POC Test Guide

Test the end-to-end consultation creation and joining process.

Steps:

1. Navigate to Admin Dashboard
2. Click "Create New Consultation"
3. Enter:
   • Expert email: expert@thirdbridge.com
   • Client email: client@example.com
4. Click Submit
   ✓ Expected: Join URLs displayed, status = "scheduled"
5. Open expert join URL in Chrome (or first browser)
6. Open client join URL in Firefox (or second browser/incognito)
   ✓ Expected: Both see Zoom meeting UI
7. Verify participants show as "Expert" and "Client" in Zoom
   ✓ Expected: Names appear correctly, NOT as email addresses
8. End the call
   ✓ Expected: Dashboard shows status = "ended", host released

Verify that participant names display correctly in Zoom (R1 requirement).

Steps:

1. Create a new consultation (any emails)
2. Join as expert
   ✓ Expected: Zoom shows participant name = "Expert" (not email)
3. Join as client
   ✓ Expected: Zoom shows participant name = "Client" (not email)
4. Check participants list in Zoom
   ✓ Expected: Only "Expert" and "Client" visible, no personal info exposed

Test phone dial-in functionality (R15, R23 requirements).

Steps:

1. Create a new consultation
2. Note the phone number and meeting ID from the join page
3. Using a phone, call one of the dial-in numbers (e.g., +1 301 715 8592)
4. Enter the meeting ID when prompted
   ✓ Expected: Successfully connected to meeting
5. Speak and verify audio works
   ✓ Expected: Can hear other participants and be heard
6. Check Zoom participants list
   ✓ Expected: Phone participant shows in list

Verify cloud recording auto-starts and webhook captures URL (R8 requirement).

Steps:

1. Create a new consultation
2. Join as expert and client
3. Look for recording indicator in Zoom
   ✓ Expected: Recording icon visible (auto-started)
4. Speak for at least 30 seconds to generate content
5. End the call
6. Wait 2-3 minutes for Zoom to process recording
7. Navigate to Calls History
   ✓ Expected: Recording URL appears in the row
8. Click "View Recording"
   ✓ Expected: Zoom recording page opens, video playable

Test multi-host allocation and queuing behavior (R20 requirement).

Prerequisites:

Ensure at least 2 hosts are configured in the Host Pool.

Steps:

1. Check Host Pool status
   ✓ Expected: At least 2 hosts show "available"
2. Create 3 consultations simultaneously (open 3 browser tabs)
3. Check dashboard after creation
   ✓ Expected: First two calls use different hosts
4. If only 2 hosts, verify third call shows "waiting" or error
   ✓ Expected: System handles host exhaustion gracefully
5. End one of the active calls
6. Check host pool again
   ✓ Expected: Host status returns to "available"