Browser sequences for features and prerequisites
Inspect inputs, ordered steps and completion checks for preparation and operating tasks.
All 68 feature and preparation tasks are shown in command order. Check the starting conditions and inputs for each task. See basic actions for individual commands.
The repeated agent-browser prefix is omitted. Add it before each command when executing. && continues when the preceding command succeeds.
Blank lines mark output-reading and decision boundaries. After snapshot, use the target table to assign current refs to $filter, $name_input and so on. For example, assign filter=@e7 before click "$filter". Resolve refs again after navigation or element replacement. Set input variables to the values for your task.
After get or is, compare the result with the target table before continuing. Comments mark external work and conditions. Complete that work or evaluate the condition before the next segment.
These are sequence definitions. They do not establish that every path has passed an execution test.
Prerequisites
Set organization and data permissions
Have an authorized administrator and a separate staff test account.
Values for this task
entry_url, organization_id, member_ids, role_ids, allowed_operation, denied_operation, allowed_operation_url, denied_operation_url
open "$entry_url" && snapshot -i
click "$member_row" && snapshot -i
get text body
click "$role_picker" && snapshot -i
click "$role_option" && snapshot -i
get text body
# Outside browser: Prepare a separate session signed in as the test member.
open "$allowed_operation_url" && snapshot -i
get text body
open "$denied_operation_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $member_row | Member record to change |
| 2 | get text | Compare member and organization IDs. |
| 3 | click $role_picker | Member role picker |
| 4 | click $role_option | Permitted role option |
| 5 | get text | Read stored role and organization scope. |
| 6 | Outside browser | Prepare a separate session signed in as the test member. |
| 7 | open | Page for an allowed member operation |
| 8 | get text | Read the permitted operation result. |
| 9 | open | Page for a denied member operation |
| 10 | get text | Read the denial and compare the source record for unintended writes. |
The permitted operation completes; the denied operation causes no write.
Define how customer and transaction records connect
Identify the organization and test record.
Values for this task
entry_url, organization_id, record_id, other_channel_url
open "$entry_url" && snapshot -i
click "$customer_row" && snapshot -i
get text body
open "$other_channel_url" && snapshot -i
get text body
# Outside browser: The operator agrees on identity and duplicate-handling rules. Matching names alone do not justify merging.Ref targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $customer_row | Test customer used to inspect identity matching |
| 2 | get text | Read customer ID, external channel ID and contact. |
| 3 | open | Same customer record on another channel |
| 4 | get text | Compare evidence for linking the person and the distinct channel identifiers. |
| 5 | Outside browser | The operator agrees on identity and duplicate-handling rules. Matching names alone do not justify merging. |
Source records match the criteria established for this task.
Define customer data sent to external services
The responsible owner must identify destinations, fields and purpose.
Values for this task
entry_url, organization_id, destination_ids, field_names, purpose, owner, source_url, synced_record_url
open "$entry_url" && snapshot -i
# Outside browser: Agree with the integration operator on records, read/write scope and synchronization direction. Complete authentication in the external system.
snapshot -i
click "$external_account" && snapshot -i
get text body
open "$source_url" && snapshot -i
get text body
open "$synced_record_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | Outside browser | Agree with the integration operator on records, read/write scope and synchronization direction. Complete authentication in the external system. |
| 2 | click $external_account | Account record for the external system |
| 3 | get text | Compare external account, organization and scope with the agreed configuration. |
| 4 | open | Test source record in scope |
| 5 | get text | Read the test record external ID and update time. |
| 6 | open | Synchronized Laney record |
| 7 | get text | Compare values and timestamps for the same external ID. |
The test transfer matches configuration. Advertising consent does not replace this verification.
Confirm Google Ads connection scope
Have administration access to the external account and the Laney organization ID. Check for an existing connection first.
Values for this task
entry_url, organization_id, google_ads_customer_id, integration_id, connection_url, campaigns_url
open "$entry_url" && snapshot -i
get text body
# Outside browser: The advertising administrator grants required access and the integration operator completes authentication.
open "$connection_url" && snapshot -i
get text body
open "$campaigns_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | get text | Read the Google Ads customer ID and manager-link state. |
| 2 | Outside browser | The advertising administrator grants required access and the integration operator completes authentication. |
| 3 | open | Laney Google Ads connection |
| 4 | get text | Compare organization and advertising customer IDs. |
| 5 | open | Campaign view for the same account |
| 6 | get text | Check that retrieved campaign IDs match the external account. |
The target account returns results or an explicit empty result without an authorization error.
Prepare an Instagram messaging account
Have administration access to the external account and the Laney organization ID. Check for an existing connection first.
Values for this task
entry_url, organization_id, instagram_business_id, account_id, probe_text, account_url, inbox_url
open "$entry_url" && snapshot -i
get text body
# Outside browser: The account administrator approves messaging permissions and the operator completes authentication.
open "$account_url" && snapshot -i
get text body
# Outside browser: A test customer sends this Instagram account a DM.
open "$inbox_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | get text | Read the Instagram professional account and linked asset IDs in Meta settings. |
| 2 | Outside browser | The account administrator approves messaging permissions and the operator completes authentication. |
| 3 | open | Laney Instagram account record |
| 4 | get text | Compare Instagram account ID and organization. |
| 5 | Outside browser | A test customer sends this Instagram account a DM. |
| 6 | open | Inbox for the account |
| 7 | get text | Compare the new DM text, customer and time. |
The customer and thread match on both sides. Advertising access alone is insufficient.
Prepare a KakaoTalk inbound channel
Have administration access to the external account and the Laney organization ID. Check for an existing connection first.
Values for this task
entry_url, organization_id, channel_public_id, bot_id, account_id, channel_admin_url, account_url
open "$entry_url" && snapshot -i
get text body
# Outside browser: The integration operator configures the bot and webhook for this channel and Laney organization. The channel administrator completes the switch.
open "$channel_admin_url" && snapshot -i
get text body
open "$account_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | get text | Read the channel public ID and bot ID in Kakao administration. |
| 2 | Outside browser | The integration operator configures the bot and webhook for this channel and Laney organization. The channel administrator completes the switch. |
| 3 | open | Kakao channel administration showing the switch result |
| 4 | get text | Compare the operating channel bot ID with the expected value. |
| 5 | open | Connected Laney account record |
| 6 | get text | Compare channel ID, account ID and organization. Reception testing is the next task. |
The configuration mapping is verified. The separate inbound test establishes actual response behavior.
Prepare a Kakao BizMessage sender profile
Have administration access to the external account and the Laney organization ID. Check for an existing connection first.
Values for this task
entry_url, organization_id, sender_key, account_id, account_url, template_url
open "$entry_url" && snapshot -i
get text body
# Outside browser: The operator completes sender-profile registration and authentication. Individual Alimtalk template approval is separate.
open "$account_url" && snapshot -i
get text body
open "$template_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | get text | Read sender-profile and linked channel IDs in the BizMessage provider console. |
| 2 | Outside browser | The operator completes sender-profile registration and authentication. Individual Alimtalk template approval is separate. |
| 3 | open | Laney BizMessage account record |
| 4 | get text | Compare sender profile, provider and organization. |
| 5 | open | Alimtalk template record |
| 6 | get text | Compare template identifier and actual external approval state. |
The sender profile is connected. Template approval and recipient consent remain separate checks.
Prepare a LINE Messaging API channel
Have administration access to the external account and the Laney organization ID. Check for an existing connection first.
Values for this task
entry_url, organization_id, line_channel_id, account_id, probe_text, webhook_url, account_url, inbox_url
open "$entry_url" && snapshot -i
get text body
fill "$webhook_url_input" "$webhook_url" && snapshot -i
click "$save_webhook" && snapshot -i
# Outside browser: The channel administrator enables the webhook and completes authentication. Obtain the matching Laney connection result.
open "$account_url" && snapshot -i
get text body
# Outside browser: A test customer sends a uniquely identifiable message to the LINE channel.
open "$inbox_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | get text | Read the Messaging API channel ID in LINE Developers. |
| 2 | fill $webhook_url_input | Webhook URL input for this channel |
| 3 | click $save_webhook | Save the webhook setting |
| 4 | Outside browser | The channel administrator enables the webhook and completes authentication. Obtain the matching Laney connection result. |
| 5 | open | Laney accounts |
| 6 | get text | Compare LINE channel, account and organization IDs. |
| 7 | Outside browser | A test customer sends a uniquely identifiable message to the LINE channel. |
| 8 | open | Inbox for that channel |
| 9 | get text | Compare this message, customer and reception time. |
This message reaches the intended organization and its reply reaches the same LINE customer.
Prepare a Facebook Messenger Page
Have administration access to the external account and the Laney organization ID. Check for an existing connection first.
