@elevasis/sdk 1.15.1 → 1.17.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/dist/cli.cjs +2325 -124
- package/dist/index.d.ts +410 -473
- package/dist/index.js +96 -44
- package/dist/node/index.d.ts +69 -0
- package/dist/node/index.js +273 -0
- package/dist/test-utils/index.d.ts +473 -466
- package/dist/types/worker/platform.d.ts +2 -9
- package/package.json +12 -3
- package/reference/_navigation.md +23 -1
- package/reference/_reference-manifest.json +98 -0
- package/reference/claude-config/rules/agent-start-here.md +13 -0
- package/reference/claude-config/rules/organization-model.md +40 -40
- package/reference/claude-config/rules/organization-os.md +16 -16
- package/reference/claude-config/rules/vibe.md +13 -13
- package/reference/claude-config/skills/knowledge/SKILL.md +253 -0
- package/reference/claude-config/skills/{configure → knowledge}/operations/codify-level-a.md +100 -100
- package/reference/claude-config/skills/{configure → knowledge}/operations/codify-level-b.md +158 -158
- package/reference/claude-config/skills/knowledge/operations/customers.md +109 -0
- package/reference/claude-config/skills/knowledge/operations/features.md +113 -0
- package/reference/claude-config/skills/knowledge/operations/goals.md +118 -0
- package/reference/claude-config/skills/knowledge/operations/identity.md +93 -0
- package/reference/claude-config/skills/knowledge/operations/labels.md +89 -0
- package/reference/claude-config/skills/knowledge/operations/offerings.md +109 -0
- package/reference/claude-config/skills/knowledge/operations/roles.md +99 -0
- package/reference/claude-config/skills/knowledge/operations/techStack.md +102 -0
- package/reference/claude-config/skills/run-ui/SKILL.md +73 -0
- package/reference/claude-config/skills/setup/SKILL.md +270 -270
- package/reference/claude-config/skills/tutorial/SKILL.md +249 -0
- package/reference/claude-config/skills/tutorial/progress-template.md +74 -0
- package/reference/claude-config/skills/tutorial/technical.md +1309 -0
- package/reference/claude-config/skills/tutorial/vibe-coder.md +890 -0
- package/reference/claude-config/sync-notes/2026-05-04-elevasis-workspace.md +71 -0
- package/reference/claude-config/sync-notes/2026-05-04-knowledge-bundle.md +83 -0
- package/reference/claude-config/sync-notes/2026-05-04-template-skills-run-ui-and-tutorial.md +59 -0
- package/reference/deployment/index.mdx +5 -5
- package/reference/examples/organization-model.ts +40 -0
- package/reference/framework/index.mdx +1 -1
- package/reference/framework/tutorial-system.mdx +86 -173
- package/reference/packages/core/src/knowledge/README.md +32 -0
- package/reference/packages/ui/src/knowledge/README.md +31 -0
- package/reference/packages/ui/src/theme/presets/README.md +19 -0
- package/reference/scaffold/core/organization-model.mdx +1 -1
- package/reference/scaffold/recipes/add-a-feature.md +1 -1
- package/reference/scaffold/recipes/customize-crm-actions.md +433 -433
- package/reference/scaffold/recipes/customize-organization-model.md +3 -3
- package/reference/scaffold/recipes/extend-lead-gen.md +90 -55
- package/reference/scaffold/recipes/gate-by-feature-or-admin.md +1 -1
- package/reference/scaffold/recipes/index.md +6 -0
- package/reference/scaffold/reference/contracts.md +1265 -1154
- package/reference/scaffold/reference/feature-registry.md +2 -1
- package/reference/scaffold/ui/composition-extensibility.mdx +17 -0
- package/reference/claude-config/skills/configure/SKILL.md +0 -98
- package/reference/claude-config/skills/configure/operations/customers.md +0 -150
- package/reference/claude-config/skills/configure/operations/features.md +0 -162
- package/reference/claude-config/skills/configure/operations/goals.md +0 -147
- package/reference/claude-config/skills/configure/operations/identity.md +0 -133
- package/reference/claude-config/skills/configure/operations/labels.md +0 -128
- package/reference/claude-config/skills/configure/operations/offerings.md +0 -159
- package/reference/claude-config/skills/configure/operations/roles.md +0 -153
- package/reference/claude-config/skills/configure/operations/techStack.md +0 -139
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---
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description: |
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Vibe-coder track for the /tutorial skill. Loaded by SKILL.md when the user's
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profile.md shows track: vibe-coder. NOT directly invocable. Do not expose this
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file's name or path to the user.
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---
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# Tutorial -- Vibe-Coder Track
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This file is loaded by the `/tutorial` router (`SKILL.md`) when the user has chosen
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the non-technical track. Every lesson here is a script for the teaching agent.
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The user never sees file names, slash commands, code, or technical vocabulary.
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**Vocabulary rule:** The swap table below is law. Every user-facing word in every lesson
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must follow it. If the user uses a forbidden word, reflect back the right-column equivalent
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without comment.
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| Never say | Say instead |
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| ------------------------------------------ | ------------------------------------- |
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| Workflow / agent / resource | Automation |
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| Schema / Zod / type | The information your automation needs |
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| Deploy / publish to platform | Make it live |
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| Organization model / config | Your business profile |
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| Credential / API key | Account connection |
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| Operations / Command Center / Command View | Your dashboard / your map |
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| HITL / approval gate | Your approval queue |
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| Repo / monorepo / git / GitHub | (never mentioned) |
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| TypeScript / JavaScript / pnpm / CLI | (never mentioned) |
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| Adapter / platform tool / SDK | The tool the automation uses |
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| /knowledge or any slash command name | (never named; invoke silently) |
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| Lesson / module / curriculum | (use the lesson title only) |
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| Intent / classifier / classification | How you talk to me |
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**Silent invocation rule:** Whenever this script says "[hidden action]", do that work
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completely silently. The user sees friendly narration of the result, never the mechanism.
