@agent-native/core 0.189.0 → 0.190.0-nightly-20260925211446

package/corpus/templates/analytics/seeds/dashboards/agent-native-templates-first-party.json

@@ -761,15 +761,19 @@
       "chartType": "table",
       "source": "first-party",
       "width": 2,
-      "sql": "WITH signup_identity AS (\n  SELECT NULLIF(anonymous_id, '') AS anonymous_id,\n    MIN(NULLIF(user_id, '')) AS signup_user_id\n  FROM analytics_events\n  WHERE event_name = 'signup'\n    AND (event_date <= to_char(CURRENT_DATE, 'YYYY-MM-DD') AND ('{{timeRange}}' IN ('', 'all') OR ('{{timeRange}}' = '7d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '7 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '30d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '30 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '90d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '90 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '180d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '180 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '365d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '365 days', 'YYYY-MM-DD'))))\n    AND ('{{emailFilter}}' IN ('', 'all') OR ('{{emailFilter}}' = 'exclude_builder' AND lower(coalesce(user_id, '')) NOT LIKE '%@builder.io') OR ('{{emailFilter}}' = 'only_builder' AND lower(coalesce(user_id, '')) LIKE '%@builder.io'))\n    AND ('{{appFilter}}' IN ('', 'all') OR lower(COALESCE(NULLIF(template, ''), NULLIF(properties::jsonb ->> 'templateId', ''), NULLIF(properties::jsonb ->> 'agent_native_template', ''), NULLIF(properties::jsonb ->> 'agentNativeTemplate', ''), NULLIF(app, ''), NULLIF(properties::jsonb ->> 'agent_native_app', ''), NULLIF(properties::jsonb ->> 'agentNativeApp', ''), 'unknown')) = lower('{{appFilter}}'))\n    AND lower(COALESCE(NULLIF(template, ''), NULLIF(properties::jsonb ->> 'templateId', ''), NULLIF(properties::jsonb ->> 'agent_native_template', ''), NULLIF(properties::jsonb ->> 'agentNativeTemplate', ''), NULLIF(app, ''), NULLIF(properties::jsonb ->> 'agent_native_app', ''), NULLIF(properties::jsonb ->> 'agentNativeApp', ''), 'unknown')) IN ('analytics', 'assets', 'brain', 'calendar', 'chat', 'clips', 'content', 'design', 'dispatch', 'forms', 'mail', 'plan', 'slides')\n    AND NULLIF(anonymous_id, '') IS NOT NULL\n    AND NULLIF(user_id, '') IS NOT NULL\n  GROUP BY NULLIF(anonymous_id, '')\n), raw_funnel_events AS (\n  SELECT e.*,\n    COALESCE(si.signup_user_id, NULLIF(e.user_id, ''), NULLIF(e.anonymous_id, '')) AS funnel_user_key,\n    COALESCE(si.signup_user_id, NULLIF(e.user_id, '')) AS funnel_user_email\n  FROM analytics_events e\n  LEFT JOIN signup_identity si ON si.anonymous_id = NULLIF(e.anonymous_id, '')\n  WHERE (event_date <= to_char(CURRENT_DATE, 'YYYY-MM-DD') AND ('{{timeRange}}' IN ('', 'all') OR ('{{timeRange}}' = '7d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '7 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '30d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '30 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '90d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '90 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '180d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '180 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '365d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '365 days', 'YYYY-MM-DD'))))\n    AND ('{{appFilter}}' IN ('', 'all') OR lower(COALESCE(NULLIF(template, ''), NULLIF(properties::jsonb ->> 'templateId', ''), NULLIF(properties::jsonb ->> 'agent_native_template', ''), NULLIF(properties::jsonb ->> 'agentNativeTemplate', ''), NULLIF(app, ''), NULLIF(properties::jsonb ->> 'agent_native_app', ''), NULLIF(properties::jsonb ->> 'agentNativeApp', ''), 'unknown')) = lower('{{appFilter}}'))\n    AND lower(COALESCE(NULLIF(template, ''), NULLIF(properties::jsonb ->> 'templateId', ''), NULLIF(properties::jsonb ->> 'agent_native_template', ''), NULLIF(properties::jsonb ->> 'agentNativeTemplate', ''), NULLIF(app, ''), NULLIF(properties::jsonb ->> 'agent_native_app', ''), NULLIF(properties::jsonb ->> 'agentNativeApp', ''), 'unknown')) IN ('analytics', 'assets', 'brain', 'calendar', 'chat', 'clips', 'content', 'design', 'dispatch', 'forms', 'mail', 'plan', 'slides')\n), funnel_events AS (\n  SELECT e.