email marketing overview
    - Email builder
    - Email templates
    - Email personalization
  Group: Campaigns & Automation
    - Email campaigns
    - Email automation
    - Email A/B testing
    - Email AI scheduling
    - Email RSS
    - Countdown timers
    - Trigger links
  Group: Deliverability
    - Email deliverability guide
    - Dedicated email domain
    - Mailgun setup
    - Mailgun registrar guides
    - Email DMARC
    - Email warm-up
    - Google Postmaster
    - Email sender requirements
    - Email bounce management
    - Email suppression
  Group: Compliance & Analytics
    - Email compliance
    - Email list management
    - Email analytics
    - Email error codes
  Group: Advanced
    - SMTP setup
    - Email services (settings)
    - Email signatures
    - Email deliverability settings

Menu: Social Media
  Group: Social Planner
    - Social media overview
    - Social planner
    - Social planner features
    - Social planner platforms
    - Social calendar
    - Social categories & queues
  Group: Publishing
    - Social post types
    - Social content specs
    - Social AI writer
    - Social CSV import
    - Social approval workflow
    - Social TikTok
  Group: Engagement
    - Social comment management
    - Social listening
  Group: Analytics
    - Social analytics

Menu: Ad Manager
  Group: Advertising
    - Ad manager overview
    - Facebook ads
    - Google ads
    - LinkedIn ads
    - Facebook CAPI (Meta Conversions API)
    - Ad audiences
    - Ads reporting

Menu: Affiliate Manager
  Group: Affiliate Program
    - Affiliate manager overview
    - Affiliate campaigns
    - Affiliate tracking
    - Affiliate portal
    - Affiliate payouts
    - Affiliate automation

Menu: Brand & Content Tools
  Group: Tools
    - Brand boards
    - Snippets
    - Prospecting tool

Tab 7: Automation & AI

Combines platform sidebar: Automation + AI Agents (they’re deeply related)
Menu: Workflows
  Group: Overview
    - Workflows overview
    - Workflow builder
    - Advanced workflow builder
    - Workflow AI builder
  Group: Triggers & Actions
    - Workflow triggers
    - Triggers reference
    - Workflow actions
    - Actions reference
    - Premium actions
  Group: Logic & Flow
    - If/else conditions
    - Wait actions
    - Goal events
    - Enrollment settings
    - Drip sequences
    - SMS campaigns
  Group: Integrations
    - Custom webhooks
    - Inbound webhooks
    - Zapier integration
    - Make integration
    - Trigger links
  Group: Management
    - Workflow templates
    - Workflow recipes
    - Workflow folders
    - Workflow history
    - Workflow statistics
    - Workflow troubleshooting
    - Global workflow settings

Menu: AI Agents
  Group: Getting Started
    - AI overview
    - Choosing the right AI
    - AI quick start
    - AI checklist
    - AI pricing
    - AI features matrix
    - AI glossary
    - AI models
  Group: Agent Studio (NEW)
    - Agent Studio overview
    - Creating agents
    - Agent templates
    - Managing agents
  Group: Conversation AI
    - Conversation AI overview
    - Bot setup
    - Multi-bot
    - Multi-channel
    - Conversation AI actions
    - Conversation AI dashboard
    - Flow-based builder
    - Train your bot
    - Bot settings
  Group: Voice AI
    - Voice AI overview
    - Creating voice agents
    - Voice selection
    - Inbound & outbound
    - Outbound calling
    - Phone setup
    - Appointment booking
    - Call escalation
    - Website widget
    - Testing & debugging
    - Voice AI troubleshooting
  Group: Content AI
    - Content AI overview
    - Email builder AI
    - Page builder AI
    - Social planner AI
  Group: Workflow AI
    - AI decision maker
    - GPT actions
    - Connecting bots to workflows
    - Workflow AI examples
  Group: Knowledge Base
    - Knowledge base
    - Ask AI
  Group: Prompt Engineering
    - Prompt engineering overview
    - Advanced techniques
    - Common mistakes
    - Optimization
    - Conversation AI prompts
    - Voice AI prompts
  Group: Use Cases & Templates
    - Use cases overview
    - Lead qualification bot
    - Appointment scheduler
    - AI receptionist
    - After-hours support
    - E-commerce support
    - Real estate agent
    - Multi-location
    - Review automation
  Group: Prompt Library
    - Prompt library overview
    - Customer support
    - Sales qualification
    - Appointment booking
    - E-commerce
    - Healthcare
    - Real estate
    - Agency/SaaS
    - Voice AI templates
  Group: Trust & Safety
    - Trust overview
    - Data privacy
    - Security
    - Compliance
    - Guardrails
    - Limitations
  Group: Advanced
    - Multi-language
    - Cost optimization
    - Performance
    - API reference
    - Migration