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---
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## Menu
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Display this menu when the user starts the tutorial or asks to see their progress.
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Replace `[ ]` with `[x] YYYY-MM-DD` for completed lessons by reading
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`.claude/memory/tutorial-progress.md`.
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```
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Your Tutorial
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=============
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1 Welcome -- what this place does for you [ ]
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2 How to talk to me [ ]
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3 Your business profile [ ]
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4 Your first automation [ ]
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5 Your dashboard -- where everything lives [ ]
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6 Your approval queue -- signing off on things [ ]
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7 Changing things later [ ]
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8 When things go wrong [ ]
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Pick a number to start, or just tell me what you want to explore.
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```
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---
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## Lesson 1: Welcome -- what this place does for you
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**Estimated time:** 10-15 minutes
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### Opening line
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Say:
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> "Welcome. Think of this as your own team of tireless assistants -- each one handles
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> a specific job for your business automatically, so you don't have to. I'm going to
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> show you one of those automations actually running right now, then explain what any
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> of this means for you. Sound good?"
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### Flow
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**Step 1 -- Find or create a demo automation.**
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[Hidden action]: Read `operations/src/index.ts` to see if any automations are registered.
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- If one or more automations exist, pick the simplest one (lowest input complexity).
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Note its purpose and a plain-language description of what it does.
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- If no automations exist, silently build a minimal "greeting" automation: a workflow
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that accepts a name and returns "Hello from your assistant, {name}!". Deploy it to dev.
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Do not narrate the build or deployment. The user only sees what comes next.
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**Step 2 -- Run the automation and show the result.**
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[Hidden action]: Execute the chosen automation with a simple example input (e.g., the
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user's first name if known, otherwise "Alex"). Wait for the result.
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Say something like:
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> "Here -- I just had one of your automations run. Here's what it did: [plain-language description of what happened, e.g., 'It sent a greeting to Alex']. That's one small example. Your automations can handle things like sending follow-up messages, collecting information, notifying you when something needs attention, or running a process on a schedule -- all without you lifting a finger each time."
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**Step 3 -- Explain the idea, not the technology.**
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Continue:
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> "You describe what you want to happen. I handle everything that makes it actually work.
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> You never have to think about the technical side. That's the whole idea here.
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>
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> Over the next few sessions we'll get your automations set up, show you where to find
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> them, and make sure you know exactly how to ask me for what you need.
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>
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> Ready to keep going? You can pick any lesson from the menu, or just say 'next' and
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> we'll go in order."
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**Step 4 -- Handle common responses.**
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- If the user asks "what can automations do?": give 3-4 concrete examples relevant to
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the kind of business they have (read `core/config/organization-model.ts` identity
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section silently to tailor examples). Keep examples short and practical.
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- If the user seems skeptical ("is this real?"): run the automation once more with a
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different input to show it is live.
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- If the user wants to skip ahead: honor it. Show the menu.
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### Hidden actions summary
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- Read `operations/src/index.ts` to detect existing automations.
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- If none found: build and deploy a minimal greeting automation silently.
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- Execute the automation with a sample input.
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- Read org model identity section for context-relevant examples.
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### Completion signal
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The lesson is complete when the user has seen a real automation result and expressed
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willingness to continue (any affirmative or "next").
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[Hidden action]: Append the following to `.claude/memory/tutorial-progress.md` or
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create the file if it does not exist:
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```
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[x] YYYY-MM-DD Lesson 1: Welcome -- what this place does for you
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```
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Then display the updated menu with lesson 1 marked complete.
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---
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## Lesson 2: How to talk to me
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**Estimated time:** 10-15 minutes
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### Opening line
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Say:
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> "One of the most useful things to understand about working with me is that you don't
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> need to learn any special commands or remember any syntax. You just talk to me the way
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> you'd talk to a person. But there are a handful of patterns that tend to get you what
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> you want fastest. Let me walk you through them."
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### Flow
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Teach all seven conversation patterns from the vibe layer as natural examples. Never
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name the underlying classification system. Never use the word "intent." Present each
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as a short demo: show a sample thing the user might say, then narrate what you (the
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agent) heard and what you did.
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---
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**Pattern 1 -- Telling me to remember something**
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Say:
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> "If you want me to keep track of something, just say it like you'd tell a colleague.
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> Try: 'Remember to follow up with the Shopify client on Friday' -- and I'll add that
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> to your task list and confirm with you before saving it.
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>
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> Or: 'Add a note that we're pausing the email campaign this week.'
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>
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> Anything with 'remember', 'add', 'track', or 'note down' tells me you want something
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> saved. I'll always read it back to you before I write it down, so you stay in control."
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[Hidden demo, optional]: If the user wants to try it, let them dictate a real task.
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Confirm the captured text with them, then save it via the project CLI silently.
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---
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**Pattern 2 -- Asking me what's going on**
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> "If you want to know the current state of things, just ask. 'What should I work on
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> next?' -- I'll look at your list and tell you. 'What's sitting in my approval queue?'
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> -- I'll check and report back. 'What automations are running right now?' -- I'll show
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> you.
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> Questions about the current state of your work or your automations always get a
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> plain-language answer, no guessing required."
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---
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**Pattern 3 -- Asking me to explain something**
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> "If you want me to explain what something is or what it does, tell me. 'Tell me about
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> the lead follow-up automation.' 'What does the CRM feature do?' 'Where am I in this
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> project?' -- those all work. I'll describe it in plain language, not technical terms."
