Clarino QA Release Checklist

Release Smoke Test

Prove the deployment is usable before deeper QA starts.

Production opens at https://clarino.aiDashboard opens after loginSigned-in users are not stuck on sign-inSidebar renders without duplicate iconsNo console errors on first dashboard loadNo broken images, missing logos, or mobile overlap

Public Website Navigation

Confirm the public marketing surface does not route users into dead ends.

Product, AI Technology, and Resources menus open compact dropdownsClicking outside closes dropdownsLogin opens the sign-in or sign-up flowStart free trial and Join Clarino open sign-upHeader links do not route to dead pages

Authentication

Validate the signed-in and signed-out paths.

New user can sign upExisting user can sign inSigned-in user is redirected to dashboardSign out clears dashboard accessUnauthorized API calls return 401 where expected

Knowledge Base

Make sure workspace knowledge can be trained, selected, retried, and removed.

Article title and content are requiredSaved articles become trained or retryablePDF, DOCX, TXT, Markdown, CSV, JSON, HTML, and HTM uploads are handledUnsupported or unreadable files show clear errorsDirect website import trains useful public pagesGoogle search/share URLs are rejected with direct-URL guidanceChat and Voice Agent answer only from selected trained sources when selected mode is active

Chat Agent

Confirm live chat setup and behavior match the trained knowledge.

Chat Agent is separate from Knowledge in the sidebarSetup page loadsAdd article, upload document, and website import work from Chat Agent controlsTest chat sends to backend and answers from trained knowledgeNo-knowledge tests show add-knowledge-first guidanceLaunch Chat Agent changes readiness or live stateReadiness panel is not blocked by floating UI

Live Chat Install Snippet

Verify the embeddable chat script is safe and functional.

User-facing text says Install Live Chat AgentInstall modal opensSnippet includes workspace IDSnippet does not expose private API keysCopy snippet worksLauncher appears on a test websiteCustomer message reaches backend and appears in Inbox

Voice Agent

Validate builder basics, supported nodes, tests, and publish setup.

Voice Agent is separate in the sidebarSubagent, Agent Transfer, Press Digit, In-Call SMS, and Subflows are hiddenDefault flow has Begin and Welcome nodes connectedConversation, Function, Logic Split, Call Transfer, Extract Variable, and End Call nodes can be addedCustom connections can be drawn and savedNode settings open and saveTest Agent opens and handles microphone permissionMissing Retell setup shows a clear errorVoice install snippet does not expose the Retell private API key

Inbox

Check customer conversation handling and persistence.

Inbox loads backend conversationsLive Chat and Voice Agent handoffs appearSearch, channel, and status filters workConversation details render without overlapReply, note, close, reopen, and snooze actions workInbox persists after refresh

Reports

Verify operational data is current, filterable, and exportable.

Overview, Live Chat, Voice Agent, Knowledge, topics, and export tabs workDate range and channel filters change numbersRefresh reloads backend dataCSV export downloadsSaved reports appear under Your reportsConversation volume, automation, resolution, handoff, open conversation, and knowledge coverage values are sensible

Contacts

Confirm lead and customer records can be managed safely.

Contacts load from backendAdd and edit contact workSearch, stage, and channel filters workContact notes saveVoice Agent lead capture creates or updates a contactContacts persist after refresh

Settings

Confirm workspace configuration saves and reloads.

Workspace name, URL, support email, timezone, and language saveAllowed domains can be added and removedLive Chat Agent and Voice Agent toggles workAlert, retention, and PII redaction settings persist

Webhooks and APIs

Exercise integration smoke paths without exposing secrets.

Valid HTTPS webhook URL is acceptedInvalid webhook URL shows an errorTest webhook reports success or clear failureIncoming Retell webhook route accepts JSON at /api/voice-agent/webhookAgent knowledge, website import, chat, inbox, contacts, reports, voice operations, voice tools, and voice webhook API smoke tests completeNo private keys are included in snippets or webhook payloads

Negative Tests

Make failure states clear and non-destructive.

Google website import URLs show direct-URL guidanceNo-knowledge chat asks user to add knowledge firstUnreadable file upload fails gracefullyMissing Retell, Pinecone, or DeepSeek setup shows setup-needed errorsInvalid phone and webhook values cannot be saved as validDeleting the selected voice node selects a safe fallbackReloading dashboard does not unexpectedly lose saved local state

Production Acceptance Criteria

Finish with a crisp pass, fail, or blocked decision.

All critical smoke tests passNo unsupported Voice Agent features are visibleChat Agent can answer from trained knowledgeKnowledge import/upload worksInbox, Reports, and Contacts read/write backend dataLive Chat and Voice install snippets are copyable and safeVercel production deployment is READY

Clarino QA signoff