ClientCoded Production Monitoring Handoff (Retention)

ClientCoded Production Monitoring Handoff (Retention)

1. 01

   Confirm the client's agent endpoint and database schema description are both on file in the ClientCoded workspace

   These are the two required inputs for environment generation. If the client changed their schema since the last test run, regenerate the environment before monitoring goes live, because stale schema documentation is the dependency that breaks scoring.

2. 02

   Open the test environment selector and pick the environment matching the client's stack from the 35 available in Starter or the full 40 pre-built connectors

   Salesforce, Jira, and Stripe are among the pre-built options. Choosing the wrong environment produces adversarial queries that do not map to the client's real workflows.

3. 03

   Run the 200-query adversarial test suite and export the per-question transcripts

   Transcripts show exactly which questions failed, which is the artifact you hand to the client's engineering lead rather than a single accuracy number.

4. 04

   Set the production monitoring baseline from the test run's answer correctness and conversation quality scores

   Starter scores 10,000 messages in real time; Team monitors 5,000 production conversations per month with daily scheduled monitoring. Match the tier to the client's expected conversation volume before you promise coverage.

5. 05

   Connect the client's Slack workspace and configure alert routing for quality drops

   Slack alerts fire when quality drops. Decide with the client whether alerts go to the agency delivery channel, the client's channel, or both, and write that choice into the handoff note.

6. 06

   Configure change detection triggers if the client is on Team or above

   Team includes 30 change detection triggers per month. Use them on the workflows where a silent schema or prompt change would corrupt answers.

7. 07

   Hand the monitoring dashboard to the client's named owner and schedule the first weekly review

   The handoff is incomplete until someone on the client side owns the alert inbox. Agencies that skip this step end up absorbing monitoring as unpaid retainer work.