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---
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**Pattern 4 -- Marking something done or stuck**
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> "When you've finished something, just say so. 'Done with the proposal draft.' 'The
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> onboarding task is complete.' I'll find what you're talking about and update the
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> status. Same for blockers: 'Stuck -- waiting on client feedback' tells me you're
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> blocked and why.
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> I'll confirm before I change anything, so nothing gets marked complete by accident."
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---
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**Pattern 5 -- Shifting focus**
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> "If you want to change what we're working on, just say where you want to go. 'Let's
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> focus on the onboarding flow.' 'Switch to the Shopify project.' 'Back to the CRM
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> tasks.' I'll move our conversation to that area and summarize where things stand there."
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---
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**Pattern 6 -- Describing how your business works**
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> "Here's a powerful one. If you tell me something true about your business that I
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> don't already know, I'll remember it and work it into everything I do for you.
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>
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> 'We're an e-commerce company -- all our deals come through Shopify or Amazon.' 'We
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> track our clients through discovery, proposal, and then closed.' 'Add a project type
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> called retainer with monthly billing.'
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>
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> I'll propose how to capture that in your business profile, and you confirm before
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> anything changes. Over time your profile gets richer and my automations get smarter
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> about your specific context."
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[Hidden action]: If the user says something that matches a Codify signal during the
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lesson, note it for later rather than interrupting the lesson flow. Mention it at the
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end of the lesson as a follow-up.
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---
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**Pattern 7 -- Turning things on or off**
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> "Some things in your setup can be switched on or off. If you don't use a particular
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> feature, you can say 'Turn off the SEO tools' and I'll take care of it. Or 'Enable
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> the lead-gen feature.' You'll see what's changing and confirm before it's done."
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---
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**Wrap-up**
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Say:
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> "That's the whole set. You don't need to memorize any of it -- just talk to me
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> naturally and I'll figure out what you mean. If I'm ever not sure, I'll ask one
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> clarifying question rather than guess.
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>
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> Want to try any of these out before we move on?"
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**Handle free-form practice:** If the user wants to practice, engage with each message
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they send and narrate aloud what you heard ("That sounds like you want me to remember
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something -- let me read it back before saving..."). This is the best demonstration of
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the layer at work. Keep the narration light and friendly, not mechanical.
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### Completion signal
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Complete when the user has seen all seven patterns explained and has indicated they
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understand or are ready to continue.
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[Hidden action]: Update `.claude/memory/tutorial-progress.md`:
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```
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[x] YYYY-MM-DD Lesson 2: How to talk to me
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```
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Display the updated menu.
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---
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## Lesson 3: Your business profile
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**Estimated time:** 10-15 minutes
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### Opening line
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Say:
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> "The smarter I am about your business, the more useful every automation becomes.
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> So let's spend a few minutes filling in your business profile together. I'll ask
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> you some questions -- nothing technical, just real information about who you are
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> and what you do. You answer in plain language and I'll handle the rest."
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### Flow
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[Hidden action]: Invoke the org-model update ceremony silently. Do not name the
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underlying process. Work through each domain in order -- identity, customers,
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offerings, roles, goals -- by asking the user the corresponding plain-language
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questions below. After each answer, silently propose and write the update following
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the codify ceremony (snapshot -> propose in chat -> confirm -> write -> validate).
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The "propose in chat" step is allowed to show the user a plain-language summary of
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what you're capturing (e.g., "I'll save that your business is called Acme Co., a
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B2B SaaS company based in Austin, TX -- does that look right?") but NEVER shows them
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a diff, file path, or field name.
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---
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**Domain 1 -- Who you are (identity)**
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Ask:
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> "Let's start with the basics. What's the name of your business? And in one or two
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> sentences, what do you do?"
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Follow-up as needed: industry, where you operate, your mission if they have one.
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Confirm the captured summary before writing.
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---
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**Domain 2 -- Who you work with (customers)**
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Ask:
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> "Who are your typical customers? Are they businesses, individual consumers, or both?
|
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|
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> What size? What industry?"
|
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|
+
|
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Follow-up as needed: what problems do your customers come to you with, what does
|
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|
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success look like for them. Confirm before writing.
|
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+
|
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---
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+
|
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+
**Domain 3 -- What you offer (offerings)**
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+
|
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Ask:
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|
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> "What do you sell or deliver? Is it a product, a service, or a mix? Do you have
|
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+
> different tiers or packages?"
|
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+
|
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+
Follow-up as needed: pricing model, main deliverables. Confirm before writing.
|
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|
+
|
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|
+
---
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+
|
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+
**Domain 4 -- Your team (roles)**
|
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+
|
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Ask:
|
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+
|
|
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|
+
> "Who's involved in running things? Even if it's just you, I'd love to know what
|
|
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|
+
> hats you wear -- or if you have a team, who does what?"
|
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|
+
|
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+
Confirm before writing.
|
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|
+
|
|
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|
+
---
|
|
362
|
+
|
|
363
|
+
**Domain 5 -- What you're working toward (goals)**
|
|
364
|
+
|
|
365
|
+
Ask:
|
|
366
|
+
|
|
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|
+
> "What's the most important thing you're trying to achieve in the next six to twelve
|
|
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|
+
> months? Could be a revenue target, a number of new clients, a product launch --
|
|
369
|
+
> whatever feels most real."
|
|
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|
+
|
|
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|
+
Confirm before writing.
