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Knowledge Search
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Library
Add individual files, entire folders, or ZIP archives. Zeaulu organizes them locally so they can be found later through the Library or Knowledge Search.
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Drag and drop files, folders, or ZIP archives hereFolder contents are added recursively. ZIP archives are safely expanded and their supported files are added individually.
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Dealers & Contacts
Save dealer, rooftop, group, and contact information once. Select it from Dealer Context to reuse it in Prompt Builder and supported report fields.
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Dealer Directory
Search by dealer, rooftop, group, contact, role, email, or phone.
AI Playbook
Build your AI team, install quality controls, preserve approved work, storyboard complex deliverables, and build purpose-driven engines that produce repeatable results.
Zeaulu AI Playbook ManualBeginner-friendly guide plus every copy-ready prompt in one Word document.
Foundation
Master AI Playbook Builder
Give this prompt to your preferred AI program to build a connected AI operating system instead of a loose collection of prompts.
Creates the complete playbook architecture.
Builds teams, routing modes, quality gates, and memory rules.
Produces modular prompts and one master instruction block.
Personal Operating Profile Builder
Teaches the AI how you work, what good looks like, and which preferences should shape every future result.
Captures goals, audiences, formats, and recurring work.
Avoids asking for information already known.
Separates durable preferences from task-specific details.
AI Operating Constitution
Creates the durable rules the AI must follow on every assignment.
Defines behavior before task-specific prompts.
Prioritizes accuracy, audience, evidence, and preservation.
Creates clear escalation and stopping rules.
Team and Routing
Dynamic AI Team Builder
Assembles the right specialists for each assignment instead of using one generic voice for everything.
Selects task-specific roles.
Requires independent assessment and peer review.
Produces one accountable recommendation.
AI Committee and Council Installer
Installs the committee method that turns AI into a coordinated decision team.
Creates independent specialist viewpoints.
Prevents yes-bot behavior and groupthink.
Ends with one clear decision.
Playbook Router and Operating Modes
Routes each task to the right level of AI effort instead of running every playbook every time.
Prevents bloated responses.
Escalates high-risk work automatically.
Defines Standard, Team, Council, Red-Team, and Release modes.
Specialized Advisory Team Generator
Creates reusable teams for recurring domains such as analytics, customer success, security, marketing, writing, finance, or product work.
Builds role-based specialist teams.
Defines triggers and output standards.
Avoids generic one-size-fits-all advice.
Quick Command Installer
Creates short commands that activate the right team or quality process without pasting a full prompt every time.
Installs concise reusable triggers.
Maps each command to a defined operating method.
Keeps routine use simple.
Master Prompt Compiler
Combines the approved pieces into one clean instruction block for a project, workspace, or custom-instruction field.
Eliminates contradictions and duplicates.
Respects platform length limits.
Keeps modular prompts available separately.
Quality, Evidence, and Governance
Universal AI Quality Loop
Forces the AI to review and improve its work instead of treating the first draft as final.
Scores the work across quality dimensions.
Identifies exact corrections.
Repeats until the deliverable meets the standard.
Evidence and Source Audit
Prevents confident-looking answers from outrunning the available evidence.
Separates facts, inferences, and assumptions.
Verifies current and high-risk information.
Stops unsupported values from entering deliverables.
Red Team / Blue Team Review
Uses adversarial review to find failures that ordinary proofreading misses.
Blue Team builds and defends.
Red Team attacks assumptions and edge cases.
Neutral reviewer decides and requires corrections.
Preservation and Change Control
Protects approved work from accidental redesign, regression, or scope creep.
Preserve first; patch second.
Defines locked and editable elements.
Requires targeted regression and rollback readiness.
Implementation and Acceptance Planner
Converts recommendations into an executable plan with ownership and proof of completion.
Defines owners, dependencies, milestones, and risks.
Creates testable acceptance criteria.
Includes validation and rollback.
