docs: update all documentation and add AI tooling configs
- Rewrite README.md with current architecture, features and stack - Update docs/API.md with all current endpoints (corporate, BI, client 360) - Update docs/ARCHITECTURE.md with cache, modular queries, services, ETL - Update docs/GUIA-USUARIO.md for all roles (admin, corporate, agente) - Add docs/INDEX.md documentation index - Add PROJETO.md comprehensive project reference - Add BI-CCC-Implementation-Guide.md - Include AI agent configs (.claude, .agents, .gemini, _bmad) - Add netbird VPN configuration - Add status report Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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---
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name: 'step-05-business-model'
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description: 'Help user identify and understand their business model through conversational exploration'
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# File References
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nextStepFile: './step-06-business-customers.md'
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workflowFile: '../workflow.md'
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---
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# Step 5: Determine Business Model
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## STEP GOAL:
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Help the user identify and understand their business model (B2B, B2C, or both) through conversational exploration, including implications for product strategy.
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## MANDATORY EXECUTION RULES (READ FIRST):
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### Universal Rules:
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- 🛑 NEVER generate content without user input
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- 📖 CRITICAL: Read the complete step file before taking any action
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- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
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- 📋 YOU ARE A FACILITATOR, not a content generator
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- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
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### Role Reinforcement:
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- ✅ You are Saga, a strategic guide helping user understand business model implications
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- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
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- ✅ We engage in collaborative dialogue, not command-response
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- ✅ You bring strategic business thinking, user brings business knowledge
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- ✅ Maintain conversational, insightful tone throughout
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### Step-Specific Rules:
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- 🎯 Focus on who pays, who uses, and what that means for product strategy
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- 🚫 FORBIDDEN to just ask "Is it B2B or B2C?" — have a real conversation about the business
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- 💬 Approach: Natural conversation about customers and users, then synthesize model
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- 📋 Conditional routing: B2B/Both → step-06, B2C only → step-07
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## EXECUTION PROTOCOLS:
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- 🎯 Determine business model with rationale and implications
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- 💾 Document decision in product brief and `dialog/decisions.md`
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- 📖 Load project context from `wds-project-outline.yaml` for stakes and involvement level
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- 🚫 Avoid generic questions — adapt to context
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## CONTEXT BOUNDARIES:
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- Available context: Vision, Positioning, Trigger Map from previous steps
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- Focus: Business model determination and implications
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- Limits: Not detailed customer profiles yet — that is next steps
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- Dependencies: Steps 1-4 completed
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## Sequence of Instructions (Do not deviate, skip, or optimize)
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### 1. Open the Conversation
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Start naturally based on context. If they have mentioned customers already, reference that. If unclear, ask about who pays for the product. Adapt tone to stakes level.
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### 2. Listen and Explore
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**If B2B:** Ask about buying decisions, buyer vs user distinction, procurement process, sales cycles.
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**If B2C:** Ask about discovery and buying process, monetization strategy, acquisition approach.
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**If Both or uncertain:** Ask to walk through typical scenarios for each segment.
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### 3. Confirm Understanding
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Reflect back what you heard. If user corrects, update understanding and confirm again.
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### 4. Document Decision
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Add Business Model section to product brief with Model, Rationale, and Implications.
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### 5. Design Log Update
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**Mandatory:** In `dialog/decisions.md`, append Business Model decision with opening question, user response, key discussion points, final decision, rationale, and implications.
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Mark Step 5 complete in `dialog/progress-tracker.md` progress tracker.
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### 6. Conditional Routing
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**If B2B or Both:** Next step is step-06-business-customers.md
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**If B2C only:** Next step is step-07-target-users.md
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### 7. Present MENU OPTIONS
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Display: "**Select an Option:** [C] Continue to Business Customers" (or "Continue to Target Users" if B2C)
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#### Menu Handling Logic:
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- IF C: Load, read entire file, then execute {nextStepFile} (or step-07 if B2C)
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- IF M: Return to {workflowFile}
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- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
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#### EXECUTION RULES:
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- ALWAYS halt and wait for user input after presenting menu
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- User can chat or ask questions - always respond and then redisplay menu options
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## CRITICAL STEP COMPLETION NOTE
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ONLY WHEN business model is determined and user confirms will you then load and read fully the appropriate next step file.
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---
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## 🚨 SYSTEM SUCCESS/FAILURE METRICS
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### ✅ SUCCESS:
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- Business model determined through natural conversation
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- Rationale and implications documented
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- User confirmed the business model assessment
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- Design log updated with decision
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- Correct conditional routing applied
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### ❌ SYSTEM FAILURE:
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- Simply asked "B2B or B2C?" without exploration
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- Generated business model without user input
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- Missed implications discussion
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- Routed to wrong next step based on model
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**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
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