SHIFT SOME TIMBER

Good to see you. Here’s what’s happening at Shift.

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Connect Shift HQ to Shift Core to load live business data.
Total people—registered records
Registered—lifecycle stage
Cases—member/support cases
Pharmacy orders—tracked by Shift Core
Open support—tickets needing attention
Overdue tasks—follow-ups past due
New this week—registrations
HQ alerts—Shift Intelligence

CRM

Recent people

Connect HQ to load recent registrations.

✦ SHIFT INTELLIGENCE

Your daily brief

Once connected, Shift HQ will turn your live data into useful actions — not just charts.

MembersMOTOrdersEngagement

PIPELINE

Lifecycle snapshot

TASKS

Things to do

No HQ tasks loaded yet.

CRM

People

One record for every lead, member and customer.

PersonStageMembershipSourceCasesLast activity
Connect HQ to load CRM.

CRM

Lifecycle pipeline

Open a person to update their stage safely.

WORK

Tasks

Follow-ups, callbacks and internal actions.

Connect HQ to load tasks.

COMMERCE

Orders

Track every order from payment through fulfilment.

Orders—all time
Paid revenue—gross
Open—needs action
Refunded—order count
OrderCustomerStatusTotalPaymentCreated
Connect HQ to load orders.

COMMERCE

Products & SKUs

Memberships, Timber Mill products and future services.

CMS

Website editor

Edit managed content without touching HTML.

Managed website content

Start with the content that changes most often: banners, CTAs, FAQs, pricing copy and programme messaging.

Publishing workflow

Draft→Review→Published

Section 3 stores content and publishing state. Later sections will wire selected live pages to read these managed blocks from Shift Core.

Static public pages stay fast. Only genuinely editable content moves into the CMS.

CONTENT

Knowledge Hub CMS

Draft, review, schedule and publish evidence-led content.

ArticleStatusCategoryAuthorPublishUpdated
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SUPPORT

Support inbox

Tickets with the member record right beside them.

Open—needs action
Urgent—high priority
Waiting—awaiting member
Closed—resolved
TicketPersonPriorityStatusOwnerUpdated
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✦ SHIFT INTELLIGENCE

What needs your attention?

Actionable signals from Shift Core — designed to become the operating brain of HQ.

DAILY BRIEF

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AI LAYER

Provider-neutral by design

These V1 alerts are deterministic and auditable. The same interface is ready for a future model router so Shift AI can explain patterns, build segments, recommend campaigns and answer natural-language questions without making core business logic dependent on one AI supplier.

SECURITY

HQ users & permissions

Named staff accounts. No shared admin login.

UserRoleMFAStatusLast loginCreated
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PERMISSION BOUNDARY

Health data is not ordinary CRM data.

Support, marketing and content roles do not automatically receive access to member health/MOT data. Health access is a separate permission.

GOVERNANCE

Audit trail

Who did what, when and to which record.

TimeActorActionEntityRecord
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MARKETING

Dynamic segments

Build reusable audiences from lifecycle, engagement and consent signals.

NameRuleMembersStatusUpdated
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COMMUNICATIONS

Campaigns

Create targeted communications without tying Shift HQ to a single delivery provider.

Draft—being built
Scheduled—queued
Sent—completed
Recipients—recorded sends
CampaignChannelAudienceStatusScheduleCreated
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LEAD CAPTURE

Forms & leads

Reusable lead forms, submissions and source tracking.

FormSlugStatusSubmissionsCreated
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AUTOMATION

Journeys & workflows

Trigger the right next action from member behaviour — with safety controls and an auditable run log.

Active—live workflows
Paused—held
Runs—logged executions
Failures—needs review
WorkflowTriggerActionStatusLast run
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COMMUNICATIONS

Delivery centre

Provider-neutral outbound messaging with delivery status and template control.

Queued—waiting to send
Sent—delivered to provider
Failed—needs review
Templates—available

OUTBOX

Message queue

ChannelRecipientTemplateStatusProviderCreated
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ADAPTERS

Delivery providers

Section 6 ships provider adapters as configurable placeholders. Real API credentials stay in Worker secrets, never the browser or GitHub.

