Scenario playbook

Scenario 1: First use

Goal: prepare the account for the first diagnosis.

Steps:

1. Open Dashboard and check available credits.
2. Create a brand profile.
3. Fill website, category, market, competitors, and products.
4. Open New diagnosis.
5. Review questions, platforms, rounds, and estimated credits.
6. Submit the diagnosis.

Done when the task is visible on Dashboard or Reports.

Scenario 2: Presales report

Goal: create a shareable AI visibility snapshot.

Steps:

1. Choose Presales report.
2. Select or create a brand.
3. Run brand recognition and review the result.
4. Generate a question draft.
5. Remove generic or off-topic questions.
6. Choose platforms and rounds.
7. Run diagnosis.
8. Open the report after completion.
9. Create a share link when the report is ready.

Do not share reports that are failed or waiting for metric review.

Scenario 3: Recharge or membership

Goal: give the account enough credits and capacity.

Steps:

1. Open GEO wallet.
2. Check available and reserved credits.
3. Choose membership or recharge package.
4. Use the placeholder payment flow or contact an administrator.
5. Confirm the balance and ledger after admin confirmation.

Manual recharge is handled by administrators until real payment callbacks are connected.

Scenario 4: Formal diagnosis

Goal: generate a full report for decision-making or optimization.

Steps:

1. Complete the brand profile.
2. Choose Formal diagnosis.
3. Review the four-stage question set.
4. Choose platforms and rounds.
5. Run diagnosis.
6. Open the report and review metrics, competitors, sources, question details, and actions.
7. Export PDF, JSON, or Excel if needed.

Scenario 5: Share a report

Goal: let non-users view a report.

Steps:

1. Open the report detail page.
2. Confirm the report is generated.
3. Create or copy the share link.
4. Confirm password or token.
5. Test the link in a logged-out browser.
6. Send link and password separately.

Done when the share page opens without login and shows customer-safe content.

Scenario 6: Leave and return to a running diagnosis

If you leave the diagnosis page while it is running:

1. Open Dashboard.
2. Check active diagnosis progress.
3. Open the task or report entry.
4. If it is not visible there, open Reports and search by brand.

You should not need to create the diagnosis again.

Scenario 7: Retest

Goal: observe changes against a previous diagnosis.

Steps:

1. Find the completed baseline report.
2. Start a retest from the same brand.
3. Reuse questions, platforms, rounds, and mode as much as possible.
4. Run diagnosis.
5. Compare visibility, recommendation rate, rank, and competitors.

Only call it comparable when the question and platform scope is stable.

Scenario 8: Admin manual recharge

Goal: confirm offline recharge, compensation, or correction.

Steps:

1. Open Operations > Manual adjustments.
2. Search user by email, name, or user ID.
3. Enter credit amount.
4. Write a clear reason.
5. Submit.
6. Check ledger and audit logs.

Scenario 9: Admin handles an abnormal diagnosis

Goal: understand impact and protect user balance.

Steps:

1. Open Operations > Diagnosis tasks.
2. Search user, brand, or task name.
3. Check task state.
4. Switch to execution logs only for internal troubleshooting.
5. Decide whether this is collection failure, partial readiness, metric review, or system error.
6. Apply correction or explain in business language.