Walkthrough script: guided path (≈ 5–7 minutes)
Facilitator checklist for the Milestone 1 / Phase 1A demo. Mirrors the live-demo slide of walkthrough-deck.html. Stop at TERMS_AGREED. Do not open Landed Cost, Trade Sheet, Dossier or Reference Data.
Before you start
- [ ] Open https://casean-m1-preview.pages.dev/prototype/ in Chrome (CASEAN-facing). NILEAD-only fallback:
docs/ia/prototype/index.htmlor local8765. - [ ] Open *Demo controls* (top bar) > *Reset demo data*.
- [ ] Keep the deck on a second window: https://casean-m1-preview.pages.dev/walkthrough-deck.html.
- [ ] Copy this paste text to the clipboard:
Hi, 600 MT at USD 780/MT CIF, L/C at sight. Freight TBD.Say up front: "Everything you see is sample data, in one browser. Switching shells stands in for two companies."
Steps
| Min | Shell | Click | Say |
|---|---|---|---|
| 0:00 | Buyer | index.html > Buyer > Home | "One card says what to do next. Rows under *Needs your action* each have one button." Point at the Next step card. |
| 0:45 | Buyer | Create an RFQ | "Only starred fields are required." Fill the starred fields. Click *Add optional details* once to show it is hidden by default. Do not fill them. |
| 1:30 | Buyer | Publish | You land on *My RFQs* with the new RFQ highlighted. |
| 1:45 | Supplier | Top right: switch shell > Supplier > Inquiries > open the new RFQ > Respond | "Price is optional." |
| 2:15 | Supplier | Pick a lot, leave price blank, submit | "The deal opens at INQUIRY. Unagreed terms are [PENDING], not blockers." |
| 2:45 | Supplier | Open the new deal > Overview | Point at the Guide card: four-stage checklist, one primary button. Say: "Landed Cost and Trade Sheet are marked optional here." |
| 3:15 | Supplier | Click I don't know: ask CASEAN, type anything, send | Open *Activity*: a short stub shows help was requested (question text is not stored). "Asking is a valid exit." If the buyer later notices the stub, say product intent is private to org + CASEAN. |
| 3:45 | Supplier | Top bar > Assist > What should I do next? | "Same rules as the Guide card, in plain language." |
| 4:00 | Supplier | Assist > paste the sample text > Propose terms | Show the PROPOSED / AI draft diff: 600 MT, USD 780, CIF, L/C at sight. Point out: freight is ignored on purpose. "Nothing has changed yet." |
| 4:30 | Supplier | Accept & save, confirm | Activity shows "AI draft accepted". The deal moves INQUIRY → NEGOTIATING because price and Incoterm are now set. |
| 4:45 | Supplier | Overview/Terms > Accept terms | "Each side accepts for itself." |
| 5:15 | Buyer | Switch shell > Buyer > Deals > the new deal > Terms > Accept terms | Stepper reaches TERMS_AGREED. |
| 5:45 | Buyer | Stay on the Overview | Stop here. "That is the Milestone 1 path. Vessel, containers and agent are still [PENDING] and nothing blocked us." |
If a core field is still [PENDING] when accepting, the prototype warns but allows it. Say so if asked.
Fallback
If the new RFQ flow misbehaves, use the seeded DL-0412 Red lentils (NEGOTIATING, payment terms open): Buyer > Deals > DL-0412 > Terms > Accept; Supplier > DL-0412 > Terms > Accept. You lose the RFQ/respond steps, so say so.
Optional peek (≤ 1 minute, only if asked)
Label it concept, not required. On the same deal, open *Landed Cost (concept)*: every cost line is ESTIMATE_PENDING, "Landed cost total: Not calculated". Open *Trade Sheet*: "Draft, not executed", concept banner. Do not freeze, sign or lock. Return to the Overview.
Concierge / proxy (one slide, ≈ 1 minute, optional)
Do this before mutual accept (while still NEGOTIATING), or on a fresh deal — editing terms in proxy after TERMS_AGREED would send the deal back to NEGOTIATING.
1. Switch shell > Concierge > open the same deal > Overview.
2. Point out: the Guide says to enter Proxy Mode rather than acting; Accept, sign and lock stay with the organisation (IA D2).
3. On that deal page, click Act on behalf of Saigon Agri Imports (Buyer) (or the supplier party that belongs to *this* deal — not Penang unless Penang is a party). Give a reason. Amber banner appears.
4. Do not edit terms in this peek. Optionally open *Activity*: you will see the proxy stamp only after a write (upload, etc.). Say: concierge never accepts, signs, locks, or confirms SETTLED — those controls stay disabled with a D2 reason while in proxy.
Likely questions
- Is the AI real? No. It is scripted pattern matching, labelled CONCEPT. The rule that matters is real: it proposes, a person accepts (ADR-0006).
- Where are freight, duty and HS? Deliberately absent. Assist skips them; Landed Cost is Phase 1C.
- What about verification? It is a completeness meter, never a navigation gate. Dossier admin is not a Milestone 1 acceptance item.
- What happens after
TERMS_AGREED? Documents, Trade Sheet and settlement are shown elsewhere in the prototype README and are outside this walkthrough.