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Customer onboarding

Prepare your first verified workflow

A practical onboarding plan for choosing an application, agreeing access, running a controlled evaluation, and handing the workflow to its operational owner.

Agree the starting point

Begin with one application and one workflow whose expected behavior your team can describe. Identify the application owner, the people who will operate Zof, and the reviewer who will decide whether the first results are useful. Define the environment, release or version, and a small set of acceptance criteria before configuring automated work.

An initial evaluation should answer a concrete question: whether a critical user journey completes, an API respects a contract, or a known defect can be reproduced. Record the existing test result or manual procedure as a baseline. Deployment preparation and access reviews can affect timing, so agree a schedule that reflects your environment.

Prepare access and the test environment

Confirm your deployment model and the organization, project, and application scope you are authorized to use. Ask your administrator to verify roles, identity configuration, and any network access required by the selected execution agents. Follow the configuration supported by your subscription and deployment.

Use a staging environment and synthetic or approved test data for the first run. Agree which credentials may be used, who can rotate them, and where secrets must be stored. Do not paste credentials into requirements, screenshots, support messages, or test descriptions.

  • Application URL or endpoint, version or release identifier, and authorized environment.
  • Expected behavior, prerequisites, known dependencies, and an existing test or reproduction procedure.
  • Named owners for application access, test data, infrastructure, and approval of generated work.
  • A plan for preserving useful evidence and removing temporary access after the evaluation.

Configure and review the first run

Create or select the relevant project and application, then add the requirements or specifications for the agreed workflow. Review generated scenarios and test cases for correctness, scope, data use, and environmental assumptions. Confirm the agent assignment and permissions before execution.

Run the smallest useful test first. Inspect the result, evidence, and error details against the agreed expectation. A completed run is not the same as a successful business outcome: investigate skipped work, missing assertions, environment failures, and any result that cannot be reproduced.

Approve the operating workflow

After the first run is understood, agree who may change the configuration, how results are reviewed, and what happens when a run fails. Add scheduling or CI/CD integration only after confirming the impact of retries, credentials, capacity, and any release gate that will depend on the result.

For remediation, define the approval boundary before permitting changes. Review the proposed change and its verification evidence using your organization’s change-management process. Keep a record of the configuration, reviewers, acceptance decision, and unresolved limitations.

Handover and support

Give the operational owner a short runbook covering the environment, authorized users, normal workflow, expected evidence, and escalation steps. Document what has been evaluated and what remains outside scope. Review access and data handling before expanding to additional applications.

If you need help, include the organization and project identifier, relevant run identifier, timestamps with time zone, the expected outcome, and the actual error. Remove sensitive content before sending logs. Support channels, hours, and response commitments are determined by your agreement.

01Zof Console

Una superficie para la postura, las operaciones y lo que necesita atención a continuación.

El hogar autenticado que los equipos de ingeniería, QA y SRE abren cada día: postura de calidad, ejecuciones en vuelo, cobertura por módulo y lo que requiere atención a continuación.

KPI OPERACIONALES

  • Carreras
  • Cobertura
  • Riesgo

Viva en todos los entornos a los que realiza envíos.

COLUMNA DE TRABAJO

  • Especificaciones
  • Pruebas
  • Horarios

De la especificación a la regresión programada.

BARANDILLAS

  • RBAC
  • SSO
  • auditoría

Cada acción atribuible a un humano nombrado.

LIVE/console
Centro de mando de inicio de Zof que muestra 12 ejecuciones con un 94% de éxito, 3 incidencias críticas abiertas, un 84% de cobertura, cuatro barras de trazabilidad de módulos, el pipeline de especificaciones, las próximas programaciones y las siguientes acciones recomendadas, con una barra lateral de ejecuciones activas.
Ejemplo de inicio de consola · Checkout Service · Entorno de pruebas previo a producción.