From 05a2848b028d2d62fb5f587fe67643495fb85bbf Mon Sep 17 00:00:00 2001
From: scotttong <scott.tong@gmail.com>
Date: Wed, 18 Mar 2026 03:18:14 -0700
Subject: [PATCH] experiment: CEO welcome flow, merged steps, orientation
 screen, UX polish
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

CEO welcome & user agency:
- Removed auto-posted user message — CEO greets the board first
- "CEO is waking up..." → "CEO is composing..." → welcome message fades in
- Response chips ("Yes, get started!" / "Let's discuss first") fade in after
- Planning task created unassigned — CEO only wakes when user initiates
- "Yes" chip sends directly; "Discuss" pre-fills input for editing

Merged steps 5+6:
- "Approve & hire" on the Plan step creates hire tasks directly
- No redundant confirmation step
- Step 6 is now a welcome/orientation screen (hidden from nav tabs)

Orientation screen:
- Shows what to expect: Tasks, Agents, Approvals, Dashboard
- "Go to dashboard" button closes wizard and navigates

Nav tabs cleaned up:
- Mission → Launch → CEO → Plan → Review (5 visible tabs)
- Orientation step exists but not in nav (no redundant rockets)

Chat UX polish:
- Single-line input (like a URL bar) instead of multi-line textarea
- CEO welcome message always visible in conversation history
- Structured task description tells CEO exact format for role specs
- "Confirm mission" button hidden until user has chosen a path
- Switching paths preserves previously entered text

Parser improvements:
- Handles N. **Role Name** with indented bullets (fallback format)
- Summary field populated from first expertise line when no explicit summary
- Better skip patterns for non-role sections

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---
 ui/src/components/OnboardingChat.tsx   | 139 ++++++++++--
 ui/src/components/OnboardingWizard.tsx | 301 +++++++++++++++++--------
 2 files changed, 321 insertions(+), 119 deletions(-)

diff --git a/ui/src/components/OnboardingChat.tsx b/ui/src/components/OnboardingChat.tsx
index 3d9e67e8..73c76b42 100644
--- a/ui/src/components/OnboardingChat.tsx
+++ b/ui/src/components/OnboardingChat.tsx
@@ -13,6 +13,8 @@ interface OnboardingChatProps {
   taskId: string;
   agentId: string;
   agentName: string;
+  companyName: string;
+  companyGoal: string;
   onPlanDetected?: (planMarkdown: string) => void;
   onReviewPlan?: () => void;
 }
@@ -81,6 +83,8 @@ export function OnboardingChat({
   taskId,
   agentId,
   agentName,
+  companyName,
+  companyGoal,
   onPlanDetected,
   onReviewPlan,
 }: OnboardingChatProps) {
@@ -96,7 +100,7 @@ export function OnboardingChat({
     string | null
   >(null);
   const scrollRef = useRef<HTMLDivElement>(null);
-  const inputRef = useRef<HTMLTextAreaElement>(null);
+  const inputRef = useRef<HTMLInputElement>(null);
 
   const {
     data: rawComments,
@@ -165,14 +169,12 @@ export function OnboardingChat({
     }
   }, [comments, onPlanDetected, detectedPlanCommentId, ignoreBeforeCommentId, taskId]);
 
-  const handleSend = useCallback(async () => {
-    const body = input.trim();
-    if (!body || sending) return;
+  const sendMessage = useCallback(async (body: string) => {
+    const trimmed = body.trim();
+    if (!trimmed || sending) return;
     setSending(true);
     try {
       // Ensure the task is assigned to the CEO and in_progress before commenting.
-      // The CEO tends to unassign itself and set status to in_review after responding,
-      // which prevents the comment wakeup from working.
       try {
         await issuesApi.update(taskId, { assigneeUserId: null });
       } catch { /* may already be null */ }
@@ -183,11 +185,9 @@ export function OnboardingChat({
         });
       } catch { /* may already be assigned */ }
 