*\n  FROM raw_funnel_events e\n  WHERE (event_date <= to_char(CURRENT_DATE, 'YYYY-MM-DD') AND ('{{timeRange}}' IN ('', 'all') OR ('{{timeRange}}' = '7d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '7 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '30d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '30 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '90d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '90 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '180d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '180 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '365d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '365 days', 'YYYY-MM-DD')))) AND ('{{emailFilter}}' IN ('', 'all') OR ('{{emailFilter}}' = 'exclude_builder' AND lower(coalesce(funnel_user_email, '')) NOT LIKE '%@builder.io') OR ('{{emailFilter}}' = 'only_builder' AND lower(coalesce(funnel_user_email, '')) LIKE '%@builder.io')) AND ('{{appFilter}}' IN ('', 'all') OR lower(COALESCE(NULLIF(template, ''), NULLIF(properties::jsonb ->> 'templateId', ''), NULLIF(properties::jsonb ->> 'agent_native_template', ''), NULLIF(properties::jsonb ->> 'agentNativeTemplate', ''), NULLIF(app, ''), NULLIF(properties::jsonb ->> 'agent_native_app', ''), NULLIF(properties::jsonb ->> 'agentNativeApp', ''), 'unknown')) = lower('{{appFilter}}')) AND lower(COALESCE(NULLIF(template, ''), NULLIF(properties::jsonb ->> 'templateId', ''), NULLIF(properties::jsonb ->> 'agent_native_template', ''), NULLIF(properties::jsonb ->> 'agentNativeTemplate', ''), NULLIF(app, ''), NULLIF(properties::jsonb ->> 'agent_native_app', ''), NULLIF(properties::jsonb ->> 'agentNativeApp', ''), 'unknown')) IN ('analytics', 'assets', 'brain', 'calendar', 'chat', 'clips', 'content', 'design', 'dispatch', 'forms', 'mail', 'plan', 'slides')\n), signup_cohort AS (\n  SELECT funnel_user_key, MIN(timestamp::timestamptz) AS signup_at\n  FROM funnel_events\n  WHERE event_name = 'signup'\n    AND funnel_user_key IS NOT NULL\n    AND (event_date <= to_char(CURRENT_DATE, 'YYYY-MM-DD') AND ('{{timeRange}}' IN ('', 'all') OR ('{{timeRange}}' = '7d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '7 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '30d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '30 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '90d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '90 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '180d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '180 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '365d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '365 days', 'YYYY-MM-DD')))) AND ('{{emailFilter}}' IN ('', 'all') OR ('{{emailFilter}}' = 'exclude_builder' AND lower(coalesce(funnel_user_email, '')) NOT LIKE '%@builder.io') OR ('{{emailFilter}}' = 'only_builder' AND lower(coalesce(funnel_user_email, '')) LIKE '%@builder.io')) AND ('{{appFilter}}' IN ('', 'all') OR lower(COALESCE(NULLIF(template, ''), NULLIF(properties::jsonb ->> 'templateId', ''), NULLIF(properties::jsonb ->> 'agent_native_template', ''), NULLIF(properties::jsonb ->> 'agentNativeTemplate', ''), NULLIF(app, ''), NULLIF(properties::jsonb ->> 'agent_native_app', ''), NULLIF(properties::jsonb ->> 'agentNativeApp', ''), 'unknown')) = lower('{{appFilter}}')) AND lower(COALESCE(NULLIF(template, ''), NULLIF(properties::jsonb ->> 'templateId', ''), NULLIF(properties::jsonb ->> 'agent_native_template', ''), NULLIF(properties::jsonb ->> 'agentNativeTemplate', ''), NULLIF(app, ''), NULLIF(properties::jsonb ->> 'agent_native_app', ''), NULLIF(properties::jsonb ->> 'agentNativeApp', ''), 'unknown')) IN ('analytics', 'assets', 'brain', 'calendar', 'chat', 'clips', 'content', 'design', 'dispatch', 'forms', 'mail', 'plan', 'slides')\n  GROUP BY funnel_user_key\n), cohort_events AS (\n  SELECT e.*, c.signup_at\n  FROM funnel_events e\n  JOIN signup_cohort c ON c.funnel_user_key = e.funnel_user_key\n), views AS (SELECT COALESCE(NULLIF(properties::jsonb ->> 'flow', ''), 'unknown') AS flow, COALESCE(NULLIF(properties::jsonb ->> 'step_id', ''), 'unknown') AS step_id, COALESCE(NULLIF(properties::jsonb ->> 'step_index', ''), '999') AS step_index, COUNT(DISTINCT funnel_user_key) AS users_reached FROM funnel_events WHERE event_name = 'onboarding_step_viewed' AND (event_date <= to_char(CURRENT_DATE, 'YYYY-MM-DD') AND ('{{timeRange}}' IN ('', 'all') OR ('{{timeRange}}' = '7d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '7 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '30d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '30 