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docs: onboarding PRD covering full registration → first call funnel - #7

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docs: onboarding PRD covering full registration → first call funnel#7
hades217 merged 1 commit into
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docs/onboarding-prd

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Summary

把散落在 PR #2-#6 description + 各 plan 文件里的 onboarding 决策收口到一份 PRD:`docs/tasks/onboarding-prd.md`。

内容概览

已盘点 + 已落地(PR #2-#6

  • API Key Simple/Advanced 双模式 + 6 卡片 picker
  • Persona 系统(casual/dev/team)
  • ¥1 试用额度自动赠送
  • 6 个客户端教程页
  • 首次调用 🎉 toast
  • Pricing / Usage Logs 倍率隐藏

未做 + 在 PRD 里规划清楚(PR #7-#10

Schema 改动(PR #7 落地)

`dto.UserSetting` 加 5 个 string + 2 个 bool 字段,全部在已有 `setting` JSON 列,零 migration:

  • `brand_preference` / `preferred_client` / `acquisition_channel` / `timezone` / `onboarding_completed_at`
  • `industry` / `expected_volume` / `marketing_emails` / `onboarding_checklist_dismissed_at`

关键决策(PRD §3)

  1. 注册只问 3 件(persona / brand / client),其余 profile 慢慢填
  2. 自动 sign-in 砍掉 /sign-in 二次跳转
  3. Welcome screen 显式展示"你已经获得了 3 样东西"(¥1 + default Key + 偏好)
  4. 老用户进 dashboard 走 PR feat(persona): user persona (casual/dev/team) — UI preference, not a role #3 兜底,不打扰
  5. OAuth 按钮在 Step 1 上提到表单上方
  6. 4 步都能"跳过",跳了走兜底

兼容性

A/B 实验

  • A1 OAuth 上提是否提高完成率
  • A2 brand 步骤是否必要(4 步 vs 3 步)
  • A3 Welcome screen 是否影响首次调用
  • A4 ¥1 → ¥3 试用额度的首充转化

Test plan

文档 PR,不需要功能测试,但实施 PR #7-#10 时这是 source of truth。

🤖 Generated with Claude Code

Consolidates all the onboarding decisions that have been scattered
across PR #2-#6 descriptions + plan files into a single
`docs/tasks/onboarding-prd.md`, plus lays out the remaining work
(PR #7 - #10) explicitly.

PRD covers:
- User journey maps for casual / dev / team personas with break-point
  analysis
- Decision: "ask 3 things at signup" (persona / brand_preference /
  preferred_client + landing) — anything beyond goes to profile
- Decision: 4-step wizard with explicit "skip" on every step, falling
  back to the existing PR #3 dashboard picker
- Decision: auto-login after Register (drop the /sign-in detour)
- Decision: Welcome screen surfaces the default token + trial credit
  that the upstream Register handler already creates but never
  exposes to the user
- Schema: 5 new fields on dto.UserSetting JSON (zero migration), all
  in `setting` column
- Compatibility: legacy users hit the PR #3 dashboard picker
  fallback, no behavior change
- 4 A/B experiments to run (wizard length, OAuth prominence,
  welcome screen, trial credit amount)
- Phase breakdown into PR #7 (wizard MVP, ~6d) / PR #8 (dashboard
  checklist, ~4d) / PR #9 (profile expansion, ~3d) / PR #10+
  (telemetry + A/B + dunning)

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
@hades217
hades217 merged commit 35d8dd9 into main May 16, 2026
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