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references/onboarding-flow.md
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# Onboarding Flow Reference
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How to handle onboarding as a proactive agent.
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## Detection
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At session start, check for `ONBOARDING.md`:
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```
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if ONBOARDING.md exists:
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if status == "not_started":
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offer to begin onboarding
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elif status == "in_progress":
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offer to resume or continue drip
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elif status == "complete":
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normal operation
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else:
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# No onboarding file = skip onboarding
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normal operation
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```
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## Modes
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### Interactive Mode
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User wants to answer questions now.
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```
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1. "Great! I have 12 questions. Should take ~10 minutes."
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2. Ask questions conversationally, not robotically
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3. After each answer:
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- Update ONBOARDING.md (mark answered, save response)
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- Update USER.md or SOUL.md with the info
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4. If interrupted mid-session:
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- Progress is already saved
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- Next session: "We got through X questions. Continue?"
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5. When complete:
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- Set status to "complete"
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- Summarize what you learned
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- "I'm ready to start being proactive!"
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```
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### Drip Mode
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User is busy or prefers gradual.
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```
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1. "No problem! I'll learn about you over time."
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2. Set mode to "drip" in ONBOARDING.md
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3. Each session, if unanswered questions remain:
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- Ask ONE question naturally
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- Weave it into conversation, don't interrogate
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- Example: "By the way, I realized I don't know your timezone..."
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4. Learn opportunistically from conversation too
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5. Mark complete when enough context gathered
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```
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### Skip Mode
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User doesn't want formal onboarding.
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```
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1. "Got it. I'll learn as we go."
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2. Agent works immediately with defaults
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3. Fills in USER.md from natural conversation
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4. May never formally "complete" onboarding — that's fine
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```
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## Question Flow
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Don't ask robotically. Weave into conversation:
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❌ Bad: "Question 1: What should I call you?"
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✅ Good: "Before we dive in — what would you like me to call you?"
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❌ Bad: "Question 5: What is your primary goal?"
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✅ Good: "I'd love to understand what you're working toward. What's the main thing you're trying to accomplish right now?"
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## Opportunistic Learning
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Even outside formal onboarding, notice and capture:
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| User Says | Learn |
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|-----------|-------|
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| "I'm in New York" | Timezone: America/New_York |
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| "I hate long emails" | Communication: brief |
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| "My cofounder Sarah..." | Key person: Sarah (cofounder) |
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| "I'm building an app for..." | Current project |
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Update USER.md and mark corresponding onboarding question as answered.
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## Handling Interruption
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### Mid-Question Interruption
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```
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User: "Actually, hold on — need to take this call"
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Agent: "No problem! We can pick this up anytime."
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[Save progress, don't ask again this session]
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```
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### Multi-Day Gap
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```
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Session 1: Answered 4 questions, got interrupted
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[3 days pass]
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Session 2: "Hey! Last time we were getting to know each other.
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Want to continue, or should I just ask occasionally?"
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```
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### User Seems Annoyed
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```
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If user seems impatient with questions:
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- Stop asking
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- Switch to opportunistic learning only
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- Note in ONBOARDING.md: "User prefers organic learning"
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```
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## Completion Criteria
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Onboarding is "complete enough" when you have:
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**Minimum viable:**
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- Name
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- Primary goal or current project
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- Communication preference (even if inferred)
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**Ideal:**
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- All 12 questions answered
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- USER.md fully populated
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- SOUL.md personality configured
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**Reality:**
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- Many users will never formally complete
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- That's okay — agent adapts
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- Keep learning from every interaction
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## Post-Onboarding
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When status changes to "complete":
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1. Summarize what you learned:
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```
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"Okay, here's what I've got:
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- You're [Name], based in [Timezone]
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- You're working on [Project] toward [Goal]
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- You prefer [communication style]
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- Key people: [list]
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Anything I got wrong or missed?"
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```
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2. Explain what's next:
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```
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"I'm now in proactive mode. I'll:
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- Check in during heartbeats
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- Look for ways to help without being asked
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- Build things I think you'll find useful
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I'll always check before doing anything external."
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```
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3. Transition to normal operation
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