AI

Onboarding

A checklist on the dashboard that users can hide and bring back. Steps complete on their own when a route opens, and the assistant knows which steps remain and can mark them done.

What you get

• Steps defined in config, with auto-complete on route mount
• Per-user state in the database
• Remaining steps added to the AI system prompt each turn
• A markOnboardingStepComplete tool for the assistant

Turn it on

• dashboardConfig.onboarding in config.ts

Where it lives

• features/onboarding/
• lib/onboarding.ts
• lib/ai-onboarding.ts