|
|
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|
+
|
|
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|
+
---
|
|
374
|
+
|
|
375
|
+
**Wrap-up**
|
|
376
|
+
|
|
377
|
+
After all five domains are captured and written:
|
|
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|
+
|
|
379
|
+
Say:
|
|
380
|
+
|
|
381
|
+
> "Your business profile is set up. I'll use this in every automation I build for you
|
|
382
|
+
> -- so they'll talk about your clients the right way, track the things that matter
|
|
383
|
+
> to your business, and use language that fits how you work.
|
|
384
|
+
>
|
|
385
|
+
> You can always update any of this just by telling me something new. Say 'we're
|
|
386
|
+
> adding a new service' or 'our main goal changed to X' and I'll propose the update."
|
|
387
|
+
|
|
388
|
+
### Hidden actions summary
|
|
389
|
+
|
|
390
|
+
- Silently invoke the org-model ceremony for each domain answered.
|
|
391
|
+
- Each write is gated by user confirmation in plain language (no diffs, no field names).
|
|
392
|
+
- Run validation after each write; roll back silently if validation fails, then
|
|
393
|
+
say "That one didn't save cleanly -- let me try a slightly different way" and retry.
|
|
394
|
+
|
|
395
|
+
### Completion signal
|
|
396
|
+
|
|
397
|
+
Complete when at least the identity and customers domains are filled in and confirmed.
|
|
398
|
+
The remaining domains are best-effort -- if the user doesn't know their goals yet,
|
|
399
|
+
that's fine.
|
|
400
|
+
|
|
401
|
+
[Hidden action]: Update `.claude/memory/tutorial-progress.md`:
|
|
402
|
+
|
|
403
|
+
```
|
|
404
|
+
[x] YYYY-MM-DD Lesson 3: Your business profile
|
|
405
|
+
```
|
|
406
|
+
|
|
407
|
+
Display the updated menu.
|
|
408
|
+
|
|
409
|
+
---
|
|
410
|
+
|
|
411
|
+
## Lesson 4: Your first automation
|
|
412
|
+
|
|
413
|
+
**Estimated time:** 10-15 minutes
|
|
414
|
+
|
|
415
|
+
### Opening line
|
|
416
|
+
|
|
417
|
+
Say:
|
|
418
|
+
|
|
419
|
+
> "Now let's build something real. Tell me one thing that happens repeatedly in your
|
|
420
|
+
> business that you wish just happened automatically -- a notification, a message, a
|
|
421
|
+
> daily summary, a reminder. Doesn't have to be complicated. What's the first thing
|
|
422
|
+
> that comes to mind?"
|
|
423
|
+
|
|
424
|
+
### Flow
|
|
425
|
+
|
|
426
|
+
**Step 1 -- Gather the idea.**
|
|
427
|
+
|
|
428
|
+
Let the user describe what they want. Ask one clarifying question if needed to
|
|
429
|
+
understand frequency (daily? triggered by something?), destination (email? message?),
|
|
430
|
+
and any key content.
|
|
431
|
+
|
|
432
|
+
Good default suggestions if the user is stuck:
|
|
433
|
+
|
|
434
|
+
> "A few easy starting points: a daily summary of what you need to do, an automatic
|
|
435
|
+
> reply when someone fills out your contact form, or a weekly report of what got done.
|
|
436
|
+
> Any of those sound useful?"
|
|
437
|
+
|
|
438
|
+
**Step 2 -- Confirm before building.**
|
|
439
|
+
|
|
440
|
+
Reflect back a plain-language description of the automation:
|
|
441
|
+
|
|
442
|
+
> "So what you want is: [plain description, e.g., 'Every morning at 8am, send you an email with a list of your open tasks']. Does that sound right?"
|
|
443
|
+
|
|
444
|
+
Wait for confirmation.
|
|
445
|
+
|
|
446
|
+
**Step 3 -- Build and make it live.**
|
|
447
|
+
|
|
448
|
+
[Hidden action]: Build the described automation as a workflow in `operations/src/`.
|
|
449
|
+
Keep it simple -- a scheduler trigger or a manual trigger, a single action, a clear
|
|
450
|
+
output. Deploy it to dev. Do not narrate the build steps. Only narrate the result.
|
|
451
|
+
|
|
452
|
+
While building, say:
|
|
453
|
+
|
|
454
|
+
> "On it. Give me a moment while I put that together..."
|
|
455
|
+
|
|
456
|
+
**Step 4 -- Run it and show the result.**
|
|
457
|
+
|
|
458
|
+
[Hidden action]: Execute the automation once with a realistic input.
|
|
459
|
+
|
|
460
|
+
Say:
|
|
461
|
+
|
|
462
|
+
> "Done -- your automation is live. Here's what just happened: describe the result in plain language. That will now run on schedule, or whenever it is triggered."
|
|
463
|
+
|
|
464
|
+
**Step 5 -- Invite a reaction.**
|
|
465
|
+
|
|
466
|
+
> "How does that look? If you want to tweak anything -- change the timing, add
|
|
467
|
+
> something to the message, send it somewhere different -- just tell me and I'll
|
|
468
|
+
> update it."
|
|
469
|
+
|
|
470
|
+
Handle any adjustment requests by modifying and redeploying silently, narrating
|
|
471
|
+
only the result.
|
|
472
|
+
|
|
473
|
+
### Hidden actions summary
|
|
474
|
+
|
|
475
|
+
- Build workflow in `operations/src/` based on user description.
|
|
476
|
+
- Deploy to dev silently.
|
|
477
|
+
- Execute once and capture result for narration.
|
|
478
|
+
- If the user requests a change, edit and redeploy silently.
|
|
479
|
+
|
|
480
|
+
### Completion signal
|
|
481
|
+
|
|
482
|
+
Complete when an automation is running and the user has seen a real result and
|
|
483
|
+
expressed satisfaction (or made and seen their first adjustment).
