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HardeningFacilitation · Knowledge Management

Asset brief

Zoe: controlled asset brief

Zoe 3.1 is an AI meeting host and session historian for facilitated sessions, working groups, retreats, and recurring convenings. It combines voice-based facilitation, transcript capture, document-grounded context, image-aware reference handling, post-session analysis, exports, and feedback collection in a browser-based application with a backend service and AI integration.

AI meeting host and session historian for facilitated work

Product diagram
Zoe public-safe product diagram for Facilitation · Knowledge Management; no sensitive data shown.
Public-safe product visual. No sensitive data shown. For GrantWise, position this as a compliance/requirements/drafting workflow diagram, not a verified live production screenshot.Public-safe preview

Asset type

AI meeting host and session historian

Authenticated meeting workspace with session modes, grounded context, transcript capture, and post-session analysis for recurring convenings.

Demo posture

Buyer-review package available by

Buyer-review package available by request from the confirmed Zoe-3.1 source repo. Source evidence includes README, architecture docs, user guide, security notes, buyer diligence index, cost model, license audit, vulnerability report, launch guide, automated testing workflow, and transition support materials. Current pass status, hosting setup, and buyer-facing docs should still be revalidated before external diligence.

Best fit

Facilitation consultancies, AI-for-meetings platforms, coalition/convening vendors, and knowledge management SaaS acquirers.

Convening facilitators and consultants, Coalition retreat and working-group organizers

Buyer paths

License • Custom Implementation • Buyer Evaluation • Acquisition

Trust signals

Public-safe indicators buyers can use before requesting deeper materials.

Implemented browser-based app with backend service and AI integration, not just a prompt frameworkVersion 3.1.0 package with buyer diligence docsAuthenticated accounts and database-backed persistenceAI provider API key remains backend-onlyShort-lived, single-use AI Live session credentials

Product thesis

Why this asset exists

Multi-session convenings lose context between meetings. Facilitators often spend valuable opening time recapping prior decisions, unresolved tensions, and action items instead of moving the group forward. Zoe gives teams a structured AI host that can carry session memory, ground responses in uploaded materials, and support facilitation without replacing the human facilitator.

01

Buyer need

Recurring meetings and facilitated convenings often scatter knowledge across notes, PDFs, images, transcripts, and participant memory. New participants struggle to catch up, action items are easy to lose, and facilitators spend too much time reconstructing context.

  • Recurring meetings and convenings lose context between sessions
  • Facilitators spend too much time recapping prior decisions and unresolved issues
  • Session artifacts often scatter across PDFs, notes, transcripts, and slide materials
  • Participants need grounded answers from the available materials, not unsupported AI improvisation
  • Teams need exports, action items, and post-session analysis without building a custom meeting AI stack
02

Product response

Zoe 3.1 provides an authenticated meeting workspace with session modes, voice controls, transcript capture, document and image context, AI-backed analysis, realtime feedback, exports, and post-session review. It is designed to help facilitators preserve continuity while keeping source material, transcripts, and generated outputs inside buyer-controlled infrastructure.

  • Zoe provides an authenticated AI meeting workspace with session modes and voice controls
  • Uploaded PDFs and images become session context
  • Zoe can display uploaded images by label, filename, index, or tag
  • Transcript, action item, and analysis workflows help preserve continuity
  • AI calls are mediated through backend workflows with auth, rate limiting, and credential isolation
  • Database persistence keeps session records and feedback tied to authenticated users

Capabilities

What buyers evaluate first

These are the product behaviors, workflows, and evidence points a buyer can scan before requesting deeper materials.

Authenticated AI meeting host and session historian

Nine session modes: Structured Interview, Participant Discovery, Storytelling Arc, Document Analysis, Meeting Facilitator, Brainstorming Session, Executive Summary, Debate Moderator, and Technical Deep-Dive

Voice sidebar with connect/disconnect, mute, orb state, and visualization panels

AI Live session initialization through backend credential issuance

Transcript feed with virtualized rendering for large sessions

PDF document upload for grounded session context

Image upload with AI-based auto-tagging and display by index, label, filename, or tag

Post-session analysis and realtime feedback overlay

Export modal for session artifacts

Demo feedback collection with 5-star rating, comments, database persistence, and an internal feedback summary view

A structured state model with focused areas for session, UI, document, error, voice, settings, transcript, and feedback state

Database-backed session persistence and account-scoped storage

Backend AI proxy workflows for analysis, realtime feedback, context enrichment, persona analysis, image generation, image tagging, and session init

Rate limiting for expensive AI model workflows

Managed cloud hosting launch path

Interface previews

Public-safe product visuals

Previews use demo, redacted, or representative content so buyers can inspect the interface without exposing sensitive data.

