Feature Reference

These elements are present throughout the entire application once a user is logged in.

1.1 Sidebar Navigation

WHAT IT IS

A persistent left-side panel that provides access to all primary features of the application.

NAVIGATION ITEMS

• New Chat — creates a new coaching conversation
• Mental Models — access to child executive function profiles
• Insights — weekly behavioral and checklist summaries
• Checklists — routine management
• Strategies — behavior change plans
• Calendar — scheduling and to-do hub
• Recent Chats — index of previous conversations
• Lumi logo (bottom) — clicking triggers a confetti celebration animation (Easter egg)

BEHAVIOR

• The sidebar can be collapsed using the expand/collapse button at the top left. When collapsed, it is hidden entirely. Clicking the button again expands it.
• The sidebar is the primary navigation mechanism throughout the app.

1.2 Top Header Bar

WHAT IT IS

A persistent header bar visible on every page once logged in. Contains navigation and account controls.

ELEMENTS FROM LEFT TO RIGHT

• Expand/collapse sidebar button — leftmost element
• Breadcrumb navigator — center; shows current location as clickable links (e.g., Checklists > Morning Routine). Each segment is clickable and navigates up the hierarchy.
• Notifications bell — opens the Knock-powered notification feed / activity panel
• Help button — opens the Lumi Help assistant, an in-app chat where users can ask questions about features, navigation, and how things work.
• User avatar and name button — opens a dropdown with: current user name and profile type, Switch Profiles (navigates to profile selection screen), Settings link

1.3 Profile Selector (in-page)

WHAT IT IS

A dropdown control that appears within chat interfaces on most pages. Allows the user to select which household member the current conversation or action is focused on.

BEHAVIOR

• Selecting a child profile loads that child's Mental Model and context into the current chat session.
• Absent from Mental Models pages — on those pages, all household profiles are loaded simultaneously so the user can reference anyone in a single conversation.

1.4 Quick Actions Drawer

WHAT IT IS

A collapsible panel anchored to the bottom of the home screen. Provides fast access to the most contextually relevant items in the app.

CONTENTS

• Relevant Checklists — checklists surfaced based on current time of day and the household's historical usage patterns. Includes a link to view all checklists.
• Favorited Checklists — all checklists marked as favorites by the user. Includes a link to view all checklists.
• Today's Calendar Events — calendar events scheduled for the current day, if any exist.
• Favorited Strategies — strategies marked as favorites, if any exist.

BEHAVIOR

• Clicking the drawer button expands it to full height of its parent container.
• Clicking the button again, or pressing Escape, collapses it.
• Sections only appear if there is content to show.

2.1 Home Screen

WHAT IT IS

The default landing page after login. Combines the primary coaching chat interface with the Quick Actions drawer.

CHAT INTERFACE ELEMENTS ON THE HOME SCREEN

• Personalized greeting — displayed as a headline above the message input
• Sample prompt carousel — a horizontally scrolling set of prompt categories (e.g., 'Morning Routines', 'Homework'). Auto-scrolls continuously.
• Prompt category interaction — clicking a category pauses auto-scroll and displays sample prompts for that category. If the user's focus moves away, auto-scroll resumes.
• Prompt hover behavior — hovering over a sample prompt updates the placeholder text in the message input to reflect that prompt. Clicking the prompt sends it directly.
• Profile selector — present on the home screen; allows selection of a household member before sending a message
• Message input area — standard text input. Send button is inactive when input is empty; activates upon any text entry.
• Voice dictation button — triggers Google Speech-to-Text API. Transcribes spoken input into the message field.
• File attachment button — allows users to attach files for context. Currently present on new chats; being extended to all chat interfaces.
• Quick Actions drawer — see Section 1.4

2.2 Chat Interface (general)

WHAT IT IS

The core conversational UI used throughout the app. Behavior is consistent across pages with a few page-specific variations noted below.

