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Onboarding & Initial Setup

Select Chat Style During Onboarding

Overview

Flow ID: onboarding-chat-style
Category: Onboarding & Initial Setup
Estimated Duration: 1-2 minutes
User Role: All Users (first time)
Complexity: Simple

Purpose: Choose visual style for chat conversations from multiple preset themes. Each style offers different appearance, message layout, and visual design. Selection determines how chat messages look throughout the application.

Related Flows

Prerequisites

Before starting, users must have:

  • Onboarding wizard active
  • Progressed past earlier steps (or they were skipped)

Step-by-Step Flow

Main Path (Happy Path)

Step 1: Style Selection Step Loads

  • User Action: Arrive at chat style selection step
  • System Response: Style options display
  • UI Elements Visible:
    • Step header: "Choose Your Chat Style" or "Step 2: Select Appearance"
    • Progress indicator: "Step 2 of 4"
    • Explanation: "Select how you want conversations to look"
    • Grid of style preview cards (typically 6-9 options)
    • Each card shows:
      • Style name (e.g., "Professional", "Teams", "Creative")
      • Preview of chat appearance with sample messages
      • Selection indicator (radio button or border)
    • "Next" button
    • "Skip" option
  • Visual Cues:
    • Preview cards show actual chat appearance
    • Clear visual differences between styles

Step 2: Review Style Options

  • User Action: Look through available styles and their previews
  • System Response: Static display of options
  • UI Elements Visible:
    • Multiple style cards showing:
      • Professional: Clean, business-appropriate layout
      • Teams: Microsoft Teams-like appearance
      • Creative: Colorful, artistic design
      • Space: Dark theme with centered bubbles
      • Daylight: Light, airy theme
      • Classic: Traditional chat interface
      • Others depending on configuration
    • Each preview shows sample user and AI messages

Step 3: Select Preferred Style

  • User Action: Click on preferred style card
  • System Response:
    • Selected card highlights
    • Other cards may dim slightly
    • Selection indicator appears (checkmark, border, or highlight)
    • "Next" button becomes enabled (if was disabled)
  • UI Elements Visible:
    • Selected style card with visual selection indicator
    • Other cards in unselected state
    • "Next" button active
  • Visual Cues:
    • Clear visual distinction of selected card
    • Border, background color, or checkmark indicates selection

Step 4: Optional - Change Selection

  • User Action: Click different style card if changing mind
  • System Response:
    • Previous selection deselects
    • New card selects
    • Selection updates instantly
  • UI Elements Visible: Selection indicator moves to new card

Step 5: Proceed to Next Step

  • User Action: Click "Next" button
  • System Response:
    • Selection is saved
    • Onboarding advances to next step
    • Style will be applied to all chats
  • UI Elements Visible:
    • Next onboarding step loads
    • Progress updates: "Step 3 of 4"
  • Visual Cues: Step transition animation

Final Step: Chat Style Selected

  • Success Indicator:
    • Style selected and saved
    • Progressed to next onboarding step
    • Style will be active when using chat
  • System State Change:
    • Chat style preference saved to settings
    • All future chats will use this style
    • Can be changed later in settings
  • Next Possible Actions:
    • Continue onboarding
    • Complete setup
    • Change style later in settings if desired

Alternative Paths & Strategies

Strategy A: Skip Style Selection

When to use: Don't care about appearance or want to explore later

Steps:

  1. On style selection step, click "Skip"
  2. Default style applied (typically "Professional")
  3. Advance to next step
  4. Can change in settings later

Strategy B: Preview Multiple Styles Carefully

When to use: Want to make informed choice

Steps:

  1. Click each style card to select
  2. Carefully examine each preview
  3. Compare message layouts, colors, spacing
  4. Select favorite after reviewing all
  5. Proceed

Error States & Recovery

Error 1: No Styles Available

Cause: Configuration error or missing style definitions
User Experience:

  • Empty style selection area
  • Error message

Recovery Steps:

  1. Skip this step
  2. Default style will be used
  3. Can configure in settings later

QA Note: Style list should always be available. If empty, indicates system configuration issue.

Error 2: Selection Doesn't Save

Cause: Database write error
User Experience:

  • Select style, click next
  • Style reverts to default later

Recovery Steps:

  1. Change style in settings after onboarding
  2. Selection should persist from settings

Version History

Date Version Author Changes
2025-10-04 1.1 Iternal Technologies Initial comprehensive documentation

Notes

Available Chat Styles (may vary by version):

  • Professional: Clean, business-appropriate, neutral colors
  • Teams: Microsoft Teams-inspired layout
  • Multicolor: User messages color-coded for multi-user conversations
  • Creative: Artistic, colorful design
  • Space: Dark theme, centered messages
  • Daylight: Light, minimalist design
  • Classic/OldSchool: Traditional chat interface
  • Green Phosphorus: Retro terminal-style
  • Nimbus: Cloud-themed design

Best Practices:

  • Choose style comfortable for extended reading
  • Consider if others will view chats (professional vs. casual)
  • Test style can be changed later (not permanent decision)
  • Dark themes (Space) good for low-light environments
  • Light themes (Professional, Daylight) good for bright environments

Style Characteristics:

  • Some styles align messages left, others right or center
  • Color schemes vary from neutral to vibrant
  • Spacing and density differ between styles
  • Some have visual flourishes, others minimal

Common User Questions:

  • "Can I change style later?" - Yes, in settings
  • "Does style affect functionality?" - No, only visual appearance
  • "Can different chats have different styles?" - No, global setting affects all chats
  • "Which style is most popular?" - Professional and Teams are common for work use
  • "Can I customize colors?" - Limited; choose from preset styles

Trigger

What initiates this flow:

  • User manually initiates
  • System event (reaches chat style step in onboarding)

Specific trigger: Onboarding wizard advances to style selection step (typically Step 2 or 3).

User Intent Analysis

Primary Intent

Select preferred visual style for chat interface that matches personal aesthetic preferences and usability needs.

Secondary Intents

  • Personalize application appearance
  • Choose style comfortable for extended reading
  • Match personal or organizational branding preferences
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