feat(onboarding): opt-in structured profile-build path on first contact (#41114)
* feat(onboarding): opt-in structured profile-build path on first contact On a user's very first gateway message, Hermes now optionally offers to build a short profile of them — then, only with consent, gathers durable facts and persists them to the user-profile memory store (memory tool, target="user") so future sessions start already knowing who they are. Inspired by Poke's zero-input onboarding, but consent-first by design: - The agent OFFERS, never assumes. Declining stops it immediately. - Before ANY external lookup it states what it will look up and asks. - It never reads connected accounts (email/calendar) silently — the exact privacy concern that made naive implementations feel invasive. Wiring reuses existing infrastructure end-to-end: - gateway/run.py first-message hook (was a plain self-intro) now swaps in the profile-build directive when enabled and not yet offered. - agent/onboarding.py gains profile_build_mode()/profile_build_directive() + PROFILE_BUILD_FLAG, latched once via the existing onboarding.seen mechanism so the offer fires at most once per install. - config default onboarding.profile_build: "ask" (set "off" to disable). Added to an existing section, so no _config_version bump needed. No new storage layer, no new injection path, no prompt-cache impact. * fix(dashboard): fold onboarding into agent tab to avoid 1-field category onboarding.profile_build is the only schema-surfaced onboarding field (onboarding.seen is an internal latch dict), so the dashboard CONFIG_SCHEMA single-field-category invariant rejected it. Merge onboarding -> agent like the other small categories.
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@@ -26,6 +26,7 @@ logger = logging.getLogger(__name__)
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BUSY_INPUT_FLAG = "busy_input_prompt"
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TOOL_PROGRESS_FLAG = "tool_progress_prompt"
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OPENCLAW_RESIDUE_FLAG = "openclaw_residue_cleanup"
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PROFILE_BUILD_FLAG = "profile_build_offered"
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# -------------------------------------------------------------------------
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@@ -126,6 +127,62 @@ def detect_openclaw_residue(home: Optional[Path] = None) -> bool:
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return False
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# -------------------------------------------------------------------------
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# Onboarding profile-build path (opt-in, consent-gated)
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# -------------------------------------------------------------------------
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def profile_build_mode(config: Mapping[str, Any]) -> str:
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"""Resolve the onboarding profile-build mode from config.
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Returns one of:
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``"ask"`` — on first contact, OFFER to build a profile (default).
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``"off"`` — never offer; the first-message note stays a plain intro.
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Read from ``config.onboarding.profile_build``. Unknown / missing values
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fall back to ``"ask"`` so the default experience offers the flow. Any
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network/account lookups inside the flow are separately consented to in
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conversation — this setting only governs whether the offer is made.
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"""
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if not isinstance(config, Mapping):
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return "ask"
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onboarding = config.get("onboarding")
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if not isinstance(onboarding, Mapping):
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return "ask"
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mode = onboarding.get("profile_build")
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if isinstance(mode, str) and mode.strip().lower() == "off":
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return "off"
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return "ask"
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def profile_build_directive() -> str:
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"""System-note directive appended to the very first message ever.
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Instructs the agent to run a short, opt-in, consent-gated profile-build
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flow and persist confirmed facts to the user-profile memory store
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(``memory`` tool, ``target="user"``). Phrased so the agent ASKS before any
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lookup and never silently reads connected accounts — directly addressing
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the privacy concern that reading email/accounts unprompted feels invasive.
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"""
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return (
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"\n\n[System note: This is the user's very first message ever. "
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"After a one-sentence introduction (mention /help shows commands), "
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"OFFER — do not assume — to build a short profile of them so you can "
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"be more useful, and explain they can decline or do it later. If and "
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"ONLY IF they accept:\n"
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" 1. Ask for whatever they're comfortable sharing (name, what they "
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"do, how they like you to work). Volunteered facts come first.\n"
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" 2. Before ANY external lookup, say what you intend to look up and "
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"get explicit consent for that step. Never read their connected "
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"accounts (email, calendar, etc.) silently — ask each time.\n"
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" 3. With consent, you may use web_search to confirm public details "
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"(e.g. employer, public profiles) from the data points they gave.\n"
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" 4. Save each confirmed, durable fact with the memory tool using "
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"target=\"user\" — keep entries compact and high-signal.\n"
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"If they decline at any point, stop immediately and continue normally. "
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"Keep the whole exchange light and conversational, not an interrogation.]"
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)
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# -------------------------------------------------------------------------
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# State read / write
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# -------------------------------------------------------------------------
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@@ -182,12 +239,15 @@ __all__ = [
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"BUSY_INPUT_FLAG",
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"TOOL_PROGRESS_FLAG",
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"OPENCLAW_RESIDUE_FLAG",
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"PROFILE_BUILD_FLAG",
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"busy_input_hint_gateway",
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"busy_input_hint_cli",
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"tool_progress_hint_gateway",
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"tool_progress_hint_cli",
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"openclaw_residue_hint_cli",
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"detect_openclaw_residue",
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"profile_build_mode",
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"profile_build_directive",
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"is_seen",
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"mark_seen",
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]
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