MESSAGE INPUT CONTROLS (PRESENT ON ALL CHAT INTERFACES)

• Profile selector (except on Mental Models pages)
• Text input field
• File attachment button
• Voice dictation button (Google Speech-to-Text)
• Send button — inactive when input is empty

MESSAGE INTERACTION CONTROLS (ON THE LATEST ASSISTANT MESSAGE)

• Voice playback — microphone icon; triggers text-to-speech readback of the message
• Copy — copies full message text to clipboard
• Thumbs up — positive feedback signal
• Thumbs down — negative feedback signal

VOICE MODE (ACTIVATED)

When voice playback is triggered, the microphone icon changes to an orb component indicating active voice mode.

PAGE-SPECIFIC CHAT VARIANTS

• Home screen — open-ended coaching mode; includes full prompt carousel
• Checklists, Strategies, Calendar — creation-mode chat. Includes both a Send button and a Create button. The Create button activates only when the LLM determines it has sufficient context to generate the requested item accurately.
• Mental Models (all pages) — no profile selector; all household profiles are loaded simultaneously
• Calendar — chat is hidden by default; user must click Show Chat to expand it

Checklists are the primary daily-use feature of Lumi. They support children in completing routines step by step, with optional timing, voice guidance, and AI-generated prompts personalized to their Mental Model.

3.1 Checklists Page (list view)

WHERE TO FIND IT

Sidebar → Checklists

PAGE ELEMENTS

• Chat interface (creation mode) — see Section 2.2. Allows natural language checklist creation.
• Search bar — fuzzy search across all checklist names. Filters results in real time.
• Family member filter — filter chips for each household member. Selecting one shows only checklists associated with that person. Also filters the chat interface context.
• Favorites toggle — shows only favorited checklists when active.
• Breakdown list toggle — shows or hides nested/child checklists (breakdown lists). On by default.
• Sort options — Newest First, Oldest First, A–Z, Favorites First, Recently Used.
• Show Details Panel button — opens the detail panel on the right side of the screen.
• Create New Checklist button — opens the manual creation form.

CHECKLIST LIST STRUCTURE

• Favorited checklists always appear at the top of the list, regardless of sort order.
• All other checklists appear below in the selected sort order.
• Breakdown (child) checklists are visually badged to indicate they are a sub-checklist of a parent checklist.

PER-CHECKLIST CONTROLS

• Favorites icon (heart) — adds or removes the checklist from favorites.
• Ellipsis menu (⋯) — Edit, Duplicate, Delete.
• Duplicate — creates an exact copy including all steps, descriptions, prompts, and settings.
• Checkbox (left side) — enables bulk selection.

BULK EDITING

• Checking one or more checkboxes activates a selection bar at the top of the list showing the count of selected items.
• Select All button — selects all checklists in the household at once.
• Bulk delete — deletes all selected checklists simultaneously.
• Clear (X) — clears the current selection.

MANUAL CHECKLIST CREATION FORM

• Fields: Checklist name, child profile association, description (optional), Timed Checklist toggle.
• After saving, the user must add steps manually by editing the checklist.

3.2 Individual Checklist View

WHAT IT IS

The full-screen view for a single checklist. The primary interface for a child completing a routine.

HEADER ELEMENTS

• Child avatar and checklist title
• More button — expands to show the checklist description and estimated total time (sum of all step durations), plus step count.
• Voice Mode button — toggles audio readback of steps on/off. On by default when checklist is opened.
• Show/Hide Details button — controls visibility of step prompts and tips for all items. On by default.
• Add Panel button (+) — opens a second checklist panel side by side. See Section 3.4.

CHECKLIST ITEMS

• Each item has a checkbox. Clicking it marks the step complete: the item is visually struck through and the progress bar advances proportionally.
• The current active item has an expanded visual state distinct from other items.
• Progress bar — shows proportional completion. Calculation is dynamic based on number of items.
• On hover over any item (when Show Details is active): the step's estimated duration and personalized prompts/tips are shown.
• Current item always shows its progress bar, even when Hide Details is active.
• Items can be reordered by drag and drop.
• Each item has an ellipsis (⋯) menu with Edit and Delete options.

EDITING A CHECKLIST ITEM

• Fields: item title, estimated duration, prompts/reminders (AI-generated or manual), additional tips.

VOICE MODE BEHAVIOR

• When on, triggers a text-to-speech API call for each item — reading the step and its associated prompts in a conversational tone.
• Audio files are generated once per month per checklist and stored per-item to reduce playback latency.
• Prompts are adapted to be conversational rather than a flat text readout.

