-
Contacts
+
+ Contacts
+
Failed to load contacts. Please try again later.
@@ -29,13 +56,19 @@ export default async function ContactsPage() {
return (
-
Contacts
-
+
+ Contacts
+
+
Keep your leads, notes, tags, and follow-ups in one view.
-
+ {instagram.connected ? (
+
+ ) : (
+
+ )}
);
}
diff --git a/apps/app/src/app/(dashboard)/(workspace)/page.tsx b/apps/app/src/app/(dashboard)/(workspace)/page.tsx
index 938b5c0..980f265 100644
--- a/apps/app/src/app/(dashboard)/(workspace)/page.tsx
+++ b/apps/app/src/app/(dashboard)/(workspace)/page.tsx
@@ -1,29 +1,82 @@
-import { redirect } from "next/navigation";
+import { getInstagramIntegration } from "@/actions/instagram";
import { checkSidekickOnboardingStatus } from "@/actions/sidekick/onboarding";
import { getSidekickMemoryOverview } from "@/actions/sidekick/memory";
import { SidekickPanel } from "@/components/sidekick/sidekick-panel";
import { FollowUpList } from "@/components/sidekick/follow-up-list";
import { HRNList } from "@/components/sidekick/hrn-list";
import { SidekickLayout } from "@/components/sidekick/layout";
+import {
+ Alert,
+ AlertDescription,
+ AlertTitle,
+} from "@pilot/ui/components/alert";
+import { CheckCircle2, LockKeyhole } from "lucide-react";
export const dynamic = "force-dynamic";
-export default async function SidekickPage() {
- const { sidekick_onboarding_complete } =
- await checkSidekickOnboardingStatus();
+function SidekickReadyBanner() {
+ return (
+
+ Sidekick setup complete
+
+ Sidekick is ready to use with your current onboarding data.
+
+
+ );
+}
- if (!sidekick_onboarding_complete) {
- redirect("/sidekick-onboarding");
- }
+function InstagramLockedSidekick() {
+ return (
+
+
+
Sidekick is locked
+
+ Once Instagram is connected, Pilot can safely load Sidekick memory, HRN,
+ follow-ups, and chat tools for the right account.
+
+
+ );
+}
+
+function SidekickUnavailable() {
+ return (
+
+
+
+ Sidekick is locked for now
+
+
+ Finish the required onboarding data before using chat, follow-ups, HRN,
+ or AI replies. This keeps Sidekick from sending messages without enough
+ business context.
+
+
+ );
+}
+
+export default async function SidekickPage() {
+ const [onboardingStatus, instagram] = await Promise.all([
+ checkSidekickOnboardingStatus(),
+ getInstagramIntegration(),
+ ]);
let overview = null;
let hasError = false;
let overviewResult;
- try {
- overviewResult = await getSidekickMemoryOverview();
- } catch (error) {
- console.error("Error in SidekickPage:", error);
- hasError = true;
+ if (onboardingStatus.isReady && instagram.connected) {
+ try {
+ overviewResult = await getSidekickMemoryOverview();
+ } catch (error) {
+ console.error("Error in SidekickPage:", error);
+ hasError = true;
+ }
}
if (overviewResult && overviewResult.success && overviewResult.overview) {
overview = overviewResult.overview;
@@ -43,21 +96,34 @@ export default async function SidekickPage() {
return (
-
Sidekick
-
- Your AI assistant for Instagram DMs. It helps you reply faster, follow up on time, and keep conversations moving.
+
+ Sidekick
+
+
+ Your AI assistant for Instagram DMs. It helps you reply faster, follow
+ up on time, and keep conversations moving.
