docs/KEYSTONE-UX-NORMIE-PLAN.md

Keystone UX Simplification Plan — Make It Work for Normies

The Problem

Current Keystone chat requires users to understand:

  • "Skills" (what are they? when do I use them?)
  • "Σ₀" (no idea what this means)
  • "CSF Memory" (jargon)
  • "Convergence" (abstract concept)
  • "Context Modes" (overwhelming list)
  • Multiple AI providers (Auto, Claude, ChatGPT, Gemini, Grok, Local, Keystone FT)

Result: Non-technical users feel lost immediately. UI assumes programming knowledge.


Phase 1: First-Load Experience (Week 1)

1.1 Guided Onboarding Modal

On first visit, show:


"What would you like to do?"



[ 📝 Chat (Journal)      ] — Talk about your day

[ 💻 Code (Dev)          ] — Ask for code help

[ 🔍 Research (Explore)  ] — Learn something new

[ 💰 Trading (Trader)    ] — Market analysis

NO jargon. NO advanced options. Just four simple choices.

Implementation:

  • Check localStorage.lantern-hasSeenOnboarding
  • Show modal if false
  • Set flag to true on click
  • Route starter prompt based on choice

1.2 Provider Selection Simplified

Current: Dropdown withoptions New: Three radio buttons:


( ) Auto (I don't know — pick the best)

( ) Fast (Local, no API needed)

( ) Smart (Use my API key for best results)

Hide: All individual provider settings until user selects "Smart"


Phase 2: Remove Jargon (Week 1-2)

2.1 Rename UI Elements

Current New Why
CSF Memory / Symbols Remember Important Things Clear purpose
Context Modes Give AI Context Plain English
Convergence Hide entirely from normies
Σ₀ Remove from UI
Skills Quick Actions More intuitive
Connectors Tools Familiar term
Performance Monitor Show stats Optional, clear intent

2.2 Add Help Bubbles

Every setting gets a ? icon with one-sentence explanation:


"AI Provider" ?

↓

"Chooses which AI assistant to use. Auto picks

 the best for your question. Smart uses your

 paid API keys for faster responses."

No multi-line explanations. One sentence max.

2.3 Hide Power User Settings

Add toggle: "Show Advanced Settings" in settings drawer

Basic view (default):

  • AI Provider (Auto / Fast / Smart)
  • Theme (Light / Dark)
  • Voice Mode (on/off)

Advanced view (when toggled):

  • Individual provider keys (Claude, Gemini, ChatGPT, Grok)
  • Context Modes (all checkboxes)
  • Connectors (MCP, Web Search)
  • Performance Monitor
  • Convergence Settings (for power users)

Phase 3: Intelligent Defaults (Week 2)

3.1 Auto-Detect What User Needs

Listen to first message, pick relevant context:


User says: "help me debug this" → Enable Code Context

User says: "should I buy..." → Enable Trading Context

User says: "what happened today" → Enable Web Search

User says: "remember..." → Enable Memory Mode

No user action needed. Context activates automatically based on intent.

3.2 Simplified Starter Prompts

Current:


⚡ What needs doing?

⚡ How's the system?

⚡ Get started

⚡ Tell me a story

⚡ Teach me

⚡ Play game

New (dynamic based on onboarding choice):

Chat mode:


⚡ What's on your mind?

⚡ Tell me about your day

⚡ Any questions?

Code mode:


⚡ Fix a bug for me

⚡ Explain this code

⚡ Design a feature

Research mode:


⚡ Teach me something

⚡ Explain how this works

⚡ Search for me

Trading mode:


⚡ Should I buy/sell?

⚡ Analyze this market

⚡ Trading ideas


Phase 4: Settings Restructure (Week 2-3)

4.1 Settings Modal Redesign

Tabs:

  • General (Theme, Voice, Provider)
  • Connected Services (API keys, Tools)
  • Advanced (Context modes, Convergence, Monitoring)

Each tab = one concept. No overwhelming lists.

4.2 Progressive Disclosure

Show only what user needs:

  1. First load: Just AI Provider + Theme
  2. After first message: Show Voice, Context Mode (if relevant)
  3. Aftermessages: Show Advanced if they ask

Use localStorage to track usage patterns.


