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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

一个表面用于显示姿势、操作以及接下来需要注意的事项。

工程、QA 和 SRE 团队每天打开的经过身份验证的主页:质量态势、进行中的运行、按模块划分的覆盖范围,以及下一步需要关注的事项。

运营关键绩效指标

运行·覆盖范围·风险

生活在您运送到的每个环境中。

工作脊柱

规格·测试·时间表

从规范到预定回归。

护栏

RBAC·SSO·审计

每一个行动都归因于一个指定的人。

LIVE/console
Zof 首页指挥中心展示了 12 次运行、94% 通过率、3 个未解决的严重问题、84% 覆盖率、四个模块的可追溯性条、规范流水线、即将执行的计划,以及带有运行中任务侧栏的建议后续操作。
控制台首页示例 · Checkout Service · 预发布环境。