nexus/UX-EXPERIMENTS.md
scotttong 0c1582ef47 experiment: chat UX fixes, structured role cards, plan parser improvements
Chat fixes:
- Comment order: sort chronologically (oldest first)
- Reopen+interrupt: user messages reassign task to CEO so it always wakes up
- Strip markdown links from CEO messages to keep user focused on wizard
- Cycling status messages (rotate every 5s) with elapsed timer
- "Review plan" CTA properly disappears when user sends follow-up
- Fetch plan document (not comment summary) for richer role data

Structured role cards:
- 7 fields: Summary, Expertise, Priorities, Boundaries, Tools, Communication, Collaboration
- Collapsible card view with "Show more" / "Show less"
- Full edit mode with labeled textareas per field
- Hire tasks include structured role spec in description

Plan parser:
- Handles "## Role N: Name" format with ### sub-sections
- Handles "### N. Name" format with **Label:** bullets
- Maps CEO's labels (Why→Summary, Responsibilities→Expertise, etc.)
- Skips non-role sections (Summary, Next Steps, Mission, etc.)

Other:
- localStorage persistence for wizard state (survives page refresh)
- Cleaned up step 6 summary (removed redundant company/CEO entries)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-18 01:35:55 -07:00

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Markdown

# Onboarding UX Experiments
Tracking file for UX prototyping on the `sockmonster-UX-experimentation` branch.
## Ideas & Feedback
<!-- Add your onboarding feedback and ideas here. We'll update status as we go. -->
| # | Idea | Status | Commit(s) | Notes |
|---|------|--------|-----------|-------|
| 1 | Mission mandatory + two paths | Done | a35fac7 | Questionnaire + direct input, prompt chips |
| 2 | Launch celebration (step 2) | Done | a35fac7 | "Company is live!" moment after mission |
| 3 | CEO creation reframed | Done | a35fac7 | "Bring your CEO to life" / "give it a heartbeat" |
| 4 | Chat with CEO | Done | b4ef061 | OnboardingChat polls comments, detects plans |
| 5 | Hiring plan review | Done | b60fcd8 | Editable role cards, add/edit/remove, revise with CEO |
| 6 | Make your first hires | Done | b60fcd8 | Creates hire tasks per approved role |
| 7 | Chat comment order fix | Done | pending | Sort chronologically (oldest first) |
| 8 | Chat reopen/interrupt fix | Done | pending | User comments reopen + interrupt so CEO wakes up |
| 9 | Rich heartbeat status in chat | Done | — | Cycling status messages with elapsed timer |
| 10 | Merge steps 5+6, add guided tour | Todo | — | Remove redundant confirm step, add post-wizard orientation |
| 11 | Re-invokable guided tour | Todo | — | User can re-trigger tour from settings or help menu |
| 12 | Persistent CEO chat in dashboard | Future | — | Long-term: CEO chat as command center, drives toward tasks/goals/projects |
## Experiment Log
### 2026-03-17: Initial 6-step wizard prototype
Rewrote the onboarding wizard from 4 steps to 6 steps:
1. Define mission (required) — two paths: direct or questionnaire
2. Launch celebration — "Your company is live!"
3. Create CEO — reframed as "bring to life" / heartbeat
4. Chat with CEO — placeholder (needs OnboardingChat)
5. Review hiring plan — placeholder (needs editable cards)
6. Make first hires — placeholder (needs task creation logic)
Steps 1-3 are functional. Steps 4-6 have placeholder UI.