Instant CRM Setup Script - Selenium IDE

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Purpose

This script automates the initial CRM setup by logging into the agent’s CRM, bypassing the setup checklist, and configuring the following:

• Workflows
• Reactive responses
• Live chat (enabled and configured)
• Geek AI setup

Prerequisites

• Selenium IDE must be installed in Google Chrome. Download it from the Chrome Web Store
  • This extension is published by seleniumhq.org
• You must be logged in as a superuser in the CRM.
• Ensure you have the latest version of the script, which you can download here: tinyurl.com/26bxa4ys 

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Running the Script

1. Open the Selenium IDE extension in Chrome.
2. Select “Open an existing project.”
   
   
   
3. Locate and load the script from your computer.

4. Change the dropdown in the top-left from “Tests” to “Test Suites.”
   
   
   

5. Click on the “Default Suite” dropdown and select the first tab: “nav to site admin.”
   
   
   

6. Click “Run All Tests” (play button with three dashes) to execute the script.
   
   
   

7. Enter the Company UUID. This can be collected from the Superuser menu in the client's CRM.
   
   
   

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Known Issues & Troubleshooting

• If a workflow tab encounters an issue, delete the already created workflow from the agent’s CRM.
• Return to Selenium IDE, select the specific workflow in the Suite List, and click “Run Current Test” (play button without dashes) to execute only that workflow.

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