Training Manual · v1.0

Everything you need to run Velocity Ops.

Ten sections, roughly ten minutes to read. Bookmark it — the shortcuts alone are worth it.

01

Quickstart · from zero to first order in five minutes

Velocity Ops is one console for pipeline, inventory, and fulfillment — with an AI Ops Copilot that reads your data and drafts the next action. There's nothing to install to try it: sign in, complete a 3-step onboarding wizard, and you land on the Console.

  • Go to /auth and sign in with email + password or Google.
  • Complete the onboarding wizard (identity → business → settings). Choose your primary use case and weekly pipeline target — the Copilot uses these.
  • You'll land on /console. Press ⌘K anywhere to open the command palette.

That's it. Everything below is depth on each surface.

02

The Console · your four working surfaces

The console is a single page with four tabs, all sharing one data model. Move between them with the tab bar or the keyboard.

  • Pipeline · Opportunities you're pursuing. Track units, revenue, and status from pipeline → awaiting parts → in production → fulfilled → invoiced.
  • Inventory · Parts you carry. Track on-hand, reorder point, and unit cost. Low-stock alerts fire against reorder_at.
  • Fulfillment · Purchase orders linking parts to opportunities. Track status draft → ordered → in transit → received.
  • Copilot · A persistent chat thread that remembers across sessions and can reason about your live data.

Every row you see is filtered by row-level security — you only see what you own. There is no global admin view without an explicit admin role.

03

Creating, editing, and deleting records

Every tab has a New button in the top right. It opens a form panel; save persists to your workspace immediately. Existing rows show Edit and Delete on hover.

  • Opportunities need a unique ref (e.g. OPP-9485), a client, units, and estimated revenue. Description is optional but improves Copilot suggestions.
  • Parts need a unique SKU. Set reorder_at higher than lead-time demand to avoid stockouts.
  • Purchase orders can link to a part and to an opportunity, so you can trace 'why did we order this?' from either side.

Prefer keyboard? Press n in any tab to open the New form — same as clicking the button.

04

AI Ops Copilot · think out loud with your data

The Copilot is a chat surface with access to your operations context. Its thread persists across sessions, so ongoing planning conversations survive a reload.

It's most useful when you ask specific, actionable questions. Try prompts like:

  • Why is OPP-9485 stuck and what should I do?
  • Draft a purchase order plan for Part-X42 given current velocity.
  • Which opportunities are at risk of missing this quarter's target and why?
  • Summarize what changed in the last 7 days across pipeline and fulfillment.

The Copilot only reads what your row-level security allows — the same data you see in Pipeline / Inventory / Fulfillment. It cannot see another tenant.

05

Keyboard command surface (⌘K)

Velocity Ops is built to be driven from the keyboard. The command palette is always one keystroke away.

  • ⌘K / Ctrl-K · open the command palette
  • g then p / i / f / c · go to Pipeline / Inventory / Fulfillment / Copilot
  • n · new record in the current tab
  • / · jump to the Copilot input
  • b · take a movement break now
  • ? · open the shortcut & focus settings sheet
  • Esc · close any modal, palette, or dialog

You can hide the on-screen key hints in the ? sheet if you already have the shortcuts memorized.

06

Focus coach · move, breathe, refocus

The focus coach prompts a short movement / breath / eye / focus break at a smart interval — by default around every 25 minutes of active work.

It's genuinely smart, not just a timer. Velocity Ops measures your interaction intensity: heavy typing and clicking pull the next break in a little earlier; long idle periods count as a break already, so the timer resets without pestering you. If the tab is hidden, the coach waits.

Each break rotates through 8 exercises: neck & shoulder release, box breathing, air squats, 20-20-20 eye reset, wrist flushes, hip openers, a 90-second walk, and a single-task pact.

  • Adjust interval, snooze length, and enable/disable in the ? sheet.
  • Your preferences persist to your account and roam across devices.
  • Velocity Ops also logs anonymous ergonomics events so you can see your own 7-day activity in the same sheet.
07

Admin & roles

Every user has a role stored in a dedicated user_roles table (never on the user profile — that's a common privilege-escalation footgun we avoid).

  • Engineer · read and write operational data. Default for technical staff.
  • Planner · read and write pipeline, inventory, fulfillment. Default new-user role.
  • Administrator · adds role management and workspace-level settings.

Elevated actions are checked server-side via a security-definer has_role function, so a compromised client cannot self-promote.

08

Security posture at a glance

Velocity Ops follows a strict least-privilege model. This is the short version — request the full security package from Enterprise sales for the long one.

  • Every user-data table has row-level security ON and a policy scoped to auth.uid().
  • Auth uses short-lived JWTs with automatic refresh; session tokens are never sent to third parties.
  • Server-side operations run inside signed server functions with a bearer token attached automatically — no service keys in the browser.
  • AI Copilot calls run server-side over the AI Gateway; your prompts and tool outputs are not used for model training.
  • TLS 1.3 in transit, encryption at rest. Regular dependency vulnerability scans.
09

Install Velocity Ops as an app

Velocity Ops ships as a Progressive Web App. That means you can install it on any modern device without going through an app store.

  • Desktop (Chrome / Edge / Brave / Arc) · click the install icon in the address bar, or open the browser menu → Install Velocity Ops.
  • Android · in Chrome, tap ⋮ → Install app.
  • iPhone / iPad · in Safari, tap the Share icon → Add to Home Screen.

Once installed, Velocity Ops opens in its own window with no browser chrome — feels native. See the Download section on the home page for a one-click install button when your browser supports it.

10

Troubleshooting

  • Copilot returns an error · usually a transient rate-limit. Retry in a few seconds. Check the browser console if it persists.
  • You see 'Unauthorized' or bounce to /auth · your session expired. Sign in again — a fresh session token will be minted.
  • A record you just created isn't in the list · reload. RLS policies apply to reads too, so double-check you're the owner.
  • Focus coach not firing · confirm it's enabled in the ? sheet, and make sure Velocity Ops's tab is actually focused (the coach pauses when the tab is hidden).

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