# Business records

> Goals, roadmap, decisions, documents and the business brief, and how chat and programs use them.

Source: https://www.willo.ai/docs/business-records

Goals, roadmap, decisions, documents and the business brief, and how chat and programs use them.

## Get started

- [Get started with business records](https://www.willo.ai/docs/business-records/get-started): Goals, the roadmap, decisions, documents and your business context are the records Willo keeps about your business. Where to find each one.

## Concept

- [Goals and the roadmap](https://www.willo.ai/docs/business-records/goals-and-roadmap): How goals, milestones and roadmap tasks fit together, what each status means, what you change on the dashboard and what you ask Willo to change.
- [Decisions](https://www.willo.ai/docs/business-records/decisions): The decision register keeps what was decided, why and how it turned out. How to read it, and how to answer the decisions waiting on you.
- [Documents](https://www.willo.ai/docs/business-records/documents): The strategy, brand, research and report documents Willo writes for your business, where they live, how to edit them, and what needs your approval.
- [Your business context](https://www.willo.ai/docs/business-records/business-context): The short summary of your business that Willo reads in every conversation: what goes in it, who writes it, and how to edit it in Settings → Memory.

## Guide

- [Set a goal and let Willo plan against it](https://www.willo.ai/docs/business-records/set-a-goal-and-let-willo-plan-against-it): Give Willo a measurable goal, have it build milestones and tasks to reach it, decide what it does on its own, and track progress as the work lands.
- [Clear what's waiting on you](https://www.willo.ai/docs/business-records/clear-whats-waiting-on-you): A weekly routine for answering the decisions Willo needs from you and doing the roadmap tasks only you can do, so its work keeps moving.