> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ravenna.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Guides

> Start here to find the right Ravenna guide: launch a service desk from scratch, build a specific outcome with a playbook, or look up a single task.

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.

<CardGroup cols={3}>
  <Card title="Launch from scratch" icon="rocket" href="/guides/day-one/overview">
    The Day one track. Nine steps from an empty workspace to a live AI service desk in Slack.
  </Card>

  <Card title="Launch a department" icon="target" href="#playbooks">
    Playbooks for IT, HR, Finance, Legal, Security, and RevOps, plus the setups every desk shares.
  </Card>

  <Card title="Do one thing" icon="wrench" href="#how-to">
    Short how-to pages for a single task, plus opinionated best practices.
  </Card>
</CardGroup>

## New to Ravenna

Work through [Day one](/guides/day-one/overview) 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](/guides/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:

<CardGroup cols={3}>
  <Card title="IT" icon="laptop" href="/guides/playbooks/it/overview">
    Help desk, software access, and device lifecycle.
  </Card>

  <Card title="HR and People" icon="users" href="/guides/playbooks/hr/overview">
    A private desk, onboarding, and offboarding.
  </Card>

  <Card title="Finance" icon="receipt" href="/guides/playbooks/finance/overview">
    Purchase approvals, expenses, and invoices.
  </Card>

  <Card title="Legal" icon="scale" href="/guides/playbooks/legal/overview">
    Contract review and policy questions.
  </Card>

  <Card title="Security" icon="shield" href="/guides/playbooks/security/overview">
    Incident intake and access reviews.
  </Card>

  <Card title="RevOps" icon="chart-line" href="/guides/playbooks/revops/overview">
    Deal desk and go-to-market tooling.
  </Card>
</CardGroup>

Five more playbooks are not owned by any one department. Every desk reaches for them eventually:

<CardGroup cols={2}>
  <Card title="Approval flows" icon="check-check" href="/guides/playbooks/approval-flows" horizontal>
    Rounds, parallel approvers, and approving from chat.
  </Card>

  <Card title="Launch the Portal" icon="globe" href="/guides/playbooks/launch-the-portal" horizontal>
    A web front door for people who do not live in Slack.
  </Card>

  <Card title="Email support" icon="mail" href="/guides/playbooks/email-support" horizontal>
    Point an existing shared inbox at a channel.
  </Card>

  <Card title="SLAs and business hours" icon="timer" href="/guides/playbooks/slas-and-business-hours" horizontal>
    Response targets that respect your working week.
  </Card>

  <Card title="Reporting and briefs" icon="chart-column-big" href="/guides/playbooks/reporting-and-briefs" horizontal>
    Dashboards, CSAT, and a weekly brief in Slack.
  </Card>

  <Card title="All playbooks" icon="book-open" href="/guides/playbooks/overview" horizontal>
    The full index, with guidance on which department to start with.
  </Card>
</CardGroup>

## How to

<CardGroup cols={2}>
  <Card title="Copilot recipes" icon="sparkles" href="/guides/how-to/copilot-recipes" horizontal>
    Prompts that do real work, grouped by job.
  </Card>

  <Card title="Connect an MCP client" icon="plug" href="/guides/how-to/connect-an-mcp-client" horizontal>
    Use Ravenna from Claude, Cursor, or Windsurf.
  </Card>

  <Card title="Close knowledge gaps" icon="book-open" href="/guides/how-to/close-knowledge-gaps" horizontal>
    Turn unanswered questions into articles.
  </Card>

  <Card title="Task templates" icon="list-checks" href="/guides/how-to/task-templates" horizontal>
    Reusable checklists for multi-step tickets.
  </Card>

  <Card title="Access provisioning" icon="key" href="/guides/how-to/setting-up-access-provisioning" horizontal>
    Applications, access levels, and policies.
  </Card>

  <Card title="Foundry" icon="hammer" href="/guides/how-to/foundry/overview" horizontal>
    Build custom actions against your own APIs.
  </Card>
</CardGroup>

## Best practices

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

<CardGroup cols={2}>
  <Card title="Channels, views, and categories" icon="layout-grid" href="/guides/best-practices/channels-views-categories" horizontal>
    Which one to reach for, and why fewer channels is better.
  </Card>

  <Card title="Writing agent rules" icon="scroll-text" href="/guides/best-practices/writing-agent-rules" horizontal>
    What belongs in a rule versus the custom prompt.
  </Card>

  <Card title="Portal and privacy" icon="shield" href="/guides/best-practices/portal-and-privacy" horizontal>
    What turning the Portal on actually exposes.
  </Card>

  <Card title="Knowledge for AI" icon="library" href="/guides/best-practices/knowledge-for-ai" horizontal>
    How to structure documents so retrieval works.
  </Card>
</CardGroup>

## Rolling out to your company

<CardGroup cols={2}>
  <Card title="Rollout checklist" icon="calendar-check" href="/guides/resources/rollout-checklist" horizontal>
    A week-by-week plan from pilot to company-wide.
  </Card>

  <Card title="Announcement templates" icon="megaphone" href="/guides/user-onboarding/announcements" horizontal>
    Copy you can paste into Slack on launch day.
  </Card>
</CardGroup>


## Related topics

- [Foundry guide](/guides/how-to/foundry/overview.md)
- [Setting up access provisioning](/guides/how-to/setting-up-access-provisioning.md)
- [Announcements](/guides/user-onboarding/announcements.md)
- [Slack Workflow Builder](/integrations/slack/workflow-builder.md)
- [AI briefs](/documentation/measure/ai-briefs.md)