Most onboarding tools are either too simple (a checklist app) or too complex (an enterprise CRM nobody actually uses). Embark hits the sweet spot — it's powerful enough to handle real operational complexity, but designed to be fun to use every single day.

• ✅ Full visibility across every active client at a glance
• 🎮 Gamified — earn XP, level up, unlock achievements
• ⚡ Blazing fast — runs entirely in the browser, no backend required
• 🧩 Modular — configure exactly the dashboard you want
• 🤖 AI-assisted — health summaries, risk briefs, portfolio intelligence, proactive anomaly detection
• 📝 Built-in Studio — Notion-like workspace for docs, runbooks, and meeting notes alongside your client data
• 📦 PWA — install it like a native app, works offline

A full Notion-style writing workspace, now built into Embark. Create rich documents, meeting notes, SOPs, and runbooks — right alongside your client data.

Tiptap-powered rich-text editor with 13 slash commands: Headings (H1–H3), bullet lists, numbered lists, to-do lists, code blocks, tables, toggle blocks, and callout blocks. Bubble toolbar for Bold, Italic, Underline, Inline Code, and Link. Unlimited nested pages with sidebar navigation.

Click Add cover above any page title to choose from 6 preset gradient banners — no file uploads, no storage bloat. Hover the banner to change or remove it.

Press Ctrl+\ or click the Focus button to hide the sidebar and AI bar — just you and the editor. Press Escape to exit.

Drag the ⠿ handle on any root page to reorder your workspace. Order persists across sessions. Pinned pages stay anchored at the top.

Click the ≡ button in any page to open a live right-side panel listing all H1/H2/H3 headings. Click any entry to scroll directly to that heading — updates in real-time as you type.

Type @ in the editor to get a dropdown of your Embark clients. Select one to insert a styled @ClientName chip. Click the chip to jump directly to that client's card.

Press ? anywhere in the Studio (or click the keyboard button in the toolbar) to see a full two-column reference of all Studio shortcuts — formatting, slash commands, and navigation.

Press Ctrl+K to open a live search across all page titles and content with breadcrumb navigation paths.

Export any page as a .md file from the ⋯ menu. Word count and estimated reading time shown in the footer.

A focused hardening release addressing security vulnerabilities, data bugs, and performance issues surfaced by a full codebase audit.

• API key protection — Anthropic API key no longer written to localStorage. It lives only in memory and is never persisted to storage.
• XSS fix in portal export — All client-controlled values (names, task titles, phase names, etc.) are now HTML-escaped before being written into exported portal files.
• iframe embed allowlist — Embedded media URLs are validated against a strict allowlist (Loom, YouTube, Calendly, Typeform). A sandbox bypass (allow-same-origin + allow-scripts) has been removed.

• Webhook backup/restore data loss — All webhook endpoints were silently lost on every backup restore due to a storage key mismatch. Fixed.
• Health score accuracy — New clients no longer start at a perfect 100/100. Communication recency now defaults to 0.
• SLA accuracy — The first-response SLA is now dismissed by actual communication entries, not by any completed internal task.
• Client filter accuracy — Clients with no contact history no longer match "last contacted within N days" filters.
• Go-live date off-by-one — Date comparisons now normalize to local midnight, fixing a 1-day error for users outside UTC.
• the_planner deed — Can now be unlocked (was registered but never evaluated).
• Storage keys standardized — onboarding-clients and onboarding-automations renamed to embark-clients / embark-automations. Existing data is auto-migrated.

• Memoized expensive per-card computations (health score, churn risk, next action, go-live forecast)
• Fixed requestAnimationFrame and setTimeout memory leaks on component unmount
• Fixed a gamification overlay dismiss loop
• Stabilized notification helper re-memoization cascade

See CHANGELOG.md for the full list of 35 fixes.

Onboard a whole batch of contacts without going through the intake wizard one at a time.

Paste a list of emails into Settings → Data. Embark groups them by domain into named client drafts, flags any domain that already has a client (so you never create duplicates), lets you fill in contact names and mark the primary contact, then creates everything in one click.

Download a clean CSV of every contact email across all clients — Client Name, Contact Name, Email, Title, Is Primary, Phone. Falls back to the legacy client email for older records.

Embark v8.0 is a full competitive upgrade — closing every gap against Rocketlane, Arrows.to, GUIDEcx, and ChurnZero with 14 new features across four tiers.

Every client portal now reflects your brand. Upload a logo, set your accent color, company name, and tagline in Settings → Branding. Clients see your identity, not Embark's.

Attach Loom videos, YouTube tutorials, Calendly booking links, and Typeform surveys directly inside checklist tasks. Clients see the embed inline in their portal — watch the walkthrough and complete the task in one place. URLs are auto-detected; Loom and YouTube share links are automatically converted to embed URLs.

Mark any task as requiring client approval. Clients see Approve / Request Changes buttons in their portal. Approved tasks auto-complete; rejections capture a note. Pending approvals surface in Focus Mode with a count badge.

One-click generation of a structured client update — Executive Summary, Progress, What's Next, and Blockers — using live client data. Copy to clipboard or send via email template. Last 5 reports per client are saved for reference.

Before every call, click Meeting Brief for an instant pre-call intelligence brief — health snapshot, recent communications, open action items, AI-suggested talking points, and a suggested agenda. Auto-generates on open.

Generate a complete onboarding plan from a prompt. Pick industry, complexity, and team size in the new client wizard and Embark builds phases, tasks, owners, and due dates. Preview, accept, or regenerate.