Values for this task
entry_url, organization_id, page_id, account_id, probe_text, account_url, inbox_url
open "$entry_url" && snapshot -i
get text body
# Outside browser: The page administrator grants Messenger permissions and the operator completes authentication.
open "$account_url" && snapshot -i
get text body
# Outside browser: A test customer sends the page a Messenger message.
open "$inbox_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | get text | Read Facebook page ID and administration permissions in Meta settings. |
| 2 | Outside browser | The page administrator grants Messenger permissions and the operator completes authentication. |
| 3 | open | Laney Messenger account record |
| 4 | get text | Compare Facebook page ID and organization. |
| 5 | Outside browser | A test customer sends the page a Messenger message. |
| 6 | open | Inbox for the account |
| 7 | get text | Compare this inquiry, customer and time. |
This inquiry and reply appear in the matching external thread and Laney conversation.
Connect Meta advertising access
Have asset-sharing authority and the partner ID supplied by Laney.
Values for this task
entry_url, organization_id, business_id, ad_account_id, partner_id, connection_url
open "$entry_url" && snapshot -i
get text body
click "$add_partner" && snapshot -i
fill "$partner_id_input" "$partner_id" && snapshot -i
check "$permission_checkbox" && snapshot -i
click "$confirm_permissions" && snapshot -i
get text body
open "$connection_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | get text | Read the business and ad account IDs in Meta business settings. |
| 2 | click $add_partner | Add-partner control for the selected asset |
| 3 | fill $partner_id_input | Partner ID input |
| 4 | check $permission_checkbox | Each required advertising-asset permission checkbox |
| 5 | click $confirm_permissions | Confirm sharing the selected permissions |
| 6 | get text | Compare the partner, shared assets and permissions. |
| 7 | open | Laney Meta Ads connection |
| 8 | get text | Compare the connected ad account and organization IDs. |
Organization, provider and account IDs match, and the account can be read.
Define metrics and comparison periods
Identify the organization scope, comparison period, and source records to evaluate.
Values for this task
entry_url, organization_id, record_id, source_records_url, statistics_url
open "$entry_url" && snapshot -i
# Outside browser: The evaluation owner defines numerator, denominator, comparison period and organization scope.
open "$source_records_url" && snapshot -i
get text body
open "$statistics_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | Outside browser | The evaluation owner defines numerator, denominator, comparison period and organization scope. |
| 2 | open | Source records for the evaluation |
| 3 | get text | Read period, organization and baseline source values. |
| 4 | open | Dashboard or chart view under the same conditions |
| 5 | get text | Compare source totals with the card's numerator/denominator summary. |
Source records match the criteria established for this task.
Prepare a Naver TalkTalk account
Have administration access to the external account and the Laney organization ID. Check for an existing connection first.
Values for this task
entry_url, organization_id, partner_id, account_id, probe_text, account_url, inbox_url
open "$entry_url" && snapshot -i
get text body
# Outside browser: The channel administrator grants integration access and the operator connects it.
open "$account_url" && snapshot -i
get text body
# Outside browser: A test customer sends the Talk channel an inquiry.
open "$inbox_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | get text | Read channel identifier and permissions in Naver Talk partner administration. |
| 2 | Outside browser | The channel administrator grants integration access and the operator connects it. |
| 3 | open | Laney Naver Talk account record |
| 4 | get text | Compare channel and organization IDs. |
| 5 | Outside browser | A test customer sends the Talk channel an inquiry. |
| 6 | open | Inbox for the account |
| 7 | get text | Compare this inquiry, customer and reception time. |
Both sides show the inquiry and response for this test message.
Prepare an outbound phone account
Have authority to use the caller number and an available test recipient. Inbound provisioning is separate.
Values for this task
entry_url, organization_id, phone_account_id, caller_number, test_customer_id, call_records_url
open "$entry_url" && snapshot -i
# Outside browser: The telephony operator provisions number authorization and outbound routing.
snapshot -i
click "$outbound_account" && snapshot -i
get text body
# Outside browser: Use the AI outbound calling procedure to call the designated test recipient once.
open "$call_records_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | Outside browser | The telephony operator provisions number authorization and outbound routing. |
| 2 | click $outbound_account | Phone account used for outbound calls |
| 3 | get text | Compare caller number and organization with provisioning confirmation. |
| 4 | Outside browser | Use the AI outbound calling procedure to call the designated test recipient once. |
| 5 | open | Call record for that outbound attempt |
| 6 | get text | Compare the caller ID seen by the recipient with the actual call record. |
The call correlates to this delivery and the recipient sees the intended caller number.
Prepare an inbound phone number
Identify the number owner, provisioning operator and inbound use.
Values for this task
entry_url, organization_id, inbound_number, phone_account_id, call_records_url
open "$entry_url" && snapshot -i
# Outside browser: The provisioning operator configures the number and route. Obtain the confirmed number and organization.
snapshot -i
click "$phone_account" && snapshot -i
get text body
# Outside browser: Call the inbound number once from a test phone and record the time.
open "$call_records_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | Outside browser | The provisioning operator configures the number and route. Obtain the confirmed number and organization. |
| 2 | click $phone_account | Matching phone account record |
| 3 | get text | Compare displayed number and organization with provisioning confirmation. |
| 4 | Outside browser | Call the inbound number once from a test phone and record the time. |
| 5 | open | Call records |
| 6 | get text | Read the inbound record matching account, number and time. |
A matching inbound record exists for this attempt. This does not establish outbound readiness.
Prepare a WeChat Official Account
Have administration access to the external account and the Laney organization ID. Check for an existing connection first.
Values for this task
entry_url, organization_id, wechat_app_id, account_id, probe_text, account_url, inbox_url
open "$entry_url" && snapshot -i
get text body
# Outside browser: The account administrator completes server connection and authentication for this account type. Obtain the result.
open "$account_url" && snapshot -i
get text body
# Outside browser: A test customer sends an inquiry to that account.
open "$inbox_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | get text | Read the official account identifier and type in WeChat administration. |
| 2 | Outside browser | The account administrator completes server connection and authentication for this account type. Obtain the result. |
| 3 | open | Laney WeChat account record |
| 4 | get text | Compare official account, platform and organization IDs. |
| 5 | Outside browser | A test customer sends an inquiry to that account. |
| 6 | open | Inbox for the account |
| 7 | get text | Compare this inquiry and the external customer identifier. |
This inquiry and reply correlate to the same external user and Laney conversation.
Prepare a WhatsApp Business account
Have administration access to the external account and the Laney organization ID. Check for an existing connection first.
Values for this task
entry_url, organization_id, waba_id, phone_number_id, account_id, probe_text, account_url, inbox_url
open "$entry_url" && snapshot -i
get text body
# Outside browser: The administrator completes number registration and messaging permissions. The integration operator authenticates the connection.
open "$account_url" && snapshot -i
get text body
# Outside browser: A test customer messages the connected number.
open "$inbox_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | get text | Read WABA and phone-number IDs in WhatsApp administration. |
| 2 | Outside browser | The administrator completes number registration and messaging permissions. The integration operator authenticates the connection. |
| 3 | open | Laney WhatsApp account record |
| 4 | get text | Compare WABA, phone-number and organization IDs. |
| 5 | Outside browser | A test customer messages the connected number. |
| 6 | open | Inbox for the account |
| 7 | get text | Compare this inquiry, receiving number and customer. |
This inquiry and reply correlate to the same customer. Template approval is a separate condition.
Features
Diagnose message reception and AI replies
Identify one missing or incorrectly answered inquiry.
Values for this task
entry_url, account_id, external_message_id, conversation_id, symptom, account_url, test_conversation_url
open "$entry_url" && snapshot -i
click "$conversation_row" && snapshot -i
get text body
open "$account_url" && snapshot -i
get text body
# Outside browser: The operator fixes the identified cause. The test customer retries with a different unique probe.
open "$test_conversation_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $conversation_row | Affected conversation |
| 2 | get text | Read source message, external customer ID and time. |
| 3 | open | Matching channel account |
| 4 | get text | Compare platform, account and organization mapping. |
| 5 | Outside browser | The operator fixes the identified cause. The test customer retries with a different unique probe. |
| 6 | open | Conversation for the new test |
| 7 | get text | Identify and check this new inquiry and response. |
Arrival and external reply correlate to the new inquiry.
Test AI inbound messaging
Verify the channel connection and prepare text unique to this test.
- Prepare an Instagram messaging account
- Prepare a Facebook Messenger Page
- Prepare a WhatsApp Business account
- Prepare a KakaoTalk inbound channel
- Prepare a LINE Messaging API channel
- Prepare a WeChat Official Account
- Prepare a Naver TalkTalk account
- Review AI after Entity or prompt changes
Values for this task
entry_url, account_id, external_customer_id, probe_text, expected_reply, expected_reply_fragment
open "$entry_url" && snapshot -i
# Outside browser: A test customer sends a unique probe through the prepared channel. Record customer ID and send time.
snapshot -i
click "$conversation_row" && snapshot -i
get text body
wait --text "$expected_reply_fragment" && get text body
# Outside browser: The test customer checks actual receipt of this response in the external channel.Ref targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | Outside browser | A test customer sends a unique probe through the prepared channel. Record customer ID and send time. |
| 2 | click $conversation_row | Inbound conversation for that customer and account |
| 3 | get text | Compare probe text and reception time. |
| 4 | wait | Wait for the response text. |
| 5 | get text | Compare the response with customer and Entity information. |
| 6 | Outside browser | The test customer checks actual receipt of this response in the external channel. |
The expected reply reaches the same customer thread; an internal message alone is insufficient.