-      await issuesApi.addComment(taskId, body, true, true);
+      await issuesApi.addComment(taskId, trimmed, true, true);
       setInput("");
-      // Clear detected plan — user is asking for revisions, so the old plan
-      // is stale. A new plan will be detected when the CEO responds again.
-      // Mark the last known comment so the detector ignores older plans.
+      // Clear detected plan — user is asking for revisions
       const latestId = comments?.[comments.length - 1]?.id ?? null;
       setIgnoreBeforeCommentId(latestId);
       setDetectedPlanCommentId(null);
@@ -198,7 +198,11 @@ export function OnboardingChat({
       setSending(false);
       inputRef.current?.focus();
     }
-  }, [input, sending, taskId, queryClient]);
+  }, [sending, taskId, agentId, queryClient, comments]);
+
+  const handleSend = useCallback(() => {
+    sendMessage(input);
+  }, [input, sendMessage]);
 
   const handleKeyDown = useCallback(
     (e: React.KeyboardEvent) => {
@@ -257,11 +261,18 @@ export function OnboardingChat({
         ref={scrollRef}
         className="flex-1 overflow-y-auto space-y-3 mb-3 min-h-[180px] max-h-[320px] pr-1"
       >
-        {(!comments || comments.length === 0) && (
-          <p className="text-sm text-muted-foreground text-center py-4">
-            Starting conversation with {agentName}...
-          </p>
-        )}
+        {/* CEO welcome message + chips — delayed reveal */}
+        <WelcomeMessage
+          agentName={agentName}
+          companyName={companyName}
+          companyGoal={companyGoal}
+          hasComments={Boolean(comments?.length)}
+          onDiscuss={() => {
+            setInput("I want to discuss the plan before you get started.");
+            inputRef.current?.focus();
+          }}
+          onStart={() => sendMessage("Yes, get started on the hiring plan!")}
+        />
         {comments?.map((comment) => {
           const isAgent = Boolean(comment.authorAgentId);
           const isPlan =
@@ -355,15 +366,15 @@ export function OnboardingChat({
       )}
 
