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

2 KiB

Onboarding UX Experiments

Tracking file for UX prototyping on the sockmonster-UX-experimentation branch.

Ideas & Feedback

# 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.