Capability guide overview

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Authentication guide

Session lifecycle, refresh policy, and runtime auth boundaries.

Coach guide

Conversation flow, connected-source answers, Daily Briefing, action context, and follow-up handling.

Money guide

Multi-account visibility, scannable action workflows, status preservation, and UI state strategy.

Growth guide

Opportunity discovery and project execution lifecycle.

White-labeling guide

Partner branding, typography, and tenant-level visual customisation.

Onboarding guide

First-use identity capture, setup processing, and journey activation.

What’s new in v1.8

v1.8 refreshes the embedded experience and deepens Money, Growth, Coach, onboarding, authentication, and connected-account workflows.

Money recommendations use a richer presentation path with clearer action structure, supporting evidence, targeted follow-up answers, and aligned card and detail imagery.
Growth opportunities and Projects are more execution-ready, with stronger commercial context, draft plans, schedule activation, and clearer current-focus progress.
Coach keeps the current Daily Briefing available without creating empty sessions and disables unavailable action launchers instead of starting workflows that cannot run.
Onboarding, branded sign-in, session recovery, support messaging, connected-account completion, and transaction inspection are clearer and more resilient.

Capability summary

Capability	What to focus on	Best starting page
Authentication	Token lifecycle, retry policy, and fail-closed behaviour	`/sdk/api-auth`
Coach	Conversation sessions, Daily Briefing entry points, connected-source answers, Coach Action context, degraded states, and contextual follow-ups	`/sdk/api-coach`
Money	Multi-account data, snapshot consistency, scannable action presentation, follow-through states, snooze, and status updates	`/sdk/api-money`
Growth	Focused opportunity evaluation, scannable opportunity cards, journey follow-through, and conversion into execution projects	`/sdk/api-growth`
Onboarding	Required identity capture, policy acknowledgement, processing states, and Coach-led first-visit activation	`/sdk/onboarding`
White-labeling	Partner branding, theme, typography, and email presentation	`/sdk/white-labeling`

Integration patterns to watch

Auth recovery

Use a single refresh-on-auth-failure strategy and fail closed if refresh does not recover session state.

Streaming UX

Handle progressive assistant output and completion signals as separate UI states.

Snapshot consistency

Use backend-selected latest data for initial Money loads, and preserve explicit dated context only when intentionally supplied.

Connected accounts

Treat same-currency multi-account data as one user financial picture, with internal transfers excluded from income and expense reasoning.

Action context

Keep generated cards, detail panels, status changes, and Coach Action context tied to the Narrative-managed source of truth.

Connected-source availability

Treat Xero and other accounting-source data as available only after the user has connected the source and the relevant sync has completed.

Journey progress

Keep progress based on confirmed Money, Growth, and Coach actions rather than duplicated frontend rules.

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