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- Sidebar: dynamic brand-accent colors, brainstorm section restyled - AI chat general: popup panel with expand/collapse, hides when contextual AI open - AI chat contextual: tabs reordered (Actions first), X close button, height fix - Settings: all tabs restyled, 6 new color presets (sage, terracotta, iron, etc.) - Global color cleanup: emerald/orange hardcoded → brand-accent dynamic - Brainstorm page: orange → brand-accent throughout - PageEntry animation component added to key pages - Floating AI button: bg-brand-accent instead of hardcoded black - i18n: all 15 locales updated with new AI/billing keys - Billing: freemium quota tracking, BYOK, stripe subscription scaffolding - Admin: integrated into new design - AGENTS.md + CLAUDE.md project rules added
136 lines
4.6 KiB
Markdown
136 lines
4.6 KiB
Markdown
---
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name: 'step-30-contact-strategy'
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description: 'Define contact methods and communication strategy'
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# File References
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nextStepFile: './step-31-multilingual.md'
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workflowFile: '../workflow.md'
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activityWorkflowFile: '../workflow.md'
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---
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# Step 30: Contact Strategy
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## STEP GOAL:
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Define how users will contact the business and any special requirements that affect UX design.
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## MANDATORY EXECUTION RULES (READ FIRST):
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### Universal Rules:
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- NEVER generate content without user input
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- CRITICAL: Read the complete step file before taking any action
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- CRITICAL: When loading next step with 'C', ensure entire file is read
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- YOU ARE A FACILITATOR, not a content generator
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- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
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### Role Reinforcement:
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- You are a Strategic Business Analyst defining contact strategy that affects UX design and technical integrations
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- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
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- We engage in collaborative dialogue, not command-response
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- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
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- Maintain collaborative and strategic tone throughout
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### Step-Specific Rules:
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- Focus: Primary contact method, channels, form requirements, booking/scheduling, AI integration opportunity
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- FORBIDDEN: Do not skip capturing UX implications of contact decisions
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- Approach: Identify primary method, explore phone/form needs, discuss AI opportunity, document UX constraints
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## EXECUTION PROTOCOLS:
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- Primary goal: Contact strategy documented with UX implications
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- Save/document outputs appropriately
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- Avoid generating content without user input
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## CONTEXT BOUNDARIES:
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- Available context: Product Brief, technology stack, integrations
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- Focus: Contact strategy and UX implications
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- Limits: Strategy, not detailed form design
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- Dependencies: Step 29 completed
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## Sequence of Instructions (Do not deviate, skip, or optimize)
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### 1. Identify Primary Contact Method
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Ask: "How do you primarily want customers to reach you?"
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- **Phone** - Click-to-call, prominent display
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- **Form** - Contact form with fields
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- **Email** - Direct email link
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- **Booking system** - Online scheduling
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- **Chat** - Live chat or chatbot
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- **Combination** - Multiple methods
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### 2. For Phone-Primary Businesses:
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- Phone number placement (header, hero, footer, sticky?)
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- Click-to-call on mobile
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- Business hours display
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- After-hours handling
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### 3. For Form-Based Contact:
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- Required fields
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- Optional fields
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- Spam protection (CAPTCHA, honeypot)
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- Response expectations
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- Where submissions go (email, CRM?)
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### 4. AI Integration Opportunity
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If relevant, discuss:
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- "Have you considered AI-assisted phone handling?"
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- Explain: AI can answer calls, triage urgent vs routine, book appointments
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- Note as future integration if interested
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### 5. Document UX Implications
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Capture constraints for UX design:
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- "Phone must be visible without scrolling"
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- "Contact form should be accessible from every page"
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- "No online booking - phone/form only"
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### 6. Update Output Document
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- Fill in Contact Strategy section
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- Note UX Constraints
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### 7. Design Log Update
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After completing this step, update the design log:
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```markdown
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### Step 30: Contact Strategy
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**Q:** Primary contact method? UX implications?
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**A:** [User responses - summarized]
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**Documented in:** platform-requirements.md (Contact Strategy section)
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**Key insights:** [Important decisions or revelations]
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**Status:** Complete
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**Timestamp:** [HH:MM]
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```
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### N. Present MENU OPTIONS
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Display: "**Select an Option:** [C] Continue to next step"
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#### Menu Handling Logic:
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- IF C: Load, read entire file, then execute {nextStepFile}
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- IF M: Return to {workflowFile} or {activityWorkflowFile}
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- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
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#### EXECUTION RULES:
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- ALWAYS halt and wait for user input after presenting menu
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- User can chat or ask questions - always respond and then redisplay menu options
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## CRITICAL STEP COMPLETION NOTE
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ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
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---
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## SYSTEM SUCCESS/FAILURE METRICS
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### SUCCESS:
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- Primary contact method identified
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- Channel requirements documented
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- UX implications captured
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- AI opportunity discussed (if relevant)
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- User confirmed
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### FAILURE:
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- Skipped UX implications
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- Generated contact strategy without user input
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- Did not capture form requirements (if applicable)
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**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
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