https://github.com/user-attachments/assets/fec7076f-4e46-4c39-84d7-68e4340244ac
After finishing onboarding, users now land in a full-screen AI chat that
helps them set up their workspace, instead of going straight to their
default view. The welcome overlay's title flies into the chat's first
message so the handoff reads as one continuous motion: the slide plays
alone, the title swaps in place pixel-exactly (a regular-weight clone of
the target line is crossfaded in mid-flight to morph the font weight),
then the rest of the text fades in.
All of it sits behind `IS_ONBOARDING_AI_CHAT_ENABLED` (default off, not
registered as a public flag). With the flag off, onboarding behaves
exactly as it does today — the welcome overlay still plays and the user
lands on their home view.
Layout follows the Figma: the nav drawer stays visible and the chat
renders in a panel-styled container with an "Onboarding" header,
matching the expanded side panel.
Also fixes two pre-existing bugs the feature surfaced:
- On billing instances the completion redirect raced the lazy
`PaymentSuccess` page, which silently skipped the welcome animation on
the no-card trial path. The redirect now defers while a checkout is
pending, and `PaymentSuccess` always confirms through
`useLoadCurrentUser` so freshly served feature flags are respected.
- `useDefaultHomePagePath` could conclude its `/settings/profile`
empty-workspace fallback from a transiently empty metadata store and
strand the user there; it now waits for both object metadata and
navigation menu items before deciding.
Reviewer notes:
- `AgentChatRuntimeEffects` no longer keys off side-panel state, so
`modules/ai` stops importing `modules/side-panel`. The two
visibility-scoped effects moved into `AiChatTab`.
- `/workspace-setup` is deliberately URL-addressable rather than
onboarding-only: the collapse control in the header is a general
expand/collapse toggle (paired with a new expand button in the side
panel top bar), and gating the route would break refresh and
browser-back. It is still authenticated-only.
- The design's second, LLM-authored paragraph is not implemented —
starting an assistant turn with no user message needs server-side work.
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The book a call screen was shown as a dedicated onboarding step after
sending team invites. It is no longer part of the flow: the
`BOOK_ONBOARDING` status, its pending user var, the
`skipBookOnboardingStep` mutation and the `BookCallDecision` screen are
removed, and onboarding completes right after the plan step.
The `/book-call` Cal.com page remains, reachable only from the "Book a
Call" link on the upgrade screen, with a back link to `/plan-required`.
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https://github.com/user-attachments/assets/1d9b8dc2-ef01-4202-a97e-b41cab048f87
A few polish tweaks to onboarding v2:
- **Verify/workspace-creation animation:** emphasize the key phrase of
each message in medium weight, the rest regular (e.g. "Creating your
**workspace**…").
- **Wider content column:** 340px → 440px. Collapses to full width on
mobile via the existing `max-width: 100%` on every consumer.
- **Sticky disabled buttons:** step submit buttons now stay disabled
from submit through navigation instead of briefly re-enabling once the
mutation resolves.
- **Fewer pulse loaders:** stop the pulsing logo from flashing when
navigating between onboarding steps (removed the step-page Suspense
fallback loader). The verify animation, cold-boot gates, and sign-in
fallbacks are unchanged.
Note: the reworded activation messages get new Lingui catalog IDs, so
non-English locales fall back to English until catalogs are
re-extracted.
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https://github.com/user-attachments/assets/a6bfaac3-6c79-4fd5-999a-e6a70cff8ac8
Removes the old (v1) signup and onboarding flow now that v2 is the only
path, and drops the `isOnboardingV2` flag entirely. The surviving
(formerly-v2) pages reclaim the canonical `AppPath` members and clean
URLs (`/welcome`, `/verify`, `/workspace-activation`, `/create/profile`,
`/sync/emails`, `/install-apps`, `/invite-team`, `/plan-required`).
- Deletes the v1 pages, the v1 workspace-creation form, the
`isOnboardingV2State` flag + `onboardingV2` URL-param plumbing, and
`InstallAppsAutoSkipEffect`.
- Collapses the router and page-change navigation matrix to a single set
of paths, and renames the v2 components/stories to drop the `V2` suffix.
Follow-up fixes so the single flow behaves correctly on every
deployment:
- Restore the captcha-token, query-param and pageview effects on the
default (root) domain, and serve `/authorize` there so OAuth login keeps
working.
- Gate the invite-team → `/plan-required` interception on billing so
billing-disabled instances aren't trapped on the upgrade page.
- On a cold boot to an auth/onboarding path, show the onboarding loader
instead of the CRM skeleton, and add `/verify-email` and
`/plan-required/payment-success` to that loader path list.
- Add a retry to PaymentSuccess after the confirmation timeout, fix the
InstallApps icon crossfade, restyle the book-call pages for the
full-page layout, and delete code orphaned by the v1 removal.
- Extract the pageview/captcha/query-param logic out of
`PageChangeEffect` into standalone Effect components shared by the root
and workspace app trees.
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---------
Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
https://github.com/user-attachments/assets/5326d48f-1842-4db1-bc7c-94852145c035
<img width="838" height="754" alt="CleanShot 2026-06-30 at 16 25 05@2x"
src="https://github.com/user-attachments/assets/5c7d53d7-4d65-4e35-aed1-edf0c104e140"
/>
Adds an "Install your first apps" step to the V2 onboarding, shown right
after import-contacts. It lets users opt into installing marketplace
apps (Call recorder and People Data Labs for now) during onboarding.
- New backend `OnboardingStatus.APPS_INSTALLATION` (between SYNC_EMAIL
and PROFILE_CREATION); V1 auto-skips it.
- The primary button sends the selected app ids to the server via
`triggerInstallAppsOnboardingStep`, which enqueues a dedicated job that
installs them asynchronously so onboarding isn't blocked. Skip continues
without installing.
- The workspace is credited per app on successful installation. Credits
are env-driven via `ONBOARDING_INSTALL_APPS_CREDITS_REWARD_PER_APP`,
shown as "Earn +N free credits (1 per tool)".
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28@2x"
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Adds the new v2 onboarding **Import contacts** step (email + calendar
import), shown right after workspace creation in the v2 flow. The
presentational page was designed in a previous PR; this wires it in and
unifies the shell.
**What changed**
- Reuses and unifies the existing v2 onboarding shell: extracts
`OnboardingV2Layout` + `OnboardingV2Header` (the back + logo header, now
with the free-credits pill), and the `SignInUpV2` workspace-creation
step renders through it (old `SignInUpV2Header` removed).
- New `SyncEmailsV2` route (`/sync/emails-v2`) under `BlankLayout`,
wired to the same OAuth/skip hooks as v1 `SyncEmails`.
- The `SYNC_EMAIL` step routes to the new page only when
`isOnboardingV2` is set (mirrors the existing `WorkspaceActivation` →
`WorkspaceActivationV2` branch); the v1 modal is unchanged for the
non-v2 flow.
- No backend changes — reuses the `SYNC_EMAIL` status and
`skipSyncEmailOnboardingStep` mutation.
**Reviewer notes**
- Connect defaults to `METADATA` (private) visibility to match the "Only
you will be able to see your emails and events" note (v1 had a selector
defaulting to `SHARE_EVERYTHING`).
- The header free-credits pill shows `0` for now (no current-workspace
credits source on the frontend yet).
- The back button is hidden on the import page (no meaningful "back"
after workspace creation); unchanged on the workspace-creation step.
Raphaël Bosi
