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docs(03-02): complete onboarding wizard and BYO API key management plan

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Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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Adolfo Delorenzo
2026-03-23 21:49:52 -06:00
parent b73f6bf7da
commit 521cec46f7
3 changed files with 179 additions and 14 deletions
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4
.planning/REQUIREMENTS.md
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@@ -43,7 +43,7 @@ Requirements for beta-ready release. Each maps to roadmap phases.
- [x] **PRTA-01**: Operator can create, view, update, and delete tenants
- [x] **PRTA-02**: Operator can design agents via a dedicated Agent Designer module — defining job description, statement of work, persona, system prompt, tool assignments, and escalation rules
- [x] **PRTA-03**: Operator can connect messaging channels (Slack, WhatsApp) via guided wizard
- [ ] **PRTA-04**: New tenants are guided through structured onboarding (connect channel, configure agent, test message)
- [x] **PRTA-04**: New tenants are guided through structured onboarding (connect channel, configure agent, test message)
- [x] **PRTA-05**: Operator can manage subscription plans and billing via Stripe integration
- [x] **PRTA-06**: Portal displays agent cost tracking and usage metrics per tenant
@@ -117,7 +117,7 @@ Which phases cover which requirements. Updated during roadmap creation.
| PRTA-01 | Phase 1 | Complete |
| PRTA-02 | Phase 1 | Complete |
| PRTA-03 | Phase 3 | Complete |
| PRTA-04 | Phase 3 | Pending |
| PRTA-04 | Phase 3 | Complete |
| PRTA-05 | Phase 3 | Complete |
| PRTA-06 | Phase 3 | Complete |