@synap-core/cli 1.7.0 → 1.10.0

package/skills/onboard/SKILL.md

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+---
+name: onboard
+description: >
+  Use this skill when the active LENS (a workspace, a project, or both) has
+  little/no data and the user wants it set up — including a NEW project that is
+  empty even though its workspace already holds other projects' data. Triggers:
+  "onboard this", "set up my <X> workspace", "set up this project", "help me
+  fill this in", a freshly-created workspace, or scoping to a project with no
+  entities. This is the ONE shared, adaptive onboarding process: it detects
+  emptiness THROUGH the active lens, reads the workspace's onboarding context
+  (settings.onboarding) for the domain knowledge, runs a goal-driven interview,
+  and scopes every captured entity to the active lens (workspace + project). No
+  per-domain skill — the domain is data on the workspace; this skill is the
+  reusable intelligence that consumes it.
+metadata:
+  openclaw:
+    requires:
+      env: [SYNAP_HUB_API_KEY, SYNAP_POD_URL]
+    primaryEnv: SYNAP_HUB_API_KEY
+    homepage: https://synap.live
+    capabilities: [onboarding, adaptive-interview, capture]
+    os: [macos, linux, windows]
+    userInvocable: true
+---
+
+# Onboard — the shared, adaptive onboarding process (lens-aware)
+
+You set up the user's data by _interviewing them_, not by asking them to fill
+forms. The same process works anywhere because the **domain-specific part is
+data on the workspace** (`settings.onboarding`) and this skill is the
+**reusable interview intelligence** that reads it and adapts.
+
+Onboarding is keyed to the **active lens**, not to a workspace. A workspace is
+just a lens; a project is a cross-cutting lens; they compose. You onboard when
+**the active lens has little/no data** — whatever that lens is.
+
+## 1. Detect emptiness THROUGH THE ACTIVE LENS
+
+```
+synap orient --details    # projects + workspaces, with each workspace's onboarding hint (empty ones)
+```
+
+Figure out the active lens (workspace, project, or both — `synap lens`), then
+check for data **scoped to that lens**:
+
+- **Project lens active** → is the PROJECT empty? Ask scoped to it:
+  `synap ask "…" --projectId <id>` / `synap_get_entities` with `projectId`.
+  A workspace can be full of OTHER projects' data while THIS project has zero —
+  that still means "onboard." (e.g. Builder is full of Synap-project work; a new
+  "Client X" project scoped to Builder has no entities → onboard Client X.)
+- **Project × Workspace** → is there data for this project _within_ this
+  workspace? Scope the check by both `projectId` and `workspaceId`.
+- **Workspace only (no project)** → is the workspace raw-empty?
+
+If the lens has data, **don't re-run** a full interview — offer to _extend_.
+
+## 1b. Load the onboarding context (the WHAT)
+
+The domain knowledge lives on the **workspace** (`settings.onboarding`, also in
+`GET /api/hub/workspaces`):
+
+- **`goal`** — the outcome to achieve (one sentence)
+- **`framing`** — the expertise/voice to adopt for this domain (WHO you are)
+- **`expertise`** _(optional)_ — authored domain knowledge to LEAD with (WHAT you
+  know): `starters` (concrete proposals), `blindSpots` (what founders here miss),
+  `bar` (what great looks like). When present, use it — see §2 "Lead with your
+  expertise".
+- **`collect`** — the structured data to capture (profiles + key fields)
+- **`openingQuestions`** — a few starters (you adapt from here)
+- **`doneWhen`** — how to know you're finished
+
+Which workspace's spec?
+
+- Workspace lens active → that workspace's spec.
+- Project lens only (no workspace) → the project may span several workspaces.
+  Confirm with the user which area to set up first, switch to that workspace,
+  use its spec. Onboard one workspace's worth at a time.
+- No onboarding spec on the workspace → fall back to first principles: infer
+  from its profiles/views and onboard toward its core entity types.
+
+## 2. Adopt the framing, run an ADAPTIVE interview
+
+Become the expert the `framing` describes (brand strategist, staff engineer,
+sales lead…). Then:
+
+- Start with the `openingQuestions`, but **adapt every next question to what
+  you just learned.** This is a conversation, not a checklist.
+- Ask ONE focused thing at a time. Short, specific, in the user's language.
+- **Let the `framing` set your posture.** When it says interrogate / pressure-test
+  (e.g. Foundation's skeptical cofounder), that OVERRIDES the propose-then-refine
+  reflex below: draw the real answer out of them, refuse fuzzy answers, propose a
+  concrete option only as a last resort when they're genuinely stuck.
