> ## Documentation Index
> Fetch the complete documentation index at: https://woku.app/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Groups and plan creation

> How to configure owner groups and how woku generates action plan drafts from feedback

woku writes your action plan drafts for you: it analyzes the
feedback your company receives and, when a group accumulates enough
improvement opportunities, it drafts a plan with evidence, a title,
a summary, an objective, expected impact, and concrete tasks so the
team can review and approve it.

The configuration unit is the **owner group**: it defines what
feedback it listens to, who reviews it, and when woku should create a
draft.

## Create a group

In **Action plans**, press **Create group** and fill out the four
sections of the form. Creating, editing, activating, deactivating, or deleting
groups requires being an administrator or company owner. Any
member can view the groups and their plans.

### Group information

* **Name**: identifies the group, for example *Ecommerce Logistics*.
* **Description** (optional): context so the team understands what
  this group reviews.

### What feedback it listens to

Conditions are built from your company's **trackers**, in rows
of the form **When** a tracker **is** a value. For example: *When
Branch is Santiago Centro*.

* Each condition uses the **is equal to** operator (an exact value) or **is
  any value** (all values of the tracker, without typing them one by
  one). To listen to several complete trackers, add an **is
  any value** condition for each tracker, joined with **OR if**.
* Conditions combine with **AND also** (both must be met)
  or **OR if** (one is enough).
* A group needs at least one condition. Without conditions it does not receive
  any feedback.

A preview in the same form shows in natural language what
feedback the group will listen to with the chosen conditions.

### Team and roles

Select the people in the group and assign each one a role:

* **Administrator**: can review, approve, cancel, and send plans.
* **Owner**: can review plans and take part in the AI chat.

Every group needs at least one Administrator and at least one Owner.

### Generation rule

Define the rule threshold: *woku will create a draft when this
group accumulates N new opportunities*. The default value is 300 and the
minimum is 1. In addition to opportunities, woku considers the
related recognitions to provide better context in the plan.

### Activate and deactivate

From the group detail you can **deactivate it**: woku stops
generating plans for that group and you can reactivate it whenever you want.
**Delete group** removes the group and its configuration
permanently.

## How a draft is generated

1. Each new comment classified as an **improvement opportunity** that
   matches the group's conditions adds to its **accumulated
   opportunities** counter.
2. When the accumulated count since the last plan reaches the threshold, woku
   generates a **draft** and the group's counter returns to zero.
3. The draft freezes an **evidence window**: the range of
   dates, the current conditions, the counts of opportunities,
   recognitions, and comments analyzed, and up to six verbatim
   customer quotes.

On top of that evidence, the metrics and detected patterns are calculated
by the engine deterministically. The AI only writes the title, the
summary, the objective, the expected impact, the tasks, and the pattern
names. The plan's **priority** (High, Medium, or Low) is calculated
by the system, never by the AI.

<Note>
  If the group already has an open draft when it reaches the
  threshold again, woku does not create a duplicate plan: it **extends** the
  existing draft with the new evidence and notifies the team again.
</Note>

## Team notifications

When a draft is generated or extended, each group member
receives:

* An **in-app notification**.
* An **email** in Spanish with the subject *New plan draft for
  \{group}* and a direct link to the plan.