@rizom/ops 0.2.0-alpha.27 → 0.2.0-alpha.29

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/package.json CHANGED
@@ -4,7 +4,7 @@
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  "publishConfig": {
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  "access": "public"
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  },
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- "version": "0.2.0-alpha.27",
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+ "version": "0.2.0-alpha.29",
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  "type": "module",
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  "exports": {
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  ".": {
@@ -21,6 +21,11 @@
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  - `https://<handle>.rizom.ai/health` returns `200`
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  - unauthenticated `POST https://<handle>.rizom.ai/mcp` returns `401`
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  14. For fleet upgrades, edit `pilot.yaml.brainVersion` and push once; CI rebuilds the shared image tag, refreshes generated user env files, and redeploys affected users.
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- 15. Hand the Discord setup details to the user. If they need direct client access, also hand over the MCP connection details.
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- 16. If you are also giving them a content repo workflow, describe it first as a normal git repo of markdown/text files; mention Obsidian only as an optional editor.
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- 17. Send `docs/user-onboarding.md` to the user as the pilot handoff guide.
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+ 15. Hand the Discord setup details to the user.
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+ 16. Hand over the browser defaults:
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+ - Dashboard: `https://<handle>.rizom.ai/`
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+ - CMS: `https://<handle>.rizom.ai/cms`
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+ - GitHub token guidance for CMS access to the user's private content repo
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+ 17. If they need direct client access, also hand over the MCP connection details.
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+ 18. If you are also giving them a content repo workflow, describe it as optional and frame git/Obsidian as an advanced file-based path, not the default.
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+ 19. Send `docs/user-onboarding.md` to the user as the pilot handoff guide.
@@ -2,18 +2,23 @@
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  Welcome to the Rover pilot.
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- This document is written for **first-time users**. You do **not** need prior experience with Rover, MCP, git, or the rest of the system to get started.
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+ This guide is written for **first-time users**. You do **not** need prior experience with Rover, MCP, git, GitHub, or Obsidian to get started.
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  ## What Rover is
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  Rover is your private AI assistant for working with your own notes, links, and ideas.
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- In this pilot, Rover is intentionally simple:
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+ In this pilot, the normal experience is:
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12
 
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- - you will usually talk to it in **Discord**
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- - **there is no website to browse**
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- - **MCP is optional** and only needed for direct client access or specific testing workflows
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- - your content can also live in a normal git repo of markdown/text files; **Obsidian is optional** if you want a nicer note-editing interface
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+ - **Discord** for chatting with Rover
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+ - the **Dashboard** in your browser at `https://<handle>.rizom.ai/`
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+ - the **CMS** in your browser at `https://<handle>.rizom.ai/cms`
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+
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+ Optional workflows exist too:
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+
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+ - **MCP** for direct client access from supported AI tools
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+ - **git** if you want to work with the underlying files directly
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+ - **Obsidian** if you want a nicer note-focused editor for those same files
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  You can think of Rover as a private knowledge companion that helps you:
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@@ -23,6 +28,18 @@ You can think of Rover as a private knowledge companion that helps you:
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  - find patterns in what you have collected
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  - think through questions with AI
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30
 
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+ ## The default mental model
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+
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+ If you remember only one thing, remember this:
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+
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+ - **Discord** = talk to Rover
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+ - **Dashboard** = browser overview
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+ - **CMS** = browser editing interface
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+ - **MCP** = optional direct client integration
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+ - **git / Obsidian** = optional file-based workflow
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+
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+ Most pilot users should start with the first three.
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+
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  ## What you will receive from us
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  We will send you the details you need to get started.
@@ -30,209 +47,222 @@ We will send you the details you need to get started.
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  That usually includes:
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  - confirmation that Discord is enabled for you, plus the invite/setup steps
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+ - your **Dashboard URL**: `https://<handle>.rizom.ai/`
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+ - your **CMS URL**: `https://<handle>.rizom.ai/cms`
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+ - if you will use the CMS, an invite to your **private** Rover content repo plus instructions for creating a GitHub token
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  - if needed, your Rover MCP URL: `https://<handle>.rizom.ai/mcp`
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  - if needed, your **Bearer token**
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- - if needed, an invite to your **private** Rover content repo
36
55
  - any extra instructions if we are testing a specific workflow with your cohort
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56
 
