diff --git a/docs/scenarios.md b/docs/scenarios.md new file mode 100644 index 0000000..be8d04e --- /dev/null +++ b/docs/scenarios.md @@ -0,0 +1,180 @@ +# Scenarios + +This document describes the primary user scenarios that Kolab Chat +is intended to be able to support when fully developed. + +Descriptions of the personas referenced here can be found on the +[Kolab personas page](https://git.kolab.org/w/ux/personas/pack/). + +## The casual chat + +Sebastian is working through a customer ticket that has risen +to the second level support desk. He has some questions regarding +the status of the customer, and sees that Agnes is their account +manager. + +Sebastian opens a contacts list and sees that Agnes is online and +available. He clicks on her contact to start a chat in a new window +and they discuss the customer. + +Agnes notes that the sales person who had first contact with this +customer probably also has something to add, and invites them to +join the chat as well. + +Agnes shares a file from the Kolab file cloud in the channel that +provides useful context to the customer. + +Sebastian saves the file and the chat log to a note. + +### Key features + + * Contact list + * Presence + * 1:1 chat + * Group chat + * Transparent "upgrade" of 1:1 chat to group chat + * File sharing + * Chat history saving + +## The editing session + +Otto is preparing the usual quarterly report. He opens the report +template in a collaborative editing session and invites Madny to +join the session. + +Mandy is off-site for the week, but sees the notification sent +on behalf of Otto letting her know that a new document session is +available. + +She clicks the link in the notification and is taken to the document +edit session. In the chat area she asks Otto which sections he most +needs her input on, as she is at a customer location and therefore +has limited time. + +Otto marks the items in the table of contents he would like her input +on, and Mandy says she will add notes to the document later in they +day. She also notes that a consultant they regularly work with should +probably also look over a section covering the most recent project +which they worked on. + +Otto click the invite button and starts typing the consultant's name, +which autocompletes from his addressbook. As they are an external +user who does not have a local account, an email is generated with a +link to the edit session contanin. Having received the email, the +consultant clicks the link which takes them to the edit session and, +using the included token in the link URL, is authenticated for both +the edit session and the attached chat. + +Otto and the consultant edit the document together, coordinating and discussing +detalis int he chat, until they are both happy with it, at which point the +consultant leaves and Otto removes their invitation, invalidating the invite +link they had been sent earlier. + +### Key features + + * Integration with collaborative editing + * Invitation notifications + * Guest invitations using unique URLs which are mapped to + the relevant session(s), and which can be invalidated + +## The team meeting + +The senior team of ASP Inc meets every month to coordinate on big-picture +developments, projects and goals. Michael is responsible for setting up +the meeting, which is regularly scheduled for the first Monday of the month. + +He goes to his calendar, opens the recuring meeting event, and selects the +"Prepare meeting" button which takes him to the meeting prep page. + +He creates a basic Agenda for the meeting, which is presented in the form +of a task list, and attaches the reports for the last month which he received +by email. After pressing the "Save" button, a notificatoin is sent by email +to all participants that the agenda is now available and requesting them to +verify their attendance. + +Fraiser, Colin and Agatha all note their attendance and look over the +proposed agenda. Agatha adds some items to the agenda, as well. + +On the day of the meeting, the attendees who verified their attendance +receive notifications with a link to the online meeting room 10 minutes +before the meeting is to start. They click on the "Go to meeting" button +and are presented with an interface showing the Agenda, an empty Minutes +area, the attachments, and a "Waiting for meeting to start" note where +the chat area usually is. + +Michale arrives a few minutes late, and clicks the "Start meeting" button. +He is entered as the chair for the meeting, the other three +attendees are noted as present, and the start date and time of the meeting +is recorded in the minutes auomatically. + +The meeting begins with each person taking turns, most with live video +from their webcams. The text chat below the video feeds allows them to +provide links as well as items for the minutes, which Michael adds by +clicking the "Add to Minutes" icon next to the relevant chat lines. + +Colin has to leave early, and when he drops from the meeting this is +automatically recorded in the minutes as well. + +As the meeting comes to a close, the remaining attendees mark items in the +Minutes as action items and assign them to the relevant people. Michael +presses the "Close meeting" button and the minutes reflects this. + +The agenda, minutes, chat log and attachments are all stored in the +completed meetings area, associated with the senior team, along with all +past meetings. + +### Key features + + * Meeting room scheduling + * Agenda associated with a chat + * Attachments associated with a chat + * Minutes with both manual and automatic entries + * Creation of action items from chat + * Multi-user WebRTC video/chat + * Reminders of meetings + * Storage of results and records of meetings for later review + +## The sales meeting + +Caroline wishes to schedule an online sales meeting with a prospective +customer. She opens her calendar and creates a new meeting invitation +with the customer's contact information. The customer is sent an email +with a link to a calendar showing when Caroline has meeting slots +available, and they select one of them. + +The meeting slot is blocked in Caroline's calendar with an online meeting +proposal. Caroline accepts the meeting request which arrives as an iTip +attachment to an email, and a coresponding email is sent to the customer +with a generated link that can be used during that time slot to join a +customer meeting chat. + +Caroline opens the meeting room link in the calendar event and adds the +sales presentation by clicking the Attach From Cloud button, which she marks +as private so the customer can not download or see the file directly. She creates +a simple agenda, adds a customer downloadable brochure, and then closes +the meeting window. + +On the day of the meeting, Caroline receives a reminder 15 minutes before +the meeting. She opens the meeting room in a web browser, before going back +to other tasks. A desktop notification appears when the customer connects +to the meeting using the link they were sent. + +Caroline selects "Start Meeting" in the notification and is taken into the +meeting room. She clicks the "Start video" button, greets the customer, +and then opens the sales presentation in the meeting room, which the customer +can also see. After going through the presentation Caroline starts a +live demo and presses the "Share my screen" button to allow the customer +to follow along. + +The customer downloads the brochure for later reading, and the meeting ends. + +### Key features + + * Calendar event integration + * Time slot selection + * Video chat + * Screen sharing + * Document sharing + * Guest invitations that map to a specific resource (e.g. meeting) + * Arrival notifications +