# Brief: Laureo AI — personalized prompts + interactive capability tour (REVISED)

*Plain-language owner brief. Full build plan (for the agents) is in current-plan.md. **Planning only — nothing built.***

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## What changed since you reviewed rev 1

You raised four things. I researched all four — three by digging through our own code, one by pulling in outside UX evidence — and rewrote the plan around them.

**1. "I don't see the existing engine."** You're right, and I was misleading. The smart prompt engine *is* built and wired — but it only appears **inside a closed chat bubble** you have to click open first (the "Ask Laureo" button, bottom-right of a company/deal/contact page). It's never shown on the main AI page. So you saw nothing because the bubble was closed — not because it's broken. **The fix is the main AI page**, which is what we're doing.

**2. "Cache the instant prompts in the background, not at page load."** Agreed and now the core of the design. We'll **precompute each person's prompts ahead of time and store them in the database**, so when the page opens it just *reads* them — no waiting, no AI call at load. There's already a feature that works exactly this way (the email "writing styles" + the dashboard's "AI Today"), so we're cloning a proven pattern: a nightly background job refreshes everyone's prompts cheaply, and a free rules-based version exists for every user with the smarter AI-written version reserved for active, paying users (keeps cost tiny).

**3. "Add a personalized library section."** Done — the "Browse all" library now opens with a **"For you"** section built from *your own org's real data* (real deals, contacts, overdue invoices), separate from the generic list.

**4. The interactive onboarding tour.** This is now a full pillar. A **dismissible "See what Laureo can do" card** (click to start, X to dismiss forever) launches a short **5-step interactive demo** — "Step 1 of 5" — where the assistant actually shows itself drafting an email, creating a record, chasing an invoice, etc., on **fake sample data** (nothing touches your real CRM). It runs in both onboarding and on the AI page for first-timers.

## Why this is the right call (the proof)

The research backs every decision:
- A Nielsen Norman Group study found **0% of users clicked AI prompt suggestions** when they were generic and out of place — so ours must **name your real records** ("Chase the $8k Acme invoice, 12 days overdue"), sit right in the assistant, and say plainly what they'll do.
- Most people **underuse AI because they can't envision what it can do** ("the gulf of envisioning"; ~65% of US workers barely use AI) — which is exactly why the nudge-toward-capabilities tour matters.
- The closest products to us — **HubSpot's Breeze** (grounds answers in real CRM data) and **Intercom's Fin** (demos on your own data before you commit) — prove the thesis: real-data grounding is what makes it feel like more than a chatbot.
- Tours work best **short (≤5 steps), skippable, and interactive** — never a forced pop-up. That's how ours is designed.

## The shape of the build

- **One nightly background job + one small database table** hold everyone's precomputed prompts (present before login).
- **The 6 visible prompts** are picked to span Laureo's "superpowers" (Know · Do · Send · Schedule · Get paid · Automate · Report) so you *see* it can act — and never show a prompt that would come back empty.
- **A library drawer** with "For you," job-category groups, and "Yours" (your pinned/custom prompts).
- **The interactive tour**, reusing our real draft/approval cards with scripted demo data — so it looks identical to the real thing but is free and safe.

## Your three calls — locked

1. **Sequencing → build everything together in one v1.** The personalized prompts *and* the interactive tour ship as a single release.
2. **Tour launch → opt-in dismissible card.** A "See what Laureo can do" card; click to start, X to dismiss forever. No forced pop-up.
3. **Tour demo data → scripted fake data only.** Deterministic, free, and safe — nothing written to your CRM, no AI calls during the tour. Always works, even for a brand-new empty account.

The plan is final. I run **/implement** (isolated worktree, built end-to-end, then verify/test/ship) on your word.