Account setup and release smoke

Owner-facing setup sequence for account, team, integrations, safety, audit, and danger-zone controls.

Keyboard: / focus search Cmd/Ctrl+K open command menu
Status: implemented Version: latest Review: source-backed Last scanned: 2026-06-25T00:00:00Z Review required: false

Account setup and release smoke

Owner-facing setup sequence for account, team, integrations, safety, audit, and danger-zone controls.

Production owner onboarding is separate from demo and submission-video docs. Real account setup starts with the selected workspace, then uses Account, Team, Integrations, Gmail, Stripe, Safety, Audit, and Danger Zone surfaces for owner-controlled administration.

Integrations store credential material outside raw database fields, expose readiness and lifecycle controls, and render only statuses, fingerprints, last-four summaries, safe refs, and audit-safe messages. For Gmail, owners connect a mailbox at account level, create/select aliases, then choose the project's default alias from /projects/:id/secrets.

The first production project should upload source documents/templates, configure Project Gmail, draft an outreach artifact, review inline approval cards, and verify proof before any live send. Release smoke requires a full gate: docs generation/verification/link/sample checks, format, compile with warnings as errors, full ExUnit, assets build, and git diff --check before marking the platform ready.

Official references

System Use in Trinity Official docs
Hermes Hosted agent runtime and skills context Hermes Agent docs
Jido Narrow policy/firewall action seam Jido Actions and Workflows
NVIDIA Nemotron scoring, safety, and QA decisions NIM LLM API reference
Stripe Checkout, webhooks, revenue proof, guarded spend Checkout Sessions API
Gmail Drafts, sends, aliases, scopes, inbound replies Gmail API scopes
Phoenix/Oban/Postgres Control plane, durable jobs, source-of-truth data Phoenix LiveView

Source paths

  • docs/runbooks/production-owner-onboarding.md
  • lib/autonomous_agency_web/live/account_live
  • test/autonomous_agency_web/live/account_integrations_live_test.exs
  • test/autonomous_agency_web/product_surface_route_matrix_test.exs
Was this page useful? Source-backed feedback keeps public docs honest.