# 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.html` or local `8765`.
- [ ] 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.