Skip to content

BOB User Manual

BOB — the Business Operating Brain. This is the full user manual: a classical software description covering the system, its modules, its data model, and its operation. Read chapters 1–5 in order once; everything after that is designed for direct access.

A promise about this guide You do not need to be technical to use BOB. You never edit code: you describe what you need in plain English, review what comes back, and approve it. Installing it yourself is the technical part (Node, npm, WSL2 on Windows and a terminal); assisted setup does that for you.

Contents

Part I — Orientation

# Chapter
1 Introduction — purpose, audience, conventions
2 System Overview — what BOB is and the four-layer architecture
3 Getting Started — install to first deliverable
4 Working with BOB Day to Day — the core loop and invocation
5 Core Concepts, Made Simple — vault, skills, playbooks, models

Part II — The System

# Chapter
6 The Workspace — panels, dashboards, and views you navigate
7 The Data Model — entities, relationships, lifecycles, folders

Part III — Functional Modules

# Chapter
8 Sales & CRM — leads, deals, proposals, pipeline
9 Marketing & Content — brand, content, channels, audits
10 Finance & Administration — AR/AP, close, reporting
11 Operations & Projects — projects, meetings, processes, suppliers
12 HR & People — people records, recruiting, performance
13 Strategy & Management — decisions, analysis, planning, KPIs

Part IV — The Machinery

# Chapter
14 The Skills System — anatomy, routing, quality management
15 The Skill Catalog — representative skills by area
16 Playbooks & Processes — multi-step recipes and governed processes
17 The Operating Cadence — daily, weekly, and monthly rhythm

Part V — Operation & Assurance

# Chapter
18 Administration & Configuration — models, validation, backups, updates
19 Data Handling & Safety — storage vs inference, drafts-first, review discipline
20 Troubleshooting & FAQ — quick answers when something feels off

Part VI — Reference

# Chapter
21 Reference & Glossary — folder map, entity reference, glossary
22 One-Page Cheat Sheet — print it, pin it by your desk