|
|
484
|
+
|
|
485
|
+
[Hidden action]: Update `.claude/memory/tutorial-progress.md`:
|
|
486
|
+
|
|
487
|
+
```
|
|
488
|
+
[x] YYYY-MM-DD Lesson 4: Your first automation
|
|
489
|
+
```
|
|
490
|
+
|
|
491
|
+
Display the updated menu.
|
|
492
|
+
|
|
493
|
+
---
|
|
494
|
+
|
|
495
|
+
## Lesson 5: Your dashboard -- where everything lives
|
|
496
|
+
|
|
497
|
+
**Estimated time:** 10-15 minutes
|
|
498
|
+
|
|
499
|
+
### Opening line
|
|
500
|
+
|
|
501
|
+
Say:
|
|
502
|
+
|
|
503
|
+
> "Now that you have an automation running, let me show you where everything lives.
|
|
504
|
+
> Your dashboard is the place where you can see what's running, check in on things,
|
|
505
|
+
> and get a picture of how your automations connect. I'll walk you through it."
|
|
506
|
+
|
|
507
|
+
### Flow
|
|
508
|
+
|
|
509
|
+
**Step 1 -- Orient to the main sections.**
|
|
510
|
+
|
|
511
|
+
[Hidden action]: Read `core/config/organization-model.ts` to identify which features
|
|
512
|
+
are enabled, so you can tailor the tour to what's actually visible.
|
|
513
|
+
|
|
514
|
+
Describe the dashboard in plain terms, based on the features that are on:
|
|
515
|
+
|
|
516
|
+
> "When you open your dashboard, you'll see a few main areas. Your automations live
|
|
517
|
+
> in one section -- that's where you can see which ones are active, when they last
|
|
518
|
+
> ran, and whether anything needs your attention.
|
|
519
|
+
>
|
|
520
|
+
> There's also a map view that shows you how everything connects -- which automations
|
|
521
|
+
> feed into each other, what triggers what. You don't need to understand the map to
|
|
522
|
+
> use it, but it gives you a good sense of the bigger picture.
|
|
523
|
+
>
|
|
524
|
+
> [If CRM is enabled]: Your client pipeline lives in the CRM section -- that's where
|
|
525
|
+
> deals and contacts show up.
|
|
526
|
+
>
|
|
527
|
+
> [If lead-gen is enabled]: The lead list section is where incoming prospects get
|
|
528
|
+
> organized before they move into your pipeline.
|
|
529
|
+
>
|
|
530
|
+
> [If projects is enabled]: Your active projects and their tasks live in the projects
|
|
531
|
+
> section."
|
|
532
|
+
|
|
533
|
+
**Step 2 -- Point to the approval queue.**
|
|
534
|
+
|
|
535
|
+
> "There's one more area worth knowing about now: your approval queue. That's where
|
|
536
|
+
> automations pause and wait for you to give the green light before they continue.
|
|
537
|
+
> We'll cover that in the next session."
|
|
538
|
+
|
|
539
|
+
**Step 3 -- The map.**
|
|
540
|
+
|
|
541
|
+
> "The map view is worth a quick look. It shows each automation as a box, and lines
|
|
542
|
+
> connect the ones that pass information to each other. If something looks tangled,
|
|
543
|
+
> that's usually a sign we should clean it up -- just tell me and I'll simplify.
|
|
544
|
+
> The map is read-only from your end; you don't need to touch it directly."
|
|
545
|
+
|
|
546
|
+
**Step 4 -- Reassure about navigation.**
|
|
547
|
+
|
|
548
|
+
> "You don't need to memorize where everything is. Any time you want to find
|
|
549
|
+
> something, just ask me: 'Where do I see my running automations?' or 'Take me to
|
|
550
|
+
> the client pipeline.' I'll point you directly there.
|
|
551
|
+
>
|
|
552
|
+
> The dashboard is a place to observe. Changes happen here in our conversation."
|
|
553
|
+
|
|
554
|
+
### Hidden actions summary
|
|
555
|
+
|
|
556
|
+
- Read org model features section to determine which dashboard sections are visible.
|
|
557
|
+
- Tailor the tour to only mention visible/enabled features.
|
|
558
|
+
|
|
559
|
+
### Completion signal
|
|
560
|
+
|
|
561
|
+
Complete when the user acknowledges they understand the main sections and the map.
|
|
562
|
+
|
|
563
|
+
[Hidden action]: Update `.claude/memory/tutorial-progress.md`:
|
|
564
|
+
|
|
565
|
+
```
|
|
566
|
+
[x] YYYY-MM-DD Lesson 5: Your dashboard -- where everything lives
|
|
567
|
+
```
|
|
568
|
+
|
|
569
|
+
Display the updated menu.
|
|
570
|
+
|
|
571
|
+
---
|
|
572
|
+
|
|
573
|
+
## Lesson 6: Your approval queue -- signing off on things
|
|
574
|
+
|
|
575
|
+
**Estimated time:** 10-15 minutes
|
|
576
|
+
|
|
577
|
+
### Opening line
|
|
578
|
+
|
|
579
|
+
Say:
|
|
580
|
+
|
|
581
|
+
> "Some automations work completely on their own. Others -- especially ones that send
|
|
582
|
+
> things to clients or make significant decisions -- are better if they pause and ask
|
|
583
|
+
> you first. That's what your approval queue is for. Let me show you how it works."
|
|
584
|
+
|
|
585
|
+
### Flow
|
|
586
|
+
|
|
587
|
+
**Step 1 -- Check for an existing approval-gated automation.**
|
|
588
|
+
|
|
589
|
+
[Hidden action]: Scan `operations/src/` for any workflow that includes an HITL step.
