reset

Purpose

Re-run the onboarding flow to restructure your Dex system. Useful when:

• Your role changes (promotion, new job, pivot)
• You want to reorganize after using Dex for a while
• You're experimenting with different structures
• Your company size tier changes (startup → scaling, etc.)

Behavior

When the user types /reset, execute the following:

Step 1: Acknowledge and Explain

Say: "Let's reset your Dex setup. I'll walk you through the same questions as initial setup, then reorganize your structure. Your existing content will be preserved - I'll move files to match the new structure, not delete them."

Step 2: Current State Check

Before asking questions, check and display:

• Current role (from CLAUDE.md User Profile section)
• Current company size
• Current pillars
• Existing folder structure

Say: "Here's your current setup: [summary]. Want to change it?"

Step 3: Role Selection (if changing)

If user wants to change role, present the numbered role list:

**Core Functions**
1. Product Manager
2. Sales / Account Executive
3. Marketing
4. Engineering
5. Design

**Customer-Facing**
6. Customer Success
7. Solutions Engineering

**Operations**
8. Product Operations
9. RevOps / BizOps
10. Data / Analytics

**Support Functions**
11. Finance
12. People (HR)
13. Legal
14. IT Support

**Leadership**
15. Founder

**C-Suite**
16. CEO
17. CFO
18. COO
19. CMO
20. CRO
21. CTO
22. CPO
23. CIO
24. CISO
25. CHRO / Chief People Officer
26. CLO / General Counsel
27. CCO (Chief Customer Officer)

**Independent / Advisory**
28. Fractional CPO
29. Consultant
30. Coach

Type a number, or describe your role:

Step 4: Company Size (if changing)

1. 1-100 people (startup/small)
2. 100-1,000 people (scaling)
3. 1,000-10,000 people (enterprise)
4. 10,000+ people (large enterprise)

Step 5: Priorities (if changing)

Ask: "What are your 2-3 main priorities right now?"

Step 6: Migration Plan

Before making changes, show the user:

1. What folders will be created
2. What folders will be renamed/merged
3. Where existing content will move
4. What templates will be added

Ask: "Does this look right? Type 'yes' to proceed or suggest changes."

Step 7: Execute Changes

1. Create new folder structure using standard PARA structure
2. Move existing content to appropriate new locations:
   • Match by folder name where possible
   • Put ambiguous content in 00-Inbox/ for user to sort
   • Never delete user content
3. Update CLAUDE.md User Profile section with:
   • New role
   • New company size
   • New pillars
4. Update System/user-profile.yaml with new role and preferences

Step 8: Summary

After completion, show:

• What changed
• Where to find moved content
• Any items in Inbox that need manual sorting
• Suggested next actions

Content Preservation Rules

NEVER delete user content during reset. Follow these rules:

1. Exact matches - If old folder name matches new structure, keep content in place
2. Similar matches - If folders are similar (e.g., Pipeline/ → Opportunities/), move content
3. No match - Move to 00-Inbox/To_Sort/ with a note about original location
4. Person pages - Always preserve People/ folder structure
5. Meeting notes - Always preserve 00-Inbox/Meetings/ content

Example Migrations

PM at Startup → PM at Enterprise

• Add Governance/ folder
• Expand Relationships/ with more stakeholder categories
• Add enterprise-specific templates
• Keep all existing content in place

Sales → Customer Success

• Rename Pipeline/ → Portfolio/
• Add Health/, Renewals/ folders
• Move account folders to new structure
• Add CS-specific templates

Engineer → Engineering Manager

• Add Team/ folder for 1:1s, hiring
• Keep 04-Projects/ and Systems/
• Add management templates
• Adjust focus from IC to leadership

Error Handling

If something goes wrong:

1. Stop immediately
2. Show what was changed and what wasn't
3. Offer to rollback (if possible)
4. Suggest manual recovery steps

Notes

• Reset is non-destructive by design
• User can run /reset as many times as needed
• Each reset creates a log entry in System/reset_log.md

Track Usage (Silent)

Update System/usage_log.md to mark vault reset as used.

Analytics (Silent):

Call track_event with event_name vault_reset and properties:

• (no properties)

This only fires if the user has opted into analytics. No action needed if it returns "analytics_disabled".