3.3 Timed Checklist — Additional Behavior

WHAT IT IS

A checklist configured with two time thresholds: Bonus Time (goal) and No-Excuse Time (deadline). All standard checklist features apply. The following behaviors are additive.

TIME BANNER (PERSISTENT)

• Shown beneath the checklist header at all times when timing is active.
• Before bonus time threshold: shows minutes remaining until bonus time ends.
• After bonus time, before no-excuse time: shows minutes remaining until no-excuse time.
• After no-excuse time: banner changes state to indicate the deadline has passed.
• Adjust button — opens a modal with two options: Disable timing for today, Use custom times for today.

DISABLE TIMING FOR TODAY

• Converts the checklist to a non-timed checklist for the current day only.
• A note is shown in the banner indicating timing is disabled.
• A Re-enable Timing button appears in the banner, allowing the user to reverse this action for the current day.
• Resets to default timed behavior automatically at midnight.

USE CUSTOM TIMES FOR TODAY

• Opens a modal allowing the user to temporarily change the bonus time and no-excuse time thresholds.
• Clicking Apply applies the custom times for the current day only.
• Resets to defaults automatically at midnight.

3.4 Multi-Panel Checklist View

WHAT IT IS

Allows two or more checklists to be open and in use simultaneously — for example, for multiple children doing routines at the same time, or a child working through two checklists at once.

BEHAVIOR

• Clicking the Add Panel button (+) in the checklist header splits the screen and opens a simplified checklist selector on the right.
• The selector shows available checklists without the chat interface.
• Selecting a checklist opens it in the new panel.
• Additional panels can continue to be added. The window divides evenly between all open panels.
• The divider between panels is draggable, allowing manual resizing of each panel's width.
• Each panel operates independently.

3.5 Break It Down

WHAT IT IS

An on-demand feature that decomposes a single checklist step into a new, smaller sub-checklist when a child is stuck.

HOW TO TRIGGER IT

Hover over any checklist item. The Break It Down button appears on the right side of the item.

FLOW

• Clicking Break It Down opens a modal positioned over the item.
• The modal contains dynamic placeholder text describing the step and prompts the user to explain what makes it challenging.
• User can either: (a) click Proceed to generate the breakdown immediately with whatever context has been provided, or (b) click Tell Me More to enter a one-to-two exchange for additional context before generation.
• A loading indicator (spinner next to the item) appears during generation.
• Upon completion, a new child checklist is created and opens automatically in a new panel to the right of the parent checklist.
• The child checklist is a focused breakdown of the single parent step into typically three to five smaller, concrete sub-steps.
• The breakdown is informed by: the parent checklist context, the child's Mental Model (if available), and any context the user provided in the modal.
• The child checklist is saved automatically and persists for future use.

3.6 Checklist Completion

BEHAVIOR

When all items in a checklist are marked complete, the app triggers a full-screen celebration.

• A background image is fetched from the Pexels API using one of a small set of celebratory prompt terms.
• A confetti animation overlays the image.
• A celebratory message for the child is displayed.
• This applies to both standard and timed checklists.

Mental Models are Lumi's representation of a child's executive function profile — their strengths, developing areas, and challenge zones across the domains defined by the Dawson and Guare framework. They personalize nearly everything else in the application.

4.1 Mental Models Landing Page

WHERE TO FIND IT

Sidebar → Mental Models

PAGE ELEMENTS

• Chat interface (no profile selector) — all household profiles are loaded. User can reference any person in conversation.
• Mental Model preview card — visible when at least one completed Mental Model exists in the household.

MENTAL MODEL PREVIEW CARD CONTENTS

• Executive function domains chart — visual representation of the child's profile across all domains.
• Collaboration Principles preview — up to five principles shown in collapsed accordion state. Only one can be expanded at a time. Clicking a principle expands it to show the full detail.
• Three action buttons: View Full Mental Model, Update Mental Model, Strategize.

EMPTY STATE

When no Mental Model exists for a child, the page shows: 'No mental model data yet. Complete an assessment to create [child's name]'s profile.' A Create Mental Model button is shown in the top right. Clicking it navigates directly to the assessment questionnaire for that child's profile.

