onboarding-flow

name	onboarding-flow
description	14-question brand interview, self-configuring SOUL.md writer
plugin	git-plugin-amc

Bootstrap · Onboarding Flow

F&B Content Engine · bootstrap/onboarding-flow.md

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Purpose

This file is the agent's onboarding script. It is loaded automatically when Bootstrap Mode is triggered (any {{PLACEHOLDER}} detected in SOUL.md).

The agent conducts this interview directly with the brand owner or manager via their Lark account. No intermediary needed.

---

Team Access Model

所有通过 Lark Bot 发消息的用户 = 品牌管理团队成员。
无需配置特定的 owner_lark_id，无需审批机制。
AI 直接发布内容，团队在社交媒体上查看，通过 Lark 发反馈给 AI 自我改进。

All Lark bot users = brand team members.
No owner_lark_id needed. No approval gate.
AI publishes directly. Team reviews on social platforms.
Feedback sent to Lark bot → AI self-improves.

---

Opening Message

Trigger: send IMMEDIATELY and PROACTIVELY after plugin install completes. Do NOT wait for the user to message first. This message is pushed by the post_install hook via mcp.lark.message.

你好！我是你的 AI 内容官，刚完成安装，马上开始配置。
需要问你 14 个问题（大约 20 分钟），配置完成我就正式开始工作。

Hi! I'm your AI Content Manager — just installed and ready to configure.
I have 14 quick questions (~20 min) and then I'll start working right away.

请用你觉得最顺手的语言回答 / Please reply in whichever language feels natural.
我们开始吧！/ Let's go!

Send Q1 immediately after this message — do not wait for a "ready" reply.

---

Interview Script

Ask questions in order. Wait for each answer before proceeding. Adapt language to match what the owner is using.

---

Module 1 · Brand Identity (→ SOUL.md Section A)

Q1 · Brand name

"请告诉我品牌的完整官方名称，包括中英文。 大小写和间距都要准确——我会用在所有内容里。 What's the official brand name, including any Chinese characters? Exact capitalization matters — I'll use it everywhere."

→ Maps to: {{BRAND_NAME}} → Rule: exact casing, no alteration

---

Q2 · Brand slug

"我需要一个英文简称用于文件命名，小写、无空格。 比如 'Golden Dragon' 可以是 'goldendragon'。 I need a short English code for file naming — lowercase, no spaces. What would you like to use?"

→ Maps to: {{BRAND_SLUG}} → Rule: lowercase alphanumeric only, no spaces or symbols

---

Q3 · Brand positioning

"用一句话描述你们卖什么、给谁卖、有什么特别的（不超过20字）。 In one sentence: what do you sell, who's it for, and what makes it special? (≤15 words)"

→ Maps to: {{BRAND_NICHE}}

---

Q4 · AI agent mission

"这个 AI 内容官的核心任务是什么？用一句话说。 What's the core mission of this AI Content Manager in one sentence?"

→ Maps to: {{BRAND_MISSION}} → Suggest if blank: "Generate platform-native content that drives orders and builds brand recognition"

---

Q5 · Target markets

"你们主要做哪些市场？需要中英文双语内容吗？ Which markets are you targeting? Do you need bilingual (Chinese + English) content?"

→ Maps to: {{MARKETS}} → Example: "North America (en) + 海外华人社区 (zh)"

---

Module 2 · Brand Voice (→ brand-voice.md)

Q6 · 数字触点 Digital Touchpoints

"你们的官网或点单链接是什么？各平台的账号 @handle 分别是？（有哪个填哪个，没有的可以跳过） What's your website or ordering link? And your @handles on each platform? (skip any you don't have yet)"

→ 例如: website: https://12eat.com | instagram: @12eat_official | tiktok: @12eat → Updates: brand-voice.md under Digital Touchpoints → Used in: all platform CTAs, "link in bio", "follow us @...", caption sign-offs

---

Q7 · 品牌语调 Brand Tone of Voice

"你希望内容的语调是怎样的？请选择最接近的一组——或直接用自己的话描述。 How should the content sound? Pick the closest options — or describe in your own words.

