Getting Started with SOP Studio

SOP Studio is a visual editor for building Standard Operating Procedures (SOPs) that can be published to the KnowledgePulse registry as ExpertSOP knowledge units. It provides a drag-and-drop canvas, document import with LLM extraction, and real-time collaboration.

Prerequisites

• A running KnowledgePulse Registry instance (local or remote)
• An API key with write scope (see Authentication)

Configuration

Set the following environment variables before launching SOP Studio:

export KP_REGISTRY_URL="http://localhost:3000"
export KP_API_KEY="kp_your_api_key_here"

Alternatively, configure these in the SOP Studio settings panel after launch.

Launching SOP Studio

Start the SOP Studio development server:

cd packages/sop-studio
bun run dev

The studio opens at http://localhost:5173 by default.

Creating Your First SOP

1. New SOP -- Click the "New SOP" button in the top toolbar.
2. Set metadata -- Provide a name, domain, and description in the properties panel on the right.
3. Add steps -- Drag Step nodes from the palette onto the canvas. Each step has an instruction field and optional criteria.
4. Add conditions -- Use Condition nodes to create branching logic (e.g., "If severity is high, escalate").
5. Connect nodes -- Draw edges between nodes to define the flow.
6. Save -- Press Ctrl+S or click "Save" to persist the SOP to the registry.

SOP Metadata Fields

Field	Type	Required	Description
name	string	Yes	Human-readable SOP name
domain	string	Yes	Task domain (e.g., customer-support)
description	string	No	Brief summary of the SOP
visibility	string	Yes	private, org, or network
tags	string[]	No	Searchable tags

Example: Minimal SOP

{
  "name": "Bug Triage",
  "domain": "engineering",
  "visibility": "org",
  "decision_tree": [
    {
      "step": "classify",
      "instruction": "Classify the bug by severity",
      "conditions": {
        "critical": { "action": "Escalate to on-call", "sla_min": 15 },
        "major": { "action": "Assign to sprint", "sla_min": 60 },
        "minor": { "action": "Add to backlog" }
      }
    }
  ]
}

Next Steps

• Decision Tree Editor -- Learn about node types and the visual canvas
• Document Import -- Import existing SOPs from DOCX or PDF
• Collaboration -- Invite teammates to edit in real time