Start here
Authentication guide
Session lifecycle, refresh policy, and runtime auth boundaries.
Coach guide
Conversation flow, streaming behaviour, and follow-up handling.
Money guide
Snapshot-based visibility, action workflows, snooze behaviour, and UI state strategy.
Growth guide
Opportunity discovery and project execution lifecycle.
White-labeling guide
Partner branding, typography, and tenant-level visual customisation.
Onboarding guide
First-use identity capture, setup processing, and journey activation.
Capability summary
| Capability | What to focus on | Best starting page |
|---|---|---|
| Authentication | Token lifecycle, retry policy, and fail-closed behaviour | /sdk/api-auth |
| Coach | Conversation sessions, streaming output, degraded states, and contextual follow-ups | /sdk/api-coach |
| Money | Snapshot consistency, action prioritisation, follow-through states, snooze, and status updates | /sdk/api-money |
| Growth | Focused opportunity evaluation, journey follow-through, and conversion into execution projects | /sdk/api-growth |
| Onboarding | Required identity capture, processing states, and first-visit activation | /sdk/onboarding |
| White-labeling | Partner branding, theme, typography, and email presentation | /sdk/white-labeling |
Integration patterns to watch
Auth recovery
Use a single refresh-on-auth-failure strategy and fail closed if refresh does not recover session state.
Streaming UX
Handle progressive assistant output and completion signals as separate UI states.
Snapshot consistency
Use backend-selected latest data for initial Money loads, and preserve explicit dated context only when intentionally supplied.
Journey progress
Keep progress based on confirmed Money, Growth, and Coach actions rather than duplicated frontend rules.