Tab 8: Sites & Content

Matches platform sidebar: Sites (Funnels, Websites, Blogs, Webinars, WordPress, Media Storage) Forms, Surveys, Quizzes, Chat Widget, QR Codes pulled out into their own menus
Menu: Funnels
  Group: Funnel Builder
    - Funnels overview
    - Funnel templates
    - Funnel steps
    - Funnel domains
    - Funnel sharing
    - Funnel analytics
  Group: Funnel Features
    - AI builder
    - A/B testing
    - Order forms
    - Upsells & downsells
    - Exit-intent popups
    - Global sections
    - Hosted video
    - Custom code
    - Tracking pixels
    - Geo-fencing
  Group: SEO & Performance
    - SEO settings
    - Schema markup
    - Cookie consent
    - Page speed optimization
    - Funnel redirects
  Group: Troubleshooting
    - Funnel & website issues

Menu: Websites
  Group: Website Builder
    - Websites overview
    - Multi-page navigation
    - Blog integration
    - Popup widgets

Menu: Blogs
  Group: Blogging
    - Blog overview
    - Creating posts
    - Blog templates
    - Blog settings
    - Importing posts
    - Blog categories & tags
    - Blog analytics

Menu: Forms & Surveys
  Group: Forms
    - Forms overview
    - Building forms
    - Form fields
    - Conditional logic
    - Multi-step forms
    - Payment forms
    - E-signature forms
    - File uploads
    - Math calculations
    - Embedding forms
    - Form styling
    - Form settings
    - Form notifications
    - Form submission actions
    - Form analytics
    - Spam protection
    - Importing submissions
  Group: Surveys
    - Surveys overview
    - NPS surveys (NEW)
    - CSAT surveys (NEW)
    - Survey templates (NEW)
    - Survey analytics (NEW)
  Group: Quizzes
    - Quizzes overview

Menu: Chat Widget
  Group: Live Chat
    - Chat widget overview
    - Installation
    - Platform guides
    - Chat settings

Menu: QR Codes
  Group: QR Code Builder
    - QR codes overview
    (existing QR code pages)

Menu: Media Library
  Group: Media & Storage
    - Media storage overview
    (existing media pages)

Menu: Webinars
  Group: Webinars
    - Webinars overview
    (existing pages)

Menu: WordPress
  Group: WordPress Integration
    - WordPress overview
    (existing pages)

Tab 9: Commerce

Combines platform sidebar: Payments + Stores + Memberships (all money/product related) Split into 3 clear menus:
Menu: Payments & Invoicing
  Group: Overview
    - Payments overview
  Group: Invoices & Estimates
    - Invoices
    - Estimates
    - Recurring invoices
    - Invoice reminders
  Group: Payment Collection
    - Payment links
    - Text to pay
    - Payment plans
    - Manual payments
    - Apple Pay & Google Pay
    - Buy now pay later
    - Bank transfers (ACH/SEPA)
  Group: Subscriptions
    - Subscriptions
  Group: Documents & Contracts
    - Documents & contracts
    - E-signatures
  Group: Orders & Transactions
    - Orders
    - Transactions
    - Refunds
    - Import/export
  Group: Products
    - Products catalog
    - Coupons
    - Gift cards
    - Taxes
  Group: Payment Setup
    - Payment settings
    - Default gateways
    - Payment integrations
    - PayPal integration
    - NMI integration
    - Stripe (via integrations)
    - Processing charges
    - Checkout themes
    - Accounting integrations

Menu: Online Stores (E-commerce)
  Group: Store Setup
    - Store overview
    (all stores/* pages)
  Group: Shipping & Fulfillment
    - Shipping integrations
    - Printful integration
    - Dropshipping
  Group: Social Commerce
    - Facebook & Instagram shops
  Group: Shopify & Imports
    - Shopify integration

Menu: Memberships & Courses
  Group: Overview
    - Memberships overview
  Group: Client Portal
    - Client portal overview
    - Portal setup
    - Portal features
    - Custom domain
  Group: Courses
    - Course creation
    - Course pricing
    - Course import (Skool, Kajabi)
    - Course assessments
  Group: Communities
    - Communities overview
    - Community groups
    - Go Live
    - Community events
    - Community newsletters
    - Credentials
  Group: Mobile App (White-label)
    - Branded mobile app (PWA)
    - Membership access