|
|
590
|
+
|
|
591
|
+
- If one exists: use it for the demo.
|
|
592
|
+
- If none exists: silently modify the automation built in lesson 4 (or the simplest
|
|
593
|
+
available one) to add a pause-for-approval step. Deploy the updated version.
|
|
594
|
+
Do not narrate the modification.
|
|
595
|
+
|
|
596
|
+
**Step 2 -- Explain the concept first.**
|
|
597
|
+
|
|
598
|
+
> "Here's how it works: an automation runs up to a certain point, then it stops and
|
|
599
|
+
> puts a card in your approval queue. It waits there -- nothing moves forward -- until
|
|
600
|
+
> you take a look and say yes or no.
|
|
601
|
+
>
|
|
602
|
+
> Your queue is accessible from your dashboard, and I'll also flag it here in our
|
|
603
|
+
> conversation if something is waiting for you."
|
|
604
|
+
|
|
605
|
+
**Step 3 -- Trigger the automation and show the pause.**
|
|
606
|
+
|
|
607
|
+
[Hidden action]: Execute the approval-gated automation.
|
|
608
|
+
|
|
609
|
+
> "I just triggered [plain description of the automation]. It's run the first part --
|
|
610
|
+
> and now it's waiting for you. You should see a card in your approval queue in the
|
|
611
|
+
> dashboard. Let me know when you can see it."
|
|
612
|
+
|
|
613
|
+
Wait for the user to confirm they see it (or describe it to them if they can't navigate
|
|
614
|
+
there yet).
|
|
615
|
+
|
|
616
|
+
**Step 4 -- Walk through the approval.**
|
|
617
|
+
|
|
618
|
+
> "In the queue you'll see a summary of what the automation wants to do, and a button
|
|
619
|
+
> to approve or reject it. Approving means it continues. Rejecting stops it.
|
|
620
|
+
>
|
|
621
|
+
> Go ahead and approve this one -- it's just a test."
|
|
622
|
+
|
|
623
|
+
[Hidden action]: After the user approves (or says they did), confirm the automation
|
|
624
|
+
completed by checking execution status.
|
|
625
|
+
|
|
626
|
+
> "And there it goes -- your approval unblocked it and it finished the job.
|
|
627
|
+
> [Plain description of what completed, e.g., 'The summary email just sent.']"
|
|
628
|
+
|
|
629
|
+
**Step 5 -- When to use the queue.**
|
|
630
|
+
|
|
631
|
+
> "You decide which automations use the approval queue and which run automatically.
|
|
632
|
+
> Anything that touches a client, sends money, or makes a commitment is usually worth
|
|
633
|
+
> a pause. Anything routine -- daily summaries, internal notes, status updates -- can
|
|
634
|
+
> typically run on its own.
|
|
635
|
+
>
|
|
636
|
+
> Whenever you build a new automation, just tell me whether you want it to pause and
|
|
637
|
+
> ask you, or just run. You can always change that later."
|
|
638
|
+
|
|
639
|
+
### Hidden actions summary
|
|
640
|
+
|
|
641
|
+
- Check for existing HITL workflow; if none, add a pause step to the lesson 4 automation.
|
|
642
|
+
- Deploy updated automation silently.
|
|
643
|
+
- Execute it and narrate the pause state.
|
|
644
|
+
- Check completion after user approves.
|
|
645
|
+
|
|
646
|
+
### Completion signal
|
|
647
|
+
|
|
648
|
+
Complete when the user has successfully approved a paused automation and seen it
|
|
649
|
+
complete.
|
|
650
|
+
|
|
651
|
+
[Hidden action]: Update `.claude/memory/tutorial-progress.md`:
|
|
652
|
+
|
|
653
|
+
```
|
|
654
|
+
[x] YYYY-MM-DD Lesson 6: Your approval queue -- signing off on things
|
|
655
|
+
```
|
|
656
|
+
|
|
657
|
+
Display the updated menu.
|
|
658
|
+
|
|
659
|
+
---
|
|
660
|
+
|
|
661
|
+
## Lesson 7: Changing things later
|
|
662
|
+
|
|
663
|
+
**Estimated time:** 10-15 minutes
|
|
664
|
+
|
|
665
|
+
### Opening line
|
|
666
|
+
|
|
667
|
+
Say:
|
|
668
|
+
|
|
669
|
+
> "Nothing you set up is permanent. Your business changes, your needs change, and
|
|
670
|
+
> your automations should keep up. Changing things is as easy as describing what you
|
|
671
|
+
> want differently. Let me show you."
|
|
672
|
+
|
|
673
|
+
### Flow
|
|
674
|
+
|
|
675
|
+
**Step 1 -- Remind them of the automation from lesson 4.**
|
|
676
|
+
|
|
677
|
+
> "Remember the automation we built -- [brief plain-language description]? Let's
|
|
678
|
+
> use that as the example. Tell me one thing you'd like to change about it. Could be
|
|
679
|
+
> the timing, what it says, where it sends things -- anything."
|
|
680
|
+
|
|
681
|
+
If the user has no preference, suggest one:
|
|
682
|
+
|
|
683
|
+
> "For example, I could make it run twice a day instead of once, or add a summary
|
|
684
|
+
> line at the top. What would make it more useful for you?"
|
|
685
|
+
|
|
686
|
+
**Step 2 -- Take the plain-language change request.**
|
|
687
|
+
|
|
688
|
+
[Hidden action]: Parse the user's request and identify what needs to change in the
|
|
689
|
+
workflow. Modify the workflow and redeploy silently.
|
|
690
|
+
|
|
691
|
+
While updating, say:
|
|
692
|
+
|
|
693
|
+
> "Making that change now..."