38
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  If we give you a **Bearer token**, treat it like a password. Do not share it.
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40
- ## One important idea: Discord is the default, MCP is optional
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+ ## Start here: your first 5 minutes
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60
 
42
- If you are new to Rover, the shortest explanation is:
61
+ For most users, the best first setup is:
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62
 
44
- - **Rover** is the assistant
45
- - **Discord** is the default way most pilot users will talk to it
46
- - **MCP** is an optional direct connection method for supported AI clients
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+ 1. join the Discord server we send you
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+ 2. open your Dashboard at `https://<handle>.rizom.ai/`
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+ 3. open the CMS at `https://<handle>.rizom.ai/cms`
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+ 4. when the CMS asks for GitHub access, use a fine-grained GitHub token with access to your private Rover content repo
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+ 5. send a first message in Discord and make one small edit in the CMS
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48
- You do not need to understand the protocol details unless we specifically ask you to use MCP.
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+ A simple first chat message is:
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50
- For most users, the practical meaning is simple:
51
-
52
- - join Discord
53
- - message Rover there
54
- - start using it
55
-
56
- If your cohort is also testing MCP, we will send the URL, Bearer token, and setup help separately.
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+ > What can you help me do, and what should I use you for?
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58
- ## What to use first
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+ Or:
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60
- For most users, the easiest first setup is:
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+ > Help me save my first note.
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- - **Discord** for talking to Rover
63
- - a normal **git repo of markdown/text files** only if you also want to work directly with your content later
64
- - **Obsidian** only if you want a friendlier interface for those same files
65
- - **Claude Desktop** or another MCP client only if we explicitly ask you to test a direct MCP workflow
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+ A simple first CMS action is:
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67
- ## Default setup: Discord
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+ - open the **Notes** collection
80
+ - create a short note about why you want to use Rover
81
+ - save it
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69
- For most users, getting started means:
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+ If Discord is not enabled for you yet, tell us and we will share the right next step.
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84
 
71
- - join the Discord server we send you
72
- - open the Rover channel or DM
73
- - send a first message
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+ ## One important idea: Discord + Dashboard + CMS are the default, MCP is optional
74
86
 
75
- Try a first message like:
87
+ If you are new to Rover, the shortest explanation is:
76
88
 
77
- > What can you help me do, and what should I use you for?
89
+ - **Rover** is the assistant
90
+ - **Discord** is the default chat interface
91
+ - the **Dashboard** is the default browser view
92
+ - the **CMS** is the default browser editing interface
93
+ - **MCP** is an optional direct connection method for supported AI clients
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94
 
79
- Or:
95
+ You do not need to understand the protocol details unless we specifically ask you to use MCP.
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81
- > Help me save my first note.
97
+ For most users, the practical meaning is simple:
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98
 
83
- If Discord is not enabled for you yet, tell us and we will share the right next step.
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+ - join Discord
100
+ - open your dashboard in the browser
101
+ - use the CMS when you want to edit structured content directly
102
+ - start using it
84
103
 
85
- ## Optional: direct MCP access
104
+ If your cohort is also testing MCP, we will send the URL, Bearer token, and setup help separately.
86
105
 
87
- If we have asked you to use an MCP client, use one that supports:
106
+ ## Working in the CMS
88
107
 
89
- - **HTTP / Streamable HTTP MCP**
90
- - **Bearer token authentication**
108
+ The CMS is the easiest way to edit Rover content in the browser.
91
109
 
92
- When your client asks for connection details, use:
110
+ Use it when you want to:
93
111
 
94
- - **Server URL:** `https://<handle>.rizom.ai/mcp`
95
- - **Authentication type:** Bearer token
96
- - **Bearer token:** the token we sent you
112
+ - create notes without touching git directly
113
+ - edit existing content in a structured form
114
+ - browse your collections in one place
115
+ - make quick updates from the browser
97
116
 
98
- If the client asks for a name, use something simple like:
117
+ ### Why the CMS asks for GitHub access
99
118
 
100
- - `Rover (<handle>)`
119
+ Your Rover content lives in a **private GitHub repo**.
101
120
 
102
- ## Optional: Claude Desktop setup
121
+ The CMS edits that repo for you.
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122
 