STRATEGIZE BUTTON FLOW

• User is prompted to select one or more executive function domain areas to focus on.
• User selects a focus duration: 1 week, 2 weeks, 1 month, or 3 months.
• Clicking Create Strategy launches a chat-based interview to gather context for strategy generation.

UPDATE BUTTON

Navigates to the Mental Model questionnaire for the selected child profile. Completing and submitting the questionnaire updates the profile.

VIEW FULL MENTAL MODEL BUTTON

Navigates to the Mental Model detail page for that child. Route: /app/mental-models/[profile-id]

4.2 Mental Model Detail Page

WHAT IT IS

The full profile view for a single child. Split layout: Mental Model data on the left, optional chat interface on the right.

PAGE ELEMENTS

• Show/Hide Chat button — toggles the chat panel on the right. When chat is hidden, the Mental Model occupies the full width. When shown, the layout is 50/50.
• Chat interface (right panel, when visible) — no profile selector; all household profiles loaded. Behavior same as Mental Models landing page chat.

MENTAL MODEL DATA SECTIONS (LEFT PANEL)

Domains Chart

Visual chart showing the child's executive function profile across all domains. Provides at-a-glance understanding of relative strengths and challenges.

Mental Model Insights

• Three sub-sections: Strengths, Developing Areas, Support Areas.
• Each sub-section uses accordion behavior — only one open at a time.
• Each section contains: a narrative description, and domain badges indicating which EF areas are associated.

Behavioral Patterns

• Populated after at least one week of app usage.
• Shows an empty state until sufficient behavioral data has been collected.

Real World Impacts

• Three to six items describing how the child's EF profile shows up in real-world situations.
• Each item contains two sub-sections: How It Shows Up (narrative), and What Actually Helps (narrative plus relevant domain badges).

Collaboration Principles

• Full set of collaboration principles for the child (not the preview subset shown on the landing page).
• Same accordion behavior — one expanded at a time.

Create Strategy section

• Same flow as the Strategize button on the landing page. Available directly from the detail page as an alternative entry point.

Refresh Insights button

Located at the bottom of the page. Triggers regeneration of all AI-generated sections: Mental Model Insights, Behavioral Patterns, Real World Impacts, and Collaboration Principles. Use when data feels inaccurate or outdated without needing to redo the full questionnaire.

The Insights page provides weekly summaries of household checklist activity and AI-generated observations. It is designed as a reflection and coaching on-ramp, not a real-time dashboard.

WHERE TO FIND IT

Sidebar → Insights

DATA REQUIREMENT

5.1 Week Navigation

• Single arrow buttons — navigate backward or forward one week at a time.
• Double arrow buttons — navigate backward or forward four weeks (approximately one month) at a time.
• This Week button — always returns the user to the current week. Displayed in a distinct style from navigation arrows.
• Navigation arrows are dimmed (inactive) when no data exists for the target week.

5.2 Snapshot View

WHAT IT IS

The default view. Designed for quick consumption of the week's highlights.

CONTENTS

• Highlights — one to three AI-generated observations from the week based on qualitative and quantitative data. Always present.
• Checklist completion chart — a grid showing the full week (Monday through Sunday). Each cell represents one day for one child.

CHART CELL STATES

• Green — checklist completed during bonus time (ahead of schedule).
• Dark gray (Done) — checklist completed, but not during bonus time (on time or late).
• Empty/pale gray — no checklist completed that day, even if one was started.

WORTH EXPLORING SECTION

• One or more suggested conversation starters based on the week's data.
• Always contains at least one item. Fallback item is a general check-in prompt if no specific patterns are detected.
• Each item is a button. Clicking it launches a coaching chat with pre-populated context from the insight. The prompt includes specific data from the week so the user can get directly into conversation without re-explaining the situation.

DETAIL BREAKDOWN METRICS TABLE

• One column per child in the household.
• Metrics shown: Days Active, Time Completions, Bonus Finishes, On-Time Finishes, Late Finishes, On-Time Rate.

5.3 Brief View

WHAT IT IS

An alternative view toggled from the Snapshot. Provides a narrative summary intended to be read rather than scanned.