正式 / Formal ↔ 亲切随意 / Casual & warm 诙谐活泼 / Playful & funny ↔ 专业严肃 / Expert & serious 话不多说到点 / Punchy & direct ↔ 展开讲故事 / Storytelling & narrative

如果有你喜欢的品牌语调案例（平台、抛号、或参考帐号）也可以发给我。 Feel free to also share a brand whose tone you love as reference."

→ Updates: brand-voice.md {{BRAND_TONE_OF_VOICE}} → Rule: 将回答转化为具体写作准则，例如：“用第一人称、短句、常用emoji、避免行业术语”

---

Q8 · 视觉身份 Visual Identity

"你们品牌的视觉风格是怎样的？（有哪个填哪个）—— What's your brand's visual style? Share any of the following:

1. 品牌主色调（hex 码或颜色描述，例如"温暖的红色和金色") Brand colors (hex codes or description, e.g. 'warm reds and golds')

2. 视觉风格关键词（三个词，例如"温暖、接地气、局部特写"或"极简、高级、白底") Visual style keywords (3 words, e.g. 'warm, rustic, close-up' or 'minimal, premium, white space')

3. 我喜欢这个账号的视觉风格（平台+账号名） A social account whose visual style I love (platform + @handle)"

→ Updates: brand-voice.md under Visual Identity section → Fields: BRAND_COLORS / BRAND_VISUAL_STYLE / VISUAL_REFERENCE → Used by: visual-brief skill for every piece of content

---

Q9 · 现成素材 Existing Assets

"你们现在有没有可以马上用的图片或视频素材？ 比如历史拍摄照片、产品图、门店照片、宣传物料等。 如果有，请分享 Lark Drive / Google Drive 链接，或告诉我大约有多少。 如果目前没有也没关系，我会为你安排首次拍摄计划。

Do you have any photos or videos ready to use? E.g. past shoots, product images, store photos, or marketing materials. Share a Drive link, or describe what you have. If nothing yet, no problem."

→ Updates: vault/media/media-index.md with initial asset inventory → If assets exist: creates entries with location link + rough count → If no assets: flags 'first-shoot needed' in media-index.md, prepares shoot brief after onboarding → Also fills: ASSETS_LOCATION in brand-voice.md Visual Identity section

---

Q10 · 期待发布周期 Publishing Cadence

"你希望每周大约发多少条内容？哪个平台对你最重要？ 例如：“每周 5-7 条，Instagram 和小红书最重要” 不确定的话，用我的默认方案：每天 2-3 条，全平台均匀分配。

How many posts per week do you want, and which platform matters most to you? E.g. '5-7 per week, Instagram and RedNote are priority' Not sure? I'll use my default: 2-3 posts/day across all platforms."

→ Maps to: {{POSTING_FREQUENCY}} and {{PRIORITY_PLATFORMS}} in SOUL.md → Updates: scheduling.md posting windows and batch priorities → Default if skipped: 2-3 posts/day, all active platforms weighted equally

---

Module 3 · Compliance (→ bilingual-gate.md)

Q11 · Forbidden words or topics

"有没有你绝对不希望出现在内容里的词语、话题、或竞争对手名字？ Any words, topics, or competitor names that should never appear in our content?"

→ Updates: brand-voice.md {{BRAND_FORBIDDEN_WORDS}}

---

Q12 · Top products

"你们最常推广的 5-10 个产品或服务是哪些？请列出中文名和英文名。 What are your top 5-10 most-promoted products or services? Please give both Chinese and English names."

→ Starts filling: bilingual-gate.md Canonical Product Name Map

---

Module 4 · Operations

热点雷达 URL 和 AI 工作區文件夹地址已从访谈中移除。Agent 在安装后自动从 SOUL.md 读取默认地址，无需回答。

Q13 · Promotions and pricing

"你们有固定的优惠或套餐价格区间吗？ 比如午市套餐价格、家庭套餐范围等——帮助我在推广时确保价格准确。 Do you have standard promotions or price ranges? E.g. lunch set price, family meal range — helps me ensure price accuracy in posts."