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '90d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '90 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '180d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '180 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '365d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '365 days', 'YYYY-MM-DD')))) AND ('{{emailFilter}}' IN ('', 'all') OR ('{{emailFilter}}' = 'exclude_builder' AND lower(coalesce(funnel_user_email, '')) NOT LIKE '%@builder.io') OR ('{{emailFilter}}' = 'only_builder' AND lower(coalesce(funnel_user_email, '')) LIKE '%@builder.io')) AND ('{{appFilter}}' IN ('', 'all') OR lower(COALESCE(NULLIF(template, ''), NULLIF(properties::jsonb ->> 'templateId', ''), NULLIF(properties::jsonb ->> 'agent_native_template', ''), NULLIF(properties::jsonb ->> 'agentNativeTemplate', ''), NULLIF(app, ''), NULLIF(properties::jsonb ->> 'agent_native_app', ''), NULLIF(properties::jsonb ->> 'agentNativeApp', ''), 'unknown')) = lower('{{appFilter}}')) AND lower(COALESCE(NULLIF(template, ''), NULLIF(properties::jsonb ->> 'templateId', ''), NULLIF(properties::jsonb ->> 'agent_native_template', ''), NULLIF(properties::jsonb ->> 'agentNativeTemplate', ''), NULLIF(app, ''), NULLIF(properties::jsonb ->> 'agent_native_app', ''), NULLIF(properties::jsonb ->> 'agentNativeApp', ''), 'unknown')) IN ('analytics', 'assets', 'brain', 'calendar', 'chat', 'clips', 'content', 'design', 'dispatch', 'forms', 'mail', 'plan', 'slides') GROUP BY 1, 2, 3), completions AS (SELECT COALESCE(NULLIF(properties::jsonb ->> 'flow', ''), 'unknown') AS flow, COALESCE(NULLIF(properties::jsonb ->> 'step_id', ''), 'unknown') AS step_id, COUNT(DISTINCT funnel_user_key) AS users_completed FROM funnel_events WHERE event_name = 'onboarding_step_completed' AND (event_date <= to_char(CURRENT_DATE, 'YYYY-MM-DD') AND ('{{timeRange}}' IN ('', 'all') OR ('{{timeRange}}' = '7d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '7 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '30d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '30 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '90d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '90 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '180d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '180 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '365d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '365 days', 'YYYY-MM-DD')))) AND ('{{emailFilter}}' IN ('', 'all') OR ('{{emailFilter}}' = 'exclude_builder' AND lower(coalesce(funnel_user_email, '')) NOT LIKE '%@builder.io') OR ('{{emailFilter}}' = 'only_builder' AND lower(coalesce(funnel_user_email, '')) LIKE '%@builder.io')) AND ('{{appFilter}}' IN ('', 'all') OR lower(COALESCE(NULLIF(template, ''), NULLIF(properties::jsonb ->> 'templateId', ''), NULLIF(properties::jsonb ->> 'agent_native_template', ''), NULLIF(properties::jsonb ->> 'agentNativeTemplate', ''), NULLIF(app, ''), NULLIF(properties::jsonb ->> 'agent_native_app', ''), NULLIF(properties::jsonb ->> 'agentNativeApp', ''), 'unknown')) = lower('{{appFilter}}')) AND lower(COALESCE(NULLIF(template, ''), NULLIF(properties::jsonb ->> 'templateId', ''), NULLIF(properties::jsonb ->> 'agent_native_template', ''), NULLIF(properties::jsonb ->> 'agentNativeTemplate', ''), NULLIF(app, ''), NULLIF(properties::jsonb ->> 'agent_native_app', ''), NULLIF(properties::jsonb ->> 'agentNativeApp', ''), 'unknown')) IN ('analytics', 'assets', 'brain', 'calendar', 'chat', 'clips', 'content', 'design', 'dispatch', 'forms', 'mail', 'plan', 'slides') GROUP BY 1, 2) SELECT views.flow, views.step_id, views.step_index, views.users_reached, COALESCE(completions.users_completed, 0) AS users_completed, COALESCE(completions.users_completed::float / NULLIF(views.users_reached, 0), 0) AS completion_rate FROM views LEFT JOIN completions ON completions.flow = views.flow AND completions.step_id = views.step_id ORDER BY views.step_index, views.flow, views.step_id",
