dex-level-up

name	dex-level-up
description	Discover unused Dex features based on your usage patterns

Purpose

Discover Dex capabilities you haven't used yet. No FOMO — this is your concierge showing you what's available so you can get full value from the system without missing features.

---

Step 1: Check Usage Log

Read System/usage_log.md to understand what features the user has adopted.

---

Step 2: Analyze Patterns

Look for natural progressions and gaps:

Progression Patterns

Daily → Weekly → Quarterly:

• Using /daily-plan but not /week-plan? → Suggest weekly planning
• Using /week-plan but not /quarter-plan? → Suggest quarterly goals

Meeting Capture → Relationship Tracking:

• Processing meetings but no person pages? → Suggest person pages
• Have person pages but not company pages? → Suggest processing meetings to auto-create company pages in 05-Areas/Companies/

Tasks → Projects:

• Managing tasks but no project pages? → Suggest project tracking
• Have projects but not using /project-health? → Suggest health checks

Basic → Advanced:

• Comfortable with core workflows? → Suggest journaling, learning capture
• Using all features consistently? → Suggest custom MCPs, system improvements

Role-Based Relevance

Prioritize suggestions based on user's role (from System/user-profile.yaml):

Product Managers:

• /product-brief for feature ideation
• Project tracking for initiative management
• Relationship tracking for stakeholder management

Engineering:

• Project tracking for sprint/milestone management

Sales/Customer Success:

• Person pages for customer context
• Relationship tracking for account management
• Meeting prep for sales calls

Leadership:

• Quarterly planning for strategic thinking
• Weekly reviews for team synthesis
• Learning capture for pattern recognition

---

Step 2.5: Check for Role-Specific Skills

After analyzing universal feature usage, check for role-specific skills:

Identify User's Role Group

1. Read System/user-profile.yaml → role field
2. Map role to role_group using this mapping:
   • product: Product Manager, CPO, Product Ops, Fractional CPO
   • sales: Sales, Account Executive, CRO, RevOps
   • marketing: Marketing, CMO
   • finance: Finance, CFO
   • engineering: Engineering, CTO, Solutions Engineering
   • customer_success: Customer Success, CCO
   • operations: Product Ops, RevOps, BizOps, Data/Analytics
   • leadership: CEO, Founder, C-Suite roles
   • design: Design
   • support: People (HR), Legal, IT Support, CHRO, CLO, CIO, CISO
   • advisory: Consultant, Coach, Venture Capital/Private Equity

Check Available Skills

1. List files in .claude/skills/_available/[role_group]/
2. For each available skill directory, read its SKILL.md and extract:
   • name (from frontmatter)
   • description (from frontmatter)
   • jtbd (from frontmatter)
   • time_investment (from frontmatter)

Check Installed Skills

1. List files in .claude/skills/
2. Cross-reference with available skills to determine which are not yet installed

Present Role Skills (if any uninstalled)

If there are uninstalled role-specific skills, include this section in the output:

---

## 💼 Role-Specific Skills for [Role Name]

You haven't installed role-specific skills yet. Here's what's available for [role_group] roles:

### /[skill-name]
**Job to be done:** [JTBD from frontmatter]
**Time investment:** [time_investment from frontmatter]

[Repeat for each available uninstalled skill]

---

**Want to install these skills?** 

Say:
- **"install all"** to add all [X] skills
- **"install [skill-name]"** to add specific skills
- **"tell me more about [skill-name]"** to learn more before installing

Installation Workflow

When user says "install [skill]" or "install all":

1. Verify skill exists in .claude/skills/_available/[role_group]/[skill-name]/
2. Copy skill folder:

   cp -r .claude/skills/_available/[role_group]/[skill-name]/ .claude/skills/[skill-name]/
   

3. Confirm to user: "✓ Installed /[skill-name] - try it now!"
4. Update usage log: Add the skill to the "Role-Specific Skills" section in System/usage_log.md (see Step 5 for format)
5. If installing multiple: Show progress for each skill

Important: Only copy the skill folder itself (not the parent role_group folder). The skill should end up at .claude/skills/[skill-name]/SKILL.md, not .claude/skills/[role_group]/[skill-name]/SKILL.md.