• Go-Live Forecast — velocity-based prediction (tasks/day over 14 days) shown on every client card; "On-Time Forecast %" stat on the dashboard
• Engagement Score — 0–100 score measuring portal recency, client task completion, comms frequency, and response speed; Engagement Watch leaderboard on the dashboard
• Churn Risk — health history slope classified as Stable / Declining / High Risk; Churn Watch section on the dashboard
• NPS / CSAT — shareable /#survey/{id} links; styled 0–10 scale survey; NPS Overview widget (promoters / passives / detractors) when 3+ clients have responded

Multi-condition AND/OR filter builder in the client list. Filter by health, status, priority, lifecycle stage, last contact, go-live proximity, MRR, and more. Three built-in quick segments: At Risk Renewals, Stalled Onboardings, High Value + Low Health. Save custom segments for reuse.

New send_email_sequence automation action with a per-step template + delay builder and horizontal timeline visualizer. New phase_completed trigger fires sequences when a phase is advanced.

New Capacity tab in Team Manager shows each member's active clients, open tasks, and a color-coded capacity bar (green / yellow / red). The member with the most headroom is flagged as Recommended. Configurable per-member capacity limits.

After graduation, create a 90-Day or Annual Success Plan with Adoption, QBR, Expansion, and Renewal Prep tracks. Inline KPI editing (adoption %, MRR expansion, QBR status, NPS target). Prompted automatically after every graduation.

A full drag-and-drop task board spanning every active client. Four columns — To Do, In Progress, Blocked, Done. Filter down to specific clients so the board stays focused instead of showing hundreds of cards. Click any card to open a slide-in drawer with subtasks, comments, and status controls. Every client also gets its own board tab in their detail view.

The client portal is no longer read-only. Clients can now check off their own tasks, leave per-task comments, post project status updates, and attach files — all from the same shareable URL they already have. CSMs see a "Last viewed by client: X ago" badge and can toggle between Client View and a CSM Summary that shows portal activity at a glance.

AI that acts before you ask:

• AI Risk Brief — per-client panel with a Low / Medium / High / Critical tier badge. Critical tier pulses red.
• AI Portfolio Brief — dashboard widget that scans all active clients and surfaces the top 3 at-risk ones with recommended plays.
• Anomaly Detection — background monitor checks every 60 seconds for health drops and fires alerts to the Morning Briefing automatically.
• AI Draft — ✨ button in the Communication Timeline pre-fills your summary based on recent activity.
• "Why at risk?" — 🧠 button in Focus Mode opens an AI chat pre-seeded with that client's context for instant triage.

Build intake forms with 7 field types and conditional logic, publish them at a public /#form/{id} URL, and Embark automatically creates the client and applies your chosen template when a prospect submits. No manual entry needed.

Track every minute against real client work:

• Live timer with a pulsing red indicator on the active task
• Manual log with hours/minutes, billable toggle, and note
• Per-client Time Report tab showing total, billable, and non-billable hours broken down by task
• Time Report dashboard widget ranking your top clients by hours

Choose from 15 configurable widgets via Build-A-Dash — each user picks exactly what they want to see. Stats bar, client health grid, SLA status, CRM pipeline, renewals countdown, go-live dates, AI portfolio brief, time report, and more. Your dashboard, your way.

Every client gets a 0–100 health score computed in real-time from task completion rate, SLA status, communication recency, and blocked tasks. Color-coded badges (green / yellow / red) make at-risk clients impossible to miss.

Pick your hero class and earn XP for doing your job:

Level up, unlock deeds (achievements), and compete on the 🏆 Hall of Heroes leaderboard with your team.

• Health Pulse — 3–5 sentence AI health summary for any client, cached and refreshable
• AI Risk Brief — tier-rated risk assessment (Low → Critical) with proactive alerts
• AI Portfolio Brief — portfolio-wide analysis surfacing at-risk clients with recommended plays
• Kickoff Pack Generator — one-click AI draft of a client-facing kickoff email + internal team brief
• Smart Task Suggestions — AI recommends checklist tasks based on services and go-live date
• AI Status Reports — structured client update with Executive Summary, Progress, What's Next, and Blockers
• AI Meeting Brief — pre-call intelligence brief with health, comms, action items, and suggested agenda
• AI Plan Generator — generate a full phase + task plan from industry/complexity inputs in the new client wizard

Build no-code automation rules: "When priority changes to High → notify the team." Triggers, conditions, and actions — all visual, no code required.

Organize work into phases. Tasks in later phases are locked until all prior-phase work is done. No more jumping ahead and leaving gaps.

When every checklist item is done, Embark fires confetti 🎉, generates an AI handoff summary, pins it as a note, and awards 75 XP. Completing a client actually feels like an achievement.

Generate a beautiful, shareable two-way portal for your clients. Clients can check off tasks, leave comments, post status updates, and attach files — all from the same URL. Embark shows CSMs when the client last visited.

# Install dependencies
npm install

# Start dev server
npm run dev

# Run tests
npm run test:run

# Build for production
npm run build

Open http://localhost:5173, register an account, and the 5-step onboarding wizard will walk you through everything. ✨

The project is fully pre-configured for one-click Railway deployment:

1. Push to GitHub
2. Connect your repo at railway.app
3. Optionally add VITE_SENTRY_DSN for error monitoring
4. Railway auto-detects railway.toml → builds via Dockerfile → deploys 🎉

See .env.example for all environment variables.

• 🗄️ PostgreSQL backend (Railway) for real multi-user persistence
• 🔒 RBAC — role-based permissions per team
• 📧 Real email delivery (SMTP / SendGrid) — sequences fire for real
• 📱 Native mobile app
• 🔄 CRM bi-directional sync (Salesforce, HubSpot)
• 💬 Real-time multi-user collaboration (WebSocket)