Open Questions
User
- How much should happen immediately after the survey?
- What belongs inside the OS versus community?
- When should advisors become involved?
Routing
- How many routing categories should exist?
- Do we route by stage, problem, capability, or a mix?
- How should second-layer questions work?
- What confidence level is needed before showing a partner?
Partners
- How should banking appear?
- What is the minimum viable partner taxonomy?
- Which existing affiliates are relevant?
- Which partners are global partners, solution partners, affiliates, or sponsors?
- What partner data is required before OS placement?
Knowledge
- How granular should modules become?
- What belongs in knowledge versus advisor support?
- How do events fit into the knowledge layer?
Personalization
- What information should be inferred?
- When do we ask follow-up questions?
- How much personalization is needed for the first version?
Progress
- What counts as progress?
- Is progress learning, implementation, business outcome, or all three?
- Should scores measure engagement, health, or both?
Country and Compliance
- Which countries should we support first?
- Should USA and Canada share one partner track?
- Should India have its own partner track?
- How do we handle countries where we have users but no reliable partners?
- Which partner categories are country sensitive?
- What privacy and compliance requirements affect user data by region?
OS Surfaces
- Which OS surface should be the first route for each survey problem?
- Should Home show only one next action or several?
- Should Partners appear inside other surfaces or mainly on the Partner page?
- Should Learning and Journey stay separate or merge in some cases?
- Should Atlas AI be available on every surface?
- Which surfaces need country-based filtering?
- Which surfaces should create progress signals?