-
-
-
-
-
-
+ {onboardingStatus.isReady && instagram.connected ? (
+
+ ) : null}
+
+ {!instagram.connected ? (
+
+ ) : !onboardingStatus.isReady ? (
+
+ ) : (
+
+
+
+
+
+
+ )}
);
}
diff --git a/apps/app/src/app/(dashboard)/layout.tsx b/apps/app/src/app/(dashboard)/layout.tsx
index 597ed8d..c7c0a08 100644
--- a/apps/app/src/app/(dashboard)/layout.tsx
+++ b/apps/app/src/app/(dashboard)/layout.tsx
@@ -5,11 +5,60 @@ import { redirect, unstable_rethrow } from "next/navigation";
import { db } from "@pilot/db";
import { user } from "@pilot/db/schema";
import { eq } from "drizzle-orm";
+import {
+ Alert,
+ AlertDescription,
+ AlertTitle,
+} from "@pilot/ui/components/alert";
+import { Badge } from "@pilot/ui/components/badge";
+import { Button } from "@pilot/ui/components/button";
import { SidebarInset, SidebarProvider } from "@pilot/ui/components/sidebar";
import { AppSidebar } from "@/components/dashboard/sidebar";
import PageHeader from "@/components/dashboard/page-header";
import { SidekickToggle } from "@/components/sidekick/toggle";
import { SidekickProvider } from "@/components/sidekick/context";
+import { checkSidekickOnboardingStatus } from "@/actions/sidekick/onboarding";
+import { TriangleAlert } from "lucide-react";
+import Link from "next/link";
+
+function SidekickSetupBanner({
+ status,
+}: {
+ status: Awaited
>;
+}) {
+ if (status.isReady) {
+ return null;
+ }
+
+ const statusMessage =
+ status.missing.length > 0
+ ? `Missing: ${status.missing.join(", ")}.`
+ : "Finish the final setup step to turn Sidekick on.";
+
+ return (
+
+
+
+
+ Sidekick setup incomplete
+
+
+ Sidekick is unavailable until setup is complete. {statusMessage}
+
+
+
+
+ {status.completedSteps} / {status.totalSteps}
+
+
+
+
+
+ );
+}
export default async function DashboardLayout({
children,
@@ -45,6 +94,18 @@ export default async function DashboardLayout({
redirect("/onboarding");
}
+ let sidekickStatus: Awaited<
+ ReturnType
+ > | null = null;
+ let sidekickReady = false;
+ try {
+ sidekickStatus = await checkSidekickOnboardingStatus();
+ sidekickReady = sidekickStatus.isReady;
+ } catch (error) {
+ unstable_rethrow(error);
+ console.error("Failed to fetch Sidekick setup status:", error);
+ }
+
return (
{children}
-
);
diff --git a/apps/app/src/app/(onboarding)/onboarding/page.tsx b/apps/app/src/app/(onboarding)/onboarding/page.tsx
index ef2104d..f1f0861 100644
--- a/apps/app/src/app/(onboarding)/onboarding/page.tsx
+++ b/apps/app/src/app/(onboarding)/onboarding/page.tsx
@@ -260,7 +260,8 @@ async function checkInstagramConnectionAction(
setInstagramConnection(result);
setStepValidationState((previousState) => ({
...previousState,
- 0: result.connected,
+ 0: true,
+ 1: true,
}));
if (result.connected) {
@@ -365,8 +366,8 @@ async function submitStep2Action(
return;
}
- toast.success("Quick setup complete. Next up: Sidekick.");
- router.push("/sidekick-onboarding");
+ toast.success("Quick setup complete.");
+ router.push("/");
} catch (error) {
console.error("Error submitting step 2:", error);
toast.error("Hmm, something's not right. Give it another shot?");
@@ -394,8 +395,8 @@ function OnboardingPageContent() {
const [stepValidationState, setStepValidationState] = useState<
Record
>({
- 0: false,
- 1: false,
+ 0: true,
+ 1: true,
2: false,
3: false,
4: false,
@@ -573,6 +574,15 @@ function OnboardingPageContent() {
window.location.href = "/api/auth/instagram?returnTo=/onboarding";
};
+ const handleSkipInstagram = () => {
+ setStepValidationState((previousState) => ({
+ ...previousState,
+ 0: true,
+ 1: true,
+ }));
+ setActiveStep(2);
+ };
+
const handleRefreshPreview = async () => {
setInstagramPreview(null);
setPreviewError(null);
@@ -662,12 +672,12 @@ function OnboardingPageContent() {
-
+
Turn your next DM into revenue in 2 minutes.
-
- Connect Instagram first so Pilot can show you what the
- product feels like before asking for setup details.
+
+ Connect Instagram now for a live preview, or skip it and
+ finish your basic setup first.
@@ -698,8 +708,18 @@ function OnboardingPageContent() {
Connect Instagram
-
- We'll only read DMs to train your AI.
+
+ Skip for now
+
+
+
+ You can connect Instagram later from Settings.