Onboarding Components

A complete, refactored onboarding system with proper component organization and clean separation of concerns.

🗂️ Structure

onboarding/
├── index.ts                    # Main exports
├── onboarding-config.tsx       # Step definitions & navigation logic
├── new-onboarding-page.tsx     # Main onboarding page component
├── 
├── steps/                      # Individual step components
│   ├── ceo-intro-step.tsx
│   ├── smart-context-step.tsx
│   ├── workforce-selection-step.tsx
│   ├── team-invitation-step.tsx
│   └── completion-step.tsx
├── 
├── agent-config/               # Agent configuration components
│   ├── multi-agent-configuration.tsx
│   ├── agent-configuration.tsx
│   ├── field-renderer.tsx
│   └── configuration-utils.ts
├── 
└── shared/                     # Shared utilities & components
    ├── types.ts                # TypeScript interfaces
    ├── data.ts                 # Agent definitions & integrations
    ├── context.ts              # Global state management
    ├── step-wrapper.tsx        # Step layout wrapper
    ├── (uses UnifiedAgentCard)  # Agent selection via unified component
    └── progress-indicator.tsx  # Progress visualization

🚀 Usage

Basic Usage

import { NewOnboardingPage } from '@/components/onboarding';

function App() {
  return (
    <NewOnboardingPage
      onComplete={() => console.log('Onboarding completed!')}
      onClose={() => console.log('Onboarding closed')}
    />
  );
}

Using Individual Steps

import { CEOIntroStep, SmartContextStep } from '@/components/onboarding';

function CustomOnboarding() {
  return (
    <div>
      <CEOIntroStep />
      <SmartContextStep />
    </div>
  );
}

Agent Configuration

import { AgentConfiguration } from '@/components/onboarding';

function ConfigureAgent() {
  return (
    <AgentConfiguration
      agentId="maya"
      showHeader={true}
      onConfigurationChange={(agentId, config) => {
        console.log(`Agent ${agentId} configured:`, config);
      }}
    />
  );
}

🎯 Features

✨ Step Components

• CEO Intro: Welcome video and value propositions
• Smart Context: Intelligent user profiling and goal setting
• Workforce Selection: AI agent selection with smart recommendations
• Agent Configuration: Comprehensive agent customization
• Team Invitation: Collaborative workspace setup
• Completion: Success confirmation and next steps

🔧 Agent Configuration

• Field Types: Text, textarea, select, multiselect, integrations
• Dynamic Forms: Agent-specific configuration fields
• Progress Tracking: Visual completion indicators
• Integration Setup: Tool and platform connections

🎨 Shared Components

• StepWrapper: Consistent step layout with animations
• AgentCard: Interactive agent selection cards
• ProgressIndicator: Step progress visualization
• FieldRenderer: Dynamic form field rendering

📊 Data Management

• Type Safety: Comprehensive TypeScript interfaces
• Agent Definitions: Centralized agent data and capabilities
• Integration Catalog: Platform and tool definitions
• Context Management: Global onboarding state

🔄 State Management

The onboarding system uses a lightweight context system:

import { userContext, updateUserContext } from '@/components/onboarding';

// Read current context
console.log(userContext.selectedAgents);

// Update context
updateUserContext({
  selectedAgents: ['maya', 'sage', 'nova'],
  userType: 'company'
});

🎮 Navigation & UX

Keyboard Navigation

• ← / → Arrow keys for step navigation
• Visual feedback for current step
• Smooth transitions between steps

Progress Tracking

• Step-by-step progress indicator
• Completion percentage calculation
• Skip options for optional steps

Validation

• Step-specific validation logic
• Contextual progression requirements
• Smart recommendations based on user input

🎨 Customization

Adding New Steps

1. Create a new step component in steps/
2. Add to onboardingSteps in onboarding-config.tsx
3. Implement validation in canProceedFromStep

Custom Agent Types

1. Add agent definition to data.ts
2. Create configuration fields in configuration-utils.ts
3. Add integrations to integrationsByAgent

Styling

All components use Tailwind CSS with consistent design tokens:

• Primary colors for actions and highlights
• Muted colors for secondary information
• Smooth animations with framer-motion
• Responsive design patterns

🔧 Development

Key Files to Modify

• Add Steps: onboarding-config.tsx
• Agent Data: shared/data.ts
• Types: shared/types.ts
• Styling: Individual component files
• Validation: onboarding-config.tsx

Best Practices

1. Component Isolation: Each step is self-contained
2. Type Safety: Use TypeScript interfaces consistently
3. Animation: Consistent motion patterns with framer-motion
4. Accessibility: Keyboard navigation and ARIA labels
5. Performance: Lazy loading and optimized re-renders

🚀 Migration from Legacy

The old monolithic onboarding-steps.tsx has been completely refactored:

• ✅ Before: 1,400+ lines in single file
• ✅ After: Organized into logical component groups
• ✅ Maintainability: Easy to find and modify specific features
• ✅ Reusability: Components can be used independently
• ✅ Type Safety: Comprehensive TypeScript coverage
• ✅ Performance: Better tree-shaking and bundle optimization

📈 Performance Optimizations

• Code Splitting: Each step loads independently
• Tree Shaking: Only used components are bundled
• Lazy Loading: Steps load on demand
• Memoization: Optimized re-renders with React.memo
• Bundle Size: Reduced from monolithic to modular approach