Ask Phil — Rootree Knowledge
Flexible & sustainable packaging · Burlington, ON
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Tool management
Tools that do the work, not just answer questions
Sophia answers from what your team knows. A tool goes further: you describe what you need, it does the job and returns a real result. Switch one on and it appears for the people you choose, and Sophia can run it for them mid-conversation.
Connectors
Connect the systems you already use so the assistant can do more in less time
Resources
Browse, upload, and tag your documents. Their text is used to answer questions.
DOCUMENTS
Upload documents
Drop files or a whole folder here
Read in-browser. Documents, spreadsheets, and images (screenshots are read with AI vision).
PDFDOCXTXTCSVMDHTMLImages
Admin tools for Resources. Most day-to-day work happens on the main Resources view; these are setup and maintenance controls.
Sort documents into areas
Reads every document and suggests an area for each, grouped so you can accept
a whole set at once. Tagging makes things easier to find later; Sophia answers
from every document either way.
Database connection
Luminna only. Infrastructure setupr; it lives here for now.
Project URL
Anon Key
Setup: Go to supabase.com → New project → Settings → API → copy Project URL and anon key.
Your data syncs in real-time across all users. Free tier handles the full Rootree team.
Your data syncs in real-time across all users. Free tier handles the full Rootree team.
Connected to Supabase
Danger zone
Remove every document from Resources. Use this to reset before a clean re-import. Cannot be undone.
🧭 Job Wizard
AI-guided step-by-step production assistant — Phil walks you through every step
How it works
Select a job type below → Phil reads the relevant manual → guides you through every step → asks QA checkpoints → logs completion.
Upload production manuals in Resources to unlock more job types.
Upload production manuals in Resources to unlock more job types.
Select Job Type
Or describe a custom job
🧭
Step 1
0%
✅
Job Complete
🧠
Production Intelligence
Tribal knowledge that feeds scheduling decisions — segregated from general Q&A
✨ Phil's suggested rules
✓ Rule saved — Phil will apply it on next scheduler load
Override decisions that ops can promote to permanent Production KC rules
Team threads
Questions across the team, and the answers that come back
Team threads
Questions across the team, and the answers that come back
Performance
How your team is using the platform
Ask Sophiaquestions asked, answered, and where managers still get pulled in
Questions asked
—
last 30 days, whole team
Answered by Sophia
—
without a manager
Answered on the spot
—
share that needed no manager
Sent to a manager
—
last 30 days
Answer quality
how people rated Sophia's answers
—
0 answers rated
Helpful
0
Not helpful
0
How questions get resolved
last 30 days
Where managers get pulled in
areas sending the most questions to a person, all time
Pulsereports, tips and suggestions the team shares, and the recognition they earn
Reports
0
issues and observations raised
Tips
0
know-how worth reusing
Suggestions
0
ideas to improve how things run
Beats awarded
0
recognition earned
Top contributors
people teaching the assistant the most
Usage by personwho is using Ask Sophia, and how much
System healthwhere to invest to make the tool work harder for your team
Where to put your effort
from your own questions and documents
Which areas need more material
questions asked against documents on file
Workspace
How your organisation appears, and how the assistant speaks for each area
Brand
Your organisation's name, logo, and what people see when they sign in.
Shown under your name in the sidebar.
Used in the header, and by the assistant when introducing the company.
The large line on the left of the sign-in screen, under your logo. The points beneath it are set by Luminna.
AI assistant
Personalise your assistant: what she is called, how she sounds, and how she opens a conversation.
Teams
Create people, set their role and department, and issue a PIN. Only you and workspace administrators can do this.
The Admin chip marks who can also administer the workspace. The PIN is a stand-in for Microsoft sign-in; each person also has an email now (unused today) so Microsoft can match them to this record later.
Invite someone
They sign in with their email — no password. You set the role and department.
Name
Email — how they sign in
Photo — optional
Remove
Short name — used internally
PIN — optional, for shared terminals
Role
Department
In this department
Can administer the workspace
Invite people, manage departments and areas. Super Admin always has it.
Delete user
✓ Saved and indexed.
🌐
External Contributors & Knowledge Sharing
Add experts from inside or outside Rootree. External contributors can share knowledge across organisations when Rootree enables sharing.
Add Contributor
Allow sharing outside Rootree
Responses from this contributor can be shared with external partners when Rootree enables org-level sharing
Team threads
Questions directed to you from the Rootree team
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Shared Responses
Responses approved for sharing outside Rootree
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