+      "sql": "WITH auth_identity_bridge AS (\n  SELECT linked_email, MIN(auth_user_id) AS auth_user_id\n  FROM (\n    SELECT lower(COALESCE(\n      CASE WHEN NULLIF(e.user_key, '') LIKE '%@%.%' THEN e.user_key END,\n      CASE WHEN NULLIF(e.user_id, '') LIKE '%@%.%' THEN e.user_id END\n    )) AS linked_email,\n    NULLIF(e.properties::jsonb ->> 'auth_user_id', '') AS auth_user_id\n    FROM analytics_events e\n    WHERE (event_date <= to_char(CURRENT_DATE, 'YYYY-MM-DD') AND ('{{timeRange}}' IN ('', 'all') OR ('{{timeRange}}' = '7d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '7 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '30d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '30 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '90d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '90 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '180d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '180 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '365d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '365 days', 'YYYY-MM-DD'))))\n      AND ('{{appFilter}}' IN ('', 'all') OR lower(COALESCE(NULLIF(template, ''), NULLIF(properties::jsonb ->> 'templateId', ''), NULLIF(properties::jsonb ->> 'agent_native_template', ''), NULLIF(properties::jsonb ->> 'agentNativeTemplate', ''), NULLIF(app, ''), NULLIF(properties::jsonb ->> 'agent_native_app', ''), NULLIF(properties::jsonb ->> 'agentNativeApp', ''), 'unknown')) = lower('{{appFilter}}'))\n      AND lower(COALESCE(NULLIF(template, ''), NULLIF(properties::jsonb ->> 'templateId', ''), NULLIF(properties::jsonb ->> 'agent_native_template', ''), NULLIF(properties::jsonb ->> 'agentNativeTemplate', ''), NULLIF(app, ''), NULLIF(properties::jsonb ->> 'agent_native_app', ''), NULLIF(properties::jsonb ->> 'agentNativeApp', ''), 'unknown')) IN ('analytics', 'assets', 'brain', 'calendar', 'chat', 'clips', 'content', 'design', 'dispatch', 'forms', 'mail', 'plan', 'slides')\n  ) AS identities\n  WHERE linked_email IS NOT NULL\n    AND auth_user_id IS NOT NULL\n  GROUP BY linked_email\n  HAVING COUNT(DISTINCT auth_user_id) = 1\n), scoped_onboarding_events AS (\n  SELECT e.*,\n    COALESCE(\n      NULLIF(e.properties::jsonb ->> 'auth_user_id', ''),\n      auth_identity_bridge.auth_user_id,\n      NULLIF(e.user_key, ''),\n      NULLIF(e.user_id, ''),\n      NULLIF(e.anonymous_id, '')\n    ) AS funnel_user_key,\n    COALESCE(\n      CASE WHEN NULLIF(e.user_id, '') LIKE '%@%.%' THEN e.user_id END,\n      CASE WHEN NULLIF(e.user_key, '') LIKE '%@%.%' THEN e.user_key END,\n      CASE WHEN NULLIF(e.properties::jsonb ->> 'auth_user_id', '') LIKE '%@%.%' THEN e.properties::jsonb ->> 'auth_user_id' END\n    ) AS funnel_user_email\n  FROM analytics_events e\n  LEFT JOIN auth_identity_bridge ON auth_identity_bridge.linked_email = lower(COALESCE(\n    CASE WHEN NULLIF(e.user_key, '') LIKE '%@%.%' THEN e.user_key END,\n    CASE WHEN NULLIF(e.user_id, '') LIKE '%@%.%' THEN e.user_id END\n  ))\n  WHERE (event_date <= to_char(CURRENT_DATE, 'YYYY-MM-DD') AND ('{{timeRange}}' IN ('', 'all') OR ('{{timeRange}}' = '7d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '7 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '30d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '30 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '90d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '90 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '180d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '180 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '365d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '365 days', 'YYYY-MM-DD'))))\n    AND ('{{appFilter}}' IN ('', 'all') OR lower(COALESCE(NULLIF(template, ''), NULLIF(properties::jsonb ->> 'templateId', ''), NULLIF(properties::jsonb ->> 'agent_native_template', ''), NULLIF(properties::jsonb ->> 'agentNativeTemplate', ''), NULLIF(app, ''), NULLIF(properties::jsonb ->> 'agent_native_app', ''), NULLIF(properties::jsonb ->> 'agentNativeApp', ''), 'unknown')) = lower('{{appFilter}}'))\n    AND lower(COALESCE(NULLIF(template, ''), NULLIF(properties::jsonb ->> 'templateId', ''), NULLIF(properties::jsonb ->> 'agent_native_template', ''), NULLIF(properties::jsonb ->> 'agentNativeTemplate', ''), NULLIF(app, ''), NULLIF(properties::jsonb ->> 'agent_native_app', ''), NULLIF(properties::jsonb ->> 'agentNativeApp', ''), 'unknown')) IN ('analytics', 'assets', 'brain', 'calendar', 'chat', 'clips', 'content', 'design', 'dispatch', 'forms', 'mail', 'plan', 'slides')\n), onboarding_events AS (\n  SELECT * FROM scoped_onboarding_events\n  WHERE ('{{emailFilter}}' IN ('', 'all') OR ('{{emailFilter}}' = 'exclude_builder' AND lower(coalesce(funnel_user_email, '')) NOT LIKE '%@builder.io') OR ('{{emailFilter}}' = 