# Stepyo — Eliminate Key-Person Dependency in Operations > Stepyo is a SaaS platform that automatically captures tacit knowledge while your team works. It eliminates operational dependency on key individuals and accelerates onboarding by 10x for CS, Ops, and Support teams. > Stepyo é uma plataforma SaaS que captura conhecimento tácito automaticamente enquanto seu time trabalha. Elimina dependência operacional de pessoas-chave e acelera onboarding em 10x para times de CS, Ops e Atendimento. Website: https://app.stepyo.com.br Languages: English (EN) and Portuguese (PT-BR) — fully bilingual platform --- ## About Stepyo / Sobre o Stepyo Stepyo is a platform with 3 integrated layers: 1. **Capture** — Chrome Extension that records processes automatically while people work (screenshots, clicks, inputs, navigation). Zero manual documentation effort. 2. **Execution** — Guide Mode that executes step-by-step guides inside real systems with 3 modes: Teach (visual guidance), Auto (automatic execution), Test (validates learning). 3. **Memory** — Slack integration that captures institutional knowledge from conversations, classifies with AI, and enables semantic search (RAG). Additionally, Stepyo offers an **Embeddable SDK** (v2.0, 7.6KB) that SaaS companies can install in their own products to provide in-app interactive tutorials to their end users. Founded in 2025 by Paulo Henrique, specialist with 8+ years in SaaS startup operations. --- ## The Problem We Solve / Problema que Resolvemos "Only [name] knows how to do that" — critical business processes exist only in the heads of 1-2 people. Symptoms: - Onboarding takes 3+ months to reach real autonomy - 40-50 repeated questions/day in Slack - Seniors become bottlenecks (everyone waits for them) - Turnover causes operational chaos — knowledge leaves with people - Constant improvisation on processes Average cost: $45,000/year (R$ 180k/year) for 50-person companies. --- ## How It Works / Como Funciona 1. Senior executes process normally (no pausing to document) 2. Chrome Extension captures automatically (screenshots + actions) 3. AI structures into visual step-by-step guide with sensitive data blur 4. Guide becomes searchable and executable by anyone 5. Guide Mode guides the user inside the real system (not a simulation) 6. Memory captures knowledge from Slack conversations for semantic search Zero manual documentation effort. Zero workflow change. --- ## Platform Products / Produtos da Plataforma ### Chrome Extension (Production — v1.0.18) - Automatic capture of clicks, navigation, inputs - Screenshots with AI-powered sensitive data blur - Voice recording with automatic transcription - Export guides as PDF and Markdown - 181 guides created, 1,041 steps recorded ### Guide Mode — Interactive Assistant (Production) - **Teach Mode**: visual step-by-step overlay, highlights elements, navigates automatically - **Auto Mode**: executes actions automatically (clicks, fills, navigates) - **Test Mode**: validates if user can execute correctly without help - 6 action types: click, navigate, fill, select, scroll, custom - Auto-heal: if a selector breaks, system finds element through alternative strategies - Executes inside the real system (not a simulation) ### Memory — Institutional Knowledge (Production — Team tier) - Slack integration: OAuth, channel selection, message capture - AI classification (12 types): exception, precedent, workaround, knowledge, alert, approved, rejected, rule, guideline, brand_standard - Vector embeddings (pgvector) for semantic search - RAG Chat: natural language questions answered from knowledge base - Institutional glossary: terms, meanings, aliases, categories - Compliance review queue with risk scoring - Historical sync: import up to 730 days of Slack messages ### Embeddable SDK (Production — v2.0.0) - JavaScript widget (7.6KB gzip, Shadow DOM for CSS isolation) - API key authentication (SHA-256 hashed, rate limiting) - Visual configuration: primary color, button text, position, panel title - Domain whitelisting per API key - Full API: init, identify, startFlow, ask (AI chat), events tracking - Chat with SSE streaming + human agent escalation - Deep linking via URL params - Public integration documentation at /sdk-docs (9 sections) - 21 API endpoints ### Billing & Monetization (Production) - 4 plans: Free, Pro ($24/mo), Business ($67/mo), Enterprise (custom) - Stripe integration: checkout, webhooks, customer portal - Add-on packs (extra storage, AI, members) - Granular quotas per plan ### Analytics & Tracking (Production) - 323,000+ events tracked - Custom dashboard with visualizations - Short links with UTM tracking ### Compliance & Security (Production) - LGPD: consent logs, audit logs (549 records) - AI-powered sensitive data blur in screenshots - Row Level Security (RLS) on 44 tables - TLS 1.3 + AES-256 encryption - OAuth 2.0 for all integrations --- ## Use Cases / Casos de Uso ### 1. Support