AI Postmortem and Learning Loop
Turns corrections and failures into durable improvements instead of repeated apologies.
Finds why the issue escaped review.
Creates preventive guardrails.
Separates global lessons from one-time fixes.
Implemented Zeaulu Advisory Prompts
AI Committee Method
Turn AI from a yes-bot into a working committee. Assign roles, force useful disagreement, compare tradeoffs, and end with one recommendation.
Contrarian challenges assumptions.
First Principles separates facts from habits.
Executor focuses on the path to done.
QA Reviewer checks gaps before delivery.
Understand Before Generating
Use this when you want AI to confirm the ask before it creates a file, report, image, presentation, or final answer.
Restate the request.
Identify missing inputs.
Confirm scope and audience.
Do not start building until scope is clear.
Confidence Gate
Require AI to check every box and only deliver when it is 97-99% confident enough.
Check accuracy and completeness.
Confirm source support.
State blockers instead of guessing.
Provide confidence percentage.
Challenge Me, Do Not Just Agree
Train AI to push back when a better path, simpler process, or less risky option exists. Do not just agree.
Challenge weak assumptions.
Recommend the better route.
Explain tradeoffs before generating.
Save improved preferences for future work.
Presentation Shell Preservation
Preserve approved presentation structure while changing only the requested content.
Keep slide size, layout, logo placement, fonts, and chart structure.
Do not redesign the shell.
Do not flatten images unless requested.
Image Identity Preservation
Use this for professional image work where identity, faces, and objects must remain intact.
Preserve face shape and facial features.
Preserve composition and intent.
Do not regenerate the person or object.
Professional Image Creation
Create a cleaner professional image without turning the person into a different person.
Improve polish, lighting, background, and professionalism.
Keep natural appearance.
Avoid overdone AI artifacts.
Quality, Preservation and Release Controls
Image Preservation
Protects faces, identity, logos, text, layout, composition, and approved source elements when editing or reusing images.
Defines what must stay unchanged before editing.
Prevents accidental face, logo, text, or layout regeneration.
Requires before-and-after visual comparison before delivery.
Implemented Zeaulu Advisory Prompts
Report Generation QA
Lock the report shell, use only source-supported data, keep charts accurate, and prevent internal QA language from leaking dealer-facing.
Do not invent metrics.
Keep red, yellow, green status colors where meaningful.
Run preview, export, and regression checks before delivery.
New Release Protocol
Do not call a build ready until engineering, presentation design, CSM workflow, dealer experience, and a deliberate red-team review have independently approved it.
Engineering approval: confirms routing, video playback, interactive reports, links, source processing, and exports function correctly.
Presentation-design approval: reviews every slide for alignment, hierarchy, branding, overlap, spacing, readability, and consistent styling.
CSM workflow approval: builds an actual EBR from start to finish without development knowledge or hidden workarounds.
Dealer-experience approval: verifies the video is obvious and works, the report is clearly interactive, the content is understandable, recommendations make sense, and nothing looks internal, broken, duplicated, or confusing.
Mandatory red-team test: assigns one reviewer to deliberately find defects rather than confirm success.
Memory Training
Use memory to make AI easier to work with over time without repeating yourself every session.
Save reusable structures and preferences.
Save what failed so it is not repeated.
Save approved baselines and naming rules.
CSM Workflow Playbooks
Build case recaps, CSS requests, success plans, renewal prep, and dealer follow-up with clear audience-aware language.
Match the audience.
Call out adoption gaps.
Provide copy-ready output first.
Quality, Evidence, and Governance
Looping for First-Time Users
Explains looping in plain language and installs an iterative improve-until-ready workflow.
Defines looping without jargon.
Teaches build, review, improve, repeat.
Prevents first-draft answers from becoming final answers.
Execution and Access Control
Access-Aware Work Planning and Permission Gate
Separates what AI can complete now from what must wait for access, approval, information, or capability.