Diagnose AI inbound phone problems
Have the failed call number, time and symptom.
Values for this task
entry_url, phone_account_id, call_time, symptom, call_id, account_url, test_call_url
open "$entry_url" && snapshot -i
click "$call_row" && snapshot -i
get text body
open "$account_url" && snapshot -i
get text body
# Outside browser: The operator corrects the identified routing or response configuration, then repeats one test under the same conditions.
open "$test_call_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $call_row | Affected call record |
| 2 | get text | Read number, direction, time and error. |
| 3 | open | Matching phone account |
| 4 | get text | Compare organization, inbound number and connection state. |
| 5 | Outside browser | The operator corrects the identified routing or response configuration, then repeats one test under the same conditions. |
| 6 | open | New test call record |
| 7 | get text | Compare the original failure with the distinct new attempt. |
Separate call evidence shows whether the symptom recurs.
Test AI inbound phone responses
Provision the inbound number and prepare test questions with expected answers.
Values for this task
entry_url, phone_account_id, inbound_number, test_questions, started_at
open "$entry_url" && snapshot -i
# Outside browser: Call the inbound number from a test phone. Record a unique question and time, and listen to the response.
snapshot -i
click "$call_row" && snapshot -i
get text body
click "$call_conversation" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | Outside browser | Call the inbound number from a test phone. Record a unique question and time, and listen to the response. |
| 2 | click $call_row | Call record matching the test number and time |
| 3 | get text | Compare call direction, customer and outcome. |
| 4 | click $call_conversation | Conversation record for this call |
| 5 | get text | Compare the unique question and spoken answer with the conversation. |
The records describe this test call, not an earlier call.
Prepare an AI outbound call template
Verify outbound account readiness and the basis for contacting the test recipient.
Values for this task
entry_url, phone_account_id, template_id, test_customer_id, expected_number, template_body, customers_url
open "$entry_url" && snapshot -i
click "$phone_template" && snapshot -i
get text body
fill "$template_body_input" "$template_body" && press 'Tab' && snapshot -i
open "$customers_url" && snapshot -i
check "$customer_checkbox" && snapshot -i
click "$open_send" && snapshot -i
click "$template_picker" && snapshot -i
press 'ArrowDown' && snapshot -i
click "$template_option" && snapshot -i
get text body
click "$preview" && wait --text '발송 가능' && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $phone_template | Phone template record |
| 2 | get text | Compare template kind and connected outbound account. |
| 3 | fill $template_body_input | Test text input for the phone template |
| 4 | press | Leave the text input. |
| 5 | open | Test customer table |
| 6 | check $customer_checkbox | Checkbox for one test customer row |
| 7 | click $open_send | Send button for the selected customers |
| 8 | click $template_picker | Template chooser in the send dialog |
| 9 | press | Expand the template list. |
| 10 | click $template_option | Template option matching template_id and name |
| 11 | get text | Compare selected template and account with the inputs. |
| 12 | click $preview | Preview button; distinguish it from the send button |
| 13 | wait | Wait for recipient eligibility counts. |
| 14 | get text | Compare preview counts, first eligible recipient and text with expectations. |
The recipient matches and required values render. No call has been requested.
Place an AI outbound call and check its result
Complete template preparation and confirm the test recipient.
Values for this task
entry_url, customer_id, template_id, expected_number, delivery_id, customer_lookup, delivery_history_url, call_records_url
open "$entry_url" && snapshot -i
click "$filter" && snapshot -i
click "$name_condition" && snapshot -i
fill "$name_input" "$customer_lookup" && press 'Escape' && snapshot -i
get text body
check "$customer_checkbox" && snapshot -i
click "$open_send" && snapshot -i
click "$template_picker" && snapshot -i
press 'ArrowDown' && snapshot -i
click "$template_option" && snapshot -i
get text body
click "$preview" && wait --text '발송 가능' && snapshot -i
get text body
click "$confirm_send" && snapshot -i
get text body
open "$delivery_history_url" && snapshot -i
get text body
# Outside browser: The test recipient answers and checks actual caller ID and response.
open "$call_records_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $filter | Customer table filter button |
| 2 | click $name_condition | Name condition (name) in the customer table |
| 3 | fill $name_input | Name filter value input |
| 4 | press | Close the filter popover. |
| 5 | get text | Compare the customer and test phone number. |
| 6 | check $customer_checkbox | Checkbox for one test customer row |
| 7 | click $open_send | Send button for the selected customers |
| 8 | click $template_picker | Template chooser in the send dialog |
| 9 | press | Expand the template list. |
| 10 | click $template_option | Template option matching template_id and name |
| 11 | get text | Compare selected template and account with the inputs. |
| 12 | click $preview | Preview button; distinguish it from the send button |
| 13 | wait | Wait for recipient eligibility counts. |
| 14 | get text | Compare preview counts, first eligible recipient and text with expectations. |
| 15 | click $confirm_send | Final send button for reviewed recipients; do not repeat an uncertain request |
| 16 | get text | Read this request identifier and any error from the result. |
| 17 | open | Delivery history for the template used |
| 18 | get text | Read the delivery state matching customer, template and attempt time. |
| 19 | Outside browser | The test recipient answers and checks actual caller ID and response. |
| 20 | open | Call record for this attempt |
| 21 | get text | Compare actual call outcome with its delivery record. |
Request acceptance, answer and terminal call outcome are distinguished.
Request a website and public-channel audit
Have public URLs and a reply contact.
Values for this task
entry_url, organization_name, public_urls, contact, request_scope, target_url, channel_scope, recipient
open "$entry_url" && snapshot -i
fill "$target_url_input" "$target_url" && snapshot -i
fill "$channel_scope_input" "$channel_scope" && snapshot -i
fill "$recipient_input" "$recipient" && snapshot -i
get value "$target_url_input"
get value "$recipient_input"
click "$submit_audit" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | fill $target_url_input | Audit target URL input |
| 2 | fill $channel_scope_input | Public channel scope input |
| 3 | fill $recipient_input | Report recipient input |
| 4 | get value $target_url_input | Read back the entered URL. |
| 5 | get value $recipient_input | Read back the report recipient. |
| 6 | click $submit_audit | Submit the audit request |
| 7 | get text | Read this request acknowledgment and target scope. |
The application can be followed without submitting it again.
Review audit findings and priorities
Have the audit result and target URLs.
Values for this task
entry_url, audit_id, result_url
open "$entry_url" && snapshot -i
click "$report_link" && snapshot -i
get text body
click "$evidence_link" && snapshot -i
get text body
# Outside browser: The operations owner assigns an owner and verification method for each improvement.Ref targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $report_link | Audit report link for the target |
| 2 | get text | Read target URL, observation time and unavailable checks. |
| 3 | click $evidence_link | Evidence link for a finding |
| 4 | get text | Compare evidence with the reported finding. |
| 5 | Outside browser | The operations owner assigns an owner and verification method for each improvement. |
Each priority has a target, owner and verification method.
Compare campaign results
Fix the comparison period and conversion definition first.
Values for this task
entry_url, campaign_ids, period, timezone, conversion_definition, period_start, period_end
open "$entry_url" && snapshot -i
click "$filter" && snapshot -i
click "$ad_account_condition" && snapshot -i
click "$ad_account_option" && snapshot -i
fill "$period_start_input" "$period_start" && snapshot -i
fill "$period_end_input" "$period_end" && snapshot -i
get text body
click "$campaign_row" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $filter | Campaign table filter button |
| 2 | click $ad_account_condition | Advertising account condition |
| 3 | click $ad_account_option | Target advertising account option |
| 4 | fill $period_start_input | Reporting start input |
| 5 | fill $period_end_input | Reporting end input |
| 6 | get text | Read spend, conversion count and value for the same period. |
| 7 | click $campaign_row | Campaign record to trace |
| 8 | get text | Read the source conversion and customer-link evidence. |
Evidence distinguishes missing data, delay and performance differences.
Configure and publish advertising campaigns
Have the advertising account and organization-supplied assets. Asset creation is outside this procedure.
