Name role, authority, jurisdiction, and task
Define one bounded job, people/rights/money/property affected, approved systems, and the qualified reviewer.
Output: occupation job card
Short answer: choose the manual matching the role and exact task. Each specialist route shows what AI may prepare, what evidence must remain visible, and which decisions or external actions stay with the licensed, qualified, authorized human.
Start Here bridge status / no data collected
All 35 occupation manuals now route back to the core manual path.
Every listed occupation page includes a static bridge back to the buyer → pain → offer → stack → agents → content → customers → delivery order, so specialist visitors can slow down before tools, agents, regulated decisions, or customer-facing actions.
No forms · no capture · no checkout · no outreachOccupation manuals35/35Core-route bridge present on every listed specialist manual.
Open queue0No remaining occupation pages from the current directory bridge rollout.
QA sheetCoverage receiptOpen the verifier-covered bridge inspection page.Next actionChoose first manualUse the no-data router before advanced automation.Before a specialist manual
Check the core route first.
Occupation manuals are not a shortcut around business clarity. If the reader is still choosing who to help or what to sell, route them back through buyer, pain, offer, stack, agents, content, customers, and delivery before any profession-specific automation.
Coverage status is explicit“Completed” means a local page, useful artifact, source/claim package, approval packet, and QA evidence exist. “Planned” means it belongs on the research board—not that StackPilot already has a profession-specific answer.
Family guide shops
Software, web & data
Software, Web & Data AI Guide Shop
Development, QA, data warehousing, websites, apps, agents, automation, credentials, and file routes.
Open shop →Real estateReal Estate AI Guide Shop
Realtors, appraisers, property/community managers, mortgage operators, new-home teams, and supporting task routes.
Open shop →InsuranceInsurance AI Guide Shop
Licensed agent/client-review work and claims/policy-service preparation with distinct authorities.
Open shop →Banking & lendingBanking, Mortgage & Credit AI Guide Shop
Loan officers, intake clerks, creditors, valuation, compliance, closing, security, and funding routes.
Open shop →Completed occupation manuals
Occupation manual
Accountants and Bookkeepers
A safe AI workflow for accounting source control, reconciliation preparation, variance questions, close checklists, private financial data, and human review.
Open manual →Occupation manualClaims Adjusters
A source-bound AI workflow for claims evidence review, unknown logs, reviewer questions, and authorized human handoffs.
Open manual →Occupation manualClinical Data Managers
A proof-first AI workflow for clinical data provenance, controlled study baselines, neutral query drafts, validation evidence, privacy, audit trails, and lock review.
Open manual →Occupation manualComputer Network Architects
A proof-first AI workflow for network-change evidence, validation planning, and rollback handoffs without delegating access, design, execution, or incident decisions.
Open manual →Occupation manualNetwork Support
Prepare a source-bound network-support review packet with AI while keeping network access, logs, diagnosis, severity, response, configuration, communication, and system actions human-controlled.
Open manual →Occupation manualSystems Analysts
Prepare a source-bound systems-analysis review packet with AI while system access, requirements, scope, design, tests, change, communication, and external actions remain human-controlled.
Open manual →Occupation manualSystems Engineers & Architects
A proof-first AI workflow for system requirements, architecture alternatives, interfaces, threat questions, ADR drafts, review routes, and approval-ready handoffs.
Open manual →Occupation manualUser Support Specialists
A review-only field manual for preparing source-bound end-user support intake packets with clear authority, uncertainty, and no-action boundaries.
Open manual →Occupation manualCredit Analysts: Review Desk
A review-only AI workflow for credit analysts: prepare source-bound evidence packets while keeping private data, credit decisions, notices, and communications human-controlled.
Open manual →Occupation manualCredit Counselors
Use AI to prepare a neutral credit-counseling intake handoff without giving debt, credit, bankruptcy, or legal advice.
Open manual →Occupation manualCustomer Service Reps
A proof-first AI workflow for source-bound support drafts, missing-evidence flags, customer-data boundaries, escalations, and human-reviewed handoffs.
Open manual →Occupation manualData Warehousing Specialists
A proof-first AI workflow for source contracts, field lineage, data validation, reconciliation, quality metrics, query cost, incidents, and warehouse change review.
Open manual →Occupation manualDatabase Administrators
A proof-first AI workflow for database inventory, least privilege, backup/restore evidence, migrations, performance diagnosis, integrity, and recovery review.
Open manual →Occupation manualDocument Management Specialists
A source-bound AI workflow for document-control evidence, version labels, unknown logs, and authorized human handoffs.
Open manual →Occupation manualFinancial Quantitative Analysts
A practical, evidence-first AI workflow for quantitative financial research: scoped inputs, reproducibility, limitations, human challenge, and approval-ready handoffs.
Open manual →Occupation manualInformation Security Analysts
A source-bound AI workflow for security-signal evidence, unknown logs, and authorized human review handoffs.
