Public operational guidance

Guidelines Centre

Current, non-sensitive guides for builders, sales teams and prospects. Read online or download a selectable-text PDF to use in your own planning.

Versioned source-of-truth guides

Choose a guide

Each guide is versioned and dated.

Builder customer

Sign in safely, complete the optional company profile, orient yourself in the Dashboard, and take the first private workspace actions.

Builder customer and sales team

Prepare a Website Project, content and media, then review readiness without confusing a saved draft with public delivery.

Builder customer and sales team

Understand ownership, exact platform DNS guidance, verification and TLS gates, and why no timing or public-delivery promise is implied.

IND EstatePilot sales team and builder customers

Use a factual discovery, workspace setup, hand-off and escalation sequence for a safe customer launch journey.

All users

Share public guidance safely with an approved AI assistant while keeping private account, customer and operational information out of prompts.