Knowledge > Runbooks & SOPs

Runbooks & SOPs

Step-by-step operational procedures for every repeatable task across the ChurchWiseAI portfolio. Runbooks are agent-executable and CEO-readable. Each runbook is self-contained with prerequisites, numbered steps, verification, and rollback instructions.

Categories

Category	Doc Count	Description
deployment	7	Deploy and manage infrastructure for all three web apps and the Cartesia voice agent
customer-ops	10	Church customer lifecycle: onboarding, cancellation, support, refunds, data corrections
voice-ops	7	Voice agent operations: provisioning, call monitoring, prompt tuning, call log review
chatbot-ops	5	Chatbot operations: knowledge base management, config, widget deployment
content-ops	8	IllustrateTheWord illustration and content management: generation, review, publishing
technical-ops	10	Database ops, Stripe ops, error investigation, security incidents
agent-ops	8	Claude agent workflows: knowledge maintenance, derive pipeline, agent QA
business-ops	8	Metrics, revenue tracking, growth operations, reporting

Quick Reference

Deploy a web app

• churchwiseai.com → deploy-churchwiseai.md
• pewsearch.com → deploy-pewsearch.md
• illustratetheword.com → deploy-itw.md

Deploy the voice agent

• deploy-voice-agent.md — must run in WSL

Onboard or cancel a church

• onboard-new-church.md
• cancel-subscription.md

Something broke

• rollback.md — revert a bad deploy
• Start in technical-ops/ for database or Stripe errors

Conventions

• All commands use Unix shell syntax (bash / WSL). Windows paths are written as /c/dev/... in WSL or C:\dev\... in file references.
• [uuid] — substitute the actual UUID.
• [token] — substitute the actual admin token.
• [subscription_id] — substitute the Stripe subscription ID (starts with sub_).
• Secret values are never written here — only env var names like $STRIPE_LIVE_SECRET_KEY.
• Demo church UUID for safe testing: 00000000-0000-4000-a000-000000000001

Safety Rules (apply to ALL runbooks)

1. One Supabase — no staging. Every query hits production.
2. Never run DELETE / DROP / TRUNCATE without explicit founder approval.
3. Never bulk-update churches or unified_rag_content without founder approval.
4. Never force-push to main or master.
5. Voice agent deploy requires WSL — Cartesia CLI is Linux-only.
6. Live Stripe writes require --api-key $STRIPE_LIVE_SECRET_KEY flag and founder confirmation.
7. Rotate keys one at a time — verify before revoking old key.