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| 01K8ZTZ74TGZWM25SQWS7QMJTE | PLN-0002 | Opsfolio Functional Test Plan | This test plan ensures Opsfolio’s AI assistant and customer engagement flows work as intended by validating functional behavior, entry points, conversion paths, communications, analytics, UX/accessibility, and security/privacy alignment. It focuses on accurate compliance messaging, seamless navigation, reliable tracking, and enterprise-grade security assurance. | your-email@example.com | 2025-10-01 | ["functional testing","AI interface","chat assistant","compliance automation","conversion testing","analytics validation"] | ["REQ-101","REQ-102"] | ## 1. Introduction This test plan outlines the end-to-end validation strategy for Opsfolio’s AI-driven customer engagement and compliance platform. It focuses on functional behavior of the AI assistant, integration of context-sensitive calls-to-action (CTAs), compliance-related messaging, and seamless user flows across entry points. The objective is to ensure accurate AI responses, reliable navigation, secure data handling, compliance alignment, and measurable analytics tracking. --- ## 2. Scope of Work The testing will cover the following key areas: - **Functional Testing:** AI assistant responses, CTA integration, evidence and template awareness. - **Entry Points:** Cold outreach links, blog CTAs, self-assessment tool. - **Conversion Paths:** Sales/offer pages, forms, booking flows, payments (if applicable). - **Communications:** Inbox notifications for internal teams and customers. - **Analytics:** Event tracking for key actions (start, completion, CTA clicks, bookings). - **UX & Accessibility:** Responsive design, accessibility compliance, fallback handling. - **Security & Privacy:** Messaging on encryption, data policies, compliance certifications. Out of Scope: Performance/stress testing, third-party system SLAs, and penetration testing (covered under separate plans). --- ## 3. Test Objectives - Verify AI assistant accuracy across compliance, sales, product, and support queries. - Validate correct triggering and tracking of CTAs. - Ensure compliance-specific evidence and template references are accurate. - Confirm analytics events (start, completion, CTA clicks, bookings) are captured and attributed correctly. - Validate error handling, accessibility, and user-friendly fallback mechanisms. - Confirm security/privacy messaging aligns with enterprise standards (SOC 2 Type II, HIPAA, ISO 27001). --- ## 4. Test Approach ### 4.1 Functional Testing - **AI Assistant:** Validate persona-specific responses, intent routing, trust-building references, and escalation triggers. - **CTA Integration:** Confirm contextual triggering, secure email capture, and framework-specific availability prompts. - **Evidence & Template Awareness:** Verify Surveilr evidence warehouse guidance, clarity of free vs. premium templates, and export formats. ### 4.2 Entry Points - **Cold Outreach Links:** Test redirects, UTM parameters, analytics logging. - **Blog CTAs:** Validate navigation paths (blog → tool, blog → call, blog → sales) and analytics tracking. - **Self-Assessment Tool:** Test landing page, start flow, completion flow, mobile responsiveness, error handling. ### 4.3 Conversion Paths - **Sales/Offer Page:** CTA clicks, form validation, CRM integration, error handling. - **Payment Flow:** End-to-end checkout (if enabled). - **“Book a Call” Flow:** Calendar embed, slot availability, booking confirmation, backend integration. ### 4.4 Communications - Verify internal notifications and customer confirmation emails. - Ensure correct content, recipients, and deliverability. ### 4.5 Analytics - Validate event tracking (start, completion, bookings, CTA clicks). - Ensure attribution flows correctly (UTMs, source tracking). - Confirm error logging for form validation and network issues. ### 4.6 UX & Accessibility - Responsive testing across mobile, tablet, desktop. - Screen reader support, keyboard navigation, focus states. - Escalation when AI confidence is low. ### 4.7 Security & Privacy Alignment - Validate encryption references (AES-256, TLS 1.3, MFA). - Confirm accurate messaging on data ownership, export, deletion. - Ensure compliance certifications are referenced in audit-related queries. --- ## 5. Test Deliverables - Test Cases & Checklists - Test Execution Logs - Bug/Defect Reports (with severity and impact) - Final Test Summary Report --- ## 6. Entry & Exit Criteria **Entry Criteria:** - Functional requirements finalized. - Test environment and accounts ready. - Analytics tracking implemented. **Exit Criteria:** - All critical test cases executed and passed. - No open high-severity defects. - Test summary report reviewed and approved. --- ## 7. Roles & Responsibilities - **Test Lead:** Plan and coordinate execution. - **Test Engineers:** Design and execute test cases, log defects. - **Developers:** Fix reported issues and support testing. - **Product Owner/Compliance SME:** Validate compliance-specific messaging. --- |
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