104
- If we ask you to connect through Claude Desktop and your version supports a **remote HTTP / Streamable HTTP MCP server**, enter:
123
+ That is why it asks for a **GitHub token**.
105
124
 
106
- - **Server URL:** `https://<handle>.rizom.ai/mcp`
107
- - **Authentication:** Bearer token
108
- - **Token:** the token we sent you
125
+ In practice, that means:
109
126
 
110
- Then try a first message like:
127
+ - you can use the CMS without cloning the repo locally
128
+ - your changes still go into your private content repo
129
+ - if you later open that repo with git or Obsidian, you are looking at the same underlying content
111
130
 
112
- > What can you help me do, and what should I use you for?
131
+ ### What to expect the first time you open it
113
132
 
114
- Or:
133
+ When you open `https://<handle>.rizom.ai/cms`, you should expect something like this:
115
134
 
116
- > Help me save my first note.
135
+ 1. the CMS asks you to authenticate with GitHub
136
+ 2. you enter the GitHub token we told you to create
137
+ 3. the CMS loads your content collections
138
+ 4. you can open an entry, edit it, and save your changes
117
139
 
118
- If your Claude Desktop version only supports local MCP servers and not remote HTTP MCP cleanly, tell us what version you are using and we will help you.
140
+ If the CMS loads correctly, that is a good sign that:
119
141
 
120
- ## Your first 5 minutes
142
+ - your browser access is working
143
+ - your repo access is working
144
+ - the token is working
121
145
 
122
- Once you are connected, try this sequence:
146
+ ### What you will see in the CMS
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147
 
124
- ### 1. Check that Rover responds
148
+ The exact collections may change over time, but a normal pilot setup includes collections for things like:
125
149
 
126
- Ask:
150
+ - **Notes**
151
+ - links or saved resources
152
+ - settings or other structured content
127
153
 
128
- > What can you help me do?
154
+ The important idea is not the exact list — it is that the CMS is the browser-based editor for your Rover content.
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155
 
130
- ### 2. Save a first note
156
+ ### A good first CMS task
131
157
 
132
- Ask:
158
+ A good first CMS task is to create a short note.
133
159
 
134
- > Save a note: I want to use Rover to collect ideas from my work, reading, and conversations.
160
+ For example:
135
161
 
136
- ### 3. Save a useful link
162
+ - open **Notes**
163
+ - create a new note
164
+ - title it something like `Why I’m using Rover`
165
+ - write 3 to 5 sentences
166
+ - save it
137
167
 
138
- Ask:
168
+ Then go back to Discord and ask Rover something like:
139
169
 
140
- > Save this link and note why it matters to me: <paste URL>
170
+ > What do you know about why I’m using Rover so far?
141
171
 
142
- ### 4. Ask Rover to reflect back what it knows
172
+ That connects the browser editing workflow with the chat workflow.
143
173
 
144
- Ask:
174
+ ### When to use Discord vs CMS
145
175
 
146
- > Based on what I’ve stored so far, what themes are starting to emerge?
176
+ A good rule of thumb is:
147
177
 
148
- ### 5. Use it as a thinking partner
178
+ Use **Discord** when you want to:
149
179
 
150
- Ask:
180
+ - think out loud
181
+ - ask questions
182
+ - capture something quickly
183
+ - use Rover as a day-to-day assistant
151
184
 
152
- > I am thinking through a problem in my work. Help me structure the question and identify what context is missing.
185
+ Use the **CMS** when you want to:
153
186
 
154
- ## Wishlist: when Rover cannot do something yet
187
+ - deliberately create or revise content
188
+ - browse existing entries
189
+ - make cleaner edits than you would in chat
190
+ - work in a more editor-like browser interface
155
191
 
156
- Rover has a built-in **wishlist**.
192
+ Use both together. That is the default pilot workflow.
157
193
 
158
- This is important for first-time users because Rover will not be able to do everything yet.
194
+ ### If the CMS feels confusing
159
195
 
160
- If you ask for something Rover cannot do, it should add that request to the wishlist instead of just failing silently.
196
+ That is useful feedback.
161
197
 
162
- You can think of the wishlist as:
198
+ Please tell us:
163
199
 
164
- - a backlog of missing capabilities
165
- - a record of things users want Rover to do
166
- - a way for the pilot team to see which missing features matter most
200
+ - what part was confusing
201
+ - whether the problem was authentication, navigation, editing, or saving
202
+ - what you expected to happen instead
167
203
 
