ACQ CRM Operations Guides Back to Documentation Home
Interactive HTML

The operational docs are now packaged as interactive pages for Dante, Nathan, and future ACQ CRM operators.

Use this hub when you want the teammate-facing version of the CRM repo docs instead of the raw Markdown files. These guides cover the repo overview, CLI onboarding, Codex onboarding, and the change management rules that keep production, GitHub, and docs aligned.

Best Use

Teammate onboarding Start here when someone needs the repo, the CLI, and the Codex workflow explained in a clean, shareable format.

Guide Count

4 guides Repo overview, CLI onboarding, agent onboarding, and change management protocol.

Interactive Guides

These pages mirror the most share-ready Markdown files and present them in the same interactive documentation style as the existing CRM guides.

Overview

ACQ CRM Repo Overview

A structured HTML version of the repo README for teammates who need the live system shape, command surface, environment requirements, and workflow basics.

  • System status and integrations
  • Command surface and usage notes
  • Deployment workflow and docs map
CLI

ACQ CRM CLI Onboarding

A teammate-facing guide for sharing the repo-native CLI safely, including install steps, required access, approved day-one commands, and distribution rules.

  • How to share the CLI through GitHub
  • Setup checklist for Dante and Nathan
  • Allowed vs review-required commands
Codex

Agent Onboarding

The Codex-facing version of how to use the ACQ CRM repo directly, what to read first, and how live CRM capability work should be scoped.

  • What to clone
  • What to read first
  • How to use the repo responsibly
Controls

Change Management Protocol

The operational rules for any AI-driven CRM change so code, docs, workflow references, and verification stay synchronized.

  • Required update surfaces
  • Required change sequence
  • High-risk change categories

Recommended Rollout Order

If you are sharing ACQ CRM with Dante and Nathan, this order keeps the onboarding simple and lowers production risk.

1
Start with Repo Overview

Use the repo overview first so they understand what ACQ CRM is, what is live, and where the main workflows live.

2
Move to CLI Onboarding

Give them the install path, the approved command surface, and the rules for safely using the repo-native CLI.

3
Review Agent Onboarding

Align on how Codex should operate in the repo so teammates use the same workflow and do not create repo or production drift.

4
Close with Change Management

Make the change protocol the final rule set so every future CLI or Codex change stays reflected in code, GitHub, docs, and production checks.

Codex click fallback

If Codex does not render local file links as clickable open actions, start from the dedicated Docs Launcher page after opening it once with npm run docs:open -- docs/interactive/doc-launcher.html.