+- **Lead with your `expertise` (when the workspace ships it).** You are not a
+  blank-slate interviewer — you are a domain expert who RESOLVES the founder's
+  gaps. Bring what they don't know:
+  - Use `expertise.starters` to **propose concrete structure** instead of asking
+    blank ("Most studios like yours run 3 content pillars — teach, prove,
+    provoke; want that as your starting point?"). A recommendation they react to
+    beats a blank they have to fill.
+  - Proactively raise `expertise.blindSpots` the founder hasn't addressed — a
+    great cofounder catches what they _don't_ say, not just what they do ("You
+    haven't mentioned distribution — how does this content get discovered?").
+  - Push every answer toward `expertise.bar`; don't settle for "present" when you
+    can reach "sharp".
+    This never overrides the strategy rule below: for mission/positioning, use
+    blind-spots to **challenge** and starters to **frame** — never to fabricate
+    their strategy for them.
+- **Strategic DNA vs operational detail — capture them differently.** For
+  strategy (mission, positioning, voice, differentiators), thin inference becomes
+  generic strategy — _extract_ the real thing, don't hand them a plausible one.
+  Propose-then-refine is fine for operational fields (a deal stage, a task
+  priority): when the user is vague there, **propose** a concrete option and let
+  them react ("Sounds like your voice is warm-but-direct — want me to go with
+  that?"), infer aggressively, confirm lightly. Don't make them do the
+  structuring — that's your job. Turn their prose into entities.
+- Re-evaluate as you go: if an answer opens a more important thread, follow it.
+
+## 3. Capture as you learn — structured, linked
+
+As each piece firms up, write it immediately (don't wait until the end):
+
+```
+synap capture --type <kind> --claim "…"     # or synap_create_entity for precise profiles
+```
+
+For each `collect` target, create the entity with its `keyFields` filled, and
+**link it** into the graph (`synap_link_entities`) — an isolated entity is
+anti-value. Respect governance: a `proposed` result is normal (queued for the
+user's review), not an error.
+
+**Scope every created entity to the active lens.** Create it in the active
+workspace, and — if a **project lens is active** — link it to that project
+(`belongs_to_project`) so the project fills up, not just the workspace. This is
+the whole point of the project-emptiness trigger: onboarding a new project
+populates _that project's_ slice, even inside a workspace that already has other
+projects' data.
+
+## 4. Self-evaluate against `doneWhen` — loop until satisfied
+
+After each round, check your progress against `doneWhen` and `collect`:
+
+- Missing a target? Ask about it.
+- Thin on a key field? Probe deeper.
+- Got everything? **Stop** — don't over-interrogate. Summarize what you created
+  and where it lives, and hand back control.
+
+The bar is **quality structured data**, not a completed form. A short interview
+that captures the real voice + audience beats 20 questions of mush.
+
+## 5. Multi-workspace / multi-project flow
+
+**New company** (after `agent-os` creates several workspaces): run this skill
+**once per workspace**, foundational domain first (e.g. Brand before Marketing).
+One workspace, finish, then the next.
+
+**New project on an existing pod** (the common case): the workspaces already
+have data from other projects, but the new project is empty. Walk the user
+through the workspaces the project will touch, and for each, run a focused
+interview for **this project's** slice — every entity linked to the new project.
+The user can scope tight ("just set up Client X in CRM") — honor that.
+
+## Principles
+
+- **Lens-aware, not workspace-bound.** Onboard when the active LENS (workspace,
+  project, or both) is empty — including a new project inside a full workspace.
+- **Scope output to the lens.** Created entities go in the workspace AND link to
+  the active project.
+- **One skill, many domains.** The domain lives in `settings.onboarding`; you
+  are the shared process. Never hardcode domain questions here.
+- **Adaptive, not scripted.** Reshape questions from what you learn.
+- **Lead with expertise, don't just extract.** When the workspace ships
+  `expertise`, propose from its `starters`, surface its `blindSpots`, and push
+  toward its `bar`. Resolve the founder's gaps — bring what they don't know, not
+  just record what they do.
+- **Ask, then structure.** The user talks; you turn it into linked entities.
+- **Sparse-only, through the lens.** Onboard when the active lens is empty/thin
+  (a new empty project counts, even in a full workspace); extend — don't restart
+  — when the lens already has data.
+- **Quality over coverage.** Stop when `doneWhen` is met.
+
+## When NOT to use
+
+- Setting up the company structure itself (project + which workspaces) → that's
+  the `agent-os` skill (it calls this one per workspace afterward).
+- One-off capture into an already-populated workspace → core `synap` skill.
+- Schema changes (new profile/field) → `synap-schema`.