From 7d884d73344947282bac6fc33b0c43552f103ba1 Mon Sep 17 00:00:00 2001 From: Ty Date: Mon, 27 Jul 2026 16:09:10 +0000 Subject: [PATCH] structure: sync docs/SETUP_UX.md --- docs/SETUP_UX.md | 27 +++++++++++++++++++++++++++ 1 file changed, 27 insertions(+) create mode 100644 docs/SETUP_UX.md diff --git a/docs/SETUP_UX.md b/docs/SETUP_UX.md new file mode 100644 index 0000000..f0fd971 --- /dev/null +++ b/docs/SETUP_UX.md @@ -0,0 +1,27 @@ +# Owner Setup UX (post-install) + +**Status:** Outline. Scenarios: [design/scenarios.md](../design/scenarios.md). + +## Prerequisite + +Install stages S0–S6 complete ([INSTALL.md](INSTALL.md)). + +## Flow + +1. **Name the assistant** → profile/sandbox name. +2. **Profile intake** — business, timezone, hours, priorities, hard rules. +3. **Channels** — WhatsApp, Email, Telegram (connect / skip / later). +4. **Scheduling** — owner’s Vagaro and/or Square. +5. **Books** — owner’s QuickBooks Online. +6. **Expectations** — draft-only client send; no auto-publish; no inventing live data. +7. **Capability report** — plain language. + +## Rules + +- Owner never receives terminal/Docker/editor instructions. +- Secrets via operator `scripts/connect-*.sh` + OpenShell providers / NemoClaw channel flows. +- Agent explains vendor browser steps only. + +## Related + +[design/use-cases.md](../design/use-cases.md) family E · [design/mcp-integrations.md](../design/mcp-integrations.md)