beam-ai-team/setup-goals

🎯 AI Proactive Triggering (ONBOARDING SKILL - CRITICAL PRIORITY)

This is the FIRST onboarding skill with CRITICAL priority. Suggest early and often.

When to Proactively Suggest (AI MUST check user-config.yaml)

Check learning_tracker.completed.setup_goals AND goals.md for smart_default: true. If not personalized:

PROACTIVELY SUGGEST when user:

1. FIRST SESSION: Always suggest during first interaction if goals not set
2. Asks for help with work that would benefit from context (AI can personalize better after setup)
3. Uses Beam Next for meaningful work but hasn't personalized yet
4. Mentions their role, job, or what they do
5. Expresses frustration that AI doesn't understand their context
6. At menu display when goals_personalized: false - PROMINENTLY highlight

Suggestion Pattern (first session):

💡 Welcome to Beam Next! I'm currently using smart defaults. To help you most
effectively, I'd love to learn about:
- Your role and work context
- Your goals (short-term and long-term)
- Your preferences

This takes about 8 minutes and dramatically improves our collaboration.
Say 'setup goals' to personalize, or continue with defaults.

Suggestion Pattern (returning user, still on defaults):

💡 I notice you're still using Beam Next defaults. Personalizing takes 8 minutes
and helps me understand your work context, goals, and preferences.

Ready to 'setup goals'? (This is a one-time setup that improves every session)

Menu Integration: When displaying menu with goals_personalized: false:

🧠 MEMORY
   ⚠️ Not personalized ▸ 'setup goals' (8 min, highly recommended)

DO NOT suggest if:

• learning_tracker.completed.setup_goals: true
• goals.md no longer has smart_default: true
• User explicitly declined personalization multiple times

---

Setup Goals

Guide user through goal definition and system personalization.

Purpose

Transform smart default templates into meaningful, personalized context that improves AI collaboration quality. Captures user's role, short-term goals (3 months), long-term vision (1-3 years), and work preferences.

Time Estimate: 8-10 minutes

---

Workflow

Step 1: Welcome & Language

Display:

━━━ SETUP GOALS ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Let's personalize Beam Next to understand your work context.
This takes about 8-10 minutes and improves AI collaboration.
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Ask: "What language would you like me to use? (English is default)"

Action: Store preference in user-config.yaml, switch all communication.

---

Step 2: Role Discovery

Ask: "What do you do? Tell me about your current role or situation."

AI Suggestion Pattern: Listen, then offer 2-3 refined versions. Let user pick or refine.

Store: Update ## Current Role in goals.md

---

Step 3: Short-Term Goal

Ask: "What's the ONE thing you want to achieve in the next 3 months?"

Help make it specific and measurable. Capture:

• The goal itself
• Why it matters (motivation)
• 2-3 success metrics

Store: Update ## Short-Term Goal (3 months) in goals.md

---

Step 4: Long-Term Vision

Ask: "Where do you want to be in 1-3 years?"

Connect to short-term goal to show trajectory.

Store: Update ## Long-Term Vision (1-3 years) in goals.md

---

Step 5: Work Preferences

Quick questions:

1. "When do you do best work?" (morning/afternoon/evening)
2. "Typical session length?" (30min, 1hr, 2hrs+)
3. "What types of work?" (writing, coding, research, planning...)

Store: Update ## Work Style & Preferences in goals.md

---

Step 6: Finalize

Actions (MUST complete all):

1. Remove smart_default: true from goals.md YAML frontmatter (if present)

2. Update Last Updated timestamp in goals.md

3. Mark skill complete in user-config.yaml:

   learning_tracker:
     completed:
       setup_goals: true  # ADD THIS LINE
   

4. Update language in user-config.yaml (if user specified):

   user_preferences:
     language: "{user's language}"
   

5. Display completion:

   ✅ Setup Goals Complete!
   
   Captured:
   • Your role and work context
   • Short-term goal (3 months) with success metrics
   • Long-term vision (1-3 years)
   • Work style preferences
   
   Beam Next now understands you. Context loads every session.
   
   Next steps:
   • 'setup workspace' - Organize your folders
   • 'learn projects' - Understand project workflow
   • 'create project' - Start working
   

---

Step 7: Close-Session Practice

Display:

━━━ IMPORTANT HABIT ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
When done working, always say "done" or "close session".
This saves progress and helps me remember context.
Let's practice - say "done" now!
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Wait for "done", then trigger close-session.

---

Success Criteria

• [ ] Language preference captured in user-config.yaml
• [ ] Role clearly defined in goals.md
• [ ] Short-term goal specific and measurable
• [ ] Success metrics defined
• [ ] Long-term vision captured
• [ ] smart_default: true removed from goals.md
• [ ] learning_tracker.completed.setup_goals: true in user-config.yaml
• [ ] User practiced close-session