'only_builder' AND lower(coalesce(funnel_user_email, '')) LIKE '%@builder.io'))\n    AND lower(coalesce(funnel_user_email, '')) NOT LIKE '%+autoz%'\n), viewers AS (\n  SELECT DISTINCT funnel_user_key,\n    COALESCE(NULLIF(properties::jsonb ->> 'flow', ''), 'unknown') AS flow,\n    COALESCE(NULLIF(properties::jsonb ->> 'step_id', ''), 'unknown') AS step_id,\n    COALESCE(NULLIF(properties::jsonb ->> 'step_index', ''), '999') AS step_index\n  FROM onboarding_events\n  WHERE event_name = 'onboarding_step_viewed'\n    AND funnel_user_key IS NOT NULL\n), views AS (\n  SELECT flow, step_id, step_index, COUNT(DISTINCT funnel_user_key) AS users_reached\n  FROM viewers\n  GROUP BY flow, step_id, step_index\n), user_outcomes AS (\n  SELECT viewers.funnel_user_key, viewers.flow, viewers.step_id, viewers.step_index,\n    MAX(CASE WHEN events.event_name = 'onboarding_step_completed' THEN 1 ELSE 0 END) AS completed,\n    MAX(CASE WHEN events.event_name = 'onboarding_step_skipped' THEN 1 ELSE 0 END) AS skipped\n  FROM viewers\n  LEFT JOIN onboarding_events AS events\n    ON events.funnel_user_key = viewers.funnel_user_key\n    AND events.event_name IN ('onboarding_step_completed', 'onboarding_step_skipped')\n    AND COALESCE(NULLIF(events.properties::jsonb ->> 'flow', ''), 'unknown') = viewers.flow\n    AND COALESCE(NULLIF(events.properties::jsonb ->> 'step_id', ''), 'unknown') = viewers.step_id\n  GROUP BY viewers.funnel_user_key, viewers.flow, viewers.step_id, viewers.step_index\n), outcomes AS (\n  SELECT flow, step_id, step_index,\n    SUM(completed) AS users_completed,\n    SUM(skipped) AS users_skipped,\n    SUM(CASE WHEN completed = 1 OR skipped = 1 THEN 1 ELSE 0 END) AS users_with_outcome\n  FROM user_outcomes\n  GROUP BY flow, step_id, step_index\n)\nSELECT views.flow, views.step_id, views.step_index, views.users_reached,\n  COALESCE(outcomes.users_completed, 0) AS users_completed,\n  COALESCE(outcomes.users_skipped, 0) AS users_skipped,\n  views.users_reached - COALESCE(outcomes.users_with_outcome, 0) AS users_no_recorded_outcome,\n  COALESCE(outcomes.users_completed::float / NULLIF(views.users_reached, 0), 0) AS completion_rate\nFROM views\nLEFT JOIN outcomes ON outcomes.flow = views.flow AND outcomes.step_id = views.step_id AND outcomes.step_index = views.step_index\nORDER BY views.step_index, views.flow, views.step_id",
       "config": {
         "xKey": "step_id",
-        "description": "Distinct visitors who reached and completed each first-run or checklist onboarding step, ordered by the emitted step index.",
+        "description": "Distinct people who viewed, completed, skipped, or had no recorded outcome for each first-run or checklist step. Completion and skip counts can overlap if a person retries; no outcome means neither event was recorded. This is per-step reach, not a sequential funnel. +autoz identities are excluded.",
         "columns": [
           {
             "key": "step_index",
             "label": "Order"
           },
+          {
+            "key": "flow",
+            "label": "Flow"
+          },
           {
             "key": "step_id",
             "label": "Step"
@@ -784,6 +788,16 @@
             "label": "Completed",
             "format": "number"
           },
+          {
+            "key": "users_skipped",
+            "label": "Skipped",
+            "format": "number"
+          },
+          {
+            "key": "users_no_recorded_outcome",
+            "label": "No outcome",
+            "format": "number"
+          },
           {
             "key": "completion_rate",
             "label": "Completion",
@@ -792,6 +806,88 @@
         ]
       }
     },
+    {
+      "id": "onboarding-setup-choice",
+      "title": "First-run Setup Choices",
+      "chartType": "table",
+      "source": "first-party",
+      "width": 3,
