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<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width,initial-scale=1">
<title>Concepta — Work in Progress</title>
<link rel="preconnect" href="https://fonts.googleapis.com">
<link href="https://fonts.googleapis.com/css2?family=Syne:wght@600;700;800&family=DM+Sans:ital,opsz,wght@0,9..40,300;0,9..40,400;0,9..40,500;0,9..40,600&display=swap" rel="stylesheet">
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/* ── Beta Pilot links ── */
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<div class="nav-links">
<a href="Index.html">Home</a>
<a href="Phase1_Start_Here.html" class="nav-pilot">⚡ Pilot — Start Here</a>
<a href="Diagram_Beta_Pilot_Manual.html" class="nav-pilot">Pilot — Workflow</a>
<a href="Reference_Phase1_Workflow.html" class="nav-pilot">Pilot — Reference</a>
<div class="nav-div"></div>
<a href="Concepta_Intake_Process_Executive_Brief.html">Initiative Brief</a>
<a href="Workflow_Macro_Visual.html" class="nav-workflow">Future Phase Workflow</a>
<div class="nav-div"></div>
<a href="Reference_Prerequisites_GoLive.html">Account Setup</a>
<a href="Reference_Intake_Form.html">Intake / Request Tracking</a>
<a href="Reference_Budget_Model.html">Budget Model</a>
<div class="nav-div"></div>
<a href="Templates.html" class="nav-templates">⊞ Templates</a>
<a href="https://www.notion.so/concepta/Internal-Team-Meetings-17b4767c73b0802fae20ecc7c6981ad5" target="_blank" class="nav-templates" style="margin-left:2px">📋 Meeting Notes</a>
<a href="WIP.html" class="nav-wip nav-active" style="margin-left:2px">🚧 WIP</a>
</div>
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<div class="page">
<div class="page-heading">
<div class="wip-badge">🚧 Work In Progress</div>
<h1>Work In Progress</h1>
<p>Documents and views currently being built or refined. These are not yet ready for the full team — linked here for visibility and easy access.</p>
</div>
<div class="wip-grid">
<div class="wip-card">
<div class="wip-card-left">
<div class="wip-card-label"><span class="wip-tag">WIP</span> Client Visibility · Draft</div>
<h2>Client Billing View — Epic-Based Budget & Activity Summary</h2>
<p>Draft client-facing billing view showing all logged activities organized by service epic — Planning/Ops, Production Support, Maintenance/Dev, Deployments, Buffer. Each epic shows hours logged vs baseline allocation with itemized ticket activity. Placeholder data using Service Finance as the reference account. Being refined before rollout to all accounts.</p>
</div>
<div class="wip-card-right">
<a href="Client_Billing_View.html" class="btn-open">Open →</a>
<span class="wip-note">In progress · April 2026</span>
</div>
</div>
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<div style="margin-top:28px;padding-top:28px;border-top:1.5px solid #e2e8f0">
<div style="font-family:'Syne',sans-serif;font-size:10px;font-weight:700;color:#7c3aed;letter-spacing:1px;text-transform:uppercase;margin-bottom:6px">Future Phase — Starts After Manual Pilot Sign-Off</div>
<h2 style="font-family:'Syne',sans-serif;font-size:16px;font-weight:800;color:#0f172a;margin-bottom:6px">AI Agent</h2>
<p style="font-size:12px;color:#64748b;line-height:1.65;max-width:600px;margin-bottom:16px">The AI Agent is introduced only after the manual intake process and supporting toolkit have been validated end to end. The goal is a proven, team-aligned process first — then automation. These documents are ready for planning and future reference but are not active during the pilot.</p>
<div style="background:#f5f3ff;border:1.5px solid #c4b5fd;border-radius:10px;padding:12px 16px;margin-bottom:16px;display:flex;align-items:center;gap:10px">
<span style="font-size:16px;flex-shrink:0">🤖</span>
<span style="font-size:12px;color:#4c1d95;line-height:1.65"><strong>Not active during Phase 1.</strong> The manual pilot confirms the process works, the tools are correctly configured, and the team is aligned. Every step currently owned by "PDM (manual pilot) → AI Agent (Phase 2)" in the Workflow Map is performed by the PDM manually until sign-off is complete.</span>
</div>
<div class="wip-grid">
<div class="wip-card" style="border-color:#c4b5fd">
<div class="wip-card-left">
<div class="wip-card-label"><span class="wip-tag" style="background:#f5f3ff;color:#5b21b6;border-color:#c4b5fd">Future Phase</span> AI Agent · Configuration</div>
<h2>AI Agent MVP Definition & Per-Account Configuration</h2>
<p>Phase 1 and Phase 2 scope, 8 MVP acceptance criteria, and the complete per-account configuration checklist for the internal labs team and PDM. Use when configuring the agent on a new account after the manual pilot is complete.</p>
</div>
<div class="wip-card-right">
<a href="Reference_AI_Agent_MVP.html" class="btn-open">Open →</a>
<span class="wip-note">Future Phase · Not active yet</span>
</div>
</div>
<div class="wip-card" style="border-color:#c4b5fd">
<div class="wip-card-left">
<div class="wip-card-label"><span class="wip-tag" style="background:#f5f3ff;color:#5b21b6;border-color:#c4b5fd">Future Phase</span> AI Agent · Labs Team Build Spec</div>
<h2>AI Agent — Build Specification</h2>
<p>Complete technical spec for the labs team — integrations, triggers, action logic, notification templates, per-account config object, and all 8 acceptance test cases. This is the build document for when the AI Agent development starts after the manual pilot is validated.</p>
</div>
<div class="wip-card-right">
<a href="Reference_AI_Agent_Technical_Spec.html" class="btn-open">Open →</a>
<span class="wip-note">Future Phase · Not active yet</span>
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Concepta · Intake & Request Processing Initiative · Work In Progress
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