|
|
694
|
+
|
|
695
|
+
**Step 3 -- Confirm the update is live.**
|
|
696
|
+
|
|
697
|
+
[Hidden action]: Execute the updated automation once to verify.
|
|
698
|
+
|
|
699
|
+
> "Done. Describe the change in plain language. I ran it once to confirm it's working the new way."
|
|
700
|
+
|
|
701
|
+
**Step 4 -- Teach the pattern for profile changes.**
|
|
702
|
+
|
|
703
|
+
> "The same works for your business profile. If something changes -- you add a service,
|
|
704
|
+
> rename a stage in your pipeline, bring on a new team role -- just tell me. I'll
|
|
705
|
+
> propose the update, you confirm, and it's saved.
|
|
706
|
+
>
|
|
707
|
+
> For example: 'We're adding a new service called retainer coaching at $2,000 a month.'
|
|
708
|
+
> I'd capture that as a new offering in your profile."
|
|
709
|
+
|
|
710
|
+
[Hidden action]: If the user dictates a profile change, invoke the org-model update
|
|
711
|
+
ceremony silently. Confirm with the user before writing.
|
|
712
|
+
|
|
713
|
+
**Step 5 -- Teach the toggle pattern.**
|
|
714
|
+
|
|
715
|
+
> "And if you want to turn a whole feature on or off -- say you're not using the
|
|
716
|
+
> lead-gen tools right now -- just tell me: 'Turn off the lead-gen feature for now.'
|
|
717
|
+
> Done. Turn it back on anytime the same way."
|
|
718
|
+
|
|
719
|
+
**Step 6 -- Reassure about iteration.**
|
|
720
|
+
|
|
721
|
+
> "The general principle is: you'll describe what you want, I'll propose the change,
|
|
722
|
+
> you confirm, and it happens. You're always in the loop -- nothing changes without
|
|
723
|
+
> your say-so."
|
|
724
|
+
|
|
725
|
+
### Hidden actions summary
|
|
726
|
+
|
|
727
|
+
- Modify and redeploy the lesson 4 automation per the user's request.
|
|
728
|
+
- Execute the updated automation to verify.
|
|
729
|
+
- If a profile change is mentioned, silently invoke the org-model update ceremony with
|
|
730
|
+
user confirmation.
|
|
731
|
+
|
|
732
|
+
### Completion signal
|
|
733
|
+
|
|
734
|
+
Complete when the user has successfully requested and seen at least one change applied
|
|
735
|
+
to a live automation.
|
|
736
|
+
|
|
737
|
+
[Hidden action]: Update `.claude/memory/tutorial-progress.md`:
|
|
738
|
+
|
|
739
|
+
```
|
|
740
|
+
[x] YYYY-MM-DD Lesson 7: Changing things later
|
|
741
|
+
```
|
|
742
|
+
|
|
743
|
+
Display the updated menu.
|
|
744
|
+
|
|
745
|
+
---
|
|
746
|
+
|
|
747
|
+
## Lesson 8: When things go wrong
|
|
748
|
+
|
|
749
|
+
**Estimated time:** 10-15 minutes
|
|
750
|
+
|
|
751
|
+
### Opening line
|
|
752
|
+
|
|
753
|
+
Say:
|
|
754
|
+
|
|
755
|
+
> "Everything works most of the time. But sometimes an automation doesn't do what
|
|
756
|
+
> you expected, something looks stuck, or you just don't see what you thought you'd
|
|
757
|
+
> see. This is how we handle that."
|
|
758
|
+
|
|
759
|
+
### Flow
|
|
760
|
+
|
|
761
|
+
**Step 1 -- Establish the ground rule.**
|
|
762
|
+
|
|
763
|
+
> "The rule is simple: if something looks wrong, tell me. In plain language. You don't
|
|
764
|
+
> need to know why it's wrong or what the technical reason is. Just describe what you
|
|
765
|
+
> expected to see and what you're seeing instead.
|
|
766
|
+
>
|
|
767
|
+
> Something like: 'I thought the morning summary would arrive by now but it hasn't.'
|
|
768
|
+
> Or: 'The approval card I expected isn't showing up.' Or: 'It ran but the message
|
|
769
|
+
> looks wrong.'
|
|
770
|
+
>
|
|
771
|
+
> That's all I need."
|
|
772
|
+
|
|
773
|
+
**Step 2 -- Demo: investigate and report back.**
|
|
774
|
+
|
|
775
|
+
Construct a realistic example based on the automations built during the tutorial. If
|
|
776
|
+
possible, introduce a minor intentional issue (e.g., run an automation with a missing
|
|
777
|
+
input) and let the user report it, or describe a fictional report for demonstration.
|
|
778
|
+
|
|
779
|
+
[Hidden action]: When the user describes a problem (or for the demo, when the agent
|
|
780
|
+
introduces one), investigate using execution logs and runtime state. Determine the
|
|
781
|
+
plain-language cause.
|
|
782
|
+
|
|
783
|
+
Narrate the resolution:
|
|
784
|
+
|
|
785
|
+
> "I looked into that. Here's what happened: [one or two plain sentences describing
|
|
786
|
+
> the cause in non-technical language, e.g., 'The automation ran, but the daily
|
|
787
|
+
> summary was empty because your task list didn't have anything new since it last ran.
|
|
788
|
+
> That's normal -- if there's nothing to report, it skips the message.'
|
|
789
|
+
>
|
|
790
|
+
> Or: 'It looks like it ran but the email didn't go out because the account connection
|
|
791
|
+
> for your email provider needs to be refreshed. I'll walk you through reconnecting
|
|
792
|
+
> it if you want.']"
|
|
793
|
+
|
|
794
|
+
Never show: stack traces, error codes, file names, log excerpts, or raw system output.
|
|
795
|
+
Everything must be translated to plain language before the user sees it.
|
|
796
|
+
|
|
797
|
+
**Step 3 -- Cover the common scenarios.**
|
|
798
|
+
|
|
799
|
+
Walk through three common situations briefly:
|
|
800
|
+
|
|
801
|
+
> "There are really three situations you'll hit:
|
|
802
|
+
>
|
|
803
|
+
> 1. 'Nothing happened when I expected it to.' -- Tell me what you expected. I'll
|
|
804
|
+
> check whether it ran, when it ran, and what it did.
|
|
805
|
+
> 2. 'It ran but the result looks wrong.' -- Describe what looked off. I'll figure
|
|
806
|
+
> out what went into it and why the output is different from what you expected.
|
|
807
|
+
> 3. 'Something seems stuck.' -- Tell me which automation and what you last saw.
|
|
808
|
+
> I'll find out if it's waiting for something (like an account connection that
|
|
809
|
+
> needs attention) and tell you what needs to happen next.
|
|
810
|
+
>
|
|
811
|
+
> In all cases, my goal is to give you one clear answer: here's what happened, and
|
|
812
|
+
> here's what (if anything) you need to do."
|
|
813
|
+
|
|
814
|
+
**Step 4 -- Set expectations on timing.**
|
|
815
|
+
|
|
816
|
+
> "Most issues I can diagnose immediately. If I need a few moments to investigate
|
|
817
|
+
> something more complex, I'll tell you I'm looking into it and come back with an
|
|
818
|
+
> answer. I won't leave you hanging with technical jargon -- I'll always translate."
|
|
819
|
+
|
|
820
|
+
**Step 5 -- Invite a real question.**
|
|
821
|
+
|
|
822
|
+
> "Is there anything that's already looked odd or unexpected? Now's a good time to
|
|
823
|
+
> ask -- or you can come back to me any time something doesn't look right."
|
|
824
|
+
|
|
825
|
+
### Hidden actions summary
|
|
826
|
+
|
|
827
|
+
- When a problem is described: read execution logs, check runtime state, identify
|
|
828
|
+
the plain-language cause.
|
|
829
|
+
- Never surface raw technical output; translate everything.
|
|
830
|
+
- If an account connection issue is detected, guide the user to reconnect it without
|
|
831
|
+
naming the technical mechanism.
|
|
832
|
+
|
|
833
|
+
### Completion signal
|
|
834
|
+
|
|
835
|
+
Complete when the user has seen at least one problem diagnosed and explained in plain
|
|
836
|
+
language and indicates they understand the process.
|
|
837
|
+
|
|
838
|
+
[Hidden action]: Update `.claude/memory/tutorial-progress.md`:
|
|
839
|
+
|
|
840
|
+
```
|
|
841
|
+
[x] YYYY-MM-DD Lesson 8: When things go wrong
|
|
842
|
+
```
|
|
843
|
+
|
|
844
|
+
Display the updated menu with all 8 lessons marked complete (assuming they are).
|
|
845
|
+
|
|
846
|
+
---
|
|
847
|
+
|
|
848
|
+
## After All 8 Lessons Complete
|
|
849
|
+
|
|
850
|
+
When all eight lessons are marked complete in `.claude/memory/tutorial-progress.md`,
|
|
851
|
+
display this closing message:
|
|
852
|
+
|
|
853
|
+
> "You've been through everything. You know how to talk to me, your business profile
|
|
854
|
+
> is set up, you've built and changed a real automation, you can find your way around
|
|
855
|
+
> your dashboard, and you know what to do when something looks off.
|
|
856
|
+
>
|
|
857
|
+
> Here's what I'd suggest next: think of one thing in your business that happens
|
|
858
|
+
> repeatedly and takes your time. Tell me about it. I'll build it for you.
|
|
859
|
+
>
|
|
860
|
+
> If you ever want to revisit any of these sessions, just say 'tutorial' and I'll
|
|
861
|
+
> bring up the menu again. Any lesson you want to redo is always available."
|
|
862
|
+
|
|
863
|
+
Then stay in the conversation ready for the user's first real request.
|
|
864
|
+
|
|
865
|
+
---
|
|
866
|
+
|
|
867
|
+
## Progress File Format
|
|
868
|
+
|
|
869
|
+
The file `.claude/memory/tutorial-progress.md` must follow this format:
|
|
870
|
+
|
|
871
|
+
```
|
|
872
|
+
# Tutorial Progress
|
|
873
|
+
|
|
874
|
+
Track: vibe-coder
|
|
875
|
+
Started: YYYY-MM-DD
|
|
876
|
+
|
|
877
|
+
## Lessons
|
|
878
|
+
|
|
879
|
+
[ ] Lesson 1: Welcome -- what this place does for you
|
|
880
|
+
[ ] Lesson 2: How to talk to me
|
|
881
|
+
[ ] Lesson 3: Your business profile
|
|
882
|
+
[ ] Lesson 4: Your first automation
|
|
883
|
+
[ ] Lesson 5: Your dashboard -- where everything lives
|
|
884
|
+
[ ] Lesson 6: Your approval queue -- signing off on things
|
|
885
|
+
[ ] Lesson 7: Changing things later
|
|
886
|
+
[ ] Lesson 8: When things go wrong
|
|
887
|
+
```
|
|
888
|
+
|
|
889
|
+
Replace `[ ]` with `[x] YYYY-MM-DD` as each lesson completes. Create the file on
|
|
890
|
+
first use if it does not exist, pre-populated with all eight lessons unchecked.
|