# Owner Setup UX (post-install)

**Status:** Skill implemented (fixtures only). See [skills/setup-education/](../skills/setup-education/). Scenarios: [design/scenarios.md](../design/scenarios.md).

## Prerequisite

Install stages S0–S6 complete ([INSTALL.md](INSTALL.md)). S7 connect scripts available ([INSTALL.md § S7](INSTALL.md#s7-owner-messaging--operator-connect-scripts)).

## 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.

## Operator connect scripts (S7)

After install, the operator runs connect scripts to wire the owner's SaaS:

```bash
# Preview all connections
./scripts/connect.sh all --dry-run

# Connect specific integrations
./scripts/connect.sh square --apply
./scripts/connect.sh channels --target whatsapp --apply
./scripts/connect.sh quickbooks --apply
./scripts/connect.sh vagaro --apply

# Check status
./scripts/connect.sh status
```

See [docs/INSTALL.md § S7](INSTALL.md#s7-owner-messaging--operator-connect-scripts) for full details.

## Related

[design/use-cases.md](../design/use-cases.md) family E · [design/mcp-integrations.md](../design/mcp-integrations.md)