Navigo — Platform Documentation

Single source of truth for the Navigo platform. Every architectural decision lives here. This folder is the primary reference for Claude sessions and both founders.

What we are building

A multi-tenant AI platform for SMEs. One shared infrastructure, every client completely isolated. Tools plug in via a standard contract. Workflows assemble tools into client-specific processes. Everything any tool produces gets saved to the tenant's knowledge base and becomes queryable by AI over time.

Platform is global by design — Switzerland is the proof of concept market, not the limit.

Two design principles everything follows:

1. Standard tool contract — execute(tenant_id, input, config) → ToolResult — deploy to any client with one database row
2. Tenant isolation — RLS enforced at database engine level, data never crosses tenant boundaries

How to start a Claude session

Paste at the start of any new Claude conversation:

"I am building the Navigo platform — a multi-tenant AI platform for SMEs. Read the docs at docs/README.md and then let's work on [specific thing]."

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Documentation index

Top-level (always-relevant)

• vision.md — north star: what we're building, for whom, and the non-negotiable design principles (read first)
• decision-log.md — every significant architectural/product decision, dated

Architecture (platform overview)

• architecture/ — platform overview, Mermaid diagrams, plain-language infrastructure explanation

Technical design (tech-dev/)

• tech-dev/ — hub: architecture overview, response times, stack
• tech-dev/planning/ — bootstrapping guide, 90-day plan, environment strategy
• tech-dev/infrastructure/ — AWS, database backbone, tool registry
• tech-dev/scopes/ — scope map (source of truth), group-scoped + user-scoped data (MANDATORY before DB/RLS changes)
• tech-dev/identity-and-ai/ — Layers A, C, D + roadmap (the four-layer AI plan)
• tech-dev/admin/ — platform observability + admin portal plan
• tech-dev/security-and-compliance/ — backend, frontend, operator contracts
• tech-dev/ui/ — design principles, visual language, patterns

Clients

• clients/README.md — client directory
• clients/umano-ag/ — pilot client (HubSpot setup, 4 pilot processes)
• clients/gemeinde-protocol-service.md — transcription → protocol pipeline

Strategy (product + market)

• strategy/ — feature roadmap, iOS app, Teams bot, platform gaps (pre-scale checklist)

Team (how we work)

• team/ — team workflow, weekly notes

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Related files (not in this folder)

• Navigo_Status_Update_2026-04-08.pptx — presentation deck
• navigo_status_update_2026-04-08.py — deck generation script