168
- ### When the wishlist is useful
204
+ We want to improve this workflow.
169
205
 
170
- The wishlist is especially useful when you ask Rover to do something like:
206
+ ## Optional: direct MCP access
171
207
 
172
- - connect to a tool it does not support yet
173
- - perform an action it cannot perform yet
174
- - add a workflow or feature that does not exist yet
208
+ If we have asked you to use an MCP client, use one that supports:
175
209
 
176
- Examples:
210
+ - **HTTP / Streamable HTTP MCP**
211
+ - **Bearer token authentication**
177
212
 
178
- > I want Rover to draft and send emails for me.
213
+ When your client asks for connection details, use:
179
214
 
180
- > I want Rover to connect to my calendar.
215
+ - **Server URL:** `https://<handle>.rizom.ai/mcp`
216
+ - **Authentication type:** Bearer token
217
+ - **Bearer token:** the token we sent you
181
218
 
182
- > I want Rover to summarize voice notes automatically.
219
+ If the client asks for a name, use something simple like:
183
220
 
184
- If Rover cannot actually do those things yet, it should tell you that and add the request to the wishlist.
221
+ - `Rover (<handle>)`
185
222
 
186
- ### What happens when something is added to the wishlist
223
+ ## Optional: Claude Desktop setup
187
224
 
188
- When a request is added to the wishlist:
225
+ If we ask you to connect through Claude Desktop and your version supports a **remote HTTP / Streamable HTTP MCP server**, enter:
189
226
 
190
- - it is saved as a **wish**
191
- - it starts in a **new** state
192
- - similar requests can be grouped together instead of creating endless duplicates
193
- - repeated demand can increase the count of how many times that wish was requested
227
+ - **Server URL:** `https://<handle>.rizom.ai/mcp`
228
+ - **Authentication:** Bearer token
229
+ - **Token:** the token we sent you
194
230
 
195
- That helps us see which gaps are one-off ideas and which ones keep coming up across real usage.
231
+ Then try a first message like:
196
232
 
197
- ### How you should use it
233
+ > What can you help me do, and what should I use you for?
198
234
 
199
- You do **not** need special commands.
235
+ Or:
200
236
 
201
- Just ask naturally.
237
+ > Help me save my first note.
202
238
 
203
- If Rover cannot do what you asked, a good response from Rover is something like:
239
+ If your Claude Desktop version only supports local MCP servers and not remote HTTP MCP cleanly, tell us what version you are using and we will help you.
204
240
 
205
- - it explains the limitation clearly
206
- - it says the request was added to the wishlist
241
+ ## Optional: git, text files, and Obsidian
207
242
 
208
- If that does **not** happen, that is useful feedback for us too.
243
+ The underlying content workflow is still a normal **git repo** with normal **markdown/text files**.
209
244
 
210
- ## Git, text files, and Obsidian
245
+ But for this pilot, treat that as **optional**.
211
246
 
212
- The underlying content workflow is a normal **git repo** with normal **markdown/text files**.
247
+ Use direct git or file-based workflows only if you want more control.
213
248
 
214
249
  Obsidian is optional. It is just one possible editor for those files.
215
250
 
216
251
  That means:
217
252
 
218
253
  - use **Discord** as the main way to talk to Rover
219
- - use a normal editor plus **git** if you want to browse, draft, and edit your files directly
254
+ - use the **Dashboard** and **CMS** as the normal browser workflow
255
+ - use a normal editor plus **git** only if you want to browse, draft, and edit your files directly
220
256
  - use **Obsidian** only if you want a more note-focused interface for the same files
221
257
  - Rover can pick up those file changes through the normal git-sync / directory-sync flow
222
258
 
223
- A simple mental model:
224
-
225
- - **Discord** = talk to Rover
226
- - **git repo + text files** = the underlying content
227
- - **Obsidian** = an optional editor for that content
228
-
229
259
  ### Important: your content repo is private
230
260
 
231
261
  If you use the git/text-file workflow, you will be working in your own **private** GitHub repo.
232
262
 
233
263
  That means:
234
264
 
235
- - you do **not** need repo access just to use Rover in Discord or through MCP
265
+ - you do **not** need repo access just to use Rover in Discord
236
266
  - you **do** need GitHub access if you want to clone, edit, and push to your content repo
237
267
  - we will invite you only to **your own** content repo, not to the operator repo and not to other users' repos
238
268
 