       {/* Input area */}
-      <div className="flex items-end gap-2 border-t border-border pt-3">
-        <textarea
+      <div className="flex items-center gap-2 border-t border-border pt-3">
+        <input
           ref={inputRef}
-          className="flex-1 rounded-md border border-border bg-transparent px-3 py-2 text-sm outline-none focus:ring-1 focus:ring-ring placeholder:text-muted-foreground/50 resize-none min-h-[40px] max-h-[100px]"
-          placeholder={detectedPlanCommentId ? "Ask your CEO to revise the plan, or review it above..." : "Message your CEO..."}
+          type="text"
+          className="flex-1 rounded-md border border-border bg-transparent px-3 py-2 text-sm outline-none focus:ring-1 focus:ring-ring placeholder:text-muted-foreground/50"
+          placeholder={detectedPlanCommentId ? "Ask your CEO to revise the plan..." : "Message your CEO..."}
           value={input}
           onChange={(e) => setInput(e.target.value)}
           onKeyDown={handleKeyDown}
-          rows={1}
           autoFocus={!detectedPlanCommentId}
         />
         <Button
@@ -382,3 +393,89 @@ export function OnboardingChat({
     </div>
   );
 }
+
+function WelcomeMessage({
+  agentName,
+  companyName,
+  companyGoal,
+  hasComments,
+  onDiscuss,
+  onStart,
+}: {
+  agentName: string;
+  companyName: string;
+  companyGoal: string;
+  hasComments: boolean;
+  onDiscuss: () => void;
+  onStart: () => void;
+}) {
+  const [phase, setPhase] = useState<"waking" | "composing" | "message" | "chips">("waking");
+
+  useEffect(() => {
+    const t1 = setTimeout(() => setPhase("composing"), 2500);
+    const t2 = setTimeout(() => setPhase("message"), 5500);
+    const t3 = setTimeout(() => setPhase("chips"), 6500);
+    return () => { clearTimeout(t1); clearTimeout(t2); clearTimeout(t3); };
+  }, []);
+
+  const showMessage = phase === "message" || phase === "chips";
+  const showChips = phase === "chips" && !hasComments;
+
+  return (
+    <>
+      {/* Message — appears after typing indicator */}
+      {showMessage && (
+        <div className="rounded-md px-3 py-2 text-sm bg-muted/50 border border-border mr-8 animate-in fade-in duration-300">
+          <div className="flex items-center gap-1.5 mb-1">
+            <span className="text-[10px] font-medium uppercase tracking-wide text-muted-foreground">
+              {agentName}
+            </span>
+          </div>
+          <p>
+            Hello board! Thank you for appointing me CEO of <strong>{companyName}</strong>.
+          </p>
+          <p className="mt-1">
+            Our mission is: <em>{companyGoal}</em>
+          </p>
+          <p className="mt-1">
+            I'm ready to build a hiring plan. Shall I get started?
+          </p>
+        </div>
+      )}
+
+      {/* Chips — fade in after message */}
+      {showChips && (
+        <div className="flex gap-2 ml-auto justify-end animate-in fade-in duration-500">
+          <button
+            className="rounded-full border border-border px-3 py-1 text-xs hover:bg-accent/50 transition-colors text-muted-foreground hover:text-foreground"
+            onClick={onDiscuss}
+          >
+            Let's discuss first
+          </button>
+          <button
+            className="rounded-full border border-foreground bg-foreground text-background px-3 py-1 text-xs hover:opacity-90 transition-opacity"
+            onClick={onStart}
+          >
+            Yes, get started!
+          </button>
+        </div>
+      )}
+
+      {/* Typing indicator — anchored at bottom of scroll area, before real status messages */}
+      {!showMessage && (
+        <div className="flex-1" />
+      )}
+      {!showMessage && (
+        <div className="flex items-center gap-2 text-sm text-muted-foreground px-3 py-2">
+          <span className="relative flex h-2.5 w-2.5 shrink-0">
+            <span className="animate-ping absolute inline-flex h-full w-full rounded-full bg-cyan-400 opacity-75" />
+            <span className="relative inline-flex rounded-full h-2.5 w-2.5 bg-cyan-500" />
+          </span>
+          {phase === "waking"
+            ? `${agentName} is waking up...`
+            : `${agentName} is composing a message...`}
+        </div>
+      )}
+    </>
+  );
+}
diff --git a/ui/src/components/OnboardingWizard.tsx b/ui/src/components/OnboardingWizard.tsx
index 0c86cf33..edb2911f 100644
--- a/ui/src/components/OnboardingWizard.tsx
+++ b/ui/src/components/OnboardingWizard.tsx
@@ -144,31 +144,55 @@ function parseHiringPlan(markdown: string): HiringRole[] {
   const roles: HiringRole[] = [];
   const seen = new Set<string>();
 
-  // Split into ## sections (each role is a ## heading)
-  const roleSections = markdown.split(/^##\s+/m).slice(1).filter(Boolean);
+  // Find role headings: any ## or ### heading with a numbered prefix
+  // like "### 1. Content Marketing Officer" or "## Role 2: CTO"
+  const rolePattern = /^(?:role\s*\d+[:.]\s*|\d+[.)]\s*)/i;
+  const roleHeadingRegex = /^#{2,3}\s+(.+)$/gm;
+  let match: RegExpExecArray | null;
 
-  for (const section of roleSections) {
-    const lines = section.split("\n");
-    const titleLine = lines[0]?.trim() ?? "";
+  // First pass: find all role heading positions (start of line, end of heading)
+  const rolePositions: Array<{ title: string; lineStart: number; contentStart: number }> = [];
+  while ((match = roleHeadingRegex.exec(markdown)) !== null) {
+    if (rolePattern.test(match[1].trim())) {
+      rolePositions.push({
+        title: match[1].trim(),
+        lineStart: match.index,
+        contentStart: match.index + match[0].length,
+      });
+    }
+  }
 
-    // Extract role name — match "Role N: Name" or just "N. Name" or plain name
-    let name = titleLine
+  // Extract body for each role (from heading end to the next role heading start)
+  const sections: Array<{ title: string; body: string }> = [];
+  for (let i = 0; i < rolePositions.length; i++) {
+    const end = i + 1 < rolePositions.length
+      ? rolePositions[i + 1].lineStart
+      : markdown.length;
+    sections.push({
+      title: rolePositions[i].title,
+      body: markdown.slice(rolePositions[i].contentStart, end),
+    });
+  }
+
+  for (const section of sections) {
+    if (!rolePattern.test(section.title)) continue;
+
+    let name = section.title
       .replace(/^role\s*\d*[:.]\s*/i, "")
       .replace(/^\d+[.)]\s*/, "")
       .replace(/\*\*/g, "")
       .trim();
 
-    // Skip non-role sections
-    const skipPatterns = /^(mission|hiring approach|hiring|roles|approach|open|phase|deferred|timeline|budget|summary|next steps|overview|notes|questions|appendix|---)/i;
-    if (skipPatterns.test(name) || name.length < 3) continue;
+    if (name.length < 3) continue;
     if (seen.has(name.toLowerCase())) continue;
 
     // Parse content: **Label:** bullets and ### sub-sections
     const fields: Record<string, string[]> = {};
     let currentField: string | null = null;
+    const bodyLines = section.body.split("\n");
 
-    for (let i = 1; i < lines.length; i++) {
-      const raw = lines[i];
+    for (let i = 0; i < bodyLines.length; i++) {
+      const raw = bodyLines[i];
       const trimmed = raw.trim();
       if (!trimmed) continue;
 
@@ -210,12 +234,21 @@ function parseHiringPlan(markdown: string): HiringRole[] {
 
     const join = (arr?: string[]) => (arr ?? []).join("\n");
 
+    // If no summary, use first line of expertise
+    let summary = join(fields.summary);
+    let expertise = join(fields.expertise);
+    if (!summary && expertise) {
+      const lines = expertise.split("\n");
+      summary = lines[0];
+      expertise = lines.slice(1).join("\n");
+    }
+
     seen.add(name.toLowerCase());
     roles.push({
       id: nextRoleId(),
       name,
-      summary: join(fields.summary),
-      expertise: join(fields.expertise),
+      summary,
+      expertise,
       priorities: join(fields.priorities),
       boundaries: join(fields.boundaries),
       tools: join(fields.tools),
@@ -226,27 +259,64 @@ function parseHiringPlan(markdown: string): HiringRole[] {
     });
   }
 
-  // Fallback: simple bullet parsing from comment text
+  // Fallback: parse "N. **Role Name**" with indented bullets
   if (roles.length === 0) {
     const lines = markdown.split("\n");
-    for (const line of lines) {
-      const bulletMatch = line.match(
-        /^\s*(?:[-*]|\d+[.)]\s*)\s*\*\*([^*]+)\*\*[:\s—–-]*(.*)$/
-      );
-      if (!bulletMatch) continue;
-      const name = bulletMatch[1].trim();
-      const summary = cleanMd(bulletMatch[2]);
-      if (seen.has(name.toLowerCase())) continue;
-      const skip = /^(phase|month|step|update|note|question|summary|timeline|priority|plan|total|budget|immediate|hire|\d+ immediate)/i;
-      if (skip.test(name) || name.length < 3) continue;
+    let currentRole: HiringRole | null = null;
 
