Business Setup

Phase 2: Your Voice

Ask these questions:

1. How would you describe your communication style? (e.g., direct and no-BS, warm and approachable, technical and precise)
2. Paste a message, email, or post you've written that sounds like "you" — something you'd actually send
3. What words or phrases do you use often?
4. What tone do you NEVER want to sound like? (e.g., corporate, salesy, overly casual)

Phase 3: Your Tools & Integrations

Ask these questions:

1. What tools do you use daily? (CRM, email platform, project management, calendar)
2. Do you create content? If so, what platforms? (LinkedIn, YouTube, blog, newsletter, etc.)
3. What tasks do you wish were automated?
4. Do you have OpenAI and Pinecone API keys? (These enable advanced memory — semantic search, auto-extraction, deduplication. Costs ~$0.04/month. Free tier is fine.)
   • If yes: collect the keys and the user's preferred name (for memory user ID)
   • If no: note it's available later via python3 setup_memory.py

Phase 4: Your Goals

Ask these questions:

1. What are your top 3 priorities for the next 90 days?
2. What does success look like for this quarter?
3. What tasks drain your energy and you want off your plate?

Phase 5: Auto-Configure

After collecting all answers:

1. Write context/my-business.md — Structured business profile from Phase 1 answers. Include: business description, target customer, main offer, lead sources, current challenge.

2. Write context/my-voice.md — Voice guide from Phase 2 answers. Include: communication style description, sample text, characteristic phrases, anti-patterns (what to avoid).

3. Update args/preferences.yaml — Set timezone, content platform preferences from Phase 3.

4. Update memory/MEMORY.md — Add goals from Phase 4 to the "Current Goals" section. Add key business facts to "Business Facts". Add preferences to "User Preferences".

5. Set up advanced memory (if keys provided) — If the user provided OpenAI + Pinecone keys in Phase 3:

   • Add OPENAI_API_KEY, PINECONE_API_KEY to .env
   • Run: python3 setup_memory.py --user-id "<name>" --pinecone-index "<business>-memory"
   • If they didn't provide keys, mention: "You can upgrade to advanced memory later by running python3 setup_memory.py"

6. Validation test — Write a 2-sentence introduction of the user's business in their voice. Ask: "Does this sound like you?" If not, refine the voice guide.

7. Print capabilities — Show the user what they can now do:

   You're set up! Here's what you can do now:
   
   - "Research [company/person/topic]" — Deep research on anything
   - "Write a LinkedIn post about [topic]" — Content in your voice
   - "Prep for my meeting with [person]" — Research + talking points
   - "Help with this email: [paste]" — Triage, draft replies
   - "Add a task: [description]" — Track tasks and projects
   - "Weekly review" — Review your week and plan the next
   - "Create a skill for [workflow]" — Build new reusable workflows
   

Script

Use scripts/init_business.py for writing the context files in a consistent format. Pass collected answers as JSON.

Edge Cases

• If user wants to skip a phase, that's fine — write what you have
• If user gives very short answers, ask one follow-up for the most critical info
• If reconfiguring, back up existing files to .tmp/ before overwriting
• If user pastes a very long voice sample, extract the key patterns (don't store the full text)