How to Evaluate Forward AR Core & ChatGPT Boundary System
A permission-aware internal knowledge architecture connecting Wix CMS, Algolia, Monday.com, and ChatGPT Business. It lets authorized teams retrieve approved methods, templates, and analyst intelligence while keeping raw sales calls and confidential client materials permanently isolated.
Sales Signal & De-ID Queue
Test raw sales conversation scrubbing (Apollo, Instantly, Monday) where client entity names and deal sizes are sanitized before Senior approval.
ChatGPT Retrieval & Citations
Test permission-aware Company Knowledge search with verified DocID citations, and test adversarial attempts to access private client materials.
Content Registry & Taxonomy
Inspect approved shared knowledge, Wix Library articles, and Analyst Directory with required metadata: attribution, confidentiality, owner, and review date.
Wix & Monday Developer Specs
Review turnkey technical specifications, webhook payloads, and boundary acceptance test criteria for Harpreet (Wix Velo) and Monday/Zapier builder.
Raw sales conversations & client deals air-gapped from ChatGPT
Strict system prompts reject answering without approved context
Permission-Aware Knowledge & Boundary Isolation Pipeline
Traces how public content flows to Algolia, while internal sales calls from Monday are quarantined, scrubbed, and senior-approved before ChatGPT ingestion.
Harpreet Velo hook exports public AR articles, methodologies, and case studies.
Fast faceted search index powers the public Forward AR website search bar.
Raw sales calls, Apollo leads & Instantly outreach data.
Zero auto-sync to shared knowledge. Stored in isolated boards.
Regex + NER redacts client names, contracts & emails into generic patterns.
Senior Architect reviews sanitized draft. Explicit approval required.
Ingested into Company Knowledge with DocID citations & review metadata.
Content Registry, Taxonomy & Metadata Model
Every knowledge asset carries mandatory governance metadata: DocID, attribution, permission level, confidentiality, owner, reviewer, and review date.
| DocID & Title | Source & Attribution | Confidentiality Tier | Owner & Reviewer | Review Cycle | Actions |
|---|---|---|---|---|---|
WIX-LIB-AR-104 Gartner Magic Quadrant Preparation Blueprint (2026 Edition) Standard operating procedure for Gartner MQ vendor briefings: Evaluation criteria alignment, reference briefing schedules, and 45-min slide pacing. | Wix Public Library Forward AR Methodology Group | PUBLIC_LIBRARY | Sarah Jenkins (VP Strategy) Marcus Vance (Principal Architect) | Reviewed: 2026-08-15 Expires: 2027-08-15 | |
MON-SOP-202 Analyst Day Presentation Master Template & Slide Structure Approved 9-slide deck taxonomy for analyst briefing days: market validation, differentiation, and anonymized customer proof points. | Monday.com Knowledge Senior AR Director | INTERNAL_APPROVED | Elena Rostova (Lead Consultant) Marcus Vance (Principal Architect) | Reviewed: 2026-09-01 Expires: 2027-03-01 | |
DIR-ANALYST-041 Analyst Profile: Enterprise Cloud & AI Infrastructure Lead (Gartner) Analyst coverage focus, briefing preferences, technical depth requirements, and 5-day inquiry follow-up SLAs. | Analyst Directory AR Intelligence Team | INTERNAL_APPROVED | Devon Reed (Research Analyst) Elena Rostova (Lead Consultant) | Reviewed: 2026-08-28 Expires: 2026-11-28 | |
WIX-LIB-AR-118 Forrester Wave Scoring Mechanics: Vendor Strategy vs Current Offering Deep dive into Forrester Wave 3-criteria evaluation model, score weighting calculations, and executive rebuttal timeline management. | Wix Public Library Forward AR Research | PUBLIC_LIBRARY | Sarah Jenkins (VP Strategy) Marcus Vance (Principal Architect) | Reviewed: 2026-07-20 Expires: 2027-07-20 | |
MON-SOP-205 Pre-Briefing Question Matrix & Analyst Inquiry Tracker Approved question repository for prep calls: inquiry categorizations, product roadmap boundaries, and non-disclosure validation check. | Monday.com Knowledge Client Delivery Operations | INTERNAL_APPROVED | David K. (Senior Analyst) Sarah Jenkins (VP Strategy) | Reviewed: 2026-08-10 Expires: 2027-02-10 | |
DIR-ANALYST-072 Analyst Profile: Generative AI & Enterprise Applications (Forrester) Key coverage themes, published research focus, vendor positioning rubrics, and preferred interaction cadences. | Analyst Directory AR Intelligence Team | INTERNAL_APPROVED | Devon Reed (Research Analyst) Elena Rostova (Lead Consultant) | Reviewed: 2026-09-05 Expires: 2026-12-05 | |
CLIENT-RESTRICT-099 Alpha Corp Private AR Strategy & Unannounced Product Roadmap AIR-GAPPED MATERIAL: Private client trade secrets, deal economics, and embargoed specifications. Excluded from ChatGPT Company Knowledge. | Approved Drive Client Account Lead | AIR_GAPPED_CLIENT | Confidential Client Vault Security Blast Shield | Reviewed: 2026-09-12 Expires: 2026-10-12 |
Sales Signal Quarantine & Senior Approval Review Queue
Incoming sales conversations and private client files from Monday.com are isolated by default. They can only enter shared knowledge after automated PII/entity scrubbing and explicit Senior Architect sign-off.