Values for this task
entry_url, organization_id, campaign_id, provider, ad_account_id, approved_assets, budget, provider_campaign_url
open "$entry_url" && snapshot -i
click "$campaign_row" && snapshot -i
get text body
fill "$budget_input" "$budget" && press 'Tab' && snapshot -i
# Outside browser: The operator checks customer-supplied assets and provider-supported publication. A local Naver record does not prove external publication.
open "$provider_campaign_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $campaign_row | Target campaign record |
| 2 | get text | Compare provider, ad account and campaign IDs. |
| 3 | fill $budget_input | Campaign budget input |
| 4 | press | Leave the input to commit the edit. |
| 5 | Outside browser | The operator checks customer-supplied assets and provider-supported publication. A local Naver record does not prove external publication. |
| 6 | open | External provider page for this campaign |
| 7 | get text | Compare external campaign ID, state and budget. |
Verify external status for Meta or Google Ads. A Naver database record is not proof of publication.
Test product display and cart requests
Prepare published test products, options and a test customer.
Values for this task
entry_url, public_url, product_id, option_id, quantity, test_customer, test_contact, purchase_url
open "$entry_url" && snapshot -i
click "$product_link" && snapshot -i
get text body
click "$product_option" && snapshot -i
click "$add_to_cart" && snapshot -i
get text body
click "$cart_application" && snapshot -i
fill "$contact_input" "$test_contact" && snapshot -i
click "$submit_application" && snapshot -i
get text body
open "$purchase_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $product_link | Test product details link |
| 2 | get text | Compare price and included scope. |
| 3 | click $product_option | Option to include |
| 4 | click $add_to_cart | Add-to-cart button |
| 5 | get text | Compare cart product, option, quantity and amount. |
| 6 | click $cart_application | Open the cart application |
| 7 | fill $contact_input | Applicant contact input |
| 8 | click $submit_application | Submit the test application |
| 9 | get text | Read this application acknowledgment identifier. |
| 10 | open | Received purchase request |
| 11 | get text | Compare submitted product, option and customer. |
Customer, product, option and quantity match. Request acceptance is not payment approval.
Configure products and options
Define base deliverables, option scope and commercial terms.
Values for this task
entry_url, product_id, option_ids, entity_ids, commercial_values, base_price, option_scope
open "$entry_url" && snapshot -i
click "$product_row" && snapshot -i
fill "$base_price_input" "$base_price" && press 'Tab' && snapshot -i
click "$option_row" && snapshot -i
fill "$option_scope_input" "$option_scope" && press 'Tab' && snapshot -i
reload && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $product_row | Target product record |
| 2 | fill $base_price_input | Product base-price input |
| 3 | press | Leave the price input. |
| 4 | click $option_row | Option record belonging to the product |
| 5 | fill $option_scope_input | Option Scope input |
| 6 | press | Leave the option input. |
| 7 | reload | Reload the same product and option records. |
| 8 | get text | Compare base scope, option scope and pricing. |
Available choices and displayed terms match stored values.
Record advertising consent and withdrawal
Verify the customer actual consent or withdrawal and its evidence.
Values for this task
entry_url, customer_id, medium, scope, granted, evidence, consent_evidence
open "$entry_url" && snapshot -i
click "$customer_row" && snapshot -i
click "$record_consent" && snapshot -i
click "$consent_channel_picker" && snapshot -i
click "$consent_channel_option" && snapshot -i
get text body
# Condition: Run the next click only if consent differs from the requested state. Otherwise skip it.
click "$consent_switch" && snapshot -i
fill "$evidence_input" "$consent_evidence" && snapshot -i
click "$save_consent" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $customer_row | Target customer record |
| 2 | click $record_consent | Consent recording button |
| 3 | click $consent_channel_picker | Consent channel picker |
| 4 | click $consent_channel_option | Channel for consent or withdrawal |
| 5 | get text | Read customer, purpose and current consent state. |
| 6 | click $consent_switch | Consent switch only when current state differs from the request |
| 7 | fill $evidence_input | Evidence input |
| 8 | click $save_consent | Save consent record |
| 9 | get text | Compare latest channel consent state, evidence and time. |
Withdrawn advertising consent excludes the recipient without granting unrelated channels or purposes.
Configure conversion destinations and matching
Prepare advertising access and the permitted external-data scope.
Values for this task
entry_url, organization_id, destination_id, event_definition, source_type, source_url
open "$entry_url" && snapshot -i
# Outside browser: Provide the integration operator with destination, event kind and customer-matching scope, then complete authentication.
snapshot -i
click "$conversion_account" && snapshot -i
get text body
open "$source_url" && snapshot -i
get text body
# Outside browser: Use the conversion-delivery test to verify the same event ID.Ref targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | Outside browser | Provide the integration operator with destination, event kind and customer-matching scope, then complete authentication. |
| 2 | click $conversion_account | Conversion connection account |
| 3 | get text | Read destination ID, organization and account scope. |
| 4 | open | Source record for the test conversion |
| 5 | get text | Compare event ID, source ID and permitted matching fields. |
| 6 | Outside browser | Use the conversion-delivery test to verify the same event ID. |
Destination and field scope match, with one identifiable test event.
Verify conversion delivery and provider receipt
Verify configuration and identify one source event.
Values for this task
entry_url, source_id, event_id, destination_id, event_time, provider_events_url
open "$entry_url" && snapshot -i
get text body
# Outside browser: If the current UI does not expose the outbox, obtain the matching event-ID delivery result from the operator.
open "$provider_events_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | get text | Read source reservation or purchase ID, amount and time. |
| 2 | Outside browser | If the current UI does not expose the outbox, obtain the matching event-ID delivery result from the operator. |
| 3 | open | Event receipt page for that destination |
| 4 | get text | Compare receipt and amount for the same event ID. |
Transmission, receipt, deduplication and reporting delay are distinguished.
Read customer conversations, reservations, and purchases
Identify the customer ID and time range.
Values for this task
entry_url, customer_id, period
open "$entry_url" && snapshot -i
click "$customer_row" && snapshot -i
get text body
click "$relationship" && snapshot -i
get text body
click "$source_link" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $customer_row | Customer record matching the identifier |
| 2 | get text | Compare external customer ID and contact. |
| 3 | click $relationship | Conversation, reservation or purchase relationship to inspect |
| 4 | get text | Read linked customer ID, time and state. |
| 5 | click $source_link | Source record link to compare |
| 6 | get text | Compare relationship values with the source record. |
Duplicates and unlinked records are distinguished from customer activity.
Create and update customer profiles
Have customer identifiers and verified profile values.
Values for this task
entry_url, organization_id, customer_id, profile_values, customer_lookup, field_value
open "$entry_url" && snapshot -i
click "$filter" && snapshot -i
click "$name_condition" && snapshot -i
fill "$name_input" "$customer_lookup" && snapshot -i
get text body
click "$customer_row" && snapshot -i
fill "$customer_field" "$field_value" && press 'Tab' && snapshot -i
reload && snapshot -i
get value "$customer_field"Ref targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $filter | Customer table filter button |
| 2 | click $name_condition | Name condition (name) in the customer table |
| 3 | fill $name_input | Customer identifier input |
| 4 | get text | Compare existing customer ID and contact. |
| 5 | click $customer_row | Customer record to edit |
| 6 | fill $customer_field | Customer field being changed |
| 7 | press | Leave the field input. |
| 8 | reload | Reload the same customer record. |
| 9 | get value $customer_field | Compare the edited input with the expected value. |
Organization and customer IDs match and saved values equal the input.
Build charts and dashboards
Confirm the selected organization, comparison period, and source table before inspecting charts.
Values for this task
entry_url, chart_title, resource, period, grouping, metric, source_records_url
open "$entry_url" && snapshot -i
get text body
click "$chart_options" && snapshot -i
click "$customize_chart" && snapshot -i
fill "$title_input" "$chart_title" && press 'Tab' && snapshot -i
get value "$title_input"
open "$source_records_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | get text | Read the date range, summary ratio (numerator/denominator), and monthly legend. |
| 2 | click $chart_options | Chart options button in the top-right corner of the card |
| 3 | click $customize_chart | Save & edit chart item (or Edit chart on a saved card) |
| 4 | fill $title_input | Title input in the detail panel |
| 5 | press | Leave the title input to trigger autosave. |
| 6 | get value $title_input | Compare the saved chart title with the expected value. |
| 7 | open | Source records with the same conditions |
| 8 | get text | Compare source totals with the chart values. |
Source records under the same conditions explain the reported figure.
Install the mobile app and check notifications
Choose the account and record to inspect on mobile.
Values for this task
entry_url, organization_id, mobile_device, resource, record_id, field_value
open "$entry_url" && snapshot -i
click "$mobile_menu" && snapshot -i
click "$record_row" && snapshot -i
get text body
fill "$field_input" "$field_value" && press 'Tab' && snapshot -i
reload && snapshot -i
get value "$field_input"Ref targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $mobile_menu | Target menu in mobile navigation |
| 2 | click $record_row | Test record |
| 3 | get text | Compare the customer or product ID. |
| 4 | fill $field_input | Input to edit on mobile |
| 5 | press | Leave the input. |
| 6 | reload | Reload the same record. |
| 7 | get value $field_input | Compare the persisted value. |
Inputs and results match, with required controls accessible in the viewport.
