// The Record

The Knowledge Base

Every feature. Every capability. Every known issue. Searchable.

Getting Started

New here? Start with the platform overview and the core capabilities.

Explore the Platform

Platform Status

Live status of Supabase, Vercel, Cloudflare, Anthropic, and the services that power Helix. Updated every 15 minutes.

View Platform Status

Platform Features

320 features, grouped by category.

AI / Platform Economics · 2

AI Agents / Contracts · 6

AI Agents / Intelligence · 1

AI Agents / Platform Data · 2

AI Agents / SIG Marketplace · 1

AI Agents · 1

AI Character / Agent · 1

AI Ensembles / Culture · 1

Administration · 1

Advanced Network Intelligence — Cross-Industry Expansion · 1

Advanced Network Intelligence — Holy Cow Tier Two, Item 10 · 1

Advanced Network Intelligence — Holy Cow Tier Two, Item 11 · 1

Advanced Network Intelligence — Holy Cow Tier Two, Item 12 · 1

Advanced Network Intelligence — Holy Cow Tier Two, Item 13 · 1

Advanced Network Intelligence — Holy Cow Tier Two, Item 14 · 1

Advanced Network Intelligence — Holy Cow Tier Two, Item 15 · 1

Advanced Network Intelligence — Holy Cow Tier Two, Item 16 · 1

Advanced Network Intelligence — Holy Cow Tier Two, Item 17 · 1

Advanced Network Intelligence — Holy Cow Tier Two, Item 9 · 1

Architecture / Operations · 1

Architecture / Standing Rules · 2

Architecture / Technical Debt · 1

Asset Management · 1

Assets · 1

B2B Network Foundation — Holy Cow Tier One, Item 1 · 1

B2B Network Foundation — Holy Cow Tier One, Item 2 · 1

B2B Network Foundation — Holy Cow Tier One, Item 3 · 1

B2B Network Foundation — Holy Cow Tier One, Item 4 · 1

B2B Network Foundation — Holy Cow Tier One, Item 5 · 1

B2B Network Foundation — Holy Cow Tier One, Item 6 · 1

B2B Network Foundation — Holy Cow Tier One, Item 7 · 1

B2B Network Foundation — Holy Cow Tier One, Item 8 · 1

B2B Network Foundation · 1

Bureau Navigation / Intelligence Nav Group · 1

CRM / Intelligence · 1

CRM / Multi-Brand · 1

CRM Intelligence · 1

CRM UI · 1

CRM — Landscaping · 3

CRM · 5

Candor Website / SIG Marketplace · 1

Character System · 2

Chat / Messaging Architecture · 2

Client Intelligence · 1

Client Portal · 3

Command Bar / Architecture · 1

Command Bar / Intelligence · 5

Communications · 4

Compliance — Landscaping · 1

Compliance · 4

Contracts / AI · 5

Contracts / Automation · 1

Contracts / Billing · 6

Contracts / Client Portal · 1

Contracts / Field Operations · 1

Contracts / Finance · 3

Contracts / Legal · 2

Contracts / Sales · 1

Contracts / Scheduling · 3

Contracts / Templates · 2

Contracts · 10

Core Infrastructure · 6

Core Operations · 3

Culture / Growth · 1

Documentation / Architecture · 2

Documentation / Security · 1

Documentation · 1

FELIX™ / Chat · 2

Field Operations / Invoicing · 1

Field Operations / Settings · 1

Field Operations — Landscaping · 3

Field Operations · 4

Finance & Contracts · 2

Finance / Billing · 1

Finance Intelligence · 1

Finance — Landscaping · 4

Finance · 10

Helix Reach™ · 9

Helix Tradecraft™ Layer — AI Safety Infrastructure · 3

Helix Tradecraft™ Layer — Game/Graduation Layer · 2

Helix Tradecraft™ Layer — SOP Architecture · 2

Helix Tradecraft™ Layer · 13

Industry Terminology Engine · 1

Integrations · 4

Intelligence / Automation · 1

Intelligence / Bureau · 1

Intelligence / Coach · 2

Intelligence / Incident Reporting · 1

Intelligence / Meeting Capture · 1

Intelligence / Organization · 1

Intelligence Navigation · 1

Intelligence · 8

Invoicing / Billing · 1

Knowledge Management · 1

Marketing & Website · 1

Marketing / Culture · 1

Marketplace / Integrations · 1

Operations · 4

PM Platform Integrations · 1

Payments · 1

Performance Engine / Intelligence · 2

Platform / Intelligence / Monitoring · 1

Platform / Marketplace / Custody · 1

Platform / Marketplace · 1

Platform / Training · 2

Platform Admin · 1

Platform Architecture · 1

Platform Infrastructure / Performance Engine · 2

Platform Infrastructure · 14

Platform Intelligence · 2

Productivity / Intelligence · 5

Proposals & Field Compliance · 1

Reporting · 1

Reports · 1

RidgeLine Product Portfolio · 4

Sales & Proposals · 1

Sales / Marketing · 1

Sales Intelligence · 2

Sales — Landscaping · 1

Scheduling & Field Operations (PSA-17) · 6

Scheduling & Field Operations · 1

Scheduling · 1

Search / Intelligence · 7

Security / Governance · 4

Service Delivery · 1

Service Desk / Client-Facing · 1

Service Desk / Configurable Board Primitive · 2

Service Desk / Intake · 1

Service Desk / TV Display · 1

Service Desk · 1

Settings / Admin · 1

Settings / Administration · 1