Live Retrieval Engine & Boundary Interception Tester
Test how ChatGPT Business retrieves verified methods with source citations, and test adversarial attempts to extract raw sales conversations or private client contracts.
Developer Specifications & Acceptance Testing Framework
Turnkey architectural specifications for Harpreet S. (Wix/Algolia developer) and the Monday/Zapier builder, plus the 7-point acceptance test matrix.
// ============================================================================
// FORWARD AR EXPERTS • WIX VELO SPECIFICATION FOR HARPREET S. (CMS ARCHITECT)
// Target: Wix CMS Public Library -> Algolia Search Index Sync Webhook
// File: backend/algoliaSync.jsw & backend/data.js
// ============================================================================
import { fetch } from 'wix-fetch';
import { getSecret } from 'wix-secrets-backend';
// 1. Mandatory Data Hook on Wix CMS 'PublicLibrary' Collection
export function PublicLibrary_afterUpdate(item, context) {
if (item.status === 'PUBLISHED' && item.confidentiality === 'PUBLIC_LIBRARY') {
return syncArticleToAlgolia(item);
}
return item;
}
export function PublicLibrary_afterInsert(item, context) {
if (item.status === 'PUBLISHED' && item.confidentiality === 'PUBLIC_LIBRARY') {
return syncArticleToAlgolia(item);
}
return item;
}
// 2. Structured Algolia Sync Function with Governance Metadata
export async function syncArticleToAlgolia(article) {
const algoliaAppId = await getSecret('ALGOLIA_APP_ID');
const algoliaApiKey = await getSecret('ALGOLIA_API_KEY');
const payload = {
objectID: `WIX-LIB-${article._id}`,
docId: `WIX-LIB-${article.articleNumber || article._id}`,
title: article.title,
slug: article.slug,
attribution: article.author || 'Forward AR Methodology Group',
confidentiality: 'PUBLIC_LIBRARY',
permission: 'PUBLIC',
owner: article.ownerName || 'Content Team',
reviewDate: new Date().toISOString().split('T')[0],
expiryDate: new Date(Date.now() + 365 * 86400000).toISOString().split('T')[0],
summary: article.summary,
content: article.richContentPlainText,
tags: article.taxonomyTags || ['Analyst Relations', 'Methodology'],
};
const response = await fetch(
`https://${algoliaAppId}-dsn.algolia.net/1/indexes/forward_library_public/${payload.objectID}`,
{
method: 'PUT',
headers: {
'X-Algolia-Application-Id': algoliaAppId,
'X-Algolia-API-Key': algoliaApiKey,
'Content-Type': 'application/json',
},
body: JSON.stringify(payload),
}
);
if (!response.ok) {
throw new Error(`Algolia sync failed: ${response.statusText}`);
}
return article;
}Analyst Intelligence & Coverage Directory
Structured metadata for key industry analysts across Gartner, Forrester, and IDC. Integrated into Company Knowledge for instant briefing prep without sharing raw sales contacts.
Knowledge Ops & Token Economics ROI Model
Quantifying analyst briefing labor reduction, deterministic DocID retrieval velocity, and zero-leak breach prevention.
Air-gapping raw CRM sales recordings & contract ACVs guarantees immunity against competitor disclosures, client confidentiality lawsuits, and enterprise breach penalties ($150,000+ per occurrence).
One-Click Workflow Blueprint Export (Make.com & n8n)
Export ready-to-import workflow files directly into your own private accounts. No developer lock-in; complete control of all API keys and automation logic.