Filter records and save a view
Choose the organization, resource and Query conditions.
Values for this task
entry_url, resource, query, selected_ids, view_name
open "$entry_url" && snapshot -i
click "$filter" && snapshot -i
click "$status_condition" && snapshot -i
click "$status_option" && snapshot -i
press 'Escape' && snapshot -i
get text body
click "$save_view" && snapshot -i
fill "$view_name_input" "$view_name" && press 'Enter' && snapshot -i
reload && snapshot -i
click "$saved_view" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $filter | Table filter button |
| 2 | click $status_condition | Status condition |
| 3 | click $status_option | Status option to query |
| 4 | press | Close the filter popover. |
| 5 | get text | Compare active conditions with displayed rows. |
| 6 | click $save_view | Save view button |
| 7 | fill $view_name_input | View name input |
| 8 | press | Submit the view name. |
| 9 | reload | Reload the page. |
| 10 | click $saved_view | Saved view with the specified name |
| 11 | get text | Compare restored conditions and query scope. |
Saved query conditions return; prior row selection is not assumed preserved.
Set Entity relationships and reuse
Identify the organization and test record.
Values for this task
entry_url, organization_id, record_id
open "$entry_url" && snapshot -i
click "$entity_row" && snapshot -i
get text body
click "$relationship_field" && snapshot -i
click "$entity_option" && snapshot -i
reload && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $entity_row | Entity whose relationships will change |
| 2 | get text | Read source Entity ID and intended target ID. |
| 3 | click $relationship_field | Relationship field to edit |
| 4 | click $entity_option | Entity option matching the target ID |
| 5 | reload | Reload the same Entity record. |
| 6 | get text | Compare saved relationship source, target and direction. |
Source records match the criteria established for this task.
Edit Entity content and translations
Identify one Entity and prepare approved text in each language.
Values for this task
entry_url, entity_label, description_ko, description_en
open "$entry_url" && snapshot -i
click "$entity_row" && snapshot -i
fill "$description_ko_input" "$description_ko" && press 'Tab' && snapshot -i
fill "$description_en_input" "$description_en" && press 'Tab' && snapshot -i
click "$close" && snapshot -i
reload && snapshot -i
click "$entity_row" && snapshot -i
get value "$description_ko_input"
get value "$description_en_input"Ref targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $entity_row | Row containing the target Entity name |
| 2 | fill $description_ko_input | Korean description input |
| 3 | press | Leave the Korean description input. |
| 4 | fill $description_en_input | English description input |
| 5 | press | Leave the English description input. |
| 6 | click $close | Close button |
| 7 | reload | Reload the same Entity list. |
| 8 | click $entity_row | Row containing the same Entity name |
| 9 | get value $description_ko_input | Compare the stored Korean description with the expected value. |
| 10 | get value $description_en_input | Compare the stored English description with the expected value. |
Both translations persist. Website and AI propagation are checked separately.
Verify form collection in AI conversations
Identify the form and account used by the AI.
Values for this task
entry_url, form_id, account_id, test_answers, conversation_id, submission_url
open "$entry_url" && snapshot -i
# Outside browser: The test customer starts the collection conversation in the specified channel.
snapshot -i
click "$conversation_row" && snapshot -i
get text body
# Outside browser: The test customer answers one field at a time and tests a missing or invalid value.
snapshot -i
reload && snapshot -i
get text body
open "$submission_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | Outside browser | The test customer starts the collection conversation in the specified channel. |
| 2 | click $conversation_row | Test customer conversation |
| 3 | get text | Read the question and field being collected. |
| 4 | Outside browser | The test customer answers one field at a time and tests a missing or invalid value. |
| 5 | reload | Reload the same test conversation. |
| 6 | get text | Compare follow-up questions for invalid values and the completed result. |
| 7 | open | Resulting submission record |
| 8 | get text | Compare test answers with stored values. |
Form ID, customer and final answers match the test conversation.
Design form fields and conditions
Specify the collection purpose, required fields and display branches.
Values for this task
entry_url, form_id, response_mode, target_resource, field_definitions, branch_inputs, field_label, show_when, form_preview_url, branch_value
open "$entry_url" && snapshot -i
click "$form_row" && snapshot -i
click "$response_mode_picker" && snapshot -i
click "$response_mode_option" && snapshot -i
click "$form_field" && snapshot -i
fill "$field_label_input" "$field_label" && snapshot -i
# Condition: Run the next click only if the required state differs from the requested value. Otherwise skip it.
click "$required_switch" && snapshot -i
fill "$show_when_input" "$show_when" && snapshot -i
open "$form_preview_url" && snapshot -i
fill "$branch_input" "$branch_value" && snapshot -i
click "$submit_form" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $form_row | Form record to configure |
| 2 | click $response_mode_picker | Response-mode picker |
| 3 | click $response_mode_option | Response mode matching the collection purpose |
| 4 | click $form_field | Form field to edit |
| 5 | fill $field_label_input | Field display-name input |
| 6 | click $required_switch | Required switch only when its current state differs from the intended value |
| 7 | fill $show_when_input | Show When input using key=value syntax |
| 8 | open | Form preview URL |
| 9 | fill $branch_input | Input controlling the conditional branch |
| 10 | snapshot | Read the full snapshot to check which fields are visible. |
| 11 | click $submit_form | Submit the test form with a required value missing |
| 12 | get text | Read the required-field validation error. |
Only intended fields appear and missing required data blocks submission.
Set form access and publish
Complete field validation and choose public or restricted access.
Values for this task
entry_url, form_id, access_mode, allowed_identity, denied_identity, form_url, test_answer
open "$entry_url" && snapshot -i
click "$form_row" && snapshot -i
get text body
# Outside browser: The publisher confirms audience and link. Prepare separate allowed and denied test sessions.
open "$form_url" && snapshot -i
fill "$answer_input" "$test_answer" && snapshot -i
click "$submit_form" && snapshot -i
get text body
# Outside browser: Switch to the denied account or signed-out session.
open "$form_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $form_row | Form record to publish |
| 2 | get text | Read form access mode and scope. |
| 3 | Outside browser | The publisher confirms audience and link. Prepare separate allowed and denied test sessions. |
| 4 | open | Form URL in the allowed test session |
| 5 | fill $answer_input | Input required for the test submission |
| 6 | click $submit_form | Test form submit button |
| 7 | get text | Read this submission acknowledgment identifier. |
| 8 | Outside browser | Switch to the denied account or signed-out session. |
| 9 | open | The same form URL |
| 10 | get text | Read the access-denial result. |
Restricted access does not create a submission.
Review form submissions
Have the submission ID and form used for it.
Values for this task
entry_url, form_id, submission_id, customer_id, result_record_url
open "$entry_url" && snapshot -i
click "$submission_row" && snapshot -i
get text body
click "$customer_row" && snapshot -i
get text body
open "$result_record_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $submission_row | Submission matching form and submission IDs |
| 2 | get text | Read submission time and original answers. |
| 3 | click $customer_row | Linked customer record |
| 4 | get text | Compare saved customer values with submitted answers. |
| 5 | open | Reservation or purchase linked by the submission |
| 6 | get text | Compare source submission ID with the resulting record. |
The intended customer is linked; receipt is distinguished from follow-up processing.
Take over a conversation and return it to AI
Confirm the conversation organization, account and customer.
Values for this task
entry_url, conversation_id, member_id, reply_text
open "$entry_url" && snapshot -i
click "$conversation_row" && snapshot -i
get text body
click "$handover" && snapshot -i
get text body
fill "$reply_input" "$reply_text" && snapshot -i
click "$send_reply" && snapshot -i
# Outside browser: The test customer confirms receipt in the same external conversation.
snapshot -i
click "$resume_ai" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $conversation_row | Customer conversation to handle |
| 2 | get text | Read customer, channel and latest inquiry. |
| 3 | click $handover | Control that hands the conversation to staff |
| 4 | get text | Read assigned staff and AI pause state. |
| 5 | fill $reply_input | Conversation reply input |
| 6 | click $send_reply | Send the composed reply |
| 7 | Outside browser | The test customer confirms receipt in the same external conversation. |
| 8 | click $resume_ai | Control that resumes AI replies |
| 9 | get text | Read handover completion and AI state. |
AI pause is released and the next inquiry has the intended handling state.
Connect Google Calendar and test synchronization
Verify editing access to the Google account and calendar.
