README-first/tech/README-onboarding-meeting.md

Onboarding Meeting

This is a part of the Gift Economies app.

This is a tool whereby an organizer can gather a number of attendees into a meeting together, where they can all get registered by the organizer and they can give all others visibility into their activities in the app. The connections are all one-to-one and managed individually, but this is a way to allow the permissions to be done in bulk.

Organizer Steps

• Organizer creates a meeting. They choose a title & password. They also choose an expiration time -- ideally in the next few hours, but at most 24 hours in the future. (The time is constrained because people often choose passwords that can be hacked.)

• Organizer can see when new people want to join a meeting, and can then admit each person.

  • When admitting, they have the option of registering a user.

  • The system will automatically make the organizer visible to the attendee.

Matching & Exclusions

The organizer can trigger AI-powered pairing of attendees based on profile similarity.

To enable similarity comparisons, admins must enable "embedding" on each user and the user must create their public profile (on the "profile" screen), in any order. These are persistent settings, lasting outside the meeting context.

Before matching, the organizer can:

• Exclude individual attendees from the matching pool (ban icon toggle)
• Create "do not pair" groups so certain people are never matched together
• Review a confirmation dialog showing who will be included, excluded, and grouped

All exclusion settings persist across page reloads (scoped to the current meeting) and lock automatically once matches exist. The organizer clicks "Erase to Start Over" to unlock and adjust. After matching, any unmatched members are listed with the reason they were left out.

Attendee Steps

• Attendee goes to the meeting link (or finds the meeting and enters the password). Once the organizer allows them in, they see existing people.

• Periodically, the app checks the server for anyone who is not already in their contacts, and prompts them to see if they'd like to add that person and allow them visibility into the attendee's actions.