Open manual →Occupation manualInformation Security Engineers
A source-bound AI workflow for security-engineering labels, unanswered questions, and authorized human review—without assessments, control decisions, tests, changes, or deployment.
Open manual →Occupation manualInsurance Agents
A safe AI workflow for insurance intake, source-linked policy facts, renewal difference review, coverage questions, private data, and licensed human approval.
Open manual →Occupation manualAuto Damage Appraisers
A source-bound AI workflow for auto-damage evidence inventories, unknown logs, review questions, and authorized estimate-review handoffs.
Open manual →Occupation manualInsurance Claims & Policy Clerks
A proof-first AI workflow for insurance claim intake, policy-service evidence, identity gates, document versions, correspondence QA, escalation, and audit trails.
Open manual →Occupation manualInsurance Underwriters
A source-bound AI workflow for insurance-underwriting evidence inventories, unknown logs, review questions, and authorized human handoffs.
Open manual →Occupation manualLoan Interviewers & Clerks
A proof-first AI workflow for loan application intake, field provenance, document evidence, fair-lending safeguards, FCRA boundaries, milestones, and human handoffs.
Open manual →Occupation manualMarket Research and Marketing
An evidence-first AI workflow for customer research, source ledgers, positioning hypotheses, claim review, campaign experiments, and measurement.
Open manual →Occupation manualMortgage Loan Officers
A safe AI workflow for mortgage document intake, missing-item follow-up, borrower question prep, disclosure tracking, data protection, and human credit decisions.
Open manual →Occupation manualPersonal Financial Advisors
A regulated, proof-first AI workflow for advisor meeting preparation, privacy-safe input control, neutral question queues, and supervised review—without individualized advice or recommendations.
Open manual →Occupation manualProperty & Community Managers
A proof-first AI workflow for property intake, emergencies, fair housing, work orders, inspections, vendors, resident messages, budgets, and incidents.
Open manual →Occupation manualReal Estate Appraisers
A source-controlled AI workflow for appraisal intake, comparable research preparation, report QA, confidentiality, bias checks, UAD 3.6 readiness, and licensed review.
Open manual →Occupation manualRetail Sales Supervisors
A proof-first retail AI workflow for shift briefs, source checks, exception lists, data boundaries, and human-reviewed handoffs.
Open manual →Occupation manualSales Engineers
A source-bound AI workflow for technical discovery, capability gaps, demo outlines, review owners, and safer pre-sales handoffs.
Open manual →Occupation manualSales Managers: Review Desk
A review-only AI workflow for sales managers: prepare source-bound forecast and coaching packets while keeping CRM access, scores, decisions, and communications human-controlled.
Open manual →Occupation manualAI Search & Answer Visibility Workflow Guide
A proof-first workflow for useful answers, source coverage, crawler controls, canonical and sitemap parity, structured data, submissions, citations, and refreshes.
Open manual →Occupation manualSoftware Developers
A proof-first AI coding workflow for requirements, change plans, tests, security, accessibility, review, release, rollback, and monitoring.
Open manual →Occupation manualSoftware QA Analysts & Testers
A proof-first AI workflow for approved test design, exact build identity, execution receipts, defects, traceability, flaky tests, and release-review handoffs.
Open manual →Occupation manualWeb Administrators: Safe Updates, QA & Incident Handoffs
Use AI to prepare website change packets, QA checks, rollback notes, and incident handoffs without handing it production control or secrets.
Open manual →Occupation manualWholesale Sales Reps
A source-bound AI workflow for wholesale and manufacturing sales account briefs, unknown logs, review questions, and human approval handoffs.
Open manual →Next specialist shelves
Software, data & securityDeveloper, QA, data-warehouse, database, web-administration, systems, network, support, and information-security manuals are complete; database architecture and accessibility specialists remain planned.Family shop · Data warehouse
Financial servicesPersonal financial advisor, financial quantitative analyst, credit analyst, and credit counselor manuals are complete; financial managers and securities roles remain planned.Four manuals live
Healthcare administrationClinical data management is complete; health-services management, records, privacy, intake, and broader clinical governance remain planned.Clinical data manual
Office operationsCustomer-service and document-management manuals are complete; HR, data entry, scheduling, email, and forms remain planned.Two manuals live
Construction & home servicesManagers, estimators, trades, job packets, inspections, safety, proof, and closeout.Research planned
Education, legal & local servicesTeaching, libraries, legal support, compliance, restaurants, lodging, salons, fitness, and childcare.Research planned
The shared occupation route
Load current official sources
Separate law, rule, program, employer policy, governing document, qualified record, participant statement, and AI summary.
Output: source ledger
Prepare one useful artifact
Build an evidence table, checklist, draft, QA report, exception queue, or exact handoff without claiming execution.
Output: reviewed work product
Route decisions and actions
Keep regulated judgment, rights, safety, money, messages, accounts, production, and public actions with authorized humans.
Output: approval-ready packet
Start with the job, not the tool.
If the profession is not on the completed shelf, use the route card to define the job and keep the request on the research board until a real evidence-backed manual exists.