Values for this task
entry_url, integration_id, calendar_id, reservation_id, calendar_event_url
open "$entry_url" && snapshot -i
# Outside browser: The calendar owner completes Google authorization. Confirm the calendar ID to use.
snapshot -i
get text body
# Outside browser: Use the reservation procedure to create one uniquely titled test booking at a known time.
open "$calendar_event_url" && snapshot -i
get text body
# Outside browser: Change the same test booking time in a supported synchronization direction.
snapshot -i
reload && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | Outside browser | The calendar owner completes Google authorization. Confirm the calendar ID to use. |
| 2 | get text | Read connected Google calendar ID and organization. |
| 3 | Outside browser | Use the reservation procedure to create one uniquely titled test booking at a known time. |
| 4 | open | Test event in Google Calendar |
| 5 | get text | Compare booking and event IDs, time zone and time. |
| 6 | Outside browser | Change the same test booking time in a supported synchronization direction. |
| 7 | reload | Reload the same external event. |
| 8 | get text | Check that the same event ID was updated without duplication. |
Updates and cancellation of the original event match reservation state.
Diagnose external integration problems
Identify the failed integration and source records on both sides.
Values for this task
entry_url, integration_id, source_id, external_id, symptom, source_url, account_url, synced_record_url
open "$entry_url" && snapshot -i
get text body
open "$source_url" && snapshot -i
get text body
open "$account_url" && snapshot -i
get text body
# Outside browser: The operator corrects the cause and checks supported synchronization for the same record.
open "$synced_record_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | get text | Read external ID and last update time for the affected record. |
| 2 | open | Source page for the same external ID |
| 3 | get text | Compare source and internal values and time zones. |
| 4 | open | Integration account record |
| 5 | get text | Read authentication state and scope. |
| 6 | Outside browser | The operator corrects the cause and checks supported synchronization for the same record. |
| 7 | open | Updated record with the same ID |
| 8 | get text | Compare values and update time again. |
Recovered scope and any disabled synchronization are explicit.
Define and request an external integration
Identify owners of both systems and the integration purpose.
Values for this task
entry_url, organization_id, external_system, record_types, directions, owners, source_url
open "$entry_url" && snapshot -i
# Outside browser: Agree with the operator on system, external IDs, read/write scope, update cadence and conflict handling.
snapshot -i
click "$integration_account" && snapshot -i
get text body
open "$source_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | Outside browser | Agree with the operator on system, external IDs, read/write scope, update cadence and conflict handling. |
| 2 | click $integration_account | Integration account record |
| 3 | get text | Compare system, organization and connection scope with the agreement. |
| 4 | open | Integration test source record |
| 5 | get text | Read the external ID and field values for the test. |
The request contains owners, scope and acceptance checks.
Configure prompt templates and account scope
Choose prompt or dashboard instructions and their target scope.
Values for this task
entry_url, template_id, kind, account_ids, instruction_text, prompt_body
open "$entry_url" && snapshot -i
click "$prompt_row" && snapshot -i
get text body
fill "$prompt_body_input" "$prompt_body" && press 'Tab' && snapshot -i
reload && snapshot -i
get value "$prompt_body_input"Ref targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $prompt_row | Target prompt template record |
| 2 | get text | Read organization scope and intended use. |
| 3 | fill $prompt_body_input | Prompt template body input |
| 4 | press | Leave the body input. |
| 5 | reload | Reload the same prompt template. |
| 6 | get value $prompt_body_input | Compare the saved body with the expected value. |
Values persist and the change is ready for response review.
Review AI after Entity or prompt changes
Verify the scope of the changed Entities and prompt.
Values for this task
entry_url, account_id, entity_ids, template_id, test_questions, expected_answers, test_conversations_url
open "$entry_url" && snapshot -i
get text body
# Outside browser: The test customer sends one known-answer question, one unknown-answer question and one handover request.
open "$test_conversations_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | get text | Read current prompt template and Entity values. |
| 2 | Outside browser | The test customer sends one known-answer question, one unknown-answer question and one handover request. |
| 3 | open | Conversation records for the tests |
| 4 | get text | Compare answers with source Entities and expected handover conditions. |
Each question has a result and an identified source for any correction.
Reconcile purchase status with payment
Have real transaction evidence for the purchase status.
Values for this task
entry_url, purchase_id, provider_transaction_id, expected_status, transaction_url
open "$entry_url" && snapshot -i
click "$purchase_row" && snapshot -i
get text body
open "$transaction_url" && snapshot -i
get text bodyRef targets and expected results
Purchase state matches the source; changing a status is not itself a refund.
Record purchase terms and requests
Identify one purchase and the customer selected terms.
Values for this task
entry_url, purchase_id, product_id, option_id, quantity, agreed_terms
open "$entry_url" && snapshot -i
click "$purchase_row" && snapshot -i
get text body
fill "$terms_input" "$agreed_terms" && press 'Tab' && snapshot -i
click "$freeze_terms" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $purchase_row | Purchase record whose terms will be finalized |
| 2 | get text | Compare customer, product and selected options with sources. |
| 3 | fill $terms_input | Agreed purchase-terms input |
| 4 | press | Leave the purchase-terms input. |
| 5 | click $freeze_terms | Freeze terms button |
| 6 | get text | Read frozen customer, scope and amount separately from payment state. |
Finalized terms persist and remain distinct from current catalog pricing.
Set reservable hours and capacity
Specify hours, capacity and exception dates.
Values for this task
entry_url, organization_id, timezone, rules, test_dates, start_time, end_time, capacity, availability_url
open "$entry_url" && snapshot -i
click "$availability_rule" && snapshot -i
fill "$start_time_input" "$start_time" && snapshot -i
fill "$end_time_input" "$end_time" && snapshot -i
fill "$capacity_input" "$capacity" && press 'Tab' && snapshot -i
# Outside browser: The operator verifies blackout dates and external calendar scope.
open "$availability_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $availability_rule | Target availability rule |
| 2 | fill $start_time_input | Available start-time input |
| 3 | fill $end_time_input | Available end-time input |
| 4 | fill $capacity_input | Capacity input |
| 5 | press | Leave the last input. |
| 6 | Outside browser | The operator verifies blackout dates and external calendar scope. |
| 7 | open | Availability for the test date |
| 8 | get text | Compare expected available and excluded slots and capacity. |
Results account for capacity, existing bookings and closures.
Create, change, and cancel reservations
Verify the customer, timezone and current availability.
Values for this task
entry_url, customer_id, reservation_id, starts_at, change_values, reservation_purpose
open "$entry_url" && snapshot -i
get text body
click "$available_slot" && snapshot -i
fill "$purpose_input" "$reservation_purpose" && snapshot -i
click "$confirm_reservation" && snapshot -i
get text body
# Outside browser: For rescheduling or cancellation, change the original reservation. Do not create a replacement record.
snapshot -i
reload && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | get text | Read availability for the test customer and date. |
| 2 | click $available_slot | Available slot to reserve |
| 3 | fill $purpose_input | Reservation purpose input |
| 4 | click $confirm_reservation | Confirm the reservation request |
| 5 | get text | Read this reservation ID, customer and time. |
| 6 | Outside browser | For rescheduling or cancellation, change the original reservation. Do not create a replacement record. |
| 7 | reload | Reload the same reservation record. |
| 8 | get text | Compare reservation ID, time and final state. Cancellation does not imply a payment refund. |
Customer, time and status persist; external synchronization is checked separately.
Diagnose missing or incorrect available times
Identify the disputed date and expected time.
Values for this task
entry_url, organization_id, date, timezone, expected_slot, test_date, availability_rules_url, availability_url
open "$entry_url" && snapshot -i
fill "$reservation_date" "$test_date" && snapshot -i
get text body
open "$availability_rules_url" && snapshot -i
get text body
# Outside browser: The operator corrects the identified rule or external event.
open "$availability_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | fill $reservation_date | Affected reservation-date input |
| 2 | get text | Read organization, customer and visible availability. |
| 3 | open | Rules applying to that date |
| 4 | get text | Compare time zone, blackouts, capacity and conflicting events. |
| 5 | Outside browser | The operator corrects the identified rule or external event. |
| 6 | open | Availability with the original query conditions |
| 7 | get text | Compare the unchanged query result with expected slots. |
The discrepancy is resolved or assigned with specific external-calendar evidence.
Request technical support and verify resolution
Have the organization, source records and reproduction conditions.
Values for this task
entry_url, organization_id, source_ids, symptom, expected_result, contact, evidence_path, support_request_url
open "$entry_url" && snapshot -i
get text body
screenshot --annotate "$evidence_path"
# Outside browser: Give the designated support operator the organization, source ID, time and evidence. The current request screen is read-only.
open "$support_request_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | get text | Read the affected record ID and error. |
| 2 | screenshot | Capture the screen showing the problem. |
| 3 | Outside browser | Give the designated support operator the organization, source ID, time and evidence. The current request screen is read-only. |
| 4 | open | Read-only view of the received support request |
| 5 | get text | Compare the acknowledgment number supplied by the operator with the request state. |
Resolution is verified or new evidence is attached to the same unresolved request.
Diagnose message delivery failures
Distinguish preview exclusion from failure after sending.
