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Internal demo QA
Demo Health
Sales-demo checklist for safe simulations. These surfaces must stay demo-only unless explicitly routed through sandbox mode.
Total
19
Pass
19
Needs attention
0
Fail
0
| Section | Surface | Status | Route | Notes |
|---|---|---|---|---|
| Dashboard | Full business journey | pass | /demo | End-to-end workflow covers inbound lead through field workflow.Last tested: 2026-04-25 |
| Leads | Lead table and detail fixtures | pass | /demo/leads | Uses staged lead table data and read-only demo interactions.Last tested: 2026-04-25 |
| Contacts | Contact profile/timeline | pass | /demo/contacts | Staged contact timeline only.Last tested: 2026-04-25 |
| Pipeline | Deal board movement | pass | /demo/pipeline | Pipeline uses demo fixtures and local demo state.Last tested: 2026-04-25 |
| Quotes | Quote list and send/approve story | pass | /demo/quotes | Runtime-controlled AI quote flow previews draft, link, approval, and invoice handoff.Last tested: 2026-04-25 |
| Invoices | Invoice states | pass | /demo/invoices | Staged invoice/payment rows only.Last tested: 2026-04-25 |
| Finance Hub / LedgerAI | Revenue snapshot | pass | /demo/ledgerai | Explicit simulated balances and LedgerAI fixtures.Last tested: 2026-04-25 |
| Inbox / Conversations | SMS conversation | pass | /demo/inbox | Read-only staged conversation and inbox fixtures.Last tested: 2026-04-25 |
| Calendar / Booking | Booking workflow | pass | /demo/calendar | Staged schedule only.Last tested: 2026-04-25 |
| Automations | Trigger/action/result | pass | /demo/automations | Runtime-controlled missed-call recovery flow with queued demo follow-up and no SMS send.Last tested: 2026-04-25 |
| AI Insights | Lead/revenue recommendation | pass | /demo/ai-insights | Uses fixture insights, no AI cost.Last tested: 2026-04-25 |
| Forms & Capture | Hosted form/chat/booking capture | pass | /demo/lead-capture | Staged capture surfaces only.Last tested: 2026-04-25 |
| Help & Support | Ticket and admin reply | pass | /demo/support | Staged support tickets only.Last tested: 2026-04-25 |
| Calls / AI Receptionist | Scripted call demo | pass | /crm/ai-receptionist-demo | Dedicated CRM simulation route; no real Twilio call is placed from the demo.Last tested: 2026-04-25 |
| Control Tower / Operations | Live tech tracker | pass | / | Homepage tracker is simulated with predefined route and no GPS/API calls.Last tested: 2026-04-25 |
| Technician App | Job assignment and field state | pass | /demo/staff-payroll-live | Staff payroll provider uses staged scenario and reset controls.Last tested: 2026-04-25 |
| Crew Chat | Presence and sender identity | pass | /demo/crew-chat | Dedicated staged demo shows CRM admin and Tech App heartbeat presence without real messages.Last tested: 2026-04-25 |
| Media Library | Upload/quota states | pass | /demo/media | Dedicated staged demo shows upload success/failure, quota meter, and tier display without file writes.Last tested: 2026-04-25 |
| Billing | Plan and add-on cards | pass | /demo/billing | No real checkout in demo page; live billing remains in CRM.Last tested: 2026-04-25 |