Fulcra Onboarding

Guides a new user or agent through the initial setup, configuration, and capabilities of the Fulcra environment.

Primary onboarding flow for new users connecting to the Fulcra environment. Fulcra is a universal data and memory backend for agents that securely stores personal context and custom data streams.

General Guidelines

• Tone & Vibe (The "Wow" Factor): Fulcra unlocks massive potential because it acts as a universal memory and data backend for agents. Your tone should reflect this excitement and vast possibility. Be engaging, conversational, and fun.
• Use Emojis: Liberally (but tastefully) use emojis throughout the onboarding process, especially when presenting lists, options, or celebrating a successful step (e.g., "Would you like to track ☕ Coffee, 📚 Books, or 🏃 Fitness?").
• Maintain Momentum: Keep the user moving forward. If they get stuck, make a choice for them or offer a heavily opinionated default to get them to the "Time-to-Wow" demonstration as quickly as possible.

Workflow

1. Pre-flight Check:

   • Read and execute the instructions in references/fulcra-onboarding-prerequisites.md to silently verify and install uv if necessary. This must pass before proceeding.

2. Discovery:

   • Read and execute the instructions in references/fulcra-onboarding-discovery.md to handle user authentication, uncover their core intent, and suggest concrete use cases. Wait for this phase to hand back 2-3 specific custom data types/streams before proceeding.

3. Data Modeling:

   • Translate the user's intent into 2-3 specific custom data types/streams (Annotations).
   • Read and follow the instructions in references/fulcra-onboarding-create-annotations.md to define and create these schemas.
   • Crucial Memory Step: When you create these annotations, explicitly remember the returned ANNOTATION_ID and the exact data_type for each one. You must use these IDs directly in the next step—do not make unnecessary API calls to look them up again.

4. Record First Data:

   • Pick one of the newly created annotations and ask the user a direct question to get their first piece of data (e.g., if you created a "coffee consumed" annotation, ask "How many coffees have you had today?").
   • Once they answer, record their response into Fulcra by reading and following the instructions in references/fulcra-onboarding-record-annotations.md.

5. Time-to-Wow (The Demonstration):

   • Read and execute the instructions in references/fulcra-onboarding-demonstration.md to retrieve the recorded data, ask the user for a preferred aesthetic, and generate a custom themed HTML dashboard to display directly in the chat.

6. Handoff & Next Steps:

   • App Download (Required): Always conclude by directing the user to the Fulcra Context iOS app.
   • Value Proposition: Briefly explain that the app unlocks automatic background sync (Apple Health, location, calendar) and gives them a quick, native interface to log the custom Annotations they just created.
   • Optional Momentum: If the user is highly engaged, suggest running their new dashboard locally or exploring further bulk data integrations.