Setup & Testing Guide

Get your new features up and running in minutes

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Stripe Payment Integration

Enable client credit card payments

Setup required

Email Integration

Send emails via Microsoft Outlook

Setup required

SMS & Phone Integration

Teams Phone for calls & SMS

Setup required

Automated Cron Jobs

Schedule background tasks

Setup required

Database & Entities

Configure data models

Ready to test

Test New Features

Try all the new capabilities

Ready to test
1. Get Stripe API Keys

Visit your Stripe Dashboard to get your secret keys:

💡 Tip: Use test mode keys first (sk_test_...) to try payments safely. Switch to live keys when ready for production.

2. Add Secrets to Dashboard

Go to: Dashboard → Code → Settings → Environment Variables

STRIPE_SECRET_KEY
Required

Your secret key (sk_test_... or sk_live_...)

STRIPE_WEBHOOK_SECRET
Required

Webhook signing secret (whsec_...)

3. Configure Stripe Webhook
  1. 1Go to Stripe Dashboard → Developers → Webhooks
  2. 2Click "Add endpoint"
  3. 3
    Enter your endpoint URL:
    https://your-domain.com/functions/stripeWebhook
  4. 4Select events: payment_intent.succeeded, payment_intent.payment_failed, charge.refunded
  5. 5Copy the webhook signing secret (whsec_...) and add it to your environment variables

Recommended Next Steps:

  1. Test AI Calculator - Try all calculation types with example queries
  2. Generate first report - View your business analytics with AI insights
  3. Customize portal - Add your branding for client-facing pages
  4. Set up Stripe - Enable client payments (when ready)
  5. Schedule cron jobs - Automate reminders & analytics