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:
- First load: Just AI Provider + Theme
- After first message: Show Voice, Context Mode (if relevant)
- 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
- One choice at a time — Don't show all options upfront
- Clear language — No jargon. No abbreviations (except common ones)
- Smart defaults — Make the 80% case work without config
- Progressive disclosure — Show advanced features only to power users
- Mobile-first — Works great on phone, even better on desktop
- Help nearby — Questions answered in the UI, not in docs
- Quick setup — Working in <1 minute without reading docs
Related Issues
- #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?"