Tab 10: Reputation

Matches platform sidebar: Reputation (Overview, Requests, Reviews, Video Testimonials, Widgets, Listings, Settings, GBP Optimization) Promoted to its own tab — no longer buried under Marketing.
Menu: Reputation
  Group: Overview
    - Reputation overview
    - Reputation tab overview
  Group: Reviews
    - Reviews overview
    - Google review integration
    - Facebook review integration
    - Add reviews manually
    - Negative review handling
    - Review response templates
    - Reviews AI agent
  Group: Review Requests
    - Sending review requests
    - Review email templates
    - Review automation
    - Review QR code
  Group: Widgets & Showcase
    - Review website widget
    - Review widget customization
    - Review showcase
    - Video testimonials
  Group: Listings & GBP
    - Listings overview
    - Listing sync
    - GBP optimization
    - GBP posts
    - Competitor tracking
  Group: Analytics & Settings
    - Review reporting
    - Reputation settings

Tab 11: Reporting

Matches platform sidebar: Reporting + Dashboard
Menu: Dashboards
  Group: Dashboard Basics
    - Dashboard overview
    - Managing dashboards
    - Dashboard templates
    - Dashboard sharing
    - Dashboard permissions
    - Exporting dashboards
  Group: Widgets
    - Dashboard elements
    - Custom widgets
    - Appointment widget
    - Conversation widget
    - Email widget
    - Funnel widget
    - Google Analytics widget
    - Payments widget
    - Reputation widget
    - Revenue widget
    - Sales efficiency widget
    - Visitor data widget
  Group: Configuration
    - Dashboard theme
    - Date range filters
    - Quick filters
    - Goal tracking

Menu: Reports
  Group: Overview
    - Reporting overview
    - Custom reports
    - Report scheduling
    - Marketing audit reports
  Group: Communication Reports
    - Email reporting
    - SMS reporting
    - Call reporting
  Group: Marketing Reports
    - Attribution reporting
    - Ads reporting
    - Facebook pixel reporting
    - Social media reporting
    - Conversion reporting
    - Google Analytics integration
  Group: Sales & Revenue
    - Revenue reporting
    - Agent reporting
    - Funnel reports
    - Appointment report
    - Contact growth report
  Group: Workflow Reports
    - Workflow reporting
    - Audit reports

Tab 12: Settings

Matches platform sidebar: Settings (all items from the screenshot)
Menu: Account
  Group: Account Basics
    - Settings overview
    - Business profile
    - My profile
    - My staff (users & roles)
    - Teams & permissions (NEW)
    - Permission sets (NEW)
  Group: Security
    - SSO/SAML
    - Security checklist
    - Audit logs
    - Trust center

Menu: Communication Setup
  Group: Phone System
    - Phone system overview
    - Phone number management
    - Phone number porting
    - Phone system pricing
    - Caller ID & CNAM
    - A2P 10DLC
    - VoIP deskphones
  Group: Email Services
    - Email services
    - Email deliverability settings
    - Email signatures
    - Dedicated email domain
  Group: WhatsApp
    - WhatsApp setup
  Group: Notifications
    - Notification settings

Menu: Data & Customization
  Group: Objects & Fields
    - Custom objects
    - Custom fields
    - Custom values
    - Tags
  Group: Scoring
    - Manage scoring
  Group: Domains
    - Domains & URL redirects
    - External tracking

Menu: Integrations
  Group: Integration Hub
    - Integrations overview
    - Private integrations
    - Webhooks
    - Facebook integration
    - QuickBooks integration
    - Xero integration
    - TikTok integration
  Group: Platform
    - Plan comparison
    - Platform limits
    - Labs
    - SaaS mode

Menu: Billing & Subscription
  Group: Your Account
    - Billing portal
    - Usage & add-ons
    - Payment issues
    - Plan comparison
    - Cancel or downgrade
    - Data export

Tab 13: Resources

Menu: Troubleshooting
  Group: General
    - FAQ
    - Login issues
    - Password reset
    - Account locked
    - Clear browser cache
    - Screen loading issues
    - Page won't load
  Group: Communication
    - SMS error codes
    - SMS delivery failures
    - SMS forwarding issues
    - Email error codes
    - Email metrics
    - Phone system issues
    - Audio issues
    - Bad call quality
  Group: Websites & Funnels
    - Funnel & website issues
    - Domains troubleshooting
    - Instant redirect pages
    - Custom URL redirects
  Group: Workflows & Data
    - Workflow troubleshooting
    - If/else troubleshooting
    - Race conditions
    - Loop lockouts
    - Bulk import issues
    - Sticky contacts
  Group: Integrations
    - Facebook lead ads
    - Facebook publishing
    - Google ads reporting
    - Google Business Profile publishing
    - WordPress issues
    - SMTP providers
  Group: Calendar
    - Calendar issues

Menu: Mobile App
  Group: Getting Started
    - Mobile app overview
    - (existing mobile app pages)
  Group: Features
    - (existing pages)

Menu: Legal
  Group: Policies
    - Terms of service
    - Privacy policy
    - Data processing agreement
    - Product terms
    - Acceptable use
  Group: Data & Security
    - HIPAA compliance
    - GDPR

