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Onboarding Checklist

Onboarding Checklist

For the TutorFlow customer onboarding team: what to confirm with a customer before and during a Content API pilot.

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This checklist is for the TutorFlow customer onboarding team and the customer's project lead. Developers building the integration do not need it; the technical checks are in Testing an Integration.

Scope to confirm

TopicWhat the API doesConfirm with the customer
InputExpansion accepts the customer's own JSON, one level per job. See Source JSON Format.A current sample of one level, and which source object maps to one job.
Outputsinteractive_module, summary_video, and expanded_quiz, created as editable drafts.Which outputs the pilot needs, and who reviews them before learners see them.
ResourcesDirect control of modules, courses, videos, slides, tests, games, and simulations.Which resources are synced first, and in which direction.
GenerationPriced game and simulation builds and video renders, if needed.Whether the integration builds content or only manages what educators build.
KeysScoped, classroom-limited, expiring keys, managed in Settings > Content API.Key owner, scopes, classrooms, rotation policy, and separate test and production keys.
VolumeA per-key rate limit of 1 to 600 requests per minute.Expected pilot and production volume per minute.
WebhooksSigned events for jobs, resource changes, builds, and renders.The https receiver URL and the events needed.
CreditsSee Pricing.Expected monthly spend, and who approves it.
Content rightsTutorFlow stores the submitted payload with the job.That the customer owns the content or may process it through TutorFlow.

Pilot acceptance

  1. The customer's JSON is accepted without conversion.
  2. A job moves through queued, processing, and completed, and the result has one entry per requested output.
  3. The created module, video plan, and quiz are reviewed in TutorFlow and meet the customer's review criteria.
  4. The customer's system stores TutorFlow ids, job ids, and manifests next to its own ids.
  5. The customer understands which calls cost AI Credits (builds and renders; expansions are free) and can read availableCredit before a batch.

Readiness questions

  • Which output, if it fails, blocks pilot approval?
  • Should the customer's system store every output, or only approved ones?
  • Who reviews generated modules, video plans, and quiz items, and where?
  • What retention period applies to source payloads and manifests on the customer's side?

Production handoff

ItemOwnerPilotProduction
Test keyCustomer adminRequired
Production keyCustomer adminRequired
One source JSON sampleCustomerRequiredRequired
Source version or hash in the Idempotency-KeyCustomerRequiredRequired
Storage for job ids and manifestsCustomerRequiredRequired
Webhook receiver URLCustomerRecommended
Credit budget