Skip to content

handbook: Expert Application Building soft-launch access process#4987

Open
dimitrieh wants to merge 9 commits into
mainfrom
dimitrieh/handbook-expert-soft-launch-access
Open

handbook: Expert Application Building soft-launch access process#4987
dimitrieh wants to merge 9 commits into
mainfrom
dimitrieh/handbook-expert-soft-launch-access

Conversation

@dimitrieh
Copy link
Copy Markdown
Contributor

Summary

Adds a handbook page documenting how to triage inbound contact submissions for the FlowFuse Expert Application Building soft launch (FF 2.30, agentic Node-RED development).

Forks the info ask by Identify outcome (not found, found-free-tier, found-paid-tier) so the paid tier note always lands in the first reply, and gates eligibility on use case + reason being on file.

Links the new page from `engineering/ops/index.md`.

Documents triage for inbound access requests to the FF 2.30 agentic
Node-RED development soft launch. Forks the info ask by Identify
outcome so the paid tier note always lands in the first reply, and
gates eligibility on use case + reason being on file.
@dimitrieh dimitrieh requested a review from ZJvandeWeg as a code owner May 11, 2026 14:57
@netlify
Copy link
Copy Markdown

netlify Bot commented May 11, 2026

Deploy Preview for flowforge-website ready!

Name Link
🔨 Latest commit 4f9b654
🔍 Latest deploy log https://app.netlify.com/projects/flowforge-website/deploys/6a020ae4c7c6cb00083165cf
😎 Deploy Preview https://deploy-preview-4987--flowforge-website.netlify.app
📱 Preview on mobile
Toggle QR Code...

QR Code

Use your smartphone camera to open QR code link.
Lighthouse
Lighthouse
1 paths audited
Performance: 88 (🟢 up 4 from production)
Accessibility: 86 (no change from production)
Best Practices: 100 (🟢 up 8 from production)
SEO: 91 (no change from production)
PWA: -
View the detailed breakdown and full score reports

To edit notification comments on pull requests, go to your Netlify project configuration.

@dimitrieh
Copy link
Copy Markdown
Contributor Author

dimitrieh commented May 11, 2026

Unquoted nodes with HTML formatting caused the mermaid block to fail
silently on Eleventy/v10. Switching to quoted labels matches the
pattern used in sales/engagements.md and engineering/ops/deployment.md.
…alone

The hexagon node syntax {{...}} was being evaluated by Nunjucks as a
template expression before Mermaid ever saw it, producing an empty
diagram. Also change Identify to a plain rect so the diagram is
robust if the raw block is ever removed.
@dimitrieh dimitrieh marked this pull request as draft May 11, 2026 15:49
@dimitrieh dimitrieh removed the request for review from ZJvandeWeg May 11, 2026 15:49
Triage duty (rotation, not a fixed team) owns the customer-facing
flow end-to-end. Engineering owns technical activation via a PCR in
CloudProject. Product is the escalation path for borderline eligibility.

Adds four reply templates (not found, free tier, paid tier, decline)
so triage has a starting point per case rather than drafting from
scratch.
Renames the handbook page, navTitle, headings, body references, and
the prefilled PCR title to FlowFuse Expert Agentic Application Building.

The contact form URL parameter (subject=FlowFuse%20Expert%20Application%20Building)
is intentionally left alone so the page keeps matching the live release
blog and changelog on main. If the marketing copy is updated to use
the Agentic name, update the URL parameter here in the same change.
- Adds classDef colors so each step type is visually distinct
- New step: triage informs Product as soon as use case is on file
- Eligibility step explicitly requires including Product whenever
  triage has any doubt
- PCR URL now prefills change-description and validation-steps via
  GitHub Issue Forms query parameters; copy-paste fallback included
  for the case where GitHub doesn't pick up auto-generated field IDs
…in HubSpot

- Reduce flow palette to 6 categories: default gray, Product (purple),
  decision (yellow), decline (red), Engineering handoff (orange),
  success (green). The three reply asks share the default color.
- Drop the 'If the PCR URL pre-fill doesn't populate' section.
- Trim the PCR step instruction to only the Production-checkbox note.
- Inform Product step uses HubSpot notes (with Product mentioned)
  rather than a Slack post. Borderline eligibility also loops Product
  via the same HubSpot thread.
@dimitrieh dimitrieh marked this pull request as ready for review May 11, 2026 16:45
Single use-case ask per template: what they want to build, what they
plan to do with it, plus any context they'd like to share. Drops the
separate 'reason for the soft launch' bullet, which was redundant
with use case. Subject lines and intros trimmed. Decline template
strips the unprompted soft-launch positioning sentence.
…plan cases

Splits the prior 'Not found' branch into two: 'Not a customer yet'
(company has no FlowFuse Cloud presence) and 'Different email,
related team exists' (colleague has a team under a different
address). Adds an explicit 'plan no longer active' path alongside
Free tier. Five reply templates total, one per Identify outcome
plus the decline.
@UnicornGunnerz
Copy link
Copy Markdown
Contributor

@dimitrieh this is great. Two notes:

  • Are we thinking the triage person actually just tags this as engineering and engineering goes through the steps or are we thinking that the triage person goes through the steps you outlined?
  • Could we link the triage handbook notes in here somewhere so if anyone is wondering what the triage is, they can click and read on it? https://flowfuse.com/handbook/engineering/support/triage/#support-triage-duty

@hardillb
Copy link
Copy Markdown
Contributor

hardillb commented May 11, 2026

Are we thinking the triage person actually just tags this as engineering and engineering goes through the steps or are we thinking that the triage person goes through the steps you outlined?

I'm going to vote that this really shouldn't be Engineering's job at all. Only the very last step of enabling a suitable user/organisation should be an engineering responsibility, everything else more likely lives with Sales as potential leads, because nearly (if not all) requests so far have come in from none customers.

@Esmewieringa
Copy link
Copy Markdown
Contributor

I agree with Ben on who's responsible.
I think it will make sense if the CSM checks if it's a customer - If not, assign the AE responsible for the sales territory and than the AE needs to action by contacting the lead.

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

4 participants