Pre-Onboarding Kit

Prepare AnswerLattice before setup starts.

Give your AI coding agent one prompt. It turns the product sources you actually have - repo, docs, website links, API specs, support exports, owner notes, policies, recordings, or screenshots - into an AnswerLattice-ready upload package.

Input modes

Repo, website, docs, owner notes, screenshots, mixed sources

Output

Reviewed source package, upload skeletons, support tests, asset rules

Boundary

Prepares inputs; does not publish official answers

Agent outputReview ready
1standardized source inputs
2api-payloads/*.jsonl
3production-onboarding/*.csv
4asset-inputs/screenshot plan

What it prepares

Structured source truth before AnswerLattice intake.

The prompt does the preparation work outside AnswerLattice, then leaves the owner with a reviewed package to upload.

Source inputs

Product context, workflows, support topics, website truth, policy boundaries, and source evidence maps.

Upload skeletons

Manifest and AnswerLattice add-source payloads that match the generated source files.

Support tests

Owner-style questions that prove AnswerLattice can answer routine support and escalate risky topics.

Screenshot rules

Asset slots, demo walkthrough briefs, capture plan, scrub level, and approval gates before public website use.

Workflow

From scattered product material to reviewed intake inputs.

The agent prepares the package. AnswerLattice still reviews drafts before anything becomes live support.

01

Paste prompt

Run the master prompt in a repo, docs workspace, website brief, or owner-notes workspace.

02

Inspect sources

Check website pages, docs, app routes, policies, support flows, and screenshots.

03

Create package

Generate source files, payloads, product surfaces, support tests, and asset rules.

04

Owner review

Remove private data, fix inaccuracies, and approve what can enter AnswerLattice.

05

Upload to AnswerLattice

Use Knowledge Intake to create review drafts from the prepared source set.

06

Enable support

Go live only after answers, surfaces, widget context, and test questions pass.

Source modes

It adapts to the product material you have.

A full repo is useful, but not mandatory. The prompt keeps AnswerLattice inputs structured while marking unavailable sources instead of guessing.

Repo and website
Multi-product repo
Website only
Docs only
Owner notes and screenshots
Mixed source bundle

Safety boundary

The prompt prepares inputs. It does not publish authority.

Pre-onboarding makes the first AnswerLattice intake cleaner, but it only covers sources the agent can actually read. AnswerLattice still requires source review, owner approval, and production checks before answering live users.

No secrets, tokens, cookies, or service accounts.

No payment details, raw logs, or private customer records.

No legal, privacy, refund, or security claims without approved source wording.

No guarantee that every AI IDE can inspect every private repo, login-only app, website, recording, or file.

Unavailable sources must be marked pending instead of treated as covered.

No live support until sources, product surfaces, widget context, and test questions pass.

Start before onboarding

Give AnswerLattice better source truth on day one.

Use the prompt first, review the output, then upload the selected sources into AnswerLattice Knowledge Intake.