Ty
d6b74c42f6
Add dry-run-default connect dispatcher and per-integration scripts with gitignored local capability state, docs, and unit tests. Mutations require --apply and use nemohermes/openshell only.
48 lines
1.7 KiB
Markdown
48 lines
1.7 KiB
Markdown
# Owner Setup UX (post-install)
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**Status:** Skill implemented (fixtures only). See [skills/setup-education/](../skills/setup-education/). Scenarios: [design/scenarios.md](../design/scenarios.md).
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## Prerequisite
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Install stages S0–S6 complete ([INSTALL.md](INSTALL.md)). S7 connect scripts available ([INSTALL.md § S7](INSTALL.md#s7-owner-messaging--operator-connect-scripts)).
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## Flow
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1. **Name the assistant** → profile/sandbox name.
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2. **Profile intake** — business, timezone, hours, priorities, hard rules.
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3. **Channels** — WhatsApp, Email, Telegram (connect / skip / later).
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4. **Scheduling** — owner's Vagaro and/or Square.
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5. **Books** — owner's QuickBooks Online.
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6. **Expectations** — draft-only client send; no auto-publish; no inventing live data.
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7. **Capability report** — plain language.
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## Rules
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- Owner never receives terminal/Docker/editor instructions.
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- Secrets via operator `scripts/connect-*.sh` + OpenShell providers / NemoClaw channel flows.
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- Agent explains vendor browser steps only.
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## Operator connect scripts (S7)
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After install, the operator runs connect scripts to wire the owner's SaaS:
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```bash
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# Preview all connections
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./scripts/connect.sh all --dry-run
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# Connect specific integrations
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./scripts/connect.sh square --apply
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./scripts/connect.sh channels --target whatsapp --apply
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./scripts/connect.sh quickbooks --apply
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./scripts/connect.sh vagaro --apply
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# Check status
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./scripts/connect.sh status
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```
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See [docs/INSTALL.md § S7](INSTALL.md#s7-owner-messaging--operator-connect-scripts) for full details.
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## Related
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[design/use-cases.md](../design/use-cases.md) family E · [design/mcp-integrations.md](../design/mcp-integrations.md)
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