{"slug":"internal/architecture/INTEGRATEWISE_USER_JOURNEY","title":"IntegrateWise — Canonical User Journey & Activation Blueprint","section":"internal","sectionLabel":"Internal","status":"unclassified","type":"document","path":"internal/architecture/INTEGRATEWISE_USER_JOURNEY.mdx","bytes":4423,"description":null,"updated":null,"source":"integratewise/Integratewise-docs-wiki","content":"\n**Status:** Authoritative User Lifecycle Specification  \n**Source Baseline:** `integratewise-docs/user-journey.html`  \n**Core Through-line:** _The user connects once, the Spine assembles their operational truth, and work begins with context already attached — nothing reconstructed by hand._\n\n---\n\n## The 8 Journey Stages & 7 Activation Readiness Gates\n\n```mermaid\nflowchart LR\n    S1[\"1. Enter\"] -->|Gate 1: Identity Ready| S2[\"2. Discover\"]\n    S2 -->|Gate 2: Workspace Ready| S3[\"3. Connect\"]\n    S3 -->|Gate 3: Connections Ready| S4[\"4. Load\"]\n    S4 -->|Gate 4: Data Ready| S5[\"5. Normalize\"]\n    S5 -->|Gate 5: Spine Ready| S6[\"6. Activate\"]\n    S6 -->|Gate 6: Workbench Ready| S7[\"7. Work\"]\n    S7 -->|Gate 7: Governance Ready| S8[\"8. Loop\"]\n```\n\n---\n\n### Stage 1 — Enter\n\n- **User Action:** Authenticates once via OneAuth SSO or arrives via a delegated host session.\n- **System Action:** Resolves Principal $\\to$ Tenant $\\to$ Workspace $\\to$ Role $\\to$ Entitlements $\\to$ Policies.\n- **Security Substrate:** Zero client credential copying. Host retains primary session authority.\n- **Readiness Gate 1:** **Identity Ready** (Verified principal securely bound to workspace).\n\n### Stage 2 — Discover\n\n- **User Action:** Reviews pre-connected integrations and suggested domain workbenches.\n- **System Action:** Discovery engine scans host environment for active SaaS instances (Salesforce, HubSpot, Zendesk, Stripe, Slack, GitHub).\n- **Underlying Logic:** Capability Resolver computes the intersection of available connectors against tenant RBAC policies.\n- **Readiness Gate 2:** **Workspace Ready** (Configured workspace with resolved capability envelope).\n\n### Stage 3 — Connect\n\n- **User Action:** Approves connector permissions (e.g. Read CRM, Sync Support, Query Billing).\n- **System Action:** Generates isolated server-side connector instances in the Provider Fabric.\n- **Security Substrate:** Credentials remain in secure server vault; only bounded capability projections are exposed to the client.\n- **Readiness Gate 3:** **Connections Ready** (Provider channels active and authenticated).\n\n### Stage 4 — Load\n\n- **User Action:** Initiates zero-friction initial ingestion or real-time webhook subscription.\n- **System Action:** Ingestion pipelines stream external accounts, opportunities, tickets, threads, and invoices into raw staging.\n- **Telemetry:** Progress metrics computed in real-time (Entities loaded, records batched).\n- **Readiness Gate 4:** **Data Ready** (Initial payload batch safely ingested).\n\n### Stage 5 — Normalize\n\n- **User Action:** Observes automated entity deduplication and relationship graph resolution.\n- **System Action:** Loader passes data to Normalizer, executing canonical entity resolution, provenance tagging, and relationship synthesis.\n- **Storage Invariant:** Writes structured state to Operational Spine (D1) and archives historical truth in Canonical Spine (Neon).\n- **Readiness Gate 5:** **Spine Ready** (Cohesive multi-source business graph assembled).\n\n### Stage 6 — Activate\n\n- **User Action:** Selects primary domain role (e.g. Sales Director, CS Lead, RevOps Manager).\n- **System Action:** Context Compiler projects the initial User Workbench with calculated Continuity Scores and real-time risk signals.\n- **Output:** Instant, hydrated workspace ready in $< 300\\text{ms}$.\n- **Readiness Gate 6:** **Workbench Ready** (Active role projection mounted with live data).\n\n### Stage 7 — Work\n\n- **User Action:** Inspects accounts, prioritizes triage items, and invokes Twin on high-priority objects.\n- **System Action:** Twin evaluates active object context path, surfaces converging risk signals, and drafts decision-ready proposals.\n- **Interactive Mode:** 1-click execution for standard operations; side-by-side diff previews for complex workflows.\n- **Readiness Gate 7:** **Governance Ready** (HITL approval policies active and verified).\n\n### Stage 8 — Loop (Continuous Operation)\n\n- **Operating Grammar:** **Understand $\\to$ Propose $\\to$ Govern $\\to$ Execute $\\to$ Reconcile $\\to$ Learn**\n- **System Action:** Closed-loop execution engine dispatches approved mutations to external SaaS providers, validates transaction receipts, and updates long-term organizational memory.\n- **Continuous State:** Workspace stays continuously synchronized without manual context reconstruction.\n"}