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
The existing AdvisorReferralModal (reused 1:1 from the Advice page) opens as a popup over the chat: trust copy, Message optional, Name, Email, Phone prefilled, Match Me. Centered on desktop; a full-width sheet on mobile.
Reach: Modal → Match Me (in flight)
Inside the modal, "Match Me" is disabled and shows a spinner with "Matching you..." — the double-submit guard while the request is in flight.
Reach: ?screen=error (a failed submit)
Failure handled inside the modal exactly as on the Advice page: the modal stays open, typed details preserved, a plain red line under the fields reads "Something went wrong. Please try again.", Match Me is the retry. No AI failure message.
Reach: Modal success → Close
After the modal's own "Request received" success screen is closed, the mortgage card in the chat shows the quiet "Matched to Adviser" badge with no duplicate footer text. There is NO AI confirmation bubble. 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. The AdvisorReferralModal + referred flow are live (interactive), not separate ?screen states.