28 lines
991 B
Markdown
28 lines
991 B
Markdown
# Owner Setup UX (post-install)
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**Status:** Outline. 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)).
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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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## 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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