CRM

Contact activity

A HubSpot-style stream of registrations, MOTs, tasks, support, orders and communications.

TimePersonEventDetailSource
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✦ SHIFT AI

HQ Copilot

Ask Shift HQ questions in plain English and turn answers into useful actions.

Shift AI

Ask me about members, MOT completion, engagement, support, orders, campaigns or follow-ups.

SHIFT AI CORE

Shift Academy

Teach it. Test it. Score it. Improve it — without letting it blindly train itself.

Knowledge—approved sources
Tests—permanent scenarios
Pass rate—latest runs
Needs review—human decision

CURRICULUM

Shift Brain

MODEL CONTROL

Shift Intelligence Stack

Shift owns the knowledge, memory, tests, tools, voice and safety layer. Underlying models are replaceable engines — including self-hosted open-weight models.

EVALUATION LAB

Permanent test bank

ScenarioModeSafetyVoiceLast result
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SOMEONE TO LEAN ON

Shift Shoulder Lab

“It’s good to talk. But sometimes it’s even better to know someone’s really listening.”

Shift Shoulder

Go on mate. I’m listening.

SHIFT BRAIN

Knowledge Engine

Ingest, chunk, retrieve and cite approved Shift knowledge.

Documents—approved + indexed
Chunks—retrievable units
Health tier 1—highest trust
Needs review—human approval

KNOWLEDGE SOURCES

Indexed library

RETRIEVAL TEST

Ask the Shift Brain

SHIFT ACADEMY

Synthetic Shifters

Fictional member personas hammering Shift AI before real customers do.

Personas—fictional Shifters
Scenarios—conversation tests
Pass—latest simulation
Review—needs a human
PersonaScenarioModeResultScore
No simulations yet.

MEMBER CONTROL

Shift Memory

Useful continuity without quietly hoovering up everything a member says.

MEMORY POLICY

What Shift can remember

Goals & preferencesUseful, editable, member-controlled
Programme progressWeight, waist, milestones and habits where consented
Conversation continuitySummaries, not indiscriminate transcripts
Sensitive health contextSeparate sensitivity flag + explicit consent basis
Shift ShoulderMemory off by default for highly sensitive disclosures unless the member explicitly chooses otherwise

CONTROL CENTRE

Test a member memory record

Enter a test member ID.

SHIFT AI INFRASTRUCTURE

Model Lab

Cloud, open-weight and self-hosted engines behind one Shift interface.

SELF-HOST FOUNDATION

Shift Model Gateway

Section 8 adds a formal adapter contract for self-hosted OpenAI-compatible endpoints.

Shift owns the knowledge, retrieval, memory, evaluations, tools, safety, member context and voice. The model itself is a replaceable engine.

SHIFT BRAIN

Automatic site indexing

Keep Shift AI synced with the public site and Knowledge Hub as approved content changes.

Pages indexed—approved pages
Chunks created—retrievable units
Changed—new versions
Errors—needs review

INDEX TARGETS

Approved sources

LATEST RUN

Indexing activity

No indexing run yet.

RETRIEVAL

Hybrid semantic search

Lexical relevance + semantic similarity + trust weighting behind one Shift Brain search.

TEST QUERY

Ask Shift Brain

SEARCH PIPELINE

How Shift ranks knowledge

1. Trust firstApproved health sources outrank general reference material.
2. Lexical matchExact terms and phrases.
3. Semantic matchMeaning similarity via embedding adapter.
4. FreshnessCurrent approved versions outrank superseded ones.
5. CitationsEvery returned chunk has a Shift Brain reference.

KNOWLEDGE GOVERNANCE

Source versions

Know what changed, when it changed and which version Shift AI is allowed to trust.

SourceVersionStatusChecksumEffectiveUpdated
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PRIVACY

Memory consent controls

Shift remembers because the member chose it — not because the AI fancied keeping it.

MEMORY MODES

Member choices

OffNo conversational memory beyond the current session.
UsefulGoals, preferences and progress summaries only.
PersonalBroader continuity, excluding highly sensitive Shoulder disclosures unless separately opted in.
Shoulder memorySeparate opt-in with its own delete control.