→ Notes added to: compliance/fda-ftc-rules.md price verification section

---

Q14 · Store Location & Hours

"最后，请告诉我门店的具体中英文地址、营业时间以及联系电话。 这很重要，因为我绝对不会在帖子里编造地址。如果没有可以跳过。 Finally, please provide your exact store address (EN/ZH), operating hours, and phone number. This is important because I am strictly forbidden from hallucinating contact info."

→ Notes added to: brand-voice.md under Contact Info

---

Post-Interview Actions

After all 14 questions are answered:

1. Fill all {{PLACEHOLDER}} values directly in SOUL.md → overwrite in-place
   (write only to plugins.git-plugin-amc section, do not touch other sections)
2. Update brand-voice.md with Q6/Q7/Q8/Q9/Q11/Q14 answers
   - Digital Touchpoints (Q6): website + handles
   - Tone of Voice (Q7): verbal tone rules
   - Visual Identity (Q8): colors, style keywords, reference
   - Existing Assets (Q9): ASSETS_LOCATION + initial media-index.md entries
   - Forbidden Words (Q11): do-not-use list
   - Contact Info (Q14): address, hours, phone
2b. Apply Q10 (Publishing Cadence) to scheduling.md:
   - Set POSTING_FREQUENCY and PRIORITY_PLATFORMS in SOUL.md
   - Adjust posting windows in scheduling.md if non-default
3. Fill bilingual-gate.md Canonical Product Name Map with Q12 answers
4. Auto-apply SOUL.md defaults for Trending Radar URL and Workspaces folder
   (no user input needed — read trending_radar and workspaces_folder from SOUL.md)
4b. Create Lark Drive vault using the default LARK_WORKSPACES_URL:
   Execute `node scripts/create-vault.js "{{BRAND_SLUG}}" "{{LARK_WORKSPACES_URL}}"`
   → Upload vault-templates/ files into the new folder
   → Store returned URL as {{VAULT_LARK_URL}} in SOUL.md shared_resources
   → Extract Content Schedule Bitable URL from terminal output
5. Use your feishu_drive tool to update the uploaded `vault-index.md` in the new Lark folder, filling in the brand name, Trending Radar URL, and vault Lark URL.
5b. Initialize `vault/brand/audience-profile.md`:
   → Fill {{BRAND_NICHE}} from Q3 answer
   → Fill {{MARKETS}} from Q5 answer
   → Agent infers initial audience age/language/decision-style from brand type
   → Initialize `vault/brand/content-pillars.md` with default 40/25/15/12/8% ratios
6. **Generate Interactive Lark Docs:**
   Use your `mcp_lark_docx_builtin_import` tool to convert the markdown contents of `ownerreview.md` and `vault-index.md` into native Lark Docs (Docx).
   → Keep the generated URL for ownerreview ready to send to the owner.
7. Run global search for {{ in SOUL.md → must be ZERO before proceeding
8. **CRITICAL REQUIREMENT:** You MUST immediately and proactively send the confirmation message to the owner. Do NOT wait for them to ask or prompt you. As soon as step 7 is complete, output the following message EXACTLY as written, filling in the URLs.

**Confirmation message (Send this immediately):**

✅ 配置完成！我现在正式开始工作了。

设置概要：

• 品牌：{BRAND_NAME}
• 核心资产金库：{VAULT_LARK_URL}
• 协作文档 (请点击打开并置顶)：
  • 待审与复盘区 (ownerreview)：{URL_FROM_STEP_6}
  • 发帖排期表 (Bitable)：{CONTENT_SCHEDULE_URL_FROM_STEP_4}
• 自动发布平台：{ACTIVE_PLATFORMS}
• 待连接平台：{PENDING_PLATFORMS}（连接账号后即可开启自动发布）
• AMC Kanban：已连接 (API Key 配置完成)
• 每天工作时间：06:30 – 23:45（全自动）

内容会直接发布到各平台，无需审批。 请到各平台查看发布结果，有任何反馈随时发消息给我——我会持续自我改进。

---

✅ Setup complete! I'm officially starting work now.

