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

# Opportunities

> Capture AI ideas from anywhere in your organization, score them on Impact, Confidence, and Ease, and triage them into Deliverables or Expert Requests.

export const OpportunityDefinition = () => <>
    An <strong>Opportunity</strong> is a captured AI idea or use case. Opportunities are scored on Impact, Confidence, and Ease, and can be submitted by anyone in your organization through web, Slack, Teams, or Google Chat. They can sit inside a Discovery or stand on their own (created directly by a customer or by Kowalah on the customer's behalf, for example from a chat conversation or an inbound email). Opportunities are then promoted into a Deliverable inside a Project, or into an Expert Request.
  </>;

<OpportunityDefinition />

Opportunities are the entry point of the Kowalah funnel. Anyone in your organization can capture one, in their own words, through the channel they already use. Each Opportunity is scored on [Impact, Confidence, and Ease](/platform/scoring), triaged by your Kowalah team, and then either promoted into a [Deliverable](/platform/projects/deliverables) inside a project, raised as an [Expert Request](/platform/expert-requests), or set aside for later.

## Where Opportunities come from

<CardGroup cols={2}>
  <Card title="A Discovery" icon="telescope" href="/platform/discoveries">
    The structured way: Kowalah invites a cohort, and ideas come in through the enabled channels during the Discovery window.
  </Card>

  <Card title="The Kowalah Agent in chat" icon="message-circle" href="/platform/kowalah-agent">
    Anyone can `@Kowalah` in Slack, Microsoft Teams, or Google Chat and describe an idea — it lands as an Opportunity in the platform.
  </Card>

  <Card title="Directly in the platform" icon="plus">
    Capture an idea straight from the web — useful when you're already in the platform and want to log it before you forget.
  </Card>

  <Card title="Created on your behalf" icon="users">
    Your Kowalah partner can capture an Opportunity on your behalf, for example after a phone conversation or an inbound email. The Opportunity records who it was raised for and who raised it.
  </Card>
</CardGroup>

<Note>
  Opportunities don't have to belong to a Discovery. Free-floating Opportunities — ones raised outside any active Discovery — are just as valid, and follow the same triage and promotion path.
</Note>

## What an Opportunity contains

Each Opportunity captures:

| Field          | What it's for                                                                                                        |
| -------------- | -------------------------------------------------------------------------------------------------------------------- |
| **Title**      | A short, plain-English headline                                                                                      |
| **Content**    | The fuller description, in the submitter's own words                                                                 |
| **Source**     | Where it came from — Discovery, agent (Slack / Teams / Google Chat), office hours, training, email, manual, or other |
| **Department** | Optional, helps with later filtering and rollups                                                                     |
| **Discovery**  | The Discovery this Opportunity came from, if any                                                                     |
| **Submitter**  | The person who raised it (or the customer it was raised on behalf of)                                                |
| **Score**      | An [ICE score](/platform/scoring) — Impact, Confidence, Ease, plus rationale                                         |
| **Status**     | Where the Opportunity is in the triage flow                                                                          |
| **Owners**     | A customer owner and optionally a Kowalah owner                                                                      |

## Triage flow

Opportunities move through a small number of states. Most of the work happens in the first two.

| Status        | What's happening                                                                                              |
| ------------- | ------------------------------------------------------------------------------------------------------------- |
| **New**       | Just arrived; not yet reviewed                                                                                |
| **In review** | Your Kowalah team is triaging — refining the score, asking clarifying questions, deciding the right next step |
| **Promoted**  | Promoted into a Deliverable or an Expert Request — the Opportunity now has a child entity it points to        |
| **Declined**  | Reviewed and explicitly set aside, with a reason recorded                                                     |
| **Merged**    | Merged into another Opportunity that's substantively the same idea                                            |

<Tip>
  "Declined" doesn't mean rejected forever — it means *not now, and here's why*. Declined Opportunities stay searchable, and a future Discovery or business change can bring one back into the active pile.
</Tip>

## Scoring

Every Opportunity carries a **single live ICE score** — three numbers (Impact, Confidence, Ease), each on a 1 to 10 scale, with a composite that's their sum.

Unlike Deliverables and Expert Requests, Opportunities don't have an estimated-vs-final pair. The work hasn't started yet, so the score is just the current best read on whether the idea is worth promoting.

<Info>
  Kowalah's AI takes the first pass on most Opportunities — particularly ones submitted through Slack, Teams, Google Chat, or email — so the triage queue is never empty when your Kowalah team logs in. Humans then refine.
</Info>

For the full scoring model, see [ICE Scoring](/platform/scoring).

## Promoting an Opportunity

Promotion is the moment an idea becomes committed work. There are two paths.

<CardGroup cols={2}>
  <Card title="Promote to a Deliverable" icon="kanban">
    For ideas that need design, build, or rollout work inside a Kowalah-managed project. The new Deliverable carries a back-link to the Opportunity.
  </Card>

  <Card title="Promote to an Expert Request" icon="hand-helping">
    For scoped, standalone pieces of work — a single Claude skill, a workshop, a one-off audit. The Expert Request carries the same back-link.
  </Card>
</CardGroup>

When an Opportunity is promoted, it records:

* **Promoted at** — the timestamp
* **Promoted by** — who made the call
* **Promoted to type** — `deliverable` or `expert_request`
* **Promoted to ID** — the child entity it became

This means you can always trace any Deliverable or Expert Request back to the Opportunity (and Discovery) it came from.

## Customer-requested promotion

Customers can flag an Opportunity for promotion themselves, without needing to wait for triage. This shows up as a *requested* promotion: the Opportunity records what the customer asked for (deliverable or expert request), and into which project — but the actual promotion still happens through Kowalah's triage flow, so the score and scope can be sanity-checked first.

<Note>
  This pattern keeps customers in the driver's seat without bypassing the quality bar: you can always say "this one, please, into this project," and Kowalah handles the rest.
</Note>

## Merging duplicates

When the same idea arrives from two different people — the same hour saved, the same workflow automated — you can merge one Opportunity into another. The merged Opportunity records `merged_into_opportunity_id` so the trail is preserved, and the surviving Opportunity gets the combined context.

## Identifier

Every Opportunity gets an ID like `OPP-0001`, scoped to your organization. You'll see this on the Opportunity page, on any Deliverable or Expert Request promoted from it, and in any chat or email referring to it.

## What's next

<CardGroup cols={2}>
  <Card title="ICE Scoring" icon="gauge" href="/platform/scoring">
    How Opportunities (and Deliverables and Expert Requests) are scored
  </Card>

  <Card title="Discoveries" icon="telescope" href="/platform/discoveries">
    Time-bounded campaigns that surface 20-30 Opportunities at once
  </Card>

  <Card title="Deliverables" icon="kanban" href="/platform/projects/deliverables">
    What Opportunities become when they're promoted into project work
  </Card>

  <Card title="Expert Requests" icon="hand-helping" href="/platform/expert-requests">
    What Opportunities become when they're promoted into standalone expert work
  </Card>
</CardGroup>