CompanyScribe

White-label manuals for your clients. Your logo, your domain, your price.

Get started See a live manual
app.youragency.com

Refund a customer order

Use this when a customer asks for their money back. Over $200 needs Maria's OK.

Steps

  1. Open Orders and search for the order number.
  2. Open the order and click Refund at the top right.
    Store
    HomeOrdersProductsCustomersAnalytics
    Search
    Orders  ›
    #1047PaidFulfilled RefundEditMore actions
    Items
    Linen shirtSize M1 × $28.00
    Canvas toteNatural1 × $20.00
    Gift wrap1 × $0.00
  3. Pick the items to refund and tick Restock items.
  4. Add a note in Reason for refund and click Refund $48.00. The order shows as Refunded.
  5. Reply to the customer with the Refund sent template.
Call with MariaZoom · 18 min

“Anything over $200, ping me first.”

2:41
refund-order.movScreen recording
Returns policy.docx4 pages
Assistant
Turn these into an SOP
3 files
Writing with your template…
Drafting the guide done

5 steps · 1 screenshot · 3 sources
Sent to Maria for approval

what you already have

AI writes it from
your template

app.youragency.com

Refund a customer order

Use this when a customer asks for their money back. Over $200 needs Maria's OK.

Steps

  1. Open Orders and search for the order number.
  2. Open the order and click Refund at the top right.
  3. Pick the items and tick Restock items.

How it works

One recording in. An approved guide out.

Call with MariaZoom · 18 min
refund-order.movScreen recording · 2:41
Returns policy.docx4 pages
01

Upload what the client already has

Calls, screen recordings, docs and notes. Or import their website.

Assistant
Turn these into an SOP
3 files
Used skill SOP writer
Writing with your template…
02

AI drafts it from your template

Step-by-step, in the client's language, with screenshots where they help.

Refund a customer order
1Open Orders
2Click Refund
3Over $200, ask Maria
MMaria · Acme Co Approved

Looks good, publish it.

03

The client approves

They comment on the draft. You publish.

White-label

Delivered under
your name.

On Agency plans, clients see your brand from the login page to the PDF.

manuals.northwind.co #4C6EF5

Your domain and login page

Clients sign in at your address, on a page with your logo.

NNorthwind Ops
App Shared guide PDF
NNorthwind Ops
Guides
NNorthwind Ops
Refund an order 1 2 3
NNorthwind Ops
Refund an order
PDF

Your logo and colors

In the app, on shared guides, and in Word and PDF exports.

NNorthwind Ops4 clients
HHarbor Gym
GuidesOpen the gymSign up a memberClean the equipment
PPine Dental
GuidesBook a cleaningSterilize the toolsSend a recall reminder
BBloom Bakery
GuidesOpen the shopTake a cake orderClose the till
AAcme Co
GuidesRefund a customer orderShip an orderOnboard a new hire

A workspace per client

Each client sees only their own guides. You manage them all from one dashboard.

The team

Where new hires look first.

ask it anything,
answers come from
client’s guides only

How do I refund over $200?

Refunds over $200 need Maria's OK.

  1. 1Open Orders
  2. 2Click Refund
  3. 3Send it to Maria to approve
From: Refund a customer order

every new hire
gets a starting list,
you see who finished

First week
S
SamFinished
A
Ana
L
Leo

update a guide
anytime, older
versions stay

History
Refund limit now $200Today · Maria
Current
First versionJan 3 · You
Restore
Monthly · 5 clients
Acme Co$100
Bloom Bakery$100
Pine Dental$100
Harbor Gym$100
Oak Legal$100
From clients$500
Agency plan−$79
You keep$421/mo

The money

Turn every client into monthly income

Charge each client monthly for their guides, updates and team access. You pay us one plan.

No markup.

Use your own AI key and pay your provider directly. Stored encrypted.

sk-a81c94e0d73f9ask-3f9aEncrypted

No lock-in.

Export any guide to Word or PDF, whenever you want.

WWord PPDF

No mixing.

Each client sees only their own workspace.

ABP

Pricing

You pay one plan. Clients pay your price.

Starter

For your own business.

$29/mo

Get started
  • 1 workspace
  • 10 GB storage
  • CompanyScribe branding

Agency

For up to 5 clients.

$79/mo

Get started
  • 5 client workspaces
  • 50 GB storage
  • White-label
  • Resell at your price

Agency Unlimited

For 6+ clients.

$149/mo

Get started
  • Unlimited client workspaces
  • 150 GB storage
  • White-label
  • Resell at your price

Every plan: unlimited team members. AI is billed by your provider.

FAQ

Questions
before you start.

How is this different from Trainual or Scribe?

They document your own company. CompanyScribe documents your clients: a workspace each, their approval, your brand.

Will my client's team use it?

No tool can promise that. Each new hire gets a starting list, and you see who finished.

Do I need an AI key?

Yes. You or your client connect OpenAI, Anthropic, Google or OpenRouter and pay them directly. Cost depends on the model and how much material you use.

What can I upload?

PDF, Word, text and Markdown files, notes and websites. Audio up to 25 MB, with an OpenAI, Google or OpenRouter key. Video up to 30 minutes, with a Google or OpenRouter key.

What exactly is white-labeled?

Your domain, login page, logo and colors, on Agency plans. Emails show the workspace name and color, but no logo, and come from our address.

Can my client edit guides?

Yes, if you give them edit access. Otherwise they comment and approve.

What if we stop using CompanyScribe?

Your guides leave with you: export each one to Word or PDF.

Where does client material go?

Uploaded documents and recordings stay private: only our servers read them. Images in guides use hard-to-guess links. Your material only goes to the AI provider you picked.

Which integrations are coming?

Planned: Loom, Google Drive and Docs, Notion, webhooks. None are live yet.