TEST MEMBER

Inspect consent state

Enter a member ID.

SHIFT AI INFRASTRUCTURE

Self-host blueprint

A practical path to running more of Shift AI on infrastructure we control.

DEPLOYMENT TIERS

Roadmap to greater independence

Tier A — Shift-owned orchestrationBrain, memory, retrieval, evaluations, tools, safety and voice.
Tier B — Self-host routine inferenceOpen-weight model behind Shift Model Gateway.
Tier C — Specialist Shift modelsAdapted models for Shift tone and domain tasks.
Tier D — Redundant model estateMultiple compatible engines to avoid supplier lock-in.

SHIFT HQ AUTOMATION

Scheduled jobs

Routine jobs that keep Shift Brain, CRM and communications moving without someone prodding buttons all day.

Enabled jobs—active schedules
Last 24h—executions
Failures—needs attention
Next due—UTC
JobScheduleStatusLast runNext run
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MEMBER JOURNEY

Live activity stream

One event rail for registrations, MOTs, goals, progress, AI conversations, orders and support touchpoints.

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COMMUNICATIONS

Shift outbox

Messages are queued, auditable and retryable before they leave Shift HQ.

Pending—ready to send
Sent—completed
Failed—retry/review
Suppressed—consent/safety
ToChannelSubjectStatusCreated
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SHIFT AI CONTROL

AI action approvals

Shift AI can suggest useful actions. Anything consequential waits for a human or member confirmation.

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DEPLOYMENT

Private launch check

A brutally simple readiness board: what is genuinely wired, what is optional, and what still needs doing.

PUBLIC SITE HYGIENE

Section 10 clean-up

Backend notes removedDeveloper/build notes are no longer intended to appear on customer-facing pages.
Contact CTAs improvedCall, WhatsApp and email prompts use warmer, more human Shift language.
Action boundariesAI can prepare; consequential sends/changes require the configured approval policy.

SHIFT CONVERSATION LAYER

Unified conversations

Email, forms, Shift AI, Shift Shoulder and future channels all feed one member/contact conversation stream.

Threads—all channels
Unmatched—needs linking
Questions found—candidate intelligence
Last 7 days—messages
ChannelContactSubject / summaryDirectionLinked memberTime
No conversations loaded.

SHIFT INTELLIGENCE LOOP

What are blokes actually asking us?

Turn recurring questions, phrases and content gaps into approved Shift knowledge — without treating anecdotes as medical facts.

Emerging questions—candidate Q&A
New terms—Shift Dictionary
Content gaps—Knowledge Hub ideas
Needs review—human approval

TRENDING QUESTIONS

What keeps coming up

CONTENT OPPORTUNITIES

What Shift should write next

SHIFT LANGUAGE

Shift Dictionary

How members actually say it — mapped to the proper terminology underneath.

Member phraseMaps toCategorySeenStatus
No terms loaded.

SHIFT BRAIN GOVERNANCE

Knowledge approval

Discovered → Draft → Needs review → Approved → Shift Brain.

No proposed knowledge yet.

IPHONE-FRIENDLY DEPLOYMENT

First-run setup

One place to finish configuration after upload — no editing files on your phone.

ONE-TAP ACTIONS

Finish Shift HQ from here

The aim is simple: upload the latest cumulative package, deploy, then complete setup from this screen. No editing JSON, Worker code or database SQL on an iPhone.

Sign in to Shift HQ

Use your named HQ account. MFA is supported for protected accounts.

Two-factor authentication

Enter the 6-digit code from your authenticator app.

Create the first Shift HQ owner

This one-time bootstrap requires the existing private ADMIN_API_KEY. After the owner exists, normal HQ access uses named accounts.

HQ security

MEMBER 360

Person

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New order

Product / SKU

Website content block

Knowledge Hub article

Support ticket

Add an HQ user

Create dynamic segment

Create campaign

Create lead form

Create workflow

Message template

Add permanent Shift AI test

Add approved knowledge