-      seen.add(name.toLowerCase());
-      roles.push({
-        id: nextRoleId(), name, summary,
-        expertise: "", priorities: "", boundaries: "",
-        tools: "", communication: "", collaboration: "",
-        enabled: true, editing: false,
-      });
+    for (const line of lines) {
+      // Match numbered bold role: "1. **Content Strategist / CMO**"
+      const roleMatch = line.match(/^\s*(\d+)[.)]\s+\*\*([^*]+)\*\*/);
+      if (roleMatch) {
+        const name = roleMatch[2].trim();
+        const skip = /^(phase|month|step|update|note|question|summary|timeline|priority|plan|total|budget|immediate|hire)/i;
+        if (skip.test(name) || name.length < 3) continue;
+        if (seen.has(name.toLowerCase())) continue;
+
+        if (currentRole) roles.push(currentRole);
+        seen.add(name.toLowerCase());
+        currentRole = {
+          id: nextRoleId(), name, summary: "", expertise: "",
+          priorities: "", boundaries: "", tools: "",
+          communication: "", collaboration: "",
+          enabled: true, editing: false,
+        };
+        continue;
+      }
+
+      // Indented bullets under the current role
+      if (currentRole && /^\s{2,}[-*]/.test(line)) {
+        const cleaned = cleanMd(line);
+        if (!cleaned) continue;
+
+        // Check for labeled bullet: "*Why first:*", "**Tools:**", etc.
+        const labelMatch = cleaned.match(/^\*?([^:*]+)\*?:\s*(.*)/);
+        if (labelMatch) {
+          const field = classifyBullet(labelMatch[1].trim());
+          if (field && typeof currentRole[field] === "string") {
+            const val = labelMatch[2].trim();
+            const prev = currentRole[field] as string;
+            (currentRole as unknown as Record<string, unknown>)[field] = prev
+              ? `${prev}\n${val}` : val;
+            continue;
+          }
+        }
+        // Default: add to expertise
+        currentRole.expertise = currentRole.expertise
+          ? `${currentRole.expertise}\n${cleaned}` : cleaned;
+      }
+    }
+    if (currentRole) roles.push(currentRole);
+
+    // If summary is empty, use the first line of expertise as the summary
+    for (const role of roles) {
+      if (!role.summary && role.expertise) {
+        const firstLine = role.expertise.split("\n")[0];
+        if (firstLine) {
+          role.summary = firstLine;
+          role.expertise = role.expertise.split("\n").slice(1).join("\n");
+        }
+      }
     }
   }
 
@@ -681,18 +751,36 @@ export function OnboardingWizard() {
         queryKey: queryKeys.agents.list(createdCompanyId)
       });
 
-      // Create the planning task and kick off the conversation
+      // Create the planning task unassigned — the CEO only gets assigned
+      // when the user sends their first message (user controls initiation)
       const planningIssue = await issuesApi.create(createdCompanyId, {
         title: "Build hiring plan with CEO",
-        description: `Company mission: ${companyGoal}\n\nCollaborate with the board to create a hiring plan for the company.`,
-        assigneeAgentId: agent.id,
-        status: "in_progress"
+        description: `Company mission: ${companyGoal}
+
+Collaborate with the board to create a hiring plan for the company.
+
+IMPORTANT: When writing the hiring plan document, use this exact format for EACH role. Use ## headings for each role (e.g. "## 1. Role Name") and ### sub-headings for each section within the role:
+
+## 1. Role Name
+### Summary
+One-line description of this role.
+### Expertise & Responsibilities
+What this agent does, detailed responsibilities.
+### Priorities
+Ordered list of what matters most.
+### Boundaries
+What this role should NOT do.
+### Tools & Permissions
+What tools and access this role needs.
+### Communication
+Tone, style, and interaction guidelines.
+### Collaboration & Escalation
+Who this role works with, escalation paths.
+
+Follow this structure for every role in the plan.`,
+        status: "backlog"
       });
       setPlanningTaskId(planningIssue.id);
-      await issuesApi.addComment(
-        planningIssue.id,
-        `Our company mission is: ${companyGoal}\n\nLet's build a hiring plan together. What roles do you think we need to accomplish this mission?`
-      );
 
       setStep(4);
     } catch (err) {
@@ -789,13 +877,7 @@ export function OnboardingWizard() {
       });
 
       setSelectedCompanyId(createdCompanyId);
-      reset();
-      closeOnboarding();
-      navigate(
-        createdCompanyPrefix
-          ? `/${createdCompanyPrefix}/issues`
-          : `/issues`
-      );
+      setStep(6); // → orientation screen
     } catch (err) {
       setError(err instanceof Error ? err.message : "Failed to create hire tasks");
     } finally {
@@ -803,6 +885,13 @@ export function OnboardingWizard() {
     }
   }
 