+      "sql": "WITH auth_identity_bridge AS (\n  SELECT linked_email, MIN(auth_user_id) AS auth_user_id\n  FROM (\n    SELECT lower(COALESCE(\n      CASE WHEN NULLIF(e.user_key, '') LIKE '%@%.%' THEN e.user_key END,\n      CASE WHEN NULLIF(e.user_id, '') LIKE '%@%.%' THEN e.user_id END\n    )) AS linked_email,\n    NULLIF(e.properties::jsonb ->> 'auth_user_id', '') AS auth_user_id\n    FROM analytics_events e\n    WHERE (event_date <= to_char(CURRENT_DATE, 'YYYY-MM-DD') AND ('{{timeRange}}' IN ('', 'all') OR ('{{timeRange}}' = '7d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '7 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '30d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '30 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '90d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '90 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '180d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '180 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '365d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '365 days', 'YYYY-MM-DD'))))\n      AND ('{{appFilter}}' IN ('', 'all') OR lower(COALESCE(NULLIF(template, ''), NULLIF(properties::jsonb ->> 'templateId', ''), NULLIF(properties::jsonb ->> 'agent_native_template', ''), NULLIF(properties::jsonb ->> 'agentNativeTemplate', ''), NULLIF(app, ''), NULLIF(properties::jsonb ->> 'agent_native_app', ''), NULLIF(properties::jsonb ->> 'agentNativeApp', ''), 'unknown')) = lower('{{appFilter}}'))\n      AND lower(COALESCE(NULLIF(template, ''), NULLIF(properties::jsonb ->> 'templateId', ''), NULLIF(properties::jsonb ->> 'agent_native_template', ''), NULLIF(properties::jsonb ->> 'agentNativeTemplate', ''), NULLIF(app, ''), NULLIF(properties::jsonb ->> 'agent_native_app', ''), NULLIF(properties::jsonb ->> 'agentNativeApp', ''), 'unknown')) IN ('analytics', 'assets', 'brain', 'calendar', 'chat', 'clips', 'content', 'design', 'dispatch', 'forms', 'mail', 'plan', 'slides')\n  ) AS identities\n  WHERE linked_email IS NOT NULL\n    AND auth_user_id IS NOT NULL\n  GROUP BY linked_email\n  HAVING COUNT(DISTINCT auth_user_id) = 1\n), scoped_onboarding_events AS (\n  SELECT e.*,\n    COALESCE(\n      NULLIF(e.properties::jsonb ->> 'auth_user_id', ''),\n      auth_identity_bridge.auth_user_id,\n      NULLIF(e.user_key, ''),\n      NULLIF(e.user_id, ''),\n      NULLIF(e.anonymous_id, '')\n    ) AS funnel_user_key,\n    COALESCE(\n      CASE WHEN NULLIF(e.user_id, '') LIKE '%@%.%' THEN e.user_id END,\n      CASE WHEN NULLIF(e.user_key, '') LIKE '%@%.%' THEN e.user_key END,\n      CASE WHEN NULLIF(e.properties::jsonb ->> 'auth_user_id', '') LIKE '%@%.%' THEN e.properties::jsonb ->> 'auth_user_id' END\n    ) AS funnel_user_email\n  FROM analytics_events e\n  LEFT JOIN auth_identity_bridge ON auth_identity_bridge.linked_email = lower(COALESCE(\n    CASE WHEN NULLIF(e.user_key, '') LIKE '%@%.%' THEN e.user_key END,\n    CASE WHEN NULLIF(e.user_id, '') LIKE '%@%.%' THEN e.user_id END\n  ))\n  WHERE (event_date <= to_char(CURRENT_DATE, 'YYYY-MM-DD') AND ('{{timeRange}}' IN ('', 'all') OR ('{{timeRange}}' = '7d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '7 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '30d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '30 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '90d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '90 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '180d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '180 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '365d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '365 days', 'YYYY-MM-DD'))))\n    AND ('{{appFilter}}' IN ('', 'all') OR lower(COALESCE(NULLIF(template, ''), NULLIF(properties::jsonb ->> 'templateId', ''), NULLIF(properties::jsonb ->> 'agent_native_template', ''), NULLIF(properties::jsonb ->> 'agentNativeTemplate', ''), NULLIF(app, ''), NULLIF(properties::jsonb ->> 'agent_native_app', ''), NULLIF(properties::jsonb ->> 'agentNativeApp', ''), 'unknown')) = lower('{{appFilter}}'))\n    AND lower(COALESCE(NULLIF(template, ''), NULLIF(properties::jsonb ->> 'templateId', ''), NULLIF(properties::jsonb ->> 'agent_native_template', ''), NULLIF(properties::jsonb ->> 'agentNativeTemplate', ''), NULLIF(app, ''), NULLIF(properties::jsonb ->> 'agent_native_app', ''), NULLIF(properties::jsonb ->> 'agentNativeApp', ''), 'unknown')) IN ('analytics', 'assets', 'brain', 'calendar', 'chat', 'clips', 'content', 'design', 'dispatch', 'forms', 'mail', 'plan', 'slides')\n), onboarding_events AS (\n  SELECT * FROM scoped_onboarding_events\n  WHERE ('{{emailFilter}}' IN ('', 'all') OR ('{{emailFilter}}' = 'exclude_builder' AND lower(coalesce(funnel_user_email, '')) NOT LIKE '%@builder.io') OR ('{{emailFilter}}' = 'only_builder' AND lower(coalesce(funnel_user_email, '')) LIKE '%@builder.io'))\n    AND lower(coalesce(funnel_user_email, '')) NOT LIKE '%+autoz%'\n), choice_viewers AS (\n  SELECT DISTINCT