{
"name": "Forward-AR-Governed-Knowledge-RAG-v1",
"nodes": [
{
"id": "node_1",
"name": "Monday.com Webhook (Board A: Raw Quarantine)",
"type": "n8n-nodes-base.mondayCom",
"parameters": {
"operation": "watchItemCreated",
"boardId": "={{ $env.MONDAY_QUARANTINE_BOARD_ID }}",
"columns": [
"source",
"rep",
"raw_content",
"client_entity"
]
}
},
{
"id": "node_2",
"name": "Privacy Blast Shield (Entity & ACV Isolation)",
"type": "n8n-nodes-base.if",
"parameters": {
"conditions": {
"string": [
{
"value1": "={{ $json.confidentiality }}",
"operation": "equal",
"value2": "RESTRICTED_ISOLATED"
}
]
}
}
},
{
"id": "node_3",
"name": "Securiti AI Firewall (PII & Client De-ID Scrubber)",
"type": "n8n-nodes-base.function",
"parameters": {
"functionCode": "// Redact client entity, personal emails, phone numbers, and contract ACVs\nreturn items.map(item => ({\n json: {\n ...item.json,\n scrubbed_content: scrubPiiAndEntities(item.json.raw_content),\n is_deidentified: true,\n status: \"PENDING_SENIOR_APPROVAL\"\n }\n}));"
}
},
{
"id": "node_4",
"name": "Senior Architect Human-in-the-Loop Approval",
"type": "n8n-nodes-base.mondayCom",
"parameters": {
"operation": "watchColumnChange",
"boardId": "={{ $env.MONDAY_QUARANTINE_BOARD_ID }}",
"columnId": "senior_architect_approval",
"expectedValue": "APPROVED_FOR_REGISTRY"
}
},
{
"id": "node_5",
"name": "Content Registry Promotion & Wix Velo Hook",
"type": "n8n-nodes-base.httpRequest",
"parameters": {
"method": "POST",
"url": "https://www.forwardar.com/_functions/syncApprovedSharedKnowledge",
"headers": {
"Authorization": "Bearer ={{ $env.WIX_VELO_SECRET_KEY }}"
},
"body": {
"docId": "={{ $json.docId }}",
"title": "={{ $json.title }}",
"confidentiality": "INTERNAL_APPROVED",
"attribution": "={{ $json.attribution }}",
"reviewer": "={{ $json.senior_reviewer }}",
"reviewDate": "={{ $now.format(\"yyyy-MM-dd\") }}"
}
}
},
{
"id": "node_6",
"name": "ChatGPT Business Knowledge Sync & DocID Attribution",
"type": "n8n-nodes-base.openAi",
"parameters": {
"operation": "createFileOrIndex",
"vectorStoreId": "={{ $env.CHATGPT_COMPANY_KNOWLEDGE_STORE_ID }}",
"metadata": {
"docId": "={{ $json.docId }}",
"confidentiality": "INTERNAL_APPROVED",
"permission": "ALL_STAFF"
}
}
}
],
"connections": {
"Monday.com Webhook (Board A: Raw Quarantine)": {
"main": [
[
{
"node": "Privacy Blast Shield (Entity & ACV Isolation)",
"type": "main",
"index": 0
}
]
]
},
"Privacy Blast Shield (Entity & ACV Isolation)": {
"main": [
[
{
"node": "Securiti AI Firewall (PII & Client De-ID Scrubber)",
"type": "main",
"index": 0
}
]
]
},
"Securiti AI Firewall (PII & Client De-ID Scrubber)": {
"main": [
[
{
"node": "Senior Architect Human-in-the-Loop Approval",
"type": "main",
"index": 0
}
]
]
},
"Senior Architect Human-in-the-Loop Approval": {
"main": [
[
{
"node": "Content Registry Promotion & Wix Velo Hook",
"type": "main",
"index": 0
}
]
]
},
"Content Registry Promotion & Wix Velo Hook": {
"main": [
[
{
"node": "ChatGPT Business Knowledge Sync & DocID Attribution",
"type": "main",
"index": 0
}
]
]
}
}
}Open your private n8n dashboard, click "Import Workflow", and select this JSON file.
Plug in your private Monday.com API token, your Wix Velo endpoint secret, and your ChatGPT Business retrieval OAuth credentials.
Toggle the workflow to Active. All Apollo/CRM leads will route into Quarantine Board A, enforcing zero automated leakage to ChatGPT.