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Cara copilot + hub + FAB (shipped MVP)

StageBuilding
StatusPartial
Design statusIn review
EstimateL
ConfidenceHigh
LinearPIN-490 ↗ PIN-289 ↗ PIN-511 ↗
Linear statusDone
CycleC15
DesignDesign ↗
Linear epicCara AI & Automation
ModuleCara ↗

Priority: High · Route: /cara

Scope

Cara's MVP surface: a draggable, context-aware floating chat (FAB) launchable from any screen, a full-page Cara Hub with per-user threaded chat history, and a homepage redesign with three action cards (Summarize / To-do list / Look up a vendor). Includes document upload/review in threads and role-based data masking. (Source: PIN-490, PIN-289, PIN-511.)

Acceptance criteria

  • FAB opens an interactive chat pop-up from any screen, aware of what's on that screen
  • Chat window is draggable/movable and persists its position
  • "Open in Hub" promotes the floating chat into the full-page Hub without losing context
  • Full-page /cara Hub: thread sidebar (history) + main chat panel + new-thread button
  • Threads are private per user and persist across sessions
  • Dropping a Word/Excel/PDF into a thread lets Cara review it and answer questions
  • Data Cara surfaces is masked by role (Estimator sees bid/estimate data, PM sees project data, Admin sees all)
  • Hub homepage shows 3 action cards (Summarize / To-do list / Look up a vendor) wired to real actions

Conor's comments

High priority to build our Cara workspace with folders, artifacts to track all threads and artifacts.

Notes

Chat MVP with tool dispatch + budget gating + model-per-surface; foundation for the workspace. Absorbs old copilot + FAB rows

Open question for Conor

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