Agent Launch

DMTX · TexasLand

Dashboard

Pipeline

Pre-hire
Agents
Staff tasks
Meetings

Content

Workflow builder
Lessons
Quizzes
Documents
External links
AI knowledge

Operations

Reports
Support
Audit log
Users & roles
Pilot readiness
QA checklist
Notifications
Settings

Karla Gowing

Super Admin

Agent Launch

Development preview

Pilot readiness

Launch checklist

Automated readiness signals, guided test scenarios, and pilot feedback in one place.

Readiness

0/0

Automated checks passing

Launch blockers

0

Feedback (open)

0

Known issues

0

System readiness

0/0

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Content readiness

0/0

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Integration readiness

0/0

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Pilot personas

0/0

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Guided test scenarios

0/39

Pre-hire

Create profile without company email
Complete internal pre-hire staff tasks
Add company email to the profile
Activate profile (pre_hire → active_onboarding)
Sign in with matching Google email works; other domains blocked

Agent workflow

Assign multiple tracks (rookie + database + buyer_transfer)
Complete tasks in order — required tasks block the next module
Fail a quiz, retake it, pass at 75%
Submit database questionnaire
Open external form task (lands on the correct URL)
Mark meeting scheduled, then complete
Cross a Sunday deadline; task turns overdue
Complete final required task in a module; next module unlocks
Graduate an agent (excluding triggered modules)

Admin workflow

Reopen a completed task
Waive a task with a reason (empty reason must be blocked)
Override a deadline on one task
Add a new required task; existing active agents get it if module incomplete
Reassign an internal staff task (Super Admin only)
Edit a lesson (video, links, tracks)
Replace a document — new version, old archived
Review an AI correction report
Resolve a support issue
Archive an agent; restore an archived agent

Permissions

Agent cannot open another agent's profile page
Agent cannot query internal notes / staff tasks / audit log
Tiffany (Admin Staff) cannot see /admin/reports
Staff cannot edit /admin/workflow
Only Super Admins can archive / export / reassign
Archived user's sign-in is rejected at the trigger

Triggered training

First Buyer module appears after graduation
First Listing module appears after graduation
Initial onboarding modules remain read-only for graduated agents

Responsive

Agent dashboard on mobile — hero and next-task visible
Onboarding timeline collapses to vertical on mobile
Quiz taker usable on phone
Documents index readable on mobile
Ask DMTX opens full-screen drawer on mobile
Admin tables convert to card view on mobile; dense on desktop

Launch blockers

No blockers

Automated checks and known issues both clear.

Known issues

No known issues

Log any bug or gap you don't plan to fix before pilot.

Pilot feedback

0 total

No feedback yet

The floating Feedback button on every page routes submissions here.