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Websites & Test Flows

Test flow settings

The five configuration tabs: steps, schedule, notifications, authentication, and advanced.

The Test flow settings page configures how a single test flow runs. Open it from the test flow detail page; settings are grouped into five tabs.

Steps

  • Edit the flow name and product URL (starting page for the test).
  • Manage the ordered test steps — add, edit, remove, and drag to reorder.
  • Set the cart URL the agent uses when navigating to the basket.
  • Configure element selectors (e.g. add-to-cart buttons, variations, cookie banners) to help the agent find the right elements.
  • Click Save to apply step and selector changes.

Schedule

  • Choose a cadence: None, Hourly, Daily, Weekly, or Monthly.
  • For Hourly, set the interval (every 1, 2, 4, 8, or 12 hours) and a start time.
  • For Daily, Weekly, and Monthly, set the time of day and timezone.
  • For Weekly, select one or more weekdays.
  • For Monthly, select one or more days of the month (1–31).
  • A summary preview shows the effective schedule before you save.
  • Click Save schedule to apply.

Notifications

  • Toggle email alerts on or off for this flow.
  • Optionally set an override recipient email; if empty, alerts go to your account email.
  • Send a test notification email to verify delivery (requires email to be configured on the account).
  • When the WordPress plugin integration is enabled, configure shop email routing (default, block, or reroute shop-generated emails during tests).
  • Click Save to apply notification settings.

Auth

  • Add custom cookies (name/value pairs) so the test browser can access logged-in or restricted areas.
  • Store credentials for protected flows: choose type login, API key, or basic auth, then enter username and password (and optional description).
  • Credentials are stored securely and used only during test runs.
  • Save cookies and credentials separately with their own save buttons.

Advanced

  • Choose the device: desktop or mobile viewport.
  • Set the maximum number of steps the agent may take per run (1–100).
  • Toggle retry on failure to automatically rerun once when a run fails.
  • In the danger zone: pause or activate the flow, or delete the test flow permanently.
  • Click Save to apply device, step limit, and retry settings.

Plan availability

  • Hourly schedule cadence — Pro and Agency plans only.

Tips

  • Use Auth when checkout or forms sit behind login, staging gates, or HTTP basic auth.
  • Set None cadence for manual-only testing; switch to Daily or Weekly for regular monitoring.
  • Send a test notification after changing the recipient email to confirm alerts reach the right inbox.
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