CX DesignInteractiveLiving doc

Customer Experience Flow

From inception through trading through reflection. Watch how the operator, the TraderView UI, and the multi-agent research pipeline interact at every stage of the loop. Click any stage. Press play to walk the full cycle.

Stage 01 · Inception

Stage progress1 / 10

01 · Operator input

Inception

Signup, workspace boot, default watchlist + paper account.

Operator input

First five minutes

1Lands on /signup, enters email + password (or OAuth)
2Verifies email via magic-link or 6-digit code
3Workspace tour overlay (skippable)
4Workspace boots into research mode with BTC-USD on chart
5"Connect a broker" callout pulses until clicked

/workspace · first-paint

welcome@operator — your command center is live

next stepConnect a broker to fund the workspace →

panelsChart · Watchlist · Positions · Chat

agentsnone yet

Actors

User · Operator

Single user. Decides strategy, approves first-N trades + learning proposals.

Web · apps/web

Next.js 16 on Vercel. Server actions for all writes. Renders workspace, admin, chat.

Worker · apps/worker

Node + setInterval on Railway. Bot ticks, broker polls, reconcile, ingest, research.

Agents · Claude

Up to 7 analysts (+ macro context), bull/bear, research_manager, trader, 3-way risk debate, portfolio_manager + chat.

Notifications fan-out

In-app feed (AlertsPanel)

Every event, deduped by hash

Discord webhooks

#trades · #alerts · #daily-summary

Resend email

Morning brief + EOD summary + critical alerts

Browser push

Opt-in; reserved for approval gating only

Engineering depth: see docs/research/tradingagents-integration-plan.md, docs/research/agentic-workflows-plan.md, docs/ARCHITECTURE.md, and docs/RUNBOOK.md.

Hands-on testing: docs/testing/TESTING_PLAN_AND_FEATURE_INVENTORY.md for the per-feature operator checklist; docs/testing/CX_FLOW_E2E_TEST_PLAN.md for the 10-stage E2E walkthrough + per-PR shipped ledger.

Live workstreams: docs/research/research-data-sources-plan.md tracks A1-A15 (CryptoPanic throttle / FCF metrics / web_search activation / ZCASH normalization / DeFiLlama slug expansion / WS8a quant analyst / equity ingest freshness / research-run input parameterization). Status per row: ⬜ pending · 🟡 in flight · ✅ shipped.