Session Brief: April 16-17, 2026

15 commits shipped over ~18 hours. Three parallel tracks landed: agent platform Phase 1 (landing + waitlist), agent platform Phase 2 (discovery survey + legal scaffolding), and internal tooling (docs gate + brand voice guide). Version walked from v0.2.2 to v0.4.3.

Agent Platform Phase 1 — Landing and Waitlist

v0.3.0 (41129c4) +1,474 / -3 Shipped /agents marketing landing page and /agent-onboarding waitlist stub. Eight-section landing: hero with mirrored consumer visual treatment, 6 pain points, 5-step how-it-works, two partnership models (50/50 Full Service, 80/20 Submit-Ready), features grid, earnings table, founder mission, FAQ, final CTA. Onboarding form: 5 fields + NPN validation. Extended /api/waitlist to dual-purpose (consumer + agent) with Resend ops notification to agents@askflorence.health and split PostHog events.

v0.3.1 (7e4b0ad) +517 / -155 Mobile polish round 1. Hamburger nav on /agents. Added "I'm signing up as..." role toggle (Individual agent / Agency owner or manager) with conditional team-size select for agencies. Reframed company name as optional. Numbers table becomes stacked cards on mobile instead of horizontal scroll.

v0.3.2 (ece63c0) +62 / -3 Floating mobile CTA bar on /agents mirroring MobileEarlyAccessBar pattern. Shows after scroll > 420px, hides when final CTA enters viewport.

v0.4.0 (222c222) +239 / -127 Intentional mobile design pass. 100svh hero, dedicated stats section below hero, scroll cue, entrance animations. Replaces reactive mobile tweaks with mobile-first layout.

v0.4.1 (f0896b9) +194 / -72 Reframed 80/20 value proposition. Away from "commission rate" framing (which reads as "we keep more of your money"), toward throughput framing (agents close more, faster, with AskFlorence handling submission mechanics). Stronger story for the target audience.

Agent Platform Phase 2 — Discovery Survey and Legal Scaffolding

v2026.04 Legal pages (04275bc) +955 / 0 Shipped /privacy and /terms at version 2026.04 effective April 17 2026. Clean brand system, versioned URLs (/privacy?v=2026.04) so consent records can reproduce the exact text a user agreed to. Closes issue #55, unblocks Phase 2.

v0.4.2 (973242b) +2,674 / -5 11-screen /agent-discovery research survey live at https://askflorence.health/agent-discovery:

Welcome + name/company/email + consent checkboxes
OEP / SEP volume
Lead sources + cost + conversion rate
Client demographics (self-employed %, Medicaid-rejected %, top reasons, age range)
Enrollment process (tools, time, time-savings rating, biggest friction)
Compliance (consent docs, storage, clawback)
Retention (rate, proactive renewal, auto-renewal harm)
Pain points + wishlist + 6-feature 1-5 rating scale
PMPM range + carriers (20+ list) + adjacent interests
Partnership preferences + intros
Review screen + submit

Data flow: POST /api/agents/discovery → Zod validation → rate-limit → disposable-email block → consent sub-document captured → persisted to agent_survey_responses → confirmation email → ops notification → PostHog event. Draft auto-save to sessionStorage, motion transitions, mobile-first layouts, honeypot. /unsubscribe CAN-SPAM compliant HMAC-token flow wired into confirmation email.

Env vars set in Vercel: UNSUBSCRIBE_TOKEN_SECRET, MONGODB_WRITE_URI (temporary until #56 creates app_writer_survey, then swap to MONGODB_URI_SURVEY_WRITE — code already checks that first with fallback, so zero-code-change migration).

Legal version alignment (8839376) +9 / -2 LEGAL_VERSIONS had "v2026.04", pages had "2026.04". Consent records reference these strings exactly for consent reproducibility. Aligned to "2026.04" to match page constants.

v0.4.3 (50876cd) +1,193 / -55 Survey UX fixes: sticky header, full review screen (every field, not a summary), state-filtered carriers (only show carriers licensed in the states the agent works).

Internal Docs and Brand

Docs PIN gate (3379472, 82253c2) +243 / -34 PIN-protected the VitePress internal docs site. Second commit fixed hydration by rendering layout under gate as overlay rather than replacement.

Agent Platform docs (451ab97) +861 / 0 Shipped internal documentation: auth design (Tier 1 magic link, Tier 2 magic link + TOTP), MongoDB permissioning plan (Issue #56), compliance architecture (SOC 2 / HIPAA / CMS EDE ready), data models (agent, member, survey, audit, consent).

Brand Voice Guide (00f27ce) +1,406 / -1 Internal /brand-voice guide with AI prompt library. No em dashes rule codified, tone guardrails, Florence metaphor canon, DO/DON'T examples, copy prompts for consumer vs agent vs investor audiences.

/asad update (7b62744) +4 / 0 Added VC/investor research duties under Research and Strategy on the founding team offer page.

Session Continuity

CLAUDE.md rewrite (bc8e590) +215 / -28 Comprehensive update capturing compliance-first architecture, Phase 5 auth design, super-admin path, NIPR validation plan, ID verification vendor-adapter pattern, audit logging retention, consent versioning, and the full agent platform phase roadmap (Phases 1-6).

Version Timeline

Version	Commit	Focus
v0.3.0	`41129c4`	/agents landing + /agent-onboarding waitlist
v0.3.1	`7e4b0ad`	Mobile polish, hamburger, role toggle
v0.3.2	`ece63c0`	Floating mobile CTA bar
v0.4.0	`222c222`	Intentional mobile design — 100svh hero
v0.4.1	`f0896b9`	80/20 reframed around throughput
v2026.04	`04275bc`	/privacy + /terms pages
v0.4.2	`973242b`	/agent-discovery survey + /unsubscribe
(patch)	`8839376`	Legal version string alignment
v0.4.3	`50876cd`	Survey UX — sticky header, full review, state-filtered carriers

Open Followups

Issue #56 — create app_writer_survey MongoDB user and swap MONGODB_URI_SURVEY_WRITE env var (zero-code-change)
Dependabot flagged 3 vulnerabilities on main (1 critical, 2 moderate) — https://github.com/askflorencehealth/ask-florence/security/dependabot
Issue #17 now has the full Drug Coverage Checker product brief attached as context
Issue #44 now has the full Member Portal Roadmap attached as context
Stale v2026.04 still in docs/agent-platform/data-models.md:318-319 and docs/agent-platform/compliance.md:93 (cosmetic, doc examples only)