Phase 5: One-Click Setup (Week 3)

5.1 Provider Setup Wizard

Instead of: "Enter your ANTHROPIC_API_KEY" Use:


"Get smarter responses"

  ↓

"Enter Claude API key" (or skip to use free option)

  ↓

[Paste key]

[Test key]

[Done]

Show a when key is valid.

5.2 Pre-Fill Common Actions

Instead of typing, offer:


Quick Actions:

☑ Chat with me

☑ Help with code

☑ Research

☑ Trade ideas

☑ Custom question

User clicks, AI responds without typing.


Phase 6: Feedback & Help (Week 4)

6.1 Contextual Tips

Show tips when user gets stuck:


No message for 2 min?

↓

💡 Tip: Try "Tell me about your day" or 

   ask me to explain something

6.2 Help Button

Single "?" button in nav → simplified help overlay:


What is Keystone?

  → An AI assistant that remembers you



How do I use it?

  → Just chat like normal. Ask for help.



What if I have a problem?

  → Click "Help" below, or email [email protected]


Phase 7: Mobile Optimization (Week 4)

7.1 Touch-Friendly Settings

  • Larger buttons (48px minimum)
  • Swipe-to-toggle instead of checkboxes
  • Bottom sheet drawer instead of modal

7.2 Reduced Settings on Mobile

Hide advanced settings entirely on phone. Only show:

  • AI Provider
  • Theme
  • Voice Mode

Access advanced via "More Settings" button.


Implementation Checklist

  • Phase 1: First-load onboarding modal (4h)
  • Phase 1: Simplified provider selection (2h)
  • Phase 2: Rename UI elements in HTML (1h)
  • Phase 2: Add help bubbles to settings (3h)
  • Phase 2: Add "Show Advanced Settings" toggle (2h)
  • Phase 3: Auto-detect user intent (4h)
  • Phase 3: Dynamic starter prompts (2h)
  • Phase 4: Redesign settings with tabs (4h)
  • Phase 5: Provider setup wizard (4h)
  • Phase 5: Pre-fill quick actions (3h)
  • Phase 6: Contextual help & tips (3h)
  • Phase 7: Mobile optimization (5h)

Total: ~40 hours of work


Success Metrics

Metric Target How to Measure
First-time confusion <2 min to first message Analytics: time to first send
Provider selection 80% use "Auto" localStorage preference logging
Help button clicks <5% of users Click tracking
Mobile UX rating 4.5+ stars In-app feedback survey
Setup time <1 minute Timed user testing

Rollout Strategy

Week 1: Core UX

  • Onboarding modal
  • Simplified provider selection
  • Dark mode (done in #641)

Week 2: Jargon Removal + Defaults

  • Rename all elements
  • Help bubbles
  • Auto-detection
  • Dynamic prompts

Week 3: Settings Overhaul

  • Tab-based settings
  • Progressive disclosure
  • Wizard for API keys

Week 4: Polish + Mobile

  • Help system
  • Mobile optimization
  • User testing feedback

Design Principles

  1. One choice at a time — Don't show all options upfront
  2. Clear language — No jargon. No abbreviations (except common ones)
  3. Smart defaults — Make the 80% case work without config
  4. Progressive disclosure — Show advanced features only to power users
  5. Mobile-first — Works great on phone, even better on desktop
  6. Help nearby — Questions answered in the UI, not in docs
  7. Quick setup — Working in <1 minute without reading docs

  • #641 — Dark mode (✅ DONE)
  • #642 — This epic (Keystone UX simplification)
  • Future: Onboarding modal
  • Future: Settings redesign
  • Future: Mobile optimization

Open Questions

  • Should "Skills" be hidden entirely for normies? (Yes, hide them)
  • Which AI provider should be default? (Claude, with fallback to Gemini)
  • How many starter prompts? (3-4 max per mode)
  • Should we track user behavior? (Yes, anonymously, for analytics)

Notes for Implementer

  • Use feature flags to roll out gradually
  • Test with non-technical user (ask a friend)
  • Measure time-to-first-message for each iteration
  • Get feedback before building the full wizard
  • Mobile testing is mandatory (use device emulator)

This is a user-first redesign. Every decision should ask: "Does a non-technical person understand this?"