Run a focused release acceptance check

Step-by-step walkthrough

1. 01

   Record the running release, known changes, backup location, and rollback procedure. Confirm that rollback remains valid after any new live writes.

2. 02

   Test a visitor message, an authorized staff reply, a private note, and an attachment. Confirm the private note stays out of the visitor view.

3. 03

   Convert a disposable chat to a ticket, inspect its reference and history, and exercise the intended close or reopen workflow.

4. 04

   Test onboarding and recovery emails in owned mailboxes. For every enabled channel or AI provider, record a real delivery test or explicitly mark it untested.

5. 05

   Review representative desktop and physical mobile journeys. Check keyboard behavior, scrolling, uploads, and roles rather than assuming a successful homepage check covers them.

6. 06

   Confirm backup verification, alert delivery, and the external availability check. Keep a list of unresolved blockers with an owner for each.

Important details