Flow — New user → empty dashboard (free tier)

Summary

A prospective user arrives at chitragupt.ai, signs up, completes the 2-step onboarding, sees one optional interstitial nudge to connect a broker, and lands on an empty dashboard on the tier-free tier.

Audience

end-user

Entry

Organic or marketing visit to chitragupt.ai.

Steps

#	Step	Surface	Notes
1	Landing	marketing-landing	Hero + pricing + FAQ
2	CTA → Sign up	auth-sign-up	Email (OTP) or Google
3	Verify email	auth-verify-email	Enter 6-digit OTP; auto-redirects to onboarding step 1
4	Account (consent + personal)	onboarding-consent	DPDP consents + name, PAN, DOB, residential status — combined screen
5	Select plan and pay	onboarding-plan	"Pay ₹249 (Self) to unlock engine" or "Skip · free Inbox"
6	Connect a broker (optional)	onboarding-connect-broker	Not numbered as "Step 3" — a one-time, skippable interstitial after step 5, not a core onboarding step. Reuses the same broker cards as settings-linked-brokers. Added per 2026-09-01-onboarding-broker-nudge, extending 2026-09-01-broker-connect-own-phase.

Exit

Signed-in user on an empty dashboard, tier-free active, Inbox available.

Escapes

• Skip pay (step 5): lands on step 6.
• Pay (step 5): Razorpay runs inline; on success, lands on step 6 on tier-self (or selected paid tier).
• Skip broker connect (step 6): lands on dashboard immediately — this step never blocks. Can connect a broker any time later from Settings.
• Connect a broker (step 6): OAuth-style redirect/callback, then lands on dashboard with the linked broker already syncing.
• Decline required DPDP consent (step 4): account closes; do not store non-consent beyond audit log.
• Abandon mid-onboarding: session persisted; resume from last completed step on next sign-in.

Sources

• .context/wiki/flows/* § "Flow 1 — New user → empty Dashboard (free tier)"