CONTENTS PER CHILD

• Headline and two-paragraph narrative summary of the child's week.
• Key Patterns section — bullet-point patterns identified from the week.
• Things to Consider this Week — a set of buttons, each launching a coaching chat with relevant context pre-loaded. Same mechanic as Worth Exploring in Snapshot view.
• One Brief section appears per child in the household.

Strategies are structured, multi-step behavior change plans created for specific challenges or executive function focus areas. They are AI-generated through a guided conversation and can be executed interactively or referenced as a document.

6.1 Strategies Page (list view)

WHERE TO FIND IT

Sidebar → Strategies

PAGE ELEMENTS

• Chat interface (creation mode) — same creation-mode chat as Checklists. Configured for strategy generation.
• Search bar — fuzzy search across strategy names.
• Family member filter — filter by child.
• Favorites toggle.
• Domain filter — filter strategies by the executive function domain they address.
• Sort options — same set as Checklists.
• Bulk selection and bulk delete — same mechanic as Checklists.

PER-STRATEGY CONTROLS

• Favorites icon — add/remove from favorites.
• Ellipsis menu (⋯) — Edit, Duplicate, Delete. Same behavior as Checklists.

6.2 Strategy Detail Page

WHAT IT IS

The full view for a single strategy. Readable as a one-page document or executable interactively via the Strategy Canvas.

HEADER

• Strategy title.
• Learn More button — expands to show: relevant domain badges, step count, and description if present.
• Favorite button.
• Start Now button — opens the Strategy Execution Canvas.

PAGE SECTIONS

• Situation — describes the specific challenge or context that prompted the strategy.
• Why This Works — a brief explanation of why this approach is appropriate for the child, referencing their profile.
• Steps — accordion list of strategy steps. Each step has a one-sentence action-oriented headline. Expanding a step shows: what the step involves and how to do it. Only one step can be expanded at a time.
• What to Look For — bullet points for the parent or caregiver describing observable signs of progress or engagement.
• Tags — automatically generated labels summarizing the strategy's focus areas.

6.3 Strategy Execution Canvas

WHAT IT IS

An interactive whiteboard-style canvas for working through a strategy step by step.

WHERE TO FIND IT

Route: /app/strategies/[id]/execute — accessed via the Start Now button on the strategy detail page.

BEHAVIOR

• Steps are displayed as connected nodes on a canvas.
• All steps are collapsed by default.
• Start button initiates execution mode.
• Clicking any step expands it to show full details.
• Steps can be marked complete individually. The user progresses through steps in sequence.
• Canvas is pannable (click and drag) and zoomable (zoom in/out buttons).
• Full-screen button available.
• Navigation buttons allow stepping forward and backward through steps sequentially without dragging.
• Upon completion, the user is prompted to provide feedback on whether the strategy was helpful.

The Calendar serves as a hybrid scheduling and to-do hub. It surfaces both time-based events and task-style items, and connects directly to checklists and strategies to give families everything they need to prepare for and execute what's coming up.

7.1 Calendar Page

WHERE TO FIND IT

Sidebar → Calendar

PAGE LAYOUT ELEMENTS

• Date picker (left panel) — navigate by month using back/forward arrows. Click any day to jump to it directly.
• Lumi Calendars section (left panel) — lists all calendars in the household. Filter toggles allow individual calendars to be shown or hidden.
• Day view controls — 1 / 3 / 5 / 7 buttons controlling how many days are shown simultaneously.
• View mode toggle — Stacked view vs. Timeline view.
• Show Chat button (top right) — expands the chat panel. Chat is hidden by default on the Calendar page.
• Create Event button — opens the manual event creation form.

STACKED VIEW

Default view. Events are displayed compactly without representing absolute time on a vertical axis. Designed for children — shows what needs to be done without empty time gaps between events.

TIMELINE VIEW

Events are positioned on a vertical time axis, representing when events occur relative to each other throughout the day.

CHAT INTERFACE (WHEN EXPANDED)

Creation-mode chat configured for calendar operations. Supports natural language event creation, modification, and deletion. The Create button activates when the LLM has sufficient context.

MANUAL EVENT CREATION FORM FIELDS

• Title, Date, Time, Child profile association.
• More Options (expandable): Description, Category, Priority, Duration.