funnel_user_key\n  FROM onboarding_events\n  WHERE event_name = 'onboarding_step_viewed'\n    AND COALESCE(NULLIF(properties::jsonb ->> 'flow', ''), '') = 'first_run'\n    AND COALESCE(NULLIF(properties::jsonb ->> 'step_id', ''), '') = 'choice'\n    AND funnel_user_key IS NOT NULL\n), choices AS (\n  SELECT funnel_user_key,\n    COALESCE(NULLIF(properties::jsonb ->> 'method_id', ''), 'unknown') AS method_id,\n    NULLIF(properties::jsonb ->> 'onboarding_attempt_id', '') AS attempt_id,\n    timestamp::timestamptz AS clicked_at,\n    id\n  FROM onboarding_events\n  WHERE event_name = 'onboarding_method_clicked'\n    AND COALESCE(NULLIF(properties::jsonb ->> 'flow', ''), '') = 'first_run'\n    AND COALESCE(NULLIF(properties::jsonb ->> 'step_id', ''), '') = 'choice'\n    AND funnel_user_key IS NOT NULL\n), ranked_choices AS (\n  SELECT choices.*,\n    ROW_NUMBER() OVER (PARTITION BY funnel_user_key ORDER BY clicked_at, id) AS choice_number\n  FROM choices\n  JOIN choice_viewers USING (funnel_user_key)\n), first_choice_summary AS (\n  SELECT method_id, COUNT(DISTINCT funnel_user_key) AS first_choice_users\n  FROM ranked_choices\n  WHERE choice_number = 1\n  GROUP BY method_id\n), selection_summary AS (\n  SELECT method_id,\n    COUNT(DISTINCT funnel_user_key) AS selected_users,\n    COUNT(*) AS method_clicks,\n    COUNT(DISTINCT attempt_id) AS selection_attempts\n  FROM choices\n  GROUP BY method_id\n), starts AS (\n  SELECT funnel_user_key,\n    COALESCE(NULLIF(properties::jsonb ->> 'method_id', ''), 'unknown') AS method_id,\n    NULLIF(properties::jsonb ->> 'onboarding_attempt_id', '') AS attempt_id\n  FROM onboarding_events\n  WHERE event_name = 'onboarding_method_started'\n    AND COALESCE(NULLIF(properties::jsonb ->> 'flow', ''), '') = 'first_run'\n    AND COALESCE(NULLIF(properties::jsonb ->> 'step_id', ''), '') = 'choice'\n    AND funnel_user_key IS NOT NULL\n), method_outcomes AS (\n  SELECT funnel_user_key,\n    COALESCE(NULLIF(properties::jsonb ->> 'method_id', ''), 'unknown') AS method_id,\n    NULLIF(properties::jsonb ->> 'onboarding_attempt_id', '') AS attempt_id,\n    COALESCE(NULLIF(properties::jsonb ->> 'outcome', ''), 'unknown') AS outcome\n  FROM onboarding_events\n  WHERE event_name = 'onboarding_method_outcome'\n    AND COALESCE(NULLIF(properties::jsonb ->> 'flow', ''), '') = 'first_run'\n    AND COALESCE(NULLIF(properties::jsonb ->> 'step_id', ''), '') = 'choice'\n    AND funnel_user_key IS NOT NULL\n), attempts AS (\n  SELECT starts.funnel_user_key, starts.method_id, starts.attempt_id,\n    MAX(CASE WHEN method_outcomes.outcome IN ('connected', 'already_connected') THEN 1 ELSE 0 END) AS connected,\n    MAX(CASE WHEN method_outcomes.outcome = 'failed' THEN 1 ELSE 0 END) AS failed,\n    MAX(CASE WHEN method_outcomes.outcome = 'handoff_failed' THEN 1 ELSE 0 END) AS handoff_failed,\n    MAX(CASE WHEN method_outcomes.outcome = 'settings_opened' THEN 1 ELSE 0 END) AS settings_opened,\n    MAX(CASE WHEN method_outcomes.outcome IS NOT NULL THEN 1 ELSE 0 END) AS has_outcome\n  FROM starts\n  LEFT JOIN method_outcomes\n    ON method_outcomes.funnel_user_key = starts.funnel_user_key\n    AND method_outcomes.method_id = starts.method_id\n    AND method_outcomes.attempt_id = starts.attempt_id\n  GROUP BY starts.funnel_user_key, starts.method_id, starts.attempt_id\n), attempt_summary AS (\n  SELECT method_id,\n    COUNT(DISTINCT CASE WHEN connected = 1 THEN attempt_id END) AS connection_success_attempts,\n    COUNT(DISTINCT CASE WHEN failed = 1 THEN attempt_id END) AS connection_failure_attempts,\n    COUNT(DISTINCT CASE WHEN handoff_failed = 1 THEN attempt_id END) AS handoff_failure_attempts,\n    COUNT(DISTINCT CASE WHEN connected = 1 THEN funnel_user_key END) AS connection_success_users,\n    COUNT(DISTINCT CASE WHEN failed = 1 THEN funnel_user_key END) AS connection_failure_users,\n    COUNT(DISTINCT CASE WHEN connected = 0 AND failed = 0 AND has_outcome = 0 THEN attempt_id END) AS connection_no_outcome_attempts,\n    COUNT(DISTINCT CASE WHEN settings_opened = 1 THEN attempt_id END) AS settings_handoff_attempts\n  FROM attempts\n  GROUP BY method_id\n), method_list AS (\n  SELECT 'builder_create_account' AS method_id, 'Create Builder.io account' AS method_label\n  UNION ALL SELECT 'builder_sign_in', 'Sign in with Builder.io account'\n  UNION ALL SELECT 'custom_keys', 'Configure custom keys'\n)\nSELECT method_list.method_id, method_list.method_label,\n  (SELECT COUNT(DISTINCT funnel_user_key) FROM choice_viewers) AS choice_screen_viewers,\n  COALESCE(first_choice_summary.first_choice_users, 0) AS first_choice_users,\n  COALESCE(first_choice_summary.first_choice_users::float / NULLIF((SELECT COUNT(DISTINCT funnel_user_key) FROM choice_viewers), 0), 0) AS first_choice_rate,\n  COALESCE(selection_summary.selected_users, 0) AS selected_users,\n  COALESCE(selection_summary.method_clicks, 0) AS method_clicks,\n  COALESCE(selection_summary.selection_attempts, 0) AS selection_attempts,\n  COALESCE(attempt_summary.connection_success_attempts, 0) AS connection_success_attempts,\n  COALESCE(attempt_summary.connection_failure_attempts, 0) AS connection_failure_attempts,\n  COALESCE(attempt_summary.handoff_failure_attempts, 0) AS handoff_failure_attempts,\n  COALESCE(attempt_summary.connection_success_users, 0) AS connection_success_users,\n  COALESCE(attempt_summary.connection_failure_users, 0) AS connection_failure_users,\n  COALESCE(attempt_summary.connection_no_outcome_attempts, 0) AS connection_no_outcome_attempts,\n  COALESCE(attempt_summary.settings_handoff_attempts, 0) AS settings_handoff_attempts,\n  attempt_summary.connection_success_attempts::float / NULLIF(attempt_summary.connection_success_attempts + attempt_summary.connection_failure_attempts, 0) AS connection_success_rate\nFROM method_list\nLEFT JOIN first_choice_summary ON first_choice_summary.method_id = method_list.method_id\nLEFT JOIN selection_summary ON selection_summary.method_id = method_list.method_id\nLEFT JOIN attempt_summary ON attempt_summary.method_id = method_list.method_id\nORDER BY method_list.method_id",
+      "config": {
+        "description": "Choice-screen viewers, first selected setup path, repeat selections, and linked Builder connection outcomes. Rates use choice-screen viewers or resolved Builder outcomes as their denominator; started attempts with no outcome are unknown or abandoned, not assumed failures. Handoff failures are reported separately from Builder connection failures. A successful Builder outcome confirms credentials connected, not that a new external account was created. Account-exists is counted as a failed create-account attempt. +autoz identities are excluded.",
+        "columns": [
+          {
+            "key": "method_label",
+            "label": "Setup choice"
+          },
+          {
+            "key": "choice_screen_viewers",
+            "label": "Choice viewers",
+            "format": "number"
+          },
+          {
+            "key": "first_choice_users",
+            "label": "First choice users",
+            "format": "number"
+          },
+          {
+            "key": "first_choice_rate",
+            "label": "First choice rate",
+            "format": "percent"
+          },
+          {
+            "key": "selected_users",
+            "label": "Ever selected",
+            "format": "number"
+          },
+          {
+            "key": "method_clicks",
+            "label": "Selections",
+            "format": "number"
+          },
+          {
+            "key": "connection_success_users",
+            "label": "Connected users",
+            "format": "number"
+          },
+          {
+            "key": "connection_failure_users",
+            "label": "Failed users",
+            "format": "number"
+          },
+          {
+            "key": "connection_success_attempts",
+            "label": "Connected attempts",
+            "format": "number"
+          },
+          {
+            "key": "connection_failure_attempts",
+            "label": "Failed attempts",
+            "format": "number"
+          },
+          {
+            "key": "handoff_failure_attempts",
+            "label": "Handoff failures",
+            "format": "number"
+          },
+          {
+            "key": "connection_no_outcome_attempts",
+            "label": "No outcome",
+            "format": "number"
+          },
+          {
+            "key": "connection_success_rate",
+            "label": "Resolved success rate",
+            "format": "percent"
+          },
+          {
+            "key": "settings_handoff_attempts",
+            "label": "Settings handoffs",
+            "format": "number"
+          }
+        ]
+      }
+    },
     {
       "id": "sharing-actions-by-app",
       "title": "Sharing Actions by App",