Tab 14: Developers

Menu: Developer Guides
  Group: Getting Started
    - Developer introduction
    - Quick start
    - Authentication
    - Making requests
  Group: Guides
    - Best practices
    - SDKs & tools
    - Webhooks
    - Marketplace apps
  Group: AI & MCP
    - MCP overview
    - MCP quickstart
    - Platform MCP server
    - HoopAI proxy
    - Subagents

Menu: API Reference
  (keep existing API reference structure)

What gets killed / merged

CurrentNew LocationAction
”Modules” mega-tabSplit across tabs 3-12KILLED
CMS tabMerged into Sites & ContentKILLED
Academy tab contentDistributed into module tabsKILLED
Getting Started > Guides (66 pages)Quick recipes → module tabsMOVED
Getting Started > Academy recipesBecome examples within modulesMOVED
”Learning & Community” menu→ Commerce > Memberships & CoursesRENAMED
”Store & Ecommerce” menu→ Commerce > Online StoresRENAMED
”Content” menu (blogs, QR, chat)→ Sites & Content (separate menus)SPLIT
”Forms & Surveys” menu→ Sites & Content > Forms & SurveysPROMOTED
”Media Library” menu→ Sites & Content > Media LibraryMOVED
Reputation (under Marketing groups)→ Own tabPROMOTED
Mobile App (under Modules)→ Resources > Mobile AppMOVED

Getting Started: before vs after

Before (82 pages!)

  • Setup: Welcome (8), Core Setup (5), Account Management (3)
  • Guides: Onboarding (12), Quick Start (11), SMS (7), Email (4), Workflows (7), Funnels (7), Calendars (5), Media (4), Payments (4), Migration (7)

After (19 pages)

  • Quick Start: First Steps (4), Connect Channels (5), Essential Setup (3)
  • Migration: Platform guides (7)
63 pages moved into their respective module tabs as “getting started” or “how-to” content within that module.

Order rationale

The tab order follows the platform sidebar with one adjustment:
Platform sidebar:          Docs tabs:
Launchpad           →      Home
Dashboard           →      (in Reporting tab)
Conversations       →      Conversations
Calendars           →      Calendars
Contacts            →      CRM (contacts + opportunities combined)
Opportunities       →      (in CRM tab)
Payments            →      Commerce (payments + stores + memberships)
AI Agents           →      Automation & AI (workflows + AI combined)
Marketing           →      Marketing
Automation          →      (in Automation & AI tab)
Sites               →      Sites & Content
Memberships         →      (in Commerce tab)
Media Storage       →      (in Sites & Content tab)
Reputation          →      Reputation
Reporting           →      Reporting
Settings            →      Settings
Mobile App goes under Resources since it’s not a sidebar module — it’s a companion app.

Redirect map (high-level)

Every directory that moves needs a redirect in docs.json:
"redirects": [
  { "source": "/academy/:path*", "destination": "/<module>/:path*" },
  { "source": "/sites/:path*", "destination": "/sites-content/:path*" },
  { "source": "/stores/:path*", "destination": "/commerce/stores/:path*" },
  { "source": "/memberships-and-communities/:path*", "destination": "/commerce/memberships/:path*" },
  { "source": "/reputation/:path*", "destination": "/reputation/:path*" },
  ...
]
Actual redirect mapping will be done file-by-file during execution.

New gap pages to create during restructure

While restructuring, these NEW pages should be created to fill remaining gaps:
  1. ai-agents/agent-studio.mdx — Agent Studio overview (from screenshot)
  2. opportunities/playbooks.mdx — Sales playbooks
  3. opportunities/forecasting.mdx — Sales forecasting
  4. opportunities/sales-sequences.mdx — Sales sequences
  5. surveys/nps-surveys.mdx — NPS survey setup
  6. surveys/csat-surveys.mdx — CSAT survey setup
  7. surveys/survey-templates.mdx — Survey template library
  8. surveys/survey-analytics.mdx — Survey analytics
  9. contacts/data-quality.mdx — Data quality & cleanup
  10. settings/teams-permissions.mdx — Teams & partitioning
  11. settings/permission-sets.mdx — Permission sets
  12. settings/record-layouts.mdx — Record layout customization

Execution phases

Phase 1: Structure (docs.json only)

  • Rewrite docs.json navigation to new tab/menu/group structure
  • Point all pages to their current file paths (no file moves yet)
  • Add redirects for any URL changes
  • Verify with mintlify dev

Phase 2: Content moves

  • Move academy/guide pages into module directories
  • Rename directories if needed
  • Update all internal links
  • Run mintlify broken-links

Phase 3: Gap fill

  • Create the 12 new pages listed above
  • Expand thin pages identified in gap analysis v2

Phase 4: Verify

  • Playwright verification of every tab
  • Broken link check
  • Screenshot every section
Last modified on March 6, 2026