Maximizes progress before requesting access.
Separates access, approval, capability, and missing information.
Prevents false “done” claims.
Implementation and Engineering
Requirements-to-Acceptance Playbook
Converts requests into buildable requirements, scope boundaries, tests, and definition of done.
Defines business objective and user problem.
Separates in-scope from out-of-scope.
Creates acceptance criteria before work begins.
Implementation Readiness Gate
Determines whether a project is ready to launch, configure, deploy, train, or hand off.
Checks access, data, stakeholders, training, and support.
Classifies readiness clearly.
Identifies blockers before rollout.
User Acceptance Testing and Workflow Simulation
Tests the finished workflow as the actual user would experience it.
Walks the real path, not only the builder path.
Includes edge cases and recovery steps.
Confirms usability before release.
Adoption and Change-Management Playbook
Turns a completed solution into a workflow people actually use.
Defines who is affected and what changes.
Plans training, reinforcement, and communication.
Measures adoption after launch.
Handoff and Ownership Matrix
Prevents work from disappearing between teams by assigning ownership and escalation paths.
Defines responsible and accountable parties.
Clarifies support and escalation ownership.
Makes open items trackable.
Marketing and Communication
Audience, Brand Voice, and Channel Fit
Ensures content fits the audience, brand, channel, and desired action.
Defines audience and purpose first.
Preserves the user’s voice.
Adapts the message to the channel.
Content Repurposing Engine
Turns one approved source into multiple channel-ready assets without changing meaning.
Creates several formats from one source.
Preserves approved facts and positioning.
Adapts tone and length by channel.
Claims, Proof, and Marketing Compliance
Stops polished but unsupported marketing language from slipping into final content.
Classifies every major claim.
Flags risky words like best, guaranteed, proven, always, and never.
Requires proof or removal.
Campaign Performance Learning Loop
Connects campaign creation to measurement, learning, and iteration.
Defines success metrics up front.
Plans test variants and review cadence.
Turns results into the next iteration.
Implementation and Engineering
System Boundary and Capability Verification
Prevents overpromising by identifying what the platform and tools can actually do.
Separates platform limits from access limits.
Identifies manual steps and simulations.
Requires independent verification.
Architecture and Decision Record
Documents important technical or operating decisions so future teams understand why they were made.
Records options and tradeoffs.
Prevents old decisions from being accidentally undone.
Defines reversal conditions.
Regression and Test-Impact Analysis
Determines what must be retested before changing an approved file, app, report, workflow, or presentation.
Targets tests to affected areas.
Protects working functionality.
Documents before-and-after behavior.
Observability and Failure Diagnostics
Makes failures visible, diagnosable, and recoverable instead of silent.
Defines success and failure signals.
Improves user-facing error messages.
Creates recovery and escalation steps.
Versioning, Rollback, and Recovery
Protects releases by preserving baselines, documenting changes, and preparing recovery steps.
Tracks approved versions internally.
Defines rollback triggers.
Validates restored functionality.
Security and Governance
Secure AI and Data Handling
Reviews AI work for privacy, secrets, prompt injection, metadata, and unsafe exposure.
Checks sensitive data and credentials.
Uses least-privilege access.
Prevents customer-facing leaks.
Source of Truth and Decision Log
Keeps current requirements, superseded decisions, baselines, and open questions from being mixed together.
Identifies the approved baseline.
Separates current from superseded instructions.
Tracks open decisions.
Issue Triage and Severity Playbook
Classifies problems by impact, urgency, risk, workaround, and escalation path.
Separates defects from enhancements.
Prioritizes by customer and operational impact.
Assigns severity and owner.
Accessibility and Inclusive Design Review
Checks whether outputs are readable, navigable, understandable, and usable by different users.
Reviews contrast, font size, and labels.
Avoids color-only meaning.
Checks light and dark mode readability.