---

Step 3: Generate Recommendations

Show 2-3 specific, actionable suggestions ranked by:

1. Natural next step: Builds on what they're already doing
2. High value: Would significantly improve their workflow
3. Low friction: Easy to try without disrupting flow

Recommendation Format

For each suggestion:

### {{Feature Name}} - {{Why it matters}}

**What you're missing:** {{Brief explanation}}

**Why now:** {{Why this is relevant based on their usage}}

**How to start:** {{Specific command or action}}

**Time investment:** {{2 minutes / 10 minutes / ongoing}}

---

Step 4: Present Recommendations

Display in this format:

# 🚀 Level Up Your Dex System

Based on your usage, here are **{{X}} ways to get more value** from Dex:

---

## 1. {{Feature Name}}

**What you're missing:** {{Explanation}}

**Why it's relevant:** {{Context from their usage}}

**How to start:** {{Command or action}}

**Time:** {{Investment}}

---

## 2. {{Feature Name}}

[Same format]

---

## 3. {{Feature Name}}

[Same format]

---

## Want to try one now?

Just say the number or feature name, and I'll guide you through it.

---

*Run `/dex-level-up` anytime to see what else you might be missing.*

---

Step 5: Track Adoption (Silent)

When user tries a recommended feature, silently update System/usage_log.md by checking the box for that feature.

Update triggers:

• User runs a command → Check command box
• User creates person page → Check person page box
• User creates project → Check project tracking box
• Work MCP tools used → Check task boxes
• User installs role-specific skill → Check "Installed" box in Role-Specific Skills section
• User runs role-specific skill → Check "Used" box in Role-Specific Skills section

Update method:

• Simple find/replace: - [ ] Feature → - [x] Feature
• No announcement needed

Role-Specific Skills Tracking:

When user installs a role-specific skill, add it to System/usage_log.md if the "Role-Specific Skills" section doesn't exist:

## Role-Specific Skills

**Installed:**
- [x] /[skill-name]

**Used:**
- [ ] /[skill-name]

If section exists, just check the appropriate boxes for the skill.

---

Examples

Example 1: Daily User, No Weekly Planning

# 🚀 Level Up Your Dex System

Based on your usage, here are **3 ways to get more value** from Dex:

---

## 1. Weekly Planning - Think Bigger Picture

**What you're missing:** You've been crushing daily plans (42 days straight! 🔥), but you're planning day-to-day without a weekly view. Weekly planning helps you think bigger than today's tasks.

**Why it's relevant:** Consistent daily planning shows you value structure. Weekly planning is the natural next step — it makes your daily plans even better because you're working toward clear weekly outcomes.

**How to start:** Run `/week-plan` on Monday morning (or Friday evening). Set your Top 3 priorities for the week. Then when you run `/daily-plan`, I'll show how today's work connects to those weekly goals.

**Time:** 5-10 minutes once per week

---

## 2. Person Pages - Never Walk Into Meetings Cold

**What you're missing:** You mention people in your notes, but you don't have person pages yet. Person pages aggregate everything about someone — meeting history, open items, context — so you're never scrambling before calls.

**Why it's relevant:** You have 12 meetings this week. Right now, you're probably trying to remember what you discussed last time. With person pages, I can show you that context automatically in `/daily-plan` and `/meeting-prep`.

**How to start:** Just say "Create a person page for [name]" and I'll set it up. Or next time you mention someone in a meeting note, I'll offer to create their page automatically.

**Time:** 2 minutes per person, one-time setup

---

## 3. Weekly Review - Spot Patterns You're Missing

**What you're missing:** You're planning every week, but you're not reviewing what happened. Weekly reviews help you spot patterns (energy, challenges, wins) that aren't obvious day-to-day.

**Why it's relevant:** After 6 weeks of weekly planning, you have data. A weekly review surfaces insights like "I'm always blocked on Fridays" or "My best work happens Tuesday mornings." That knowledge helps you plan better.

