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Salon_Assistant/docs/SETUP_UX.md
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2026-07-27 16:09:10 +00:00

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Owner Setup UX (post-install)

Status: Outline. Scenarios: design/scenarios.md.

Prerequisite

Install stages S0S6 complete (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 — owners Vagaro and/or Square.
  5. Books — owners 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.

design/use-cases.md family E · design/mcp-integrations.md