+  function handleFinishOnboarding() {
+    const prefix = createdCompanyPrefix;
+    reset(); // clears localStorage
+    closeOnboarding();
+    navigate(prefix ? `/${prefix}/dashboard` : `/dashboard`);
+  }
+
   function handleKeyDown(e: React.KeyboardEvent) {
     if (e.key === "Enter" && (e.metaKey || e.ctrlKey)) {
       e.preventDefault();
@@ -854,9 +943,8 @@ export function OnboardingWizard() {
                     { step: 1 as Step, label: "Mission", icon: Building2 },
                     { step: 2 as Step, label: "Launch", icon: Rocket },
                     { step: 3 as Step, label: "CEO", icon: Bot },
-                    { step: 4 as Step, label: "Chat", icon: Sparkles },
-                    { step: 5 as Step, label: "Plan", icon: ListTodo },
-                    { step: 6 as Step, label: "Hire", icon: Bot }
+                    { step: 4 as Step, label: "Plan", icon: Sparkles },
+                    { step: 5 as Step, label: "Review", icon: ListTodo },
                   ] as const
                 ).map(({ step: s, label, icon: Icon }) => (
                   <button
@@ -983,7 +1071,7 @@ export function OnboardingWizard() {
                       </div>
                       <button
                         className="text-[11px] text-muted-foreground hover:text-foreground transition-colors"
-                        onClick={() => { setMissionPath(null); setCompanyGoal(""); }}
+                        onClick={() => setMissionPath(null)}
                       >
                         ← Choose a different path
                       </button>
@@ -1052,7 +1140,7 @@ export function OnboardingWizard() {
                       )}
                       <button
                         className="text-[11px] text-muted-foreground hover:text-foreground transition-colors block"
-                        onClick={() => { setMissionPath(null); setQ1(""); setQ2(""); setQ3(""); setQ4(""); }}
+                        onClick={() => setMissionPath(null)}
                       >
                         ← Choose a different path
                       </button>
@@ -1603,6 +1691,8 @@ export function OnboardingWizard() {
                       taskId={planningTaskId}
                       agentId={createdAgentId!}
                       agentName={agentName}
+                      companyName={companyName}
+                      companyGoal={companyGoal}
                       onPlanDetected={(md) => setPlanContent(md)}
                       onReviewPlan={async () => {
                         // Always fetch the latest plan document for the richest content
@@ -1736,43 +1826,58 @@ export function OnboardingWizard() {
                 </div>
               )}
 
