​

IntegrateWise — Canonical User Journey & Activation Blueprint

​

The 8 Journey Stages & 7 Activation Readiness Gates

​

Stage 1 — Enter

• User Action: Authenticates once via OneAuth SSO or arrives via a delegated host session.
• System Action: Resolves Principal $\to$ Tenant $\to$ Workspace $\to$ Role $\to$ Entitlements $\to$ Policies.
• Security Substrate: Zero client credential copying. Host retains primary session authority.
• Readiness Gate 1: Identity Ready (Verified principal securely bound to workspace).

​

Stage 2 — Discover

• User Action: Reviews pre-connected integrations and suggested domain workbenches.
• System Action: Discovery engine scans host environment for active SaaS instances (Salesforce, HubSpot, Zendesk, Stripe, Slack, GitHub).
• Underlying Logic: Capability Resolver computes the intersection of available connectors against tenant RBAC policies.
• Readiness Gate 2: Workspace Ready (Configured workspace with resolved capability envelope).

​

Stage 3 — Connect

• User Action: Approves connector permissions (e.g. Read CRM, Sync Support, Query Billing).
• System Action: Generates isolated server-side connector instances in the Provider Fabric.
• Security Substrate: Credentials remain in secure server vault; only bounded capability projections are exposed to the client.
• Readiness Gate 3: Connections Ready (Provider channels active and authenticated).

​

Stage 4 — Load

• User Action: Initiates zero-friction initial ingestion or real-time webhook subscription.
• System Action: Ingestion pipelines stream external accounts, opportunities, tickets, threads, and invoices into raw staging.
• Telemetry: Progress metrics computed in real-time (Entities loaded, records batched).
• Readiness Gate 4: Data Ready (Initial payload batch safely ingested).

​

Stage 5 — Normalize

• User Action: Observes automated entity deduplication and relationship graph resolution.
• System Action: Loader passes data to Normalizer, executing canonical entity resolution, provenance tagging, and relationship synthesis.
• Storage Invariant: Writes structured state to Operational Spine (D1) and archives historical truth in Canonical Spine (Neon).
• Readiness Gate 5: Spine Ready (Cohesive multi-source business graph assembled).

​

Stage 6 — Activate

• User Action: Selects primary domain role (e.g. Sales Director, CS Lead, RevOps Manager).
• System Action: Context Compiler projects the initial User Workbench with calculated Continuity Scores and real-time risk signals.
• Output: Instant, hydrated workspace ready in $< 300\text{ms}$.
• Readiness Gate 6: Workbench Ready (Active role projection mounted with live data).

​

Stage 7 — Work

• User Action: Inspects accounts, prioritizes triage items, and invokes Twin on high-priority objects.
• System Action: Twin evaluates active object context path, surfaces converging risk signals, and drafts decision-ready proposals.
• Interactive Mode: 1-click execution for standard operations; side-by-side diff previews for complex workflows.
• Readiness Gate 7: Governance Ready (HITL approval policies active and verified).

​

Stage 8 — Loop (Continuous Operation)

• Operating Grammar: Understand $\to$ Propose $\to$ Govern $\to$ Execute $\to$ Reconcile $\to$ Learn
• System Action: Closed-loop execution engine dispatches approved mutations to external SaaS providers, validates transaction receipts, and updates long-term organizational memory.
• Continuous State: Workspace stays continuously synchronized without manual context reconstruction.