Ticket Deflection (CX) SDK embedded in client's product → users find interactive tutorials → resolve issues without opening tickets. AI chat answers questions from knowledge base. Analytics show which flows reduce tickets most. ### 2. New Employee Onboarding Chrome Extension captures processes seniors already execute. Critical guides assigned by role/department. Guide Mode (Teach) guides new hires inside real systems. Progress tracking shows exactly where each person is. ### 3. Process Mapping & Documentation Extension captures processes as they happen (not manual documentation). Automatic screenshots with sensitive data blur. Drag-and-drop editor. Export to PDF/Markdown. Revision history. ### 4. Institutional Knowledge Preservation Memory (Slack integration) captures knowledge dispersed in conversations. AI classifies as process, decision, problem, or knowledge. Glossary registers terms and meanings. Semantic search finds information by intent. ### 5. Continuous Training & Retraining Updated process recaptured in minutes. Guide Mode (Auto) demonstrates new process. Guide Mode (Test) validates each person learned. Progress shows who completed retraining. ### 6. SDK as B2B2B Channel SaaS companies install Stepyo SDK (7.6KB) → create interactive tutorials for their own product → tutorials run inside their app via Guide Mode → AI chat integrated → analytics show feature adoption. Each SDK customer = N end users exposed to Stepyo technology. ### 7. Content & Marketing Compliance Memory captures approval/rejection conversations from Slack. AI classifies as approved, rejected, rule, guideline, brand_standard. Risk scoring with human review queue. RAG chat for questions like "Can I use 'lose weight' in ads?" ### 8. Remote & Distributed Teams Extension captures "how I do it" from anywhere. Public guides enable async sharing. Guide Mode replaces "share your screen" calls. Memory captures decisions from Slack asynchronously. --- ## Topics / Tópicos Principais - Key-person dependency (bus factor, knowledge bottleneck, single point of failure) - Tacit knowledge vs explicit knowledge (tribal knowledge, undocumented know-how) - Operational onboarding (ramp-up, time to productivity) - Team autonomy and operational scalability - SaaS B2B processes and Customer Success - Process documentation that actually works - Support ticket deflection with in-app tutorials - Embeddable SDK for SaaS products - Content compliance for regulated industries - Knowledge preservation and institutional memory - Dependência de pessoas-chave (gargalo de conhecimento) - Conhecimento tácito (know-how não documentado) - Onboarding operacional em SaaS B2B - Autonomia de times de CS, Ops e Atendimento --- ## ICP (Ideal Customer Profile) - Heads of Customer Success / Heads de CS - Heads of Operations / Heads de Operações - Support Managers / Gerentes de Atendimento - CTOs of B2B SaaS startups - Companies with 20-500 employees experiencing rapid growth - Industries: SaaS, Fintech, Healthtech, any with operational dependency --- ## Technical Differentiators / Diferenciais Técnicos - 44 database tables with complete Row Level Security (RLS) - Embeddable SDK: 7.6KB gzip, Shadow DOM, 21 API endpoints - 100% bilingual: PT-BR + EN (2,808 translation keys, 86 namespaces) - Guide Mode auto-heal: broken selectors automatically fixed - AI classification with 0.87 average confidence - Vector embeddings (pgvector, 1536 dimensions) for semantic search - Stripe billing with multi-currency (BRL + USD) - Own infrastructure: Docker Swarm + Traefik (no expensive PaaS) - LGPD compliant: consent logs, audit trail, sensitive data blur - Built by a solo founder, full-time --- ## Links - Website: https://app.stepyo.com.br - Pricing: https://app.stepyo.com.br/pricing - Blog: https://app.stepyo.com.br/blog - Help Center / FAQ: https://app.stepyo.com.br/help - SDK Documentation: https://app.stepyo.com.br/sdk-docs - Security & Compliance: https://app.stepyo.com.br/security - About the Founder: https://app.stepyo.com.br/about - ROI Calculator: https://app.stepyo.com.br/ferramentas/calculadora-roi-dependencia - Dependency Assessment: https://app.stepyo.com.br/ferramentas/teste-dependencia-operacional ## Blog Articles / Artigos do Blog - [Complete Guide: Tacit Knowledge in SaaS Operations](https://app.stepyo.com.br/blog/guia-completo-conhecimento-tacito) - [Key-Person Dependency Costs $45k/year — How to Fix It](https://app.stepyo.com.br/blog/custo-real-dependencia-pessoas-chave) - [Scale CS Without Hiring Seniors — Practical Guide](https://app.stepyo.com.br/blog/escalar-cs-sem-contratar-seniors) - [Why Notion Doesn't Work for Processes (And What to Use)](https://app.stepyo.com.br/blog/documentacao-alem-do-notion) - [10 Processes That Reduce SaaS Onboarding from 3 Months to 2 Weeks](https://app.stepyo.com.br/blog/10-processos-criticos-onboarding-saas) ## Contact - Email: contato@stepyo.com.br - Website: https://app.stepyo.com.br