Product diagram
Zoe public-safe product diagram for Facilitation · Knowledge Management; no sensitive data shown.
Product diagram1 of 1

Product diagram

Public-safe product visual. No sensitive data shown. For GrantWise, position this as a compliance/requirements/drafting workflow diagram, not a verified live production screenshot.

Use cases

Where this asset fits

Coalition convening continuity

Use Zoe across recurring coalition meetings to preserve prior decisions, unresolved questions, documents, and action items.

Facilitated strategy sessions

Use the Meeting Facilitator, Participant Discovery, or Debate Moderator modes to keep complex strategy sessions structured.

Document-grounded review

Upload PDFs or images and use Zoe to surface document-grounded context during a session.

Executive summary generation

Use the Executive Summary mode and export tools to produce post-session summaries and follow-up materials.

Demo and user feedback collection

Collect 5-star feedback and comments from test sessions, then review aggregate feedback through the ops summary endpoint.

Review package

What transfers, what stays gated, and what needs verification.

The public brief gives buyers a safe first pass. Deeper implementation and operational materials stay controlled by fit review.

Documentation

Public overview available. Detailed documentation is gated for controlled review.

Review by request

Testing / QA

QA evidence is available in controlled review and should be freshly verified before buyer reliance.

Controlled review

Transfer boundary

Transfer scope is reviewed privately during app-specific diligence.

Controlled review

Included assets

  • Zoe 3.1 source code (browser-based app with backend service) — Complete
  • AI Live credential-isolation backend flow — Complete
  • Session-mode and facilitation UX — Complete
  • Launch and security documentation — Complete
  • Buyer diligence package and cost model — Complete
  • License or sale terms — By inquiry

Commercial paths

licensingpartnershipacquisitionpilot

Buyer evaluation package

Private buyer review of source code, architecture docs, launch guide, security model, cost model, vulnerability report, and demo workflow.

Source-code license

License the Zoe 3.1 codebase, documentation, managed cloud hosting launch pattern, and buyer setup materials for buyer-operated infrastructure.

Custom implementation

Configure Zoe for a specific facilitation, convening, cohort, or meeting-support workflow with buyer-owned cloud hosting and AI provider credentials.

Full acquisition

Transfer source code, documentation, MIT license posture, buyer diligence package, cost models, launch materials, and transition support under negotiated terms.

Evidence and review posture

Public evidence boundary

This section shows only public-safe evidence language. Deeper technical, security, billing, operational, transfer, and implementation materials stay gated.

Public overview

Available

Public pages provide buyer-centered positioning, fit, use cases, and a controlled next step without implementation details.

Private walkthrough

By request

A private walkthrough can be requested for qualified review. No public demo access is implied.

QA evidence

Controlled review

QA evidence is available in controlled review and should be freshly verified before buyer reliance.

Gated materials

Not public

Technical, security, billing, operational, transfer, and implementation materials are gated and are not included in the public portfolio payload.

What is public versus controlled review

Public pages are designed for discovery: product overview, use case, high-level features, category, and public-safe readiness summary. Deeper technical, security, billing, operational, transfer, and implementation materials are shared selectively after review.

Roadmap

Known delivery posture

Roadmap labels distinguish completed work from active hardening or planned next steps.

Browser-based application runtime with backend service and AI integrationdone
Authentication and database persistencedone
AI Live credential issuance through backend proxydone
Nine session modesdone
Voice sidebar controls and transcript feeddone
PDF document contextdone
Image upload, AI-based tagging, and uploaded-image display supportdone
Post-session analysis and realtime feedbackdone
Session export flowdone
Demo feedback collection and ops feedback summarydone
Managed cloud hosting launch pathdone
Automated testing and test scriptsdone
Camera analysis pipelineplanned
Historical retrieval toolplanned
More granular RBACplanned
Buyer-facing sale/demo docs final cleanupplanned

FAQ

Common diligence questions

Controlled next step

Interested in adapting Zoe for your organization or portfolio?

Start with a fit conversation. Public summaries stay safe to browse; technical, security, and transfer materials are shared only when the review path is appropriate.

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