Assumption and Decision Confidence Register
Makes confidence meaningful by tying it to evidence, assumptions, and risk if wrong.
Records confidence with support and limits.
Identifies what would change the answer.
Prevents decorative confidence scores.
Escalation and Stop-Work Authority
Defines when AI should pause instead of forcing a risky or unsupported deliverable.
Stops when baseline, authority, evidence, or safety is missing.
Escalates high-risk issues.
Protects production and customer-facing outputs.
AI Engine Builder
Build the Engine
Creates a purpose-built AI operating engine around the result the user wants to achieve.
Starts with the intended outcome.
Combines teams, playbooks, workflow, gates, and outputs.
Builds repeatable results instead of one-off prompts.
Engine Selector
Chooses the right engine for the requested outcome before work begins.
Matches the request to the best engine.
Adds modules only when necessary.
Prevents overbuilding.
Engine Orchestrator
Coordinates teams, playbooks, storyboard, gates, access, and delivery into one unified result.
Runs the engine from intake to learning.
Resolves specialist disagreements.
Keeps the user from manually managing every prompt.
Engine Performance Review
Evaluates whether an engine is producing the intended results and should be improved, split, merged, or retired.
Reviews accuracy, consistency, and revision rate.
Identifies unnecessary steps or missing gates.
Improves the engine based on outcomes.
Storyboarding and Narrative
AI Storyboard Engine
Plans sequence, narrative, user journey, and visual progression before final production.
Required when sequence or user journey matters.
Defines purpose, message, evidence, visuals, and transitions.
Preserves the approved storyboard during production.
Narrative Architecture Engine
Defines the core story that can be reused across decks, reports, videos, campaigns, and training.
Creates the central message sequence.
Prevents disconnected assets.
Supports consistent repurposing.
Reference Engines
Research and Intelligence Engine
Produces verified, balanced, source-supported intelligence rather than a search-result summary.
Research plan, evidence, competing viewpoints, confidence.
Separates fact, inference, assumption, and opinion.
Delivers recommendations with unknowns and conditions.
Decision and Strategy Engine
Evaluates alternatives and produces an accountable recommendation with tradeoffs.
Uses decision board roles.
Documents options, risks, costs, reversibility, and minority opinion.
States conditions that could change the decision.
Marketing and Communication Engine
Creates audience-specific communication that produces a defined response or action.
Defines audience, channel, voice, and desired action.
Transforms source data into an accurate, understandable, decision-ready report.
Validates fields, dates, denominators, and totals.
Separates findings from possible explanations.
Runs report QA.
Product and Engineering Engine
Converts requirements into a tested release without breaking approved functionality.
Uses preservation and change control.
Runs targeted regression and security review.
Requires release readiness.
Implementation and Adoption Engine
Moves a solution from readiness through launch, adoption, and sustained use.
Plans training, support, and ownership.
Measures adoption after launch.
Closes the loop with post-launch review.
Professional Image Creation and Preservation Engine
Creates or modifies visual assets while protecting identity, logos, composition, and approved elements.
Defines what must not change.
Compares final asset to the source.
Validates export size and format.
AI Engine Builder
AI Champion Operating Sequence
Defines the full sequence for turning AI into a repeatable performance engine.
Define the result before the prompt.
Select/build the engine and team.
Storyboard, loop, gate, deliver, and learn.
Settings
Manage your Zeaulu experience, local Library, approved connections, privacy controls, platform guidance, and report defaults.
User Profile
Your display name and selected working role appear in report attribution. Role selection is not account authentication.
Appearance
Default Theme
On uses the Light theme. Off uses the Dark theme.
Operating System
Zeaulu automatically detects Windows or macOS and applies the correct keyboard guidance.
Auto-detected
Loaded Build
Each test package is loaded fresh automatically without clearing browser cache or cookies.