@@ -245,28 +275,21 @@ If you want the git/text-file workflow, we will:
245
275
  3. ask you to accept the GitHub invite
246
276
  4. send you the repo URL
247
277
 
248
- ### Easiest setup for most users
249
-
250
- The easiest path for most first-time users is:
251
-
252
- 1. install **GitHub Desktop**
253
- 2. accept the repo invite in GitHub
254
- 3. clone the private repo with GitHub Desktop
255
- 4. open the cloned folder in your normal editor and edit the markdown/text files directly
256
- 5. optionally open that same folder as an **Obsidian** vault if you prefer
257
- 6. commit and push your changes
258
-
259
278
  ### Authentication options
260
279
 
261
- To work with a private repo, you need GitHub authentication.
280
+ To work with a private repo or the CMS, you need GitHub authentication.
262
281
 
263
282
  Usually the easiest order is:
264
283
 
265
- 1. **GitHub Desktop** or normal GitHub sign-in
266
- 2. **SSH key** if you already use git that way
267
- 3. a **fine-grained personal access token** only if another tool specifically requires it
284
+ 1. **GitHub sign-in** to accept the private repo invite
285
+ 2. a **fine-grained personal access token** for the CMS, with access to your private Rover content repo
286
+ 3. **GitHub Desktop** or normal git auth if you also want to clone the repo locally
287
+ 4. **SSH key** only if you already use git that way
288
+
289
+ You do **not** need a GitHub token just to use Rover in Discord.
290
+ You do **not** need an MCP Bearer token unless we explicitly ask you to use MCP.
268
291
 
269
- You do **not** need a personal access token just to use Rover in Discord or through MCP.
292
+ ### If you want the local file workflow
270
293
 
271
294
  If we have already shared your content repo workflow with you, the normal setup is:
272
295
 
@@ -277,11 +300,11 @@ If we have already shared your content repo workflow with you, the normal setup
277
300
  5. commit and push your changes through normal git, GitHub Desktop, or the Obsidian Git plugin
278
301
  6. let the normal git-sync flow carry those changes into Rover
279
302
 
280
- If we have **not** given you a direct content repo workflow yet, that is fine. You can ignore git, text files, and Obsidian for now and use Rover in Discord. If we have also asked you to test MCP, you can use that too.
303
+ If we have **not** given you a direct content repo workflow yet, that is fine. You can ignore git, text files, and Obsidian for now and use Rover in Discord and the CMS. If we have also asked you to test MCP, you can use that too.
281
304
 
282
- ## Discord (default)
305
+ ## Discord (default chat interface)
283
306
 
284
- Discord is the default interface for this pilot.
307
+ Discord is the default chat interface for this pilot.
285
308
 
286
309
  Think of it as the main place to:
287
310
 
@@ -292,13 +315,82 @@ Think of it as the main place to:
292
315
 
293
316
  Important:
294
317
 
295
- - **Discord is the main pilot interface moving forward**
318
+ - **Discord is the main pilot chat interface**
319
+ - the **Dashboard** and **CMS** are the main browser interfaces
296
320
  - MCP is **optional**
297
321
  - if Discord is enabled, we will send the exact invite/setup steps separately
298
322
  - for some pilot setups, Discord-enabled users may need to supply their own bot token
299
323
 
300
324
  If Discord is **not** enabled for you yet, ask us and we will tell you whether your cohort is on the Discord-first workflow.
301
325
 
