Several features depend on earlier services, so testing them as one chain is more useful than checking individual settings in isolation.
| Order | Owner action | Launch test |
|---|---|---|
| 1 | Set the production domain, HTTPS, site identity, logos, colors, timezone, and language. | Open public, login, registration, account, and admin pages on desktop and mobile. |
| 2 | Configure transactional email. | Send a test email, invite a workspace member, and complete a password reset. |
| 3 | Install the scheduler cron. | Confirm the cron heartbeat appears healthy in the admin dashboard. |
| 4 | Select a queue service and enable background worker mode. | Keep the generated worker command running, then complete a multi-step test flow. |
| 5 | Configure storage and WebSockets. | Upload a knowledge source and confirm live run-state updates. |
| 6 | Configure security, compliance, public pages, and account deletion rules. | Test registration, verification, captcha/2FA if enabled, cookies, and deletion blockers. |
| 7 | Add global OAuth application credentials for integrations you will offer. | Connect and test one OAuth provider from a customer workspace. |
| 8 | Configure platform AI defaults and Flowy. | Generate a Flowy response and run an agent using workspace credentials. |
| 9 | Create plans, entitlements, payment processors, taxes, and invoice identity. | Complete sandbox subscription, renewal/callback, cancellation, trial, and limit tests. |
| 10 | Review health, logs, backup, restore, update, and worker-restart procedures. | Run a restore rehearsal and confirm an administrator can diagnose a failed flow. |
Done
Final smoke test: register a new customer, select a plan, create a workspace, connect an integration and AI account, publish a workflow, trigger it, approve a step, and inspect the completed run.