BraiFlow CRM

Product Documentation

Operational documentation to run the platform in production: onboarding, business processes, governance and execution standards.

Configuration

Workspace configuration and feature controls.

Target Audience

Platform admins shaping workspace behavior and field model.

Prerequisites

  • Tenant access with the required permissions.
  • Baseline setup validated (teams, roles, currency, timezone).
  • Log and monitoring visibility for fast investigation.

Module Positioning

Workspace control plane for data model, UI behavior and feature rollout.

Priority Use Cases

  • Custom fields per process line.
  • Feature rollouts by tenant maturity.

Operating Model

  • Config changes managed through release checklist.
  • Keep default templates versioned.

KPI

  • Config drift incidents per month.
  • Feature adoption after rollout.

Recommended Path

Follow chapters in order to move from configuration to production execution.

  1. 1. Global Settings

    Goal: Global Settings

    Global Settings formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Global Settings" with measurable controls for delivery consistency.

    • Baseline locale/currency/timezone are stable for all modules.
    • Operational evidence is captured for Global Settings.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • No module overrides conflict with tenant defaults.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 2 before edge cases and access scope are confirmed for this step.

    • Changing global settings without impact review.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

  2. 2. Custom Fields

    Goal: Custom Fields

    Custom Fields formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Custom Fields" with measurable controls for delivery consistency.

    • Custom schema captures business specifics without noise.
    • Operational evidence is captured for Custom Fields.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Validation and required rules are tested by role.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 3 before edge cases and access scope are confirmed for this step.

    • Uncontrolled field proliferation.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

  3. 3. Layouts

    Goal: Layouts

    Layouts formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Layouts" with measurable controls for delivery consistency.

    • Layouts optimize operator speed and data completeness.
    • Operational evidence is captured for Layouts.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Primary actions stay visible on all screen sizes.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 4 before edge cases and access scope are confirmed for this step.

    • Hiding critical fields behind secondary tabs.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

  4. 4. Branding

    Goal: Branding

    Branding formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Branding" with measurable controls for delivery consistency.

    • Brand identity remains consistent across PDFs and emails.
    • Operational evidence is captured for Branding.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Logo/colors render correctly in customer artifacts.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 5 before edge cases and access scope are confirmed for this step.

    • Applying brand changes directly in production without preview.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

  5. 5. Workflow Templates

    Goal: Workflow Templates

    Workflow Templates formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Workflow Templates" with measurable controls for delivery consistency.

    • Template library accelerates standard process rollout.
    • Operational evidence is captured for Workflow Templates.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Template version and owner metadata are maintained.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 6 before edge cases and access scope are confirmed for this step.

    • Copy-paste workflows with no template governance.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

  6. 6. Feature Flags

    Goal: Feature Flags

    Feature Flags formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Feature Flags" with measurable controls for delivery consistency.

    • Feature exposure is controlled by rollout policy.
    • Operational evidence is captured for Feature Flags.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Flag state is tracked by environment and tenant.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 7 before edge cases and access scope are confirmed for this step.

    • Permanent temporary flags with no cleanup.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

Go-live Checklist

  • Sensitive permissions are tested with a non-admin account.
  • Critical business flows are verified end-to-end.
  • Error messages are understandable and actionable.
  • An incident runbook exists for this domain.

Success Criteria

  • Faster onboarding for a new team.
  • No critical action depends on implicit tribal knowledge.
  • Support can diagnose an incident in under 15 minutes.