Version: 1.0

Date: December 8, 2025

Purpose: Comprehensive testing protocol to verify AI Concierge system functionality for Phase 1 implementation: inbound call handling, MLS integration, and lead routing.

📋 Pre-Testing Checklist

⚠️ CRITICAL TESTING INSTRUCTIONS

• Use your REAL/ORIGINAL phone number for testing (not a fake number)
• This ensures you receive actual calls, SMS messages, and agent transfers
• You can use your personal cell phone number or business line
• Make sure your phone is available to answer calls during testing
• For transfer testing, coordinate with Sally, Jeff, and listing agents to be available
• Have access to BoldTrail CRM to verify lead logging

Test Environment Details

• Company Name: Sally Love Real Estate
• AI Phone Number:
• Test Address: 5230 DRAGONFLY DRIVE, WILDWOOD
• Service Area: The Villages and surrounding Central Florida markets
• Business Hours: Monday-Sunday, 9 AM - 5 PM
• CRM Platform: BoldTrail