Added Phase-20-Story-Intelligence-Onboarding document
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Nick Beckley
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PlotLine/Docs/Features/Phase-20-Story-Intelligence-Onboarding.md
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PlotLine/Docs/Features/Phase-20-Story-Intelligence-Onboarding.md
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# Phase 20 -- Story Intelligence Onboarding
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## Functional Design Specification
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### Overview
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The purpose of the Story Intelligence Onboarding Wizard is to transform
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a new user's manuscript into a structured PlotDirector project with as
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little manual effort as possible.
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Rather than expecting the user to manually create chapters, scenes,
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characters and summaries, PlotDirector will guide them through an
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onboarding process appropriate to the way they write.
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The wizard has two distinct objectives:
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1. Remove the "blank project" experience that new users currently
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encounter.
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2. Demonstrate PlotDirector's capabilities immediately by building a
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rich story model from the user's existing manuscript.
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The wizard is website-led throughout. The PlotDirector Word Companion
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acts only as a document scanner and synchronisation agent where
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Microsoft Word is used.
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------------------------------------------------------------------------
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# Design Principles
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- The onboarding should feel like a conversation rather than a
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configuration screen.
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- The user should never be presented with options that are irrelevant
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to the software they use.
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- AI is entirely optional.
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- The user always remains in control.
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- No manuscript is analysed using AI without explicit consent.
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- The Word Companion remains the preferred workflow but is never
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mandatory.
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------------------------------------------------------------------------
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# Wizard Flow
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## Step 1 -- Welcome
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Display a friendly welcome explaining that PlotDirector will tailor the
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setup to the author's workflow.
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------------------------------------------------------------------------
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## Step 2 -- Where are you in your writing journey?
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- I'm planning a brand new story
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- I've already started writing
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- My manuscript is largely complete
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------------------------------------------------------------------------
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## Step 3 -- What software do you write in?
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- Microsoft Word (Recommended)
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- Google Docs
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- Scrivener
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- LibreOffice / OpenOffice
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- Markdown / Obsidian
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- Other
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Store this preference against the user profile.
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------------------------------------------------------------------------
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## Step 4 -- Create your first project
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Collect:
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- Project Name
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- Optional Description
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------------------------------------------------------------------------
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## Step 5 -- Create your first book
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Collect:
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- Book Title
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- Subtitle
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- Genre
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- Estimated Word Count (optional)
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- Cover Image (optional)
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------------------------------------------------------------------------
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# Path A -- Microsoft Word
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## A1 -- Install the Word Companion
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Provide:
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- Download button
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- Installation guide
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- Short demonstration video
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- Troubleshooting link
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------------------------------------------------------------------------
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## A2 -- Open the manuscript
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The user opens the manuscript in Word, starts the Companion, signs in
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and links the document to the selected Project and Book.
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------------------------------------------------------------------------
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## A3 -- Companion Detection
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The Companion silently registers itself with PlotDirector, including:
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- User
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- Companion Version
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- Current Document
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- Linked Project
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- Linked Book
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- SignalR Session
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The website updates immediately to show **Word Companion Connected**.
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Until this point the Companion status is hidden from the application
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header.
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------------------------------------------------------------------------
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## A4 -- Scan Manuscript
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The website instructs the Companion (via SignalR) to scan the document.
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The Companion detects:
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- Chapters
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- Scenes
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- Word Counts
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- Character Candidates
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- Hidden Document IDs
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- Document Metadata
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Progress is streamed continuously back to PlotDirector.
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------------------------------------------------------------------------
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## A5 -- Review Scan
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Display the detected:
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- Chapters
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- Scenes
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- Character Suggestions
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Allow editing before import.
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------------------------------------------------------------------------
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## A6 -- Import Structure
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Create:
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- Chapters
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- Scenes
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- Characters
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- Initial Scene Metadata
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Return created IDs to the Companion so hidden document markers can be
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updated.
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------------------------------------------------------------------------
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## A7 -- Story Intelligence (Optional)
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Explain that PlotDirector can analyse the manuscript using AI.
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Explain:
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- Entirely optional.
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- Manuscript is securely processed using the OpenAI API.
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- API content is not used to train AI models.
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- Show estimated time.
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- Show cost or included credits.
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Buttons:
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- Analyse Now
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- Skip
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------------------------------------------------------------------------
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# Path B -- Other Writing Software
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## B1 -- Export
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Guide the user to export their manuscript as **.docx**.
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## B2 -- Upload
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Upload the document.
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Use the same scanning engine as the Word Companion.
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## B3 -- Review
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Display detected structure.
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## B4 -- Import
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Create the project structure.
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Explain that future updates can be imported by uploading a fresh Word
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export.
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## B5 -- Story Intelligence
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Offer the same optional AI analysis.
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------------------------------------------------------------------------
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# Story Intelligence Pipeline
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The pipeline should progressively build a structured Story Model.
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1. Scene analysis
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2. Character profiles
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3. Relationship summaries
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4. Location summaries
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5. Asset summaries
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6. Plot thread suggestions
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7. Timeline observations
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8. Continuity and warning generation
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Each stage should consume structured data from earlier stages wherever
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possible rather than repeatedly analysing the manuscript.
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------------------------------------------------------------------------
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# Progress Experience
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Progress should be streamed live using SignalR.
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Example messages:
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- Preparing manuscript
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- Reading Chapter 12 of 38
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- Summarising Scene 54
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- Identifying recurring characters
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- Building relationship map
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- Finding important locations
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- Tracking story assets
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- Constructing timeline
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- Generating character biographies
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- Building your Story Model
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- Finalising project
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Display live counters for:
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- Chapters
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- Scenes
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- Characters
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- Locations
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- Assets
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- Relationships
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- Plot Threads
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------------------------------------------------------------------------
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# Completion Screen
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Present a dedicated completion page.
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Example summary:
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- 42 Chapters
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- 186 Scenes
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- 38 Characters
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- 24 Locations
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- 18 Assets
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- 31 Relationships
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- 11 Plot Threads
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- 315 AI Suggestions
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Buttons:
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- Review AI Suggestions
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- Open Project Overview
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- Open Writer Workspace
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- Take a Quick Tour
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------------------------------------------------------------------------
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# Dashboard Behaviour
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If Microsoft Word was selected but the Companion has never connected:
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Display a dashboard reminder.
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Once connected:
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- Hide installation prompts.
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- Show Companion status in the application header.
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- Future connections occur silently.
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------------------------------------------------------------------------
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# Future Enhancements
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- Automatic manuscript update detection.
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- Incremental re-analysis.
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- Selective AI regeneration.
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- AI confidence scores.
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- Author approval queue.
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- Background processing.
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- Analysis history.
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- Version comparison.
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- Additional writing platform support.
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------------------------------------------------------------------------
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# Guiding Philosophy
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The onboarding wizard is not simply importing a manuscript.
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It is constructing a structured **Story Model** that powers
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PlotDirector's timelines, continuity analysis, relationships, locations,
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assets, plot threads, reports and writing tools.
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The end result should leave authors feeling that PlotDirector has
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genuinely understood their story rather than simply copied their
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document into a database.
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