Prototype — prd-80-proactive-ai
Every screen and state, on desktop and mobile, at a glance. Click any frame — or Enter the prototype — to open it live.
Variants: Mid-conversation nudge (Layer 3)
Reach: Dashboard pill "There are 3 growth opportunities ready for you" → chat opens
TRUE default. AI greeting + ONE full mortgage card + a collapsed "2 more opportunities" row. Nothing pre-expanded, nothing dismissed.
Reach: Tap the "2 more opportunities when you're ready" row
The roll-up row expands to two compact preview chips (KiwiSaver, idle cash).
Reach: Expand a chip → Not now
The KiwiSaver card (expanded from its chip) dismissed to its quiet acknowledged row (30-day silence).
Reach: Mortgage card → Talk to an adviser
Exact AdvisorReferralModal fields inline (Message optional, Name, Email, Phone prefilled), trust box, Match Me. Scroll anchors to the form title on open.
Reach: Referral form → Match Me (in flight)
"Match Me" disabled with a spinner and "Matching you..." — double-submit guard while the request is in flight.
Reach: ?screen=error (a failed submit)
Form stays open, typed details preserved, red inline banner above the button. Match Me is the retry. No AI failure message.
Reach: Referral form → Match Me (success)
SortMe AI posts the confirmation (phone + 24-hour expectation); the mortgage card flips to the quiet "Matched to Adviser" badge with no duplicate footer text. Chat input visible below.
Reach: User asked "should I do anything about my mortgage?" → helpful answer + ONE nudge card
A normal chat where the AI answers helpfully, then gently brings in the outstanding recommendation as the same single card. One nudge only — no "more opportunities" row. Form + referred flow are live (interactive), not separate ?screen states.