Values for this task
entry_url, customer_id, template_id, delivery_id, attempt_time, cause_record_url
open "$entry_url" && snapshot -i
click "$delivery_row" && snapshot -i
get text body
open "$cause_record_url" && snapshot -i
get text body
# Outside browser: The operator corrects the cause. Exclude delivered and unresolved attempts from retry.
snapshot -i
reload && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $delivery_row | Affected customer delivery record |
| 2 | get text | Read whether this is preview exclusion or failure after submission. |
| 3 | open | Relevant customer, account or template source |
| 4 | get text | Compare the contact, consent or approval value indicated by the error. |
| 5 | Outside browser | The operator corrects the cause. Exclude delivered and unresolved attempts from retry. |
| 6 | reload | Reload the original delivery record. |
| 7 | get text | Read the final state of the same delivery before selecting any retry. |
Delivered recipients are excluded and any retry is explicitly identified.
Prepare a sending account and message template
Identify the messaging channel and organization-supplied text.
- Prepare a Kakao BizMessage sender profile
- Prepare a LINE Messaging API channel
- Prepare a WhatsApp Business account
- Prepare a Facebook Messenger Page
Values for this task
entry_url, account_id, template_id, kind, test_customer_id, template_url, template_body, customers_url
open "$entry_url" && snapshot -i
click "$sending_account" && snapshot -i
get text body
open "$template_url" && snapshot -i
get text body
fill "$template_body_input" "$template_body" && press 'Tab' && snapshot -i
# Outside browser: For reviewed template kinds, the operator checks the actual provider approval.
open "$customers_url" && snapshot -i
check "$customer_checkbox" && snapshot -i
click "$open_send" && snapshot -i
click "$template_picker" && snapshot -i
press 'ArrowDown' && snapshot -i
click "$template_option" && snapshot -i
get text body
click "$preview" && wait --text '발송 가능' && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $sending_account | Account used for sending |
| 2 | get text | Compare organization, channel and external account. |
| 3 | open | Template record to use |
| 4 | get text | Compare template kind, account and sending purpose. |
| 5 | fill $template_body_input | Template body input |
| 6 | press | Leave the body input. |
| 7 | Outside browser | For reviewed template kinds, the operator checks the actual provider approval. |
| 8 | open | Test customer table |
| 9 | check $customer_checkbox | Checkbox for one test customer row |
| 10 | click $open_send | Send button for the selected customers |
| 11 | click $template_picker | Template chooser in the send dialog |
| 12 | press | Expand the template list. |
| 13 | click $template_option | Template option matching template_id and name |
| 14 | get text | Compare selected template and account with the inputs. |
| 15 | click $preview | Preview button; distinguish it from the send button |
| 16 | wait | Wait for recipient eligibility counts. |
| 17 | get text | Compare preview counts, first eligible recipient and text with expectations. |
Required values render and the recipient matches the intended channel.
Preview recipients and send a message
The template and account must be sendable, with required recipient consent.
Values for this task
entry_url, customer_id, template_id, source_id, expected_recipient, expected_text, customer_lookup, delivery_history_url
open "$entry_url" && snapshot -i
click "$filter" && snapshot -i
click "$name_condition" && snapshot -i
fill "$name_input" "$customer_lookup" && press 'Escape' && snapshot -i
get text body
check "$customer_checkbox" && snapshot -i
click "$open_send" && snapshot -i
click "$template_picker" && snapshot -i
press 'ArrowDown' && snapshot -i
click "$template_option" && snapshot -i
get text body
click "$preview" && wait --text '발송 가능' && snapshot -i
get text body
click "$confirm_send" && snapshot -i
get text body
open "$delivery_history_url" && snapshot -i
get text body
# Outside browser: The test customer checks the received text and links in the external channel.Ref targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $filter | Customer table filter button |
| 2 | click $name_condition | Name condition (name) in the customer table |
| 3 | fill $name_input | Name filter value input |
| 4 | press | Close the filter popover. |
| 5 | get text | Compare customer ID and contact with the source record. |
| 6 | check $customer_checkbox | Checkbox for one test customer row |
| 7 | click $open_send | Send button for the selected customers |
| 8 | click $template_picker | Template chooser in the send dialog |
| 9 | press | Expand the template list. |
| 10 | click $template_option | Template option matching template_id and name |
| 11 | get text | Compare selected template and account with the inputs. |
| 12 | click $preview | Preview button; distinguish it from the send button |
| 13 | wait | Wait for recipient eligibility counts. |
| 14 | get text | Compare preview counts, first eligible recipient and text with expectations. |
| 15 | click $confirm_send | Final send button for reviewed recipients; do not repeat an uncertain request |
| 16 | get text | Read this request identifier and any error from the result. |
| 17 | open | Delivery history for the template used |
| 18 | get text | Read the delivery state matching customer, template and attempt time. |
| 19 | Outside browser | The test customer checks the received text and links in the external channel. |
This message reaches the same customer with the intended text and links.
Prepare and accept a Toss terminal installation
Identify the merchant, site contact and installation time.
Values for this task
entry_url, merchant_id, site_contact, terminal_id, installation_time, reception_url
open "$entry_url" && snapshot -i
# Outside browser: The site owner prepares address, power, network and placement. The installer installs the terminal and connects merchant and organization.
snapshot -i
get text body
# Outside browser: The site operator performs agreed test reception and payment. Obtain actual transaction and reception IDs.
open "$reception_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | Outside browser | The site owner prepares address, power, network and placement. The installer installs the terminal and connects merchant and organization. |
| 2 | get text | Read terminal, merchant and organization IDs from the installation result. |
| 3 | Outside browser | The site operator performs agreed test reception and payment. Obtain actual transaction and reception IDs. |
| 4 | open | Record linked to the test reception |
| 5 | get text | Compare installed terminal, test reception and payment records. |
Acceptance identifies the operator, terminal and test result; application receipt alone is insufficient.
Check in a customer and verify Toss payment
Confirm merchant connection and the test-payment operator. This procedure can create a real charge.
Values for this task
entry_url, terminal_id, customer_id, amount, purchase_id, transaction_url
open "$entry_url" && snapshot -i
# Outside browser: The on-site operator confirms the customer and performs one agreed test reception and payment. Obtain reception and transaction IDs.
snapshot -i
click "$purchase_row" && snapshot -i
get text body
open "$transaction_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | Outside browser | The on-site operator confirms the customer and performs one agreed test reception and payment. Obtain reception and transaction IDs. |
| 2 | click $purchase_row | Purchase linked to the test transaction |
| 3 | get text | Read customer, purchase amount and payment state. |
| 4 | open | Confirmation for the original terminal transaction |
| 5 | get text | Compare purchase and transaction amounts and identifiers. |
Customer, transaction ID, amount and approval outcome match.
Connect a Toss store and plugin
Identify the terminal merchant and destination Laney organization.
Values for this task
entry_url, organization_id, merchant_id, terminal_id, reception_url
open "$entry_url" && snapshot -i
# Outside browser: The installation operator links the merchant and physical terminal. Obtain merchant and terminal identifiers.
snapshot -i
click "$toss_account" && snapshot -i
get text body
# Outside browser: Create a test reception on the terminal and record its time and identifier.
open "$reception_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | Outside browser | The installation operator links the merchant and physical terminal. Obtain merchant and terminal identifiers. |
| 2 | click $toss_account | Toss connection account record |
| 3 | get text | Compare organization, merchant and terminal IDs with the installation result. |
| 4 | Outside browser | Create a test reception on the terminal and record its time and identifier. |
| 5 | open | Matching reception record |
| 6 | get text | Compare the customer and terminal for the same reception. |
Reception targets the intended organization. Payment testing remains a separate task.
Resolve mismatched Toss payment results
Keep the original transaction identifiers; do not start another charge.
Values for this task
entry_url, merchant_id, transaction_id, purchase_id, amount, transaction_url
open "$entry_url" && snapshot -i
get text body
open "$transaction_url" && snapshot -i
get text body
# Outside browser: After confirming the original outcome, the recovery operator handles that reception. Do not request another payment while the result is unknown.
snapshot -i
reload && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | get text | Read the original reception ID, transaction ID and outcome. |
| 2 | open | Toss confirmation for the same transaction |
| 3 | get text | Compare approved, cancelled or unresolved state and amount. |
| 4 | Outside browser | After confirming the original outcome, the recovery operator handles that reception. Do not request another payment while the result is unknown. |
| 5 | reload | Reload the same reception record. |
| 6 | get text | Compare the original reception and transaction with the recovered purchase. |
The same transaction is recorded without another charge, or explicitly handed over as unresolved.
Compose a website with Entities
Have the intended Entities and website editing permission.