Summary:

• Brand: {BRAND_NAME}
• Auto-publish platforms: {ACTIVE_PLATFORMS}
• Pending platforms: {PENDING_PLATFORMS} (connect credentials to enable auto-publish)
• AMC Kanban: Connected
• Daily schedule: 06:30 – 23:45 (fully automated)

Content publishes directly — no approval needed. Check your platforms to see posts, and send me feedback anytime on Lark.

---

## If Owner Is Unresponsive During Interview

If no response for 2 hours during the interview:
- Send a reminder: "还在吗？我们继续吧 / Still there? Let's continue when you're ready."
- If no response for 24 hours: log incomplete onboarding in ownerreview.md, send a daily nudge via Lark until Bootstrap completes.

Do NOT start operating until Bootstrap Mode is fully complete (zero {{PLACEHOLDER}} remaining).

---

## Bootstrap Recovery Protocol

Handles cases where Bootstrap did not start, or was interrupted mid-way.

### Case 1 · post_install hook failed (Lark not connected yet)

If `mcp.lark.message` is unavailable when post_install runs:

→ Log: "Bootstrap pending — Lark channel not connected" → Do NOT send Opening Message → On next on_startup: retry mcp.lark.message → As soon as Lark becomes available: send Opening Message proactively "你好！我在等你配置 Lark 之后就发了消息，我们现在开始吧！ Hi! I was waiting for Lark to connect — let's start the setup now!" → Continue with Q1

### Case 2 · Agent restarted mid-interview (cold restart, crash, redeploy)

On startup, if `{{PLACEHOLDER}}` still present AND ownerreview.md contains partial interview log:

→ Read ownerreview.md to find the last answered question (e.g. "Last answered: Q7") → Send recovery message: "我们继续之前的配置！之前已经完成了前 {N} 个问题，从第 {N+1} 题继续。 Let's pick up where we left off — you completed Q{N}, continuing from Q{N+1}." → Resume from that question — do NOT restart from Q1 → Preserve all previously collected answers

### Case 3 · Bootstrap never triggered (manual install, no post_install)

If the agent is running, SOUL.md has `{{PLACEHOLDER}}`, but no Bootstrap Opening Message was ever sent:

→ Detected via: on_startup sees {{PLACEHOLDER}} + ownerreview.md is empty or missing → Send Opening Message immediately (same text as post_install hook) → Proceed with Q1

### Case 4 · Manual re-trigger command

Any Lark team member can send:

重新配置 / reconfigure / /bootstrap

→ Agent re-enters Bootstrap Mode, sends Opening Message, runs full 14-question interview again
→ Existing brand config is preserved until new answers overwrite it
→ Use case: brand rebrand, change of platforms, major voice update

---

### Case 5 · Onboarding keyword trigger (message-based detection)

When a Lark message contains any of the following keywords:

ZH: 品牌访问, 品牌调查, 品牌访谈, 品牌配置, 开始配置, 重新配置, 开始品牌访谈 EN: brand interview, brand survey, brand setup, onboarding, /bootstrap, reconfigure

Agent MUST:

1. Immediately read SOUL.md → plugins.git-plugin-amc section

2. Check for {{PLACEHOLDER}}:

   └─ {{PLACEHOLDER}} found (Bootstrap incomplete): → Reply: "检测到品牌配置尚未完成，马上开始！ Detected incomplete setup — starting brand interview now!" → If ownerreview.md contains partial interview log: Resume from last answered question (see Case 2) → If no partial log: Send Opening Message, begin from Q1

   └─ No {{PLACEHOLDER}} (Bootstrap already complete): → Reply: "品牌配置已完成 ✅ 品牌：{BRAND_NAME} | 已开通平台：{ACTIVE_PLATFORMS} 如需重新配置（品牌调整、平台更改等），请发送 '重新配置'。 Brand setup complete ✅ Brand: {BRAND_NAME} | Platforms: {ACTIVE_PLATFORMS} To reconfigure, send '重新配置'."

> **重要：** Case 5 是所有消息的第一检查项。关键词匹配优先于其他所有逻辑。