Shared Components / CRM · 1

Synthetic Intellect Group™ (SIG) · 2

Ticketing UI · 1

Ticketing · 1

UI / UX · 2

UI/UX · 1

UX / Noise Reduction · 1

Vertical Market / Field Service · 1

Vertical Market Strategy · 1

Vertical Market · 16

cAND/or Website / FELIX™ · 2

cAND/or Website · 2

Tradecraft & Vocabulary

232 glossary terms — trademarks, agents, philosophy.

intel_modifiers

Internal-only array of behavior modifier tags on a contact record. Values: decision_maker, gatekeeper, influencer, scope_creeper, slow_pay, cheapskate, great_client, get_it_in_writing, documentation_heavy. Multi-select (unlike intel_disposition which is single). NEVER exposed to portal.

intel_disposition

Internal-only contact personality classification. Values: easy (friendly), difficult (tends to escalate), eggshells (handle very carefully), quiet (hard to read), performative (complains loudly but rarely escalates). Stored on contacts table. NEVER exposed to client portal. Displayed in Helix staff UI via ContactIntelBadges with showIntel=true gate.

cAND/or Intelligence Administration (CIA™)

Platform-level moderation body for the SIG network — reviews burn notices (Day 7 of the 30-day cooling period) and ensures network quality/trust.

cAND/or (Name)

cAND/or contains three meanings simultaneously: (1) Candor — the professional principle: honesty, directness, and the courage to communicate what the client needs to hear in the way they can actually hear it. (2) C AND/OR — the boolean logic of The Three Laws evaluated as conditions: Is this professional truthful AND proactively intelligent AND face-saving? (3) AND is DNA spelled backward — the third strand mutation is encoded in the company name itself. Pronunciation: always 'candor'. The capitalization and slash are visual identity, not pronunciation cues. NOTE (Jerry, 2026-07-12): Law 3 is TRUTH, not "Trust" — which is why 'candor' is the perfect name for the company: candor IS truth-telling. Trust is the outcome candor earns.

cAND/or

The software company behind Helix PSA. Pronounced 'candor.' Three meanings: (1) Candor — honesty, directness, the courage to communicate what the client needs to hear; (2) C AND/OR — the boolean logic of the Three Laws evaluated as conditions; (3) AND is DNA spelled backward — the mutation is in the name. We did not engineer that. We discovered it.

active_timers

Table: active_timers. One row per active timer (unique on tech_id + ticket_id). Fields: tenant_id, ticket_id, tech_id, started_at. Populated by start_ticket_timer, cleared by stop_ticket_timer. RLS-protected at tenant level.

Witness Record

The immutable row (witness_records) produced when a customer signs on the Capture Surface: signature image, SHA-256 hash of the exact clause text signed, timestamps, device and session lineage. No delete policy exists; ticket linkage may be set exactly once while NULL (pre-save signing). Stamped onto the ticket as intake_signed_at / intake_witness_id.

Whistle Model (The Coach™)

The Coach™ sound doctrine: the whistle is an ALERT, never an acknowledgement — it plays when something new arrives that the user hasn't been told about (realtime insert, or on app open when unread alerts postdate the per-user watermark coach_alerts_seen_at), accompanied by a 15-cycle green/red button flash at 1s intervals. Sound fires only for concern/alert/intervention-tier alerts addressed to that user (or their role) and respects the per-user mute; observations flash silently. Opening the panel stops the flash, advances the watermark, and plays nothing.

Watch Mode

A live monitoring view subscribing to all chat_messages for the tenant, with an Agents Only / All Traffic toggle — purple dot indicates an agent message, primary color indicates a human.

Warranty Chain-of-Custody

An immutable, timestamped, photo-documented, attributed record of every linked trade's work on a shared job, accessible across the B2B link — turns warranty disputes into "pull the record" instead of mutual blame.

WIHI

What Would I Have Done — a retrospective automation-gap analysis feature within the Unified SOP Architecture, comparing what an agent actually did against what a human likely would have, to surface improvement opportunities.

Victor

The Cleaner™'s pre-graduation name (ruled 2026-07-05). Off-boarding/cleanup agent; voice register: mop metaphors, patient, mildly threatening. La Femme Nikita lineage — Jean Reno's Victor the Cleaner in Besson's original (1990), Harvey Keitel's Victor in the US remake Point of No Return (1993); the name the entire cinematic cleaner archetype carries. Avatar direction: bald head + small round glasses.

See all vocabulary