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docs: AI onboarding experience (onboarding email + Home cards) [Early Access]#772

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docs: AI onboarding experience (onboarding email + Home cards) [Early Access]#772
David-of-Growth merged 3 commits into
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docs/ai-onboarding-experience

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@David-of-Growth David-of-Growth commented Jul 17, 2026

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Warning

DO NOT PUBLISH / MERGE BEFORE 2026-07-23.
This documents work from the Project Ignite epic (WOW-2540) that is still shipping. It must not go live until July 23, 2026, when the feature set is complete and released to Early Access partners. Holding as a draft until then.

What this adds

A new partner-facing article — Business App → AI onboarding (docs/business-app/ai-onboarding-experience.mdx) — covering the Project Ignite onboarding experience:

  • Onboarding email — replaces the welcome email in the create-user flow (default-on, single + bulk), shows the work AI has already done, kicks off a Vibe site, single "See what's ready for you" CTA, previewable (static preview vs. dynamic real email is called out).
  • Business App Home cards — the "We already got to work" card and the "Recommended for [business name]" upgrade cards (Local SEO, Conversations AI, Reputation AI, Social AI), with per-state CTA behavior and how payment/orders work.
  • Dismissal — SMBs dismiss cards (restore by clearing cache/cookies); partners toggle them in Customize Business App → Home.
  • Early Access — prominent banner + join path (Administration → Customize → General Product Settings → Other → Join Early Access Program).
  • Overview video embedded, plus benefits and an FAQ.

Reviewer notes / open items

  • Early Access only at launch — the page states this clearly.
  • Video sharing: the embedded Google Drive video must be shared "Anyone with the link" for partners to play it.
  • Some documented items are still To Do in Jira as of writing (card dismissal WOW-2624, partner toggles WOW-2609, onboarding email preview WOW-2565/2610). Confirm they land before publish.
  • Screenshots for the onboarding email, email preview modal, and Customize Business App toggles are still TODO (placeholders in the file). The Home cards screenshot is included.

🤖 Generated with Claude Code

Documents the Project Ignite onboarding experience for partners: the new
onboarding email (replaces the welcome email, default-on, dynamic, kicks off
a Vibe site, previewable) and the Business App Home cards ("We already got to
work" card + "Recommended for [business name]" upgrade cards), including how
SMBs dismiss them, how partners toggle them in Customize Business App, the
benefits, an overview video, and FAQs.

Flagged as Early Access only; not for publication until 2026-07-23.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
David-of-Growth and others added 2 commits July 22, 2026 13:03
…, note 5-15 min delay)

- Remove the CTA tracking-parameters claim; email UTM tracking (WOW-2635)
  is still To Do and not shipped at launch.
- Add the 5-15 minute delivery expectation from WOW-2610 acceptance criteria
  (email sends only after background work / Vibe site generation runs).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
…abel

- Add three screenshots (Early Access demo account): onboarding email
  preview, Create User form with default-on Send Onboarding Email, and
  Customize Business App -> Home toggles.
- Correct the partner toggle label to "Recommended for your business" cards
  (was "Recommended for [business name]", which is the SMB-facing header).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
@David-of-Growth
David-of-Growth marked this pull request as ready for review July 22, 2026 20:51
@David-of-Growth
David-of-Growth merged commit 3dd887f into master Jul 22, 2026
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@David-of-Growth
David-of-Growth deleted the docs/ai-onboarding-experience branch July 22, 2026 21:23
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2 participants