
AI-powered knowledge base built for the moment of performance
ScreenSteps is a Knowledge Ops platform that helps organizations capture, organize, and deliver standard operating procedures (SOPs) to employees in real time. It combines step-by-step article authoring with decision trees, checklists, and an in-app Sidekick browser extension so teams can find the right guidance exactly when they need it. ScreenSteps is widely used in regulated and procedure-heavy industries such as credit unions, banks, contact centers, and healthcare.
Generate SOPs from voice transcription, automated screenshots, and prompt-based article creation.
Build detailed guides with rich text, annotated screenshots, and structured steps without needing technical writers.
Guide employees through complex, branching procedures interactively.
Surface relevant SOPs and articles in-app, right where employees do their work.
Let users ask questions and quickly locate certified answers across the knowledge hub.
Keep articles accurate with verification workflows and change notifications when processes update.
Organize certified internal and customer-facing content hierarchically for fast navigation.
Give agents decision trees and SOPs they can follow live during calls to handle complex scenarios consistently.
Reduce ramp time by giving new hires step-by-step procedures they can reference on the job.
Maintain certified, up-to-date procedures for credit unions, banks, and healthcare to ensure consistent, compliant performance.
Capture process knowledge out of PDFs, shared drives, and experts' heads into a single maintained hub.
Collect employee feedback on articles to continuously maintain accuracy.

Open-source AI platform for intelligent agents and private enterprise search