Values for this task
entry_url, organization_id, section_ids, entity_ids, locale, preview_url
open "$entry_url" && snapshot -i
click "$page_entity" && snapshot -i
get text body
# Outside browser: The page implementer binds the Entity and product references in the page composition. This does not assume a visual page editor.
open "$preview_url" && snapshot -i
get text body
click "$application_link" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $page_entity | Entity record used by the page |
| 2 | get text | Read content and localized values. |
| 3 | Outside browser | The page implementer binds the Entity and product references in the page composition. This does not assume a visual page editor. |
| 4 | open | Preview URL for the configured page |
| 5 | get text | Compare rendered title, content and products with their sources. |
| 6 | click $application_link | Customer application link on the page |
| 7 | get text | Check the destination form and product. |
Order and content match, with no required area left empty.
Connect a domain and check search visibility
Have domain administration access and a website ready to publish.
Values for this task
entry_url, organization_id, domain, public_url, locale
open "$entry_url" && snapshot -i
# Outside browser: The deployment operator confirms the domain and version, then publishes it.
open "$public_url" && snapshot -i
get text body
click "$application_link" && snapshot -i
get text body
# Outside browser: The publisher checks canonical, robots, sitemap and search-tool collection state. Ranking improvement is evaluated separately.Ref targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | Outside browser | The deployment operator confirms the domain and version, then publishes it. |
| 2 | open | Published public page URL |
| 3 | get text | Compare the public title and content with the published version. |
| 4 | click $application_link | Customer application link |
| 5 | get text | Check the application target and language. |
| 6 | Outside browser | The publisher checks canonical, robots, sitemap and search-tool collection state. Ranking improvement is evaluated separately. |
Metadata matches public content. This does not establish search-engine indexing.
Configure workflow triggers and steps
Verify actor permissions, the test event, and expected side effects before activating the workflow.
Values for this task
entry_url, workflow_id, trigger, source_conditions, step_inputs, schedule, workflow_run_url
open "$entry_url" && snapshot -i
click "$workflow_row" && snapshot -i
click "$info_tab" && snapshot -i
click "$trigger_picker" && snapshot -i
click "$cron_option" && snapshot -i
fill "$schedule_input" "$schedule" && press 'Tab' && snapshot -i
click "$flow_tab" && snapshot -i
click "$step_node" && snapshot -i
get text body
# Outside browser: Generate one test source event. Restrict sending workflows to the designated test recipients.
open "$workflow_run_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $workflow_row | Workflow record to configure |
| 2 | click $info_tab | Info tab in the workflow pane header (or click the top trigger card on the canvas) |
| 3 | click $trigger_picker | Trigger picker |
| 4 | click $cron_option | Cron or event option for this test |
| 5 | fill $schedule_input | Schedule input (or Filter chips for a db trigger) |
| 6 | press | Leave the configuration input to save. |
| 7 | click $flow_tab | Flow tab in the workflow pane header |
| 8 | click $step_node | Step node card (#1, #2) on the flow canvas |
| 9 | get text | Inspect the step's feature, when condition, each loop path, and inputs. |
| 10 | Outside browser | Generate one test source event. Restrict sending workflows to the designated test recipients. |
| 11 | open | Workflow run for this test |
| 12 | get text | Compare executed steps and resulting records for the same source event. |
The matching workflow and step runs show intended outcomes without duplicate execution.
Inspect workflow failures and recovery
Identify the failed workflow run ID, its first failed step, and the source record ID.
Values for this task
entry_url, workflow_run_id, step_run_ids, source_id, cause_record_url, workflow_run_url
open "$entry_url" && snapshot -i
click "$workflow_run" && snapshot -i
get text body
open "$cause_record_url" && snapshot -i
get text body
# Outside browser: The operator corrects the cause and resumes through a supported recovery path. Do not repeat completed sends or payments.
open "$workflow_run_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $workflow_run | Stopped or failed workflow run row |
| 2 | get text | Read the failure point, completed steps, error message, and source ID. |
| 3 | open | Source record related to the failure |
| 4 | get text | Compare the reported error with source field values. |
| 5 | Outside browser | The operator corrects the cause and resumes through a supported recovery path. Do not repeat completed sends or payments. |
| 6 | open | Recovered workflow run |
| 7 | get text | Distinguish original execution from the recovery attempt. |
Successful effects are not duplicated and recovery correlates to the original event.
Combined tasks
Select customers for return-visit contact
Define return-visit criteria and verify channel-specific consent.
Values for this task
entry_url, query, template_id, test_customer_id, consent_scope, customers_url, customer_lookup, delivery_history_url
open "$entry_url" && snapshot -i
get text body
open "$customers_url" && snapshot -i
click "$filter" && snapshot -i
click "$name_condition" && snapshot -i
fill "$name_input" "$customer_lookup" && press 'Escape' && snapshot -i
get text body
check "$customer_checkbox" && snapshot -i
click "$open_send" && snapshot -i
click "$template_picker" && snapshot -i
press 'ArrowDown' && snapshot -i
click "$template_option" && snapshot -i
get text body
click "$preview" && wait --text '발송 가능' && snapshot -i
get text body
click "$confirm_send" && snapshot -i
get text body
open "$delivery_history_url" && snapshot -i
get text body
# Outside browser: The test customer checks receipt. Evaluate return-visit outcomes later using reservation records.Ref targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | get text | Read the test customer last visit and completion state from source reservations. |
| 2 | open | Test customer table |
| 3 | click $filter | Customer table filter button |
| 4 | click $name_condition | Name condition (name) in the customer table |
| 5 | fill $name_input | Name filter value input |
| 6 | press | Close the filter popover. |
| 7 | get text | Compare source reservation customer ID, current customer and channel consent. |
| 8 | check $customer_checkbox | Select row checkbox for the eligible test customer |
| 9 | click $open_send | Send button for the selected customers |
| 10 | click $template_picker | Template chooser in the send dialog |
| 11 | press | Expand the template list. |
| 12 | click $template_option | Template option matching template_id and name |
| 13 | get text | Compare selected template and account with the inputs. |
| 14 | click $preview | Preview button; distinguish it from the send button |
| 15 | wait | Wait for recipient eligibility counts. |
| 16 | get text | Compare preview counts, first eligible recipient and text with expectations. |
| 17 | click $confirm_send | Final send button for reviewed recipients; do not repeat an uncertain request |
| 18 | get text | Read this request identifier and any error from the result. |
| 19 | open | Delivery history for the template used |
| 20 | get text | Read the delivery state matching customer, template and attempt time. |
| 21 | Outside browser | The test customer checks receipt. Evaluate return-visit outcomes later using reservation records. |
Delivery and actual receipt correlate. Later bookings measure return-visit outcomes separately.
Configure contact around reservation and usage times
Define the event, contact timing, template, basis for contact, and test records.
- Configure workflow triggers and steps
- Preview recipients and send a message
- Place an AI outbound call and check its result
Values for this task
entry_url, workflow_id, source_event, template_id, test_customer_id, workflow_run_url
open "$entry_url" && snapshot -i
click "$workflow_row" && snapshot -i
get text body
# Outside browser: Prepare one eligible and one excluded test record. Generate the designated source event once.
open "$workflow_run_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $workflow_row | Workflow for the timed-contact test |
| 2 | get text | Read the trigger filter chips, step conditions, and template on the Flow canvas. |
| 3 | Outside browser | Prepare one eligible and one excluded test record. Generate the designated source event once. |
| 4 | open | Workflow run for this event |
| 5 | get text | Compare audience selection, delivery, and exclusion outcomes. |
One contact at the intended time correlates to the original event.
Preview before sending
Check template send inputs
Prepare test-organization customers and a template. This procedure stops before sending.
Values for this task
entry_url, account_label, template_label, expected_count, expected_recipients, expected_text
open "$entry_url" && snapshot -i
click "$filter" && snapshot -i
click "$account_condition" && snapshot -i
click "$account_option" && snapshot -i
press 'Escape' && snapshot -i
get text body
check "$select_all" && snapshot -i
click "$open_send" && snapshot -i
click "$template_picker" && snapshot -i
press 'ArrowDown' && snapshot -i
click "$template_option" && snapshot -i
get text body
click "$preview" && wait --text '발송 가능' && snapshot -i
get text body
click "$close" && snapshot -iRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $filter | Customer table filter button |
| 2 | click $account_condition | Account condition button |
| 3 | click $account_option | Option matching the test account name and ID |
| 4 | press | Close the filter popover. |
| 5 | get text | Compare displayed test customers and expected count. |
| 6 | check $select_all | Select all checkbox for the test result set |
| 7 | click $open_send | Send button for the selected customers |
| 8 | click $template_picker | Template chooser in the send dialog |
| 9 | press | Expand the template list. |
| 10 | click $template_option | Template option matching template_id and name |
| 11 | get text | Compare selected template and account with the inputs. |
| 12 | click $preview | Preview button; distinguish it from the send button |
| 13 | wait | Wait for recipient eligibility counts. |
| 14 | get text | Compare preview counts, first eligible recipient and text with expectations. |
| 15 | click $close | Close button in the send dialog |
Preview counts, recipient and text match expectations. The dialog is closed before the final send.