-              {/* Step 6: Make your first hires */}
+              {/* Step 6: Welcome & orientation */}
               {step === 6 && (
-                <div className="space-y-5">
-                  <div className="flex items-center gap-3 mb-1">
-                    <div className="bg-muted/50 p-2">
-                      <Rocket className="h-5 w-5 text-muted-foreground" />
-                    </div>
-                    <div>
-                      <h3 className="font-medium">Make your first hires</h3>
-                      <p className="text-xs text-muted-foreground">
-                        Your CEO will create these roles for{" "}
-                        <span className="font-medium text-foreground">{companyName}</span>.
-                      </p>
-                    </div>
+                <div className="space-y-6 py-2">
+                  <div className="text-center">
+                    <div className="text-4xl mb-3">🎉</div>
+                    <h3 className="text-lg font-semibold">
+                      {companyName} is ready to go!
+                    </h3>
+                    <p className="text-sm text-muted-foreground mt-1">
+                      Your CEO is now hiring{" "}
+                      {hiringRoles.filter((r) => r.enabled && r.name.trim()).length} roles.
+                      Here's what to expect on your dashboard:
+                    </p>
                   </div>
-                  <div className="border border-border divide-y divide-border rounded-md">
-                    {hiringRoles
-                      .filter((r) => r.enabled && r.name.trim())
-                      .map((role) => (
-                        <div
-                          key={role.id}
-                          className="flex items-center gap-3 px-3 py-2.5"
-                        >
-                          <Bot className="h-4 w-4 text-muted-foreground shrink-0" />
-                          <div className="flex-1 min-w-0">
-                            <p className="text-sm font-medium truncate">
-                              {role.name}
-                            </p>
-                            <p className="text-xs text-muted-foreground truncate">
-                              {role.summary || "New hire"}
-                            </p>
-                          </div>
-                          <span className="text-[10px] text-amber-500 font-medium">
-                            To hire
-                          </span>
-                        </div>
-                      ))}
+
+                  <div className="space-y-3">
+                    <div className="flex items-start gap-3 rounded-md border border-border px-3 py-2.5">
+                      <ListTodo className="h-4 w-4 text-muted-foreground mt-0.5 shrink-0" />
+                      <div>
+                        <p className="text-sm font-medium">Tasks</p>
+                        <p className="text-xs text-muted-foreground">
+                          Your CEO has hire tasks queued up. Watch them progress from todo → in progress → done.
+                        </p>
+                      </div>
+                    </div>
+                    <div className="flex items-start gap-3 rounded-md border border-border px-3 py-2.5">
+                      <Bot className="h-4 w-4 text-muted-foreground mt-0.5 shrink-0" />
+                      <div>
+                        <p className="text-sm font-medium">Agents</p>
+                        <p className="text-xs text-muted-foreground">
+                          New agents will appear here as your CEO completes each hire. You may need to approve them.
+                        </p>
+                      </div>
+                    </div>
+                    <div className="flex items-start gap-3 rounded-md border border-border px-3 py-2.5">
+                      <Check className="h-4 w-4 text-muted-foreground mt-0.5 shrink-0" />
+                      <div>
+                        <p className="text-sm font-medium">Approvals</p>
+                        <p className="text-xs text-muted-foreground">
+                          Check your inbox for pending approvals. Your CEO may need your sign-off before agents can start working.
+                        </p>
+                      </div>
+                    </div>
+                    <div className="flex items-start gap-3 rounded-md border border-border px-3 py-2.5">
+                      <Building2 className="h-4 w-4 text-muted-foreground mt-0.5 shrink-0" />
+                      <div>
+                        <p className="text-sm font-medium">Dashboard</p>
+                        <p className="text-xs text-muted-foreground">
+                          Your command center — see agent activity, costs, and overall company health at a glance.
+                        </p>
+                      </div>
+                    </div>
                   </div>
                 </div>
               )}
@@ -1800,7 +1905,7 @@ export function OnboardingWizard() {
                   )}
                 </div>
                 <div className="flex items-center gap-2">
-                  {step === 1 && (
+                  {step === 1 && missionPath && (missionPath !== "questionnaire" || missionConfirmed) && (
                     <Button
                       size="sm"
                       disabled={!companyName.trim() || !companyGoal.trim() || loading}
@@ -1851,21 +1956,21 @@ export function OnboardingWizard() {
                   {step === 5 && (
                     <Button
                       size="sm"
-                      disabled={!hiringRoles.some((r) => r.enabled && r.name.trim())}
-                      onClick={() => setStep(6)}
+                      disabled={!hiringRoles.some((r) => r.enabled && r.name.trim()) || loading}
+                      onClick={handleLaunch}
                     >
-                      <Check className="h-3.5 w-3.5 mr-1" />
-                      Approve hiring plan
-                    </Button>
-                  )}
-                  {step === 6 && (
-                    <Button size="sm" disabled={loading} onClick={handleLaunch}>
                       {loading ? (
                         <Loader2 className="h-3.5 w-3.5 mr-1 animate-spin" />
                       ) : (
-                        <Rocket className="h-3.5 w-3.5 mr-1" />
+                        <Check className="h-3.5 w-3.5 mr-1" />
                       )}
-                      {loading ? "Creating tasks..." : "Make your first hires"}
+                      {loading ? "Creating hires..." : "Approve & hire"}
+                    </Button>
+                  )}
+                  {step === 6 && (
+                    <Button size="sm" onClick={handleFinishOnboarding}>
+                      <Rocket className="h-3.5 w-3.5 mr-1" />
+                      Go to dashboard
                     </Button>
                   )}
                 </div>