**How to start:** Run `/week-review` on Friday afternoon or Sunday evening. I'll analyze your week, show patterns, and suggest adjustments.

**Time:** 10-15 minutes once per week

---



Just say the number or feature name, and I'll guide you through it.

Example 2: Power User, Advanced Features

# 🚀 Level Up Your Dex System

You're using Dex like a pro. Here are **2 advanced features** that could push your system even further:

---

## 1. Custom MCP Integration - Connect Your CRM

**What you're missing:** You're tracking relationships manually, but your CRM already has this data. A custom MCP could sync deal status, contact info, and interaction history automatically.

**Why it's relevant:** You've built 23 person pages and you're consistent with relationship tracking. Automating the data sync would save you 15-20 minutes per week and ensure your Dex system stays in sync with your CRM.

**How to start:** Run `/create-mcp` and tell me which CRM you use (Salesforce, HubSpot, etc.). I'll guide you through creating a custom MCP server that pulls data automatically.

**Time:** 30-45 minutes setup, saves 15-20 min/week ongoing

---

## 2. Learning Synthesis - Turn Experience Into Knowledge

**What you're missing:** You've captured 47 session learnings, but you haven't synthesized them into durable knowledge yet. Learning synthesis turns "I made this mistake" into "Here's the principle I learned."

**Why it's relevant:** You have a goldmine of captured experience. Running `/save-insight` regularly would turn those raw learnings into a knowledge base you can reference and share.

**How to start:** Run `/save-insight` after finishing a complex project or at the end of each month. I'll help you extract patterns from your session learnings and write them into `06-Resources/Learnings/`.

**Time:** 10 minutes per insight, quarterly or as-needed

---

## Want to try one now?

Just say the number or feature name, and I'll guide you through it.

---

Special Cases

If Usage Log is Empty

"Looks like you're just getting started! Let me show you the core workflows that most people find valuable first..."

Then show the essentials:

1. Daily planning
2. Task management
3. Meeting capture

If Everything is Checked

"You're using every feature in Dex! 🎉

At this point, consider:

• Building custom MCPs for your specific workflow
• Running /dex-improve to suggest system enhancements
• Sharing what you've learned — your setup could help others"

If User Says "Show Me Everything"

"I could, but that's overwhelming. Let me show you the next 2-3 features that make sense based on where you are.

If you want to browse everything, check out:

• CLAUDE.md for the full system overview
• .claude/commands/ folder for all available commands
• 06-Resources/Dex_System/Dex_System_Guide.md for the complete guide"

---

Capturing Your Own Ideas

After showing recommendations, also mention:

---

💡 Have your own ideas for improving Dex?

Use the capture_idea MCP tool anytime you think "I wish Dex did X".

Your ideas get ranked by:

• Impact on your daily workflow
• Fit with your usage patterns
• Implementation effort
• Synergy with existing features

Run /dex-backlog to see your ideas ranked, or /dex-improve to workshop one.

The system helps you systematically improve your PKM over time.

---

Integration with Other Commands

In /daily-plan:

If user hasn't run /dex-level-up in 7+ days and has unused features, add a gentle nudge:

---

💡 **Tip:** You're using {{X}} of {{Y}} Dex features. Run `/dex-level-up` to see what you might be missing.

After Onboarding:

At the end of /setup, mention:

"One more thing: run /dex-level-up anytime to discover features you haven't tried yet. No FOMO — just helpful guidance on what's available."

---

Track Usage (Silent)

Analytics (Silent):

Call track_event with event_name level_up_viewed and properties:

• features_suggested
• features_unknown_count

This only fires if the user has opted into analytics. No action needed if it returns "analytics_disabled".

---

Philosophy

This command exists to reduce feature blindness — when users don't know what they don't know.

Not pushy: Only suggest 2-3 things at a time Contextual: Based on their actual usage patterns Progressive: Natural next steps, not overwhelming options Helpful: Genuine concierge service, not annoying nudges

The goal: Get users to full value as fast as possible without interrupting their flow.