Detecting
Dealer-Facing Mode
Default Dealer-Facing Mode
When enabled, generated content favors dealer-facing language, hides internal coaching labels, and suppresses internal notes from report output.
Dealer-Facing Mode ON: dealer-friendly wording, no internal talk-track labels, cleaner report language. Dealer-Facing Mode OFF: allows more CSM prep context inside the builder, but not automatically in dealer-facing exports.
Reports
Reports use the black, white, and gray Zeaulu theme by default. Author metadata is preserved in generated files, but hidden from the CSM-facing UI.
Connections
Connections are managed here inside Zeaulu. Nothing is connected or uploaded unless you intentionally configure and use an approved service.
Microsoft 365 Copilot
Configured by URL
Used only when you select Push to Copilot.
Zeaulu SharePoint Resource Hub
Awaiting configuration
Delegated Microsoft sign-in searches the approved Resource Hub under the signed-in CSM's existing SharePoint permissions. No client secret is used or accepted.
Production deployment should place the approved tenant and client IDs in Assets/Zeaulu_SharePoint_Config.js. Client and tenant IDs are identifiers, not secrets. Never add a client secret to this application.
Totango Automation
Optional
Use only an approved internal HTTPS endpoint.
Salesforce Case Automation
Optional
Use only an approved internal HTTPS endpoint.
CDK Enterprise Data
Not connected
Reserved for an approved CDK-owned API and security implementation.
External AI Services
Disabled
Zeaulu does not automatically upload Library files to an external AI service.
Application
Use this control to close the local Zeaulu application service after you finish working.
Local Library
0 files stored locally
Library files remain on this device. Back up the Library before moving Zeaulu to another computer or browser profile.
Local Library Storage
Checking
Files are stored in the local Zeaulu Library for search and retrieval.
Report Upload Requirements
CRM KPI Report: Zeaulu supports 9 CRM KPI source options: Desking Deal Detail Report, Desking Deal Summary, Desking Sold Details Report, Internet / Phone Combined Performance, Internet Response Time, Dealership Lead Source Stats, User Activity Completion, User Activity Performance, and User Appointment Confirmation. Use the native CSV exports for CRM reports and the XLS exports for the three eDESK Desking reports. Load any combination for a partial report or all 9 for full CRM KPI coverage.
Performance Report: Upload the existing Performance Report source/export package supported by the Performance Report builder. Group totals are shown when group-level source data is present. Store-level values are shown only when store-level source data exists.
Utilization Report: Upload the existing Utilization Report source files or import template values used by the Utilization Report builder. The dealer-facing report should generate only after supported dashboard/status values are populated.
Intelligence Suite: Upload the Intelligence Suite source files, ZIPs, or reports used by the existing Intelligence Suite builder. The builder should parse by filename, ZIP internals, headers, and source columns when available.
Zeaulu
CSM Resource · Locked Utilization Review Workflow
Select a category and command, paste your notes, then generate a structured prompt. Use Push to Copilot when you want Copilot to execute the selected command with no follow up questions.
Built to standardize Success Plans, Objectives, Milestones, Touchpoints, Support summaries, and Executive Business Review content. Upload EBR templates or KPI reports from SharePoint to enrich your prompts. Dealer data saves locally to this browser.
Standardize your Success Planning
Easily Build Your Objectives
Work Smarter, Not Harder
Zeaulu Prompt Builder
Filters categories and commands in real time.
0 commands
Preview ready
Choose the best fit for the moment.
Command types: Generate builds the prompt. Push to Copilot sends the same command with strict execution rules so Copilot completes the requested output without follow up questions.
Command preview Select a command to see what it produces.
Tells AI to structure its response for direct paste into the selected CRM fields.
Used by the EBR macro and presentation workflow. Defaults to today.
Optional reference link only. The macro workflow uses your open PowerPoint EBR template.
Team Names
These values prefill the EBR macro header and override Copilot data if a pasted data block includes different names.
