# LeadPilot — Onboarding UX & Activation Architecture

**Document Version:** 1.0.0 (Phase 3 UX Architecture Lock)  
**Status:** Approved & Formally Recorded  
**Target:** Time to First Value (TTFV) $< 5\text{ minutes}$  

---

## 1. The Core Activation Moment

```
+-----------------------------------------------------------------------------------+
|                           THE ACTIVATION EVENT DEFINITION                         |
|                                                                                   |
|   A new user successfully captures/creates their first lead AND sees:             |
|   1. An instant AI Lead Score (e.g. `HOT 88/100`);                                |
|   2. A clear explanation of *why* the lead is valuable;                          |
|   3. An automated recommended next action + 1-click follow-up template.           |
+-----------------------------------------------------------------------------------+
```

---

## 2. 3-Step Guided Onboarding Wizard (`LP-ONB-001`)

The onboarding wizard is focused, single-column, and designed to eliminate cognitive friction:

```
+-----------------------------------------------------------------------------------+
|  LEADPILOT                                               Step 1 of 3: Workspace   |
+-----------------------------------------------------------------------------------+
|                                                                                   |
|  Welcome to LeadPilot. Let's set up your sales workspace.                         |
|                                                                                   |
|  Workspace Name                                                                   |
|  [ Apex Digital Studio                                                          ] |
|                                                                                   |
|  Primary Business Currency                    Timezone                            |
|  [ USD ($)                                v ] [ (GMT+05:30) Asia/Kolkata        v]|
|                                                                                   |
|  Typical Services Offered (for AI Qualification Context)                          |
|  [ Web Design, Custom Software, SEO Consulting                                  ] |
|                                                                                   |
|                                                     [ Continue to Lead Capture ->]|
+-----------------------------------------------------------------------------------+
```

### Step Breakdown:
* **Step 1: Workspace Setup (60s):** Workspace Name, Currency, Timezone, and brief Business Description (used to inform AI lead qualification criteria).
* **Step 2: Connect Capture Source (60s):** Displays the instant standalone Public Capture URL (`/capture/{workspace_uuid}`) and the copyable 4-line HTML Website Form snippet.
* **Step 3: First Lead Ingestion (60s):** User can either enter their first real prospect or click **"Load Interactive Demo Lead"** to immediately experience the AI scoring and follow-up flow.

---

## 3. First-Run Dashboard Experience (Post-Onboarding)

Immediately following onboarding, the user is redirected to `/dashboard` featuring the **First-Run Success Banner**:

```
+-----------------------------------------------------------------------------------+
|  [V] Congratulations! Apex Digital Studio is live.                                |
|  Your first lead "Rajesh Patel" was captured and scored HOT (92/100).             |
|  [View Lead & Send Intro Template]                                                |
+-----------------------------------------------------------------------------------+
```

---

## 4. Empty Workspace State Experience

If a workspace has zero active leads, the screens display an inviting, action-oriented empty state rather than a generic "No records" table:

```
+-----------------------------------------------------------------------------------+
|                                                                                   |
|                          [ Illustration: Clean Runway ]                           |
|                                                                                   |
|                            Ready to capture leads?                                |
|    Never let another enquiry slip through the cracks. Choose how to start:        |
|                                                                                   |
|    [ + Add First Lead Manually ]   [ Copy Capture URL ]   [ Import from CSV ]     |
|                                                                                   |
+-----------------------------------------------------------------------------------+
```