7.2 Calendar Items

ITEM TYPES

• Standard calendar events — time-based events (appointments, activities).
• Checklist items — checklists surfaced within the calendar view. Can be checked off directly on the calendar.

INLINE ITEM CONTROLS (VISIBLE ON HOVER)

• Checkbox — marks the event or checklist complete directly in the calendar view.
• Add Strategy button — attaches a strategy to the event.
• Edit button — opens the edit form for the event.
• Delete button — removes the event.

COMPLETION BEHAVIOR

Marking a calendar event or checklist item as complete triggers the same full-screen celebration as checklist completion (Pexels image + confetti + message).

7.3 Event Detail Panel

WHAT IT IS

A right-side panel that opens when a calendar item is clicked. Shows full event details and available support resources.

CONTENTS

• Event name, date, category, description.
• Mark as Completed control.
• Strategies section — allows attaching a strategy to the event directly from this panel.
• Checklists section — automatically surfaces relevant checklists from the household's library based on the event context. Intended to bring all relevant preparation resources together in one place.

BEHAVIOR

• Hovering over a different calendar item while the detail panel is open automatically changes the panel to show that item's details.
• To close the detail panel, press the Escape key.

8.1 New Chat

WHERE TO FIND IT

Sidebar → New Chat

BEHAVIOR

Opens a new, blank coaching conversation. Chat interface is the same as the home screen — includes prompt carousel, profile selector, message input, voice dictation, file attachment, and send button. See Section 2.2 for full chat interface reference.

8.2 Chat History (All Chats)

WHERE TO FIND IT

Sidebar → Recent Chats (shows recent chats in sidebar), or view all from within the chats section.

PAGE ELEMENTS

• Search bar — fuzzy search across chat history.
• Favorites toggle — show only favorited conversations.
• Sort options — same set as Checklists and Strategies.
• Bulk selection and bulk delete — same mechanic as Checklists.
• Favorites icon per chat — mark/unmark individual conversations as favorites.

8.3 Individual Chat View

MESSAGE INTERACTION CONTROLS (LATEST ASSISTANT MESSAGE)

• Voice playback (microphone icon) — reads the message aloud using text-to-speech.
• Copy — copies the full message text.
• Thumbs Up / Thumbs Down — positive or negative feedback on the response.

INPUT CONTROLS

• Profile selector, text input, file attachment, voice dictation, send button.
• File attachment — currently most reliably available in new chats. Being extended to all chat interfaces.

WHERE TO FIND IT

Click username/avatar in the top right header → Settings

9.1 Profile Tab

• Upload or remove profile photo.
• Update name, email, phone number.
• Save button with form validation.

9.2 Household Tab

MEMBER LIST

• All household members shown, grouped by type: Parents, Caregivers, Children.

PER-MEMBER ACTIONS

• Edit — update name, email, phone number, neurological context, and role (standard member or admin).
• Convert to Account — converts an unlinked profile (one without independent login) into a full account by sending an email invitation. Once accepted, the new account is connected to all existing profile data.
• Delete — removes the profile from the household.

ADD MEMBER

• Child profile fields: name, birth month, birth year, neurological/developmental context toggle (optional).
• Parent/Caregiver profile fields: name, email, phone number.

INVITE SECTION

• Fields: first name, last name, email address.
• Sends an email invitation to create an account and join the household.
• Pending Invitations list shows all outstanding invitations.

9.3 Notifications Tab

NOTIFICATION PREFERENCE TOGGLES

• Reminders & Routines
• Progress & Achievements
• Tips & Recommendations
• System & Updates

9.4 Account Tab

• Displays username, email, and password status.
• Link to manage account via Clerk (opens Clerk-hosted modal for account management including password updates).

9.5 Plan & Billing Tab

• Displays current subscription plan and billing status.
• Options to view plans, update plan, or cancel — all handled via Stripe.

WHERE TO FIND IT

Bell icon in the top right header.

Clicking the bell icon opens the Knock-powered notification feed. This is an activity feed surfacing relevant in-app notifications — routine reminders, completion acknowledgments, tips, and system updates — based on the user's notification preferences set in Settings.