Required PowerPoint macro name:FillCDKEBR
When you press Alt + F8 in PowerPoint, select FillCDKEBR. Do not rename the macro unless the generated VBA Sub name is also changed.
Paste assignment lines here only when you use Copilot. Leave this blank to assemble a runnable starter macro from the Zeaulu fields.
Macro Ready
Copy everything from Sub FillCDKEBR() through End Sub and paste it into a new PowerPoint VBA module. The macro name is locked as FillCDKEBR for Alt + F8.
Choose the touchpoint type so the prompt matches the interaction format.
Select LOB to populate Products
Select Product to populate Sub-Products
Optional if not applicable
Add one website or report link, or click + Link to add more rows. You can also paste multiple URLs separated by commas, spaces, semicolons, or new lines. Click Fetch & Save to add them to the saved source list. Use Clear Saved Sites before starting a different dealer group.
Utilization Review Report Details
Manual values win. If blank, Zeaulu may only infer obvious dates from file names or content. If not obvious, use TBD/Pending validation instead of guessing.
Used only for Planning > Generate Dealer Case Summary and the downloaded dealer case summary header.
Select a category and command, then click Generate.
AI Response Workspace
Paste the Copilot response here after it generates the Totango touchpoint. Use Parse into Sections for field copy buttons, or Send to Totango after the Automation JSON block is present.
Totango safety check: Zeaulu will only send valid JSON that includes account_name, touchpoint_type, subject, touchpoint_date, and summary. Review the Copilot output before sending.
Copilot Persona (auto prepended)
This text is automatically prepended to every prompt when you Push to Copilot. Edit it to match your preferred AI behavior. It is invisible in the Generated Prompt box but travels with every push.
Paste your personal M365 Copilot URL here so Push to Copilot opens directly into your signed-in session. Defaults to https://m365.cloud.microsoft/chat/ if left blank.
Use only an approved internal endpoint. Do not place a Totango API token in this HTML file or browser storage. The endpoint should own the secure API call to Totango.
Temporary wiring only. The approved endpoint should receive JSON from Zeaulu and create the Salesforce case server side. Do not place Salesforce tokens in this HTML file or browser storage.
Success Plan formatting guidance
Keep objective titles short, descriptions operational, and milestones measurable.
For plan summaries use Microsite and Resources, About the Dealership Group, Success Plan Goals, Key Hurts and Focus Areas.
Quality control checklist
Objectives tie to outcomes, milestones are measurable, updates avoid duplication, support summaries include expected versus actual, touchpoints include next steps and alignment.
Select Dealer(s) for this POC
If a dealer group exists, select the group first and then choose the store or stores this POC supports.
Add Existing POC to Another Store
Utilization Review Report Builder
Enter the report context before uploading source data.
Dealer Information
Report Settings
Report Scope
Only departments supported by recognized uploaded data should appear in the final dealer-facing report.
Upload Data
Add source files for the utilization review. Files remain on this device.
Source Files
Drag and drop files hereor click to browseCSV, XLSX, PDF, HTML, DOCX, TXT, ZIP and images
Uploaded Files 0
No files uploaded.
Validate Data
Review file recognition, duplicates, and report readiness before generating.
Validation Summary
Detected Sources
Preview Report
Preview is generated from parsed ZIP and CSV data using the approved CDK report shell.
Generate & Export
Export the parsed, data-driven report as a standalone offline HTML report.
Report Status
Ready after validation.
Actions
Conversion
Convert files, optimize attachment size, and package working files without leaving Zeaulu.
File Converter
Browser-safe conversions are handled locally. Complex Office conversions that require a server engine will fail closed instead of pretending to convert.
Converted output
Select one or more files, choose a conversion, then click Convert.
File Size Optimizer
Images are compressed locally. PDFs and Office files are measured and flagged when they need external compression; Zeaulu will not fake compression results.
Optimized output
Select files, choose a target, then click Optimize.