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The Documentation tab explains what every setting does. These guides tell you what to do, in what order, and what the tradeoffs are. Pick the path that matches where you are.

Launch from scratch

The Day one track. Nine steps from an empty workspace to a live AI service desk in Slack.

Launch a department

Playbooks for IT, HR, Finance, Legal, Security, and RevOps, plus the setups every desk shares.

Do one thing

Short how-to pages for a single task, plus opinionated best practices.

New to Ravenna

Work through Day one in order. It builds a working IT service desk using Acme Inc. as the worked example, and every later guide assumes you have been through it. If you do not have a Ravenna organization yet, read before you start first.

Playbooks

Each playbook assembles features you already know into one outcome for one team. They assume Day one is done and link out to the reference docs for mechanics. Pick the department you are launching:

IT

Help desk, software access, and device lifecycle.

HR and People

A private desk, onboarding, and offboarding.

Finance

Purchase approvals, expenses, and invoices.

Legal

Contract review and policy questions.

Security

Incident intake and access reviews.

RevOps

Deal desk and go-to-market tooling.
Five more playbooks are not owned by any one department. Every desk reaches for them eventually:

Approval flows

Rounds, parallel approvers, and approving from chat.

Launch the Portal

A web front door for people who do not live in Slack.

Email support

Point an existing shared inbox at a channel.

SLAs and business hours

Response targets that respect your working week.

Reporting and briefs

Dashboards, CSAT, and a weekly brief in Slack.

All playbooks

The full index, with guidance on which department to start with.

How to

Copilot recipes

Prompts that do real work, grouped by job.

Connect an MCP client

Use Ravenna from Claude, Cursor, or Windsurf.

Close knowledge gaps

Turn unanswered questions into articles.

Task templates

Reusable checklists for multi-step tickets.

Access provisioning

Applications, access levels, and policies.

Foundry

Build custom actions against your own APIs.

Best practices

Opinionated pages for the decisions that are easy to get wrong and expensive to unwind.

Channels, views, and categories

Which one to reach for, and why fewer channels is better.

Writing agent rules

What belongs in a rule versus the custom prompt.

Portal and privacy

What turning the Portal on actually exposes.

Knowledge for AI

How to structure documents so retrieval works.

Rolling out to your company

Rollout checklist

A week-by-week plan from pilot to company-wide.

Announcement templates

Copy you can paste into Slack on launch day.
Last modified on September 17, 2026