326
+ ## Dashboard basics
327
+
328
+ The Dashboard is the browser landing page for your Rover.
329
+
330
+ Use it when you want to:
331
+
332
+ - confirm the instance is up
333
+ - see the browser-side operator surface
334
+ - jump into the CMS quickly
335
+
336
+ This is not meant to be a public website. It is part of your Rover control surface.
337
+
338
+ ## Wishlist: when Rover cannot do something yet
339
+
340
+ Rover has a built-in **wishlist**.
341
+
342
+ This matters because Rover will not be able to do everything yet.
343
+
344
+ If you ask for something Rover cannot do, it should add that request to the wishlist instead of just failing silently.
345
+
346
+ You can think of the wishlist as:
347
+
348
+ - a backlog of missing capabilities
349
+ - a record of things users want Rover to do
350
+ - a way for the pilot team to see which missing features matter most
351
+
352
+ ### When the wishlist is useful
353
+
354
+ The wishlist is especially useful when you ask Rover to do something like:
355
+
356
+ - connect to a tool it does not support yet
357
+ - perform an action it cannot perform yet
358
+ - add a workflow or feature that does not exist yet
359
+
360
+ Examples:
361
+
362
+ > I want Rover to draft and send emails for me.
363
+
364
+ > I want Rover to connect to my calendar.
365
+
366
+ > I want Rover to summarize voice notes automatically.
367
+
368
+ If Rover cannot actually do those things yet, it should tell you that and add the request to the wishlist.
369
+
370
+ ### What happens when something is added to the wishlist
371
+
372
+ When a request is added to the wishlist:
373
+
374
+ - it is saved as a **wish**
375
+ - it starts in a **new** state
376
+ - similar requests can be grouped together instead of creating endless duplicates
377
+ - repeated demand can increase the count of how many times that wish was requested
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+
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+ That helps us see which gaps are one-off ideas and which ones keep coming up across real usage.
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+
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+ ### How you should use it
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+
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+ You do **not** need special commands.
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+
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+ Just ask naturally.
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+
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+ If Rover cannot do what you asked, a good response from Rover is something like:
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+
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+ - it explains the limitation clearly
390
+ - it says the request was added to the wishlist
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+
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+ If that does **not** happen, that is useful feedback for us too.
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+
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  ## What to expect in the pilot
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  This is a real working system, but it is still an early pilot.
@@ -319,15 +411,40 @@ For the pilot:
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411
 
320
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  - your Rover is deployed specifically for you
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  - if you are using MCP, access to `/mcp` is protected by your Bearer token
414
+ - your content repo is private
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  - you should avoid putting highly sensitive material into the pilot unless we have explicitly agreed that it is in scope
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324
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  If you are unsure whether something belongs in Rover, ask us first.
325
418
 
326
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  ## Troubleshooting
327
420
 
328
- ### I opened the domain and it does not look like a normal site
421
+ ### I opened the domain and it does not look like a normal public site
422
+
423
+ That is expected. The root URL is your **Dashboard**, not a public website. The CMS lives at `/cms`. Rover also runs through Discord and, optionally, a direct MCP endpoint.
424
+
425
+ ### The CMS asks for GitHub auth and I am not sure what to do
426
+
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+ That is expected.
428
+
429
+ Use the GitHub token we told you to create for your **private Rover content repo**.
430
+
431
+ If you are missing one of these pieces, tell us:
432
+
433
+ - you did not get the repo invite
434
+ - you did not accept the repo invite yet
435
+ - you are not sure how to create the token
436
+ - the token was accepted but the CMS still does not load
437
+
438
+ ### The CMS loads, but I am not sure whether my change worked
439
+
440
+ A good quick test is:
441
+
442
+ 1. edit a short note in the CMS
443
+ 2. save it
444
+ 3. refresh the CMS and confirm the change is still there
445
+ 4. ask Rover in Discord about that note
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446
 
330
- That is expected. In this pilot, **there is no website to browse**. Rover runs through Discord and, optionally, a direct MCP endpoint.
447
+ If anything in that loop feels unclear, tell us exactly where it became confusing.
331
448
 
332
449
  ### I got an authentication error in MCP
333
450
 
@@ -359,6 +476,7 @@ If that happens, send us:
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476
  We especially want to hear:
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477
 
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  - what was confusing during setup
479
+ - whether Discord, Dashboard, and CMS each made sense
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480
  - what felt useful immediately
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481
  - what felt weak, awkward, or unclear
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482
  - what you expected Rover to do but could not get it to do
@@ -373,6 +491,9 @@ When we onboard you, the message will look roughly like this:
373
491
  ```text
374
492
  Discord enabled: yes/no
375
493
  Discord setup: <invite link or setup steps>
494
+ Dashboard URL: https://<handle>.rizom.ai/
495
+ CMS URL: https://<handle>.rizom.ai/cms
496
+ CMS auth: GitHub token with access to your private Rover content repo
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497
  MCP access: optional / enabled / not enabled
377
498
 
378
499
  If MCP is enabled: