Verify records and permissions
- Confirm the correct organization, pipeline, stage and lead owner.
- Create and re-open a test lead; verify attributes, notes, source and timestamps.
- Verify agent access, especially on cross-pipeline moves and exports.
Verify messages and AI
- Confirm an inbound chat appears in the intended account and lead.
- Confirm provider send, acknowledgement and delivery are distinguished; queued does not mean sent.
- Test AI Brain in Sandbox and at least one authorized real channel conversation.
- Confirm qualification requires evidence, not an unanswered question or an AI assertion.
- Check languages, file-sharing conditions, FAQ grounding and human handoff.
Verify automations
- Test Cadence once with realistic timing and an inbound reply.
- Verify templates are approved for API messages outside the service window.
- Confirm Workflows do not send from a different pipeline's number.
Verify connected systems
- Send one test enquiry from each source: Meta Leads, Sheets, JustDial, IndiaMART or 99acres where applicable.
- Verify calendar slot availability and a confirmed booking.
- Preview a SHVYA Sales PDF before sending an invoice or agreement.
- Check the Support portal and your team escalation contact.
Operational sign-off
Keep the test lead IDs, timestamp, channel, expected result and observed result. If any critical step remains unverified, do not describe it as live-tested. Troubleshooting guide.