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docs: update onboarding steps

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Peter Steinberger
2026-01-03 13:18:17 +00:00
parent 3043dd3a0c
commit a4f433a1b1
1 changed files with 17 additions and 4 deletions
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docs/onboarding.md
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@@ -13,7 +13,8 @@ This doc describes the intended **first-run onboarding** for Clawdis. The goal i
1) **Local vs Remote**
2) **(Local only)** Connect Claude (Anthropic OAuth) — optional, but recommended
3) **Onboarding chat** — dedicated session where the agent introduces itself and guides setup
3) **Connect Gmail (optional)** — run `clawdis hooks gmail setup` to configure Pub/Sub hooks
4) **Onboarding chat** — dedicated session where the agent introduces itself and guides setup
## 1) Local vs Remote
@@ -63,7 +64,7 @@ clawdis agent --mode rpc --model anthropic/claude-opus-4-5 "<message>"
If the user skips auth, onboarding should be clear: the agent likely won’t respond until auth is configured.
## 3) Onboarding chat (dedicated session)
## 4) Onboarding chat (dedicated session)
The onboarding flow now embeds the SwiftUI chat view directly. It uses a **special session key**
(`onboarding`) so the “newborn agent” ritual stays separate from the main chat.
@@ -76,9 +77,21 @@ This onboarding chat is where the agent:
If the workspace bootstrap is already complete (BOOTSTRAP.md removed), the onboarding chat step is skipped.
## 2.5) Optional: Connect Gmail
The macOS onboarding includes an optional Gmail step. It runs:
```bash
clawdis hooks gmail setup --account you@gmail.com
```
This writes the full `hooks.gmail` config, installs `gcloud` / `gog` / `tailscale`
via Homebrew if needed, and configures the Pub/Sub push endpoint. After setup,
restart the gateway so the internal Gmail watcher starts.
Once setup is complete, the user can switch to the normal chat (`main`) via the menu bar panel.
## 4) Agent bootstrap ritual (outside onboarding)
## 5) Agent bootstrap ritual (outside onboarding)
We no longer collect identity in the onboarding wizard. Instead, the **first agent run** performs a playful bootstrap ritual using files in the workspace:
@@ -104,7 +117,7 @@ Identity data still feeds the same defaults as before:
- default session intro (“You are Samantha…”)
- macOS UI labels
## 5) Workspace notes (no explicit onboarding step)
## 6) Workspace notes (no explicit onboarding step)
The workspace is created automatically as part of agent bootstrap (no dedicated onboarding screen).