Overview
Compass includes 140+ pre-built tasks across seven categories. This reference explains each category, shows example tasks, and documents how success is determined.
Tasks represent goals a user might ask an AI agent to accomplish. "Find the pricing page" or "Locate the returns policy" — each tests whether AI can navigate to and verify specific content.
Each task includes:
- Task text — The goal an AI agent would try to accomplish
- Keywords — Terms the model looks for to identify relevant pages
- Success criteria — How Compass determines if the task was completed
- Alternative phrasings — Other ways users might express the same intent
If there's a site type or industry missing from our core database, let us know at contact@wayfinderai.tools and we'll build it out.
Universal Tasks
For: Any website
Count: ~25 tasks
Tasks that apply to virtually any business website. These are the baseline checks every site should pass.
Example tasks
Find privacy policy
- Keywords: privacy, policy, data, gdpr, cookies, personal information
- Success: Page is a privacy policy document describing data collection, usage, and protection practices
- Alternatives: "Privacy", "Data policy", "How they use my data"
Find contact page
- Keywords: contact, email, phone, address, get in touch, reach us
- Success: Page contains contact form, email address, phone number, or physical address for reaching the company
- Alternatives: "Contact us", "Get in touch", "Contact form"
Find support or help center
- Keywords: support, help, faq, knowledge base, customer service, assistance
- Success: Page contains help articles, FAQs, knowledge base, or customer support options
- Alternatives: "Help", "Customer support", "FAQ", "Get help"
Other Universal tasks
Contact & Support: contact page, phone number, email address, live chat
Company Information: about page, leadership team, office locations, careers
Legal & Policies: privacy policy, terms of service, cookie policy, accessibility
Navigation Basics: homepage from any page, site search, main navigation
SaaS Tasks
For: Software-as-a-Service products
Count: ~20 tasks
Tasks specific to software products, especially B2B SaaS.
Example tasks
Find free trial signup
- Keywords: free trial, try free, get started, start trial, demo
- Success: Page contains a free trial signup form or button to start a trial
- Alternatives: "Start free trial", "Try for free", "Get started free"
Find API documentation
- Keywords: api, documentation, docs, developer, reference, endpoints
- Success: Page shows API reference, endpoints, code examples, or developer documentation
- Alternatives: "API docs", "Developer documentation", "Developer portal"
Find feature comparison
- Keywords: compare, features, plans, matrix, comparison, included
- Success: Page shows a comparison table or matrix of features across different plans or tiers
- Alternatives: "Compare plans", "Feature matrix", "What's included"
Other SaaS tasks
Pricing & Plans: pricing information, plan comparison, enterprise pricing
Product Information: feature list, product demo, integrations, screenshots
Conversion: free trial signup, request demo, sales contact
Trust & Validation: case studies, customer testimonials, security information
E-commerce Tasks
For: Online stores, retail sites
Count: ~25 tasks
Tasks for sites that sell products online.
Example tasks
Find returns policy
- Keywords: returns, refund, exchange, return policy, money back
- Success: Page explains the returns process, timeframes, and conditions for refunds or exchanges
- Alternatives: "Returns", "Refund policy", "How to return"
Find shipping information
- Keywords: shipping, delivery, postage, shipping rates, delivery times
- Success: Page shows shipping options, costs, delivery timeframes, or shipping policies
- Alternatives: "Delivery info", "Shipping costs", "How long does delivery take"
Find size guide
- Keywords: size, guide, sizing, measurements, fit, size chart
- Success: Page contains a size chart, measurement guide, or fitting information
- Alternatives: "Size chart", "Sizing guide", "What size am I"
Other E-commerce tasks
Product Discovery: product categories, search, filters, bestsellers, new arrivals
Product Information: product price, availability, specifications, reviews
Purchase Flow: shopping cart, checkout, payment options, discount code
Policies & Support: shipping, returns, exchanges, order tracking, warranty
Content Tasks
For: Blogs, news sites, publishers, documentation sites
Count: ~15 tasks
Tasks for content-heavy sites where discovery and navigation are key.
Example tasks
Find newsletter signup
- Keywords: newsletter, subscribe, email updates, mailing list, signup
- Success: Page contains a newsletter subscription form to receive email updates
- Alternatives: "Subscribe", "Join our mailing list", "Get updates"
Find article archives
- Keywords: archive, archives, past articles, all posts, older posts
- Success: Page shows historical content, article archives, or a way to browse past content
- Alternatives: "All articles", "Past posts", "Browse archives"
Other Content tasks
Content Discovery: specific article topic, category navigation, recent content, trending
Content Consumption: related articles, author information, publication date
Subscriptions: newsletter, RSS feed, subscription options
Financial Services Tasks
For: Banks, fintech, insurance, investment platforms
Count: ~20 tasks
Tasks for financial services with specific regulatory and trust requirements.
Example tasks
Find interest rates
- Keywords: interest, rates, apr, apy, rate table, current rates
- Success: Page displays current interest rates for savings, loans, mortgages, or other products
- Alternatives: "Current rates", "APR", "What interest rate"
Find mortgage calculator
- Keywords: mortgage, calculator, payment, estimate, affordability
- Success: Page contains an interactive mortgage calculator for estimating payments
- Alternatives: "Calculate mortgage", "Payment calculator", "How much can I borrow"
Other Financial tasks
Products & Rates: interest rates, account types, fee schedules, loan products
Tools & Calculators: mortgage calculator, savings calculator, budget tools
Account Access: login page, account opening, mobile app
Trust & Compliance: FDIC info, security measures, fraud protection, licensing
Healthcare Tasks
For: Hospitals, clinics, health systems, telehealth
Count: ~20 tasks
Tasks for healthcare providers with patient-focused needs.
Example tasks
Find appointment booking
- Keywords: appointment, book, schedule, booking, make appointment
- Success: Page contains an appointment booking system, scheduling form, or booking instructions
- Alternatives: "Book appointment", "Schedule visit", "Make an appointment"
Find provider directory
- Keywords: doctor, provider, physician, directory, find a doctor
- Success: Page shows a searchable directory of healthcare providers, doctors, or specialists
- Alternatives: "Find a doctor", "Our physicians", "Provider search"
Other Healthcare tasks
Finding Care: appointment booking, provider directory, specialty search, locations, insurance
Patient Services: patient portal, prescription refills, medical records, billing
Health Information: condition information, treatment options, patient education
Emergency: emergency services, urgent care, after-hours contact
Enterprise Tasks
For: Large corporations, B2B companies, public companies
Count: ~15 tasks
Tasks for enterprise websites with investor, partner, and compliance needs.
Example tasks
Find investor relations
- Keywords: investor, relations, ir, shareholders, stock, investors
- Success: Page shows investor information, stock details, or shareholder resources
- Alternatives: "Investor info", "Shareholders", "Stock information"
Find annual report
- Keywords: annual report, yearly report, financial report, 10-k
- Success: Page provides access to annual reports or financial statements
- Alternatives: "Financial reports", "Yearly report", "Company financials"
Other Enterprise tasks
Investor Relations: investor page, annual reports, SEC filings, earnings calls
Corporate Information: press releases, media kit, executive team, board of directors
Partnerships: partner program, vendor information, procurement process
Compliance: sustainability report, ESG information, diversity reports
Custom Tasks
Beyond the pre-built library, you can create custom tasks for specific needs.
When to use custom tasks
Industry-specific needs — Tasks unique to your vertical that aren't covered by defaults. For example, a logistics company might need "Find shipment tracking" or a university might need "Find course catalog."
Specific product or service pages — Instead of generic "Find pricing," you might want "Find Enterprise Widget pricing" to test a specific path.
Localised content — Tasks for specific regions, languages, or market-specific content.
Internal terminology — If your site uses specific labels or navigation patterns, custom tasks can match your exact language.
Creating custom tasks
When creating a custom task, you'll define:
- Task text — The goal, phrased as a user intent (e.g., "Find the partner application form")
- Keywords — Terms that indicate the task is being accomplished (e.g., partner, application, form, apply, join)
- Success criteria — How to verify the task was completed (e.g., "Page contains a partner application form or instructions for becoming a partner")
Custom tasks use the same ML+LLM pipeline as built-in tasks, so they benefit from the same semantic understanding and navigation capabilities.
Tips for effective custom tasks
- Be specific — "Find enterprise pricing" is better than "Find pricing information" if you want to test a specific path
- Include variations — Add alternative phrasings users might actually use
- Define clear success — Ambiguous success criteria lead to unreliable results
- Test incrementally — Start with a few custom tasks and refine based on results
Choosing the right tasks
Start broad
Use Universal tasks plus one industry pack for your first audit. This gives you baseline coverage without overwhelming results.
Then focus
After seeing results, add specific tasks for areas that failed or matter most to your business. Use sub-projects to organise deep-dive analyses.
Quality over quantity
Testing 10 relevant tasks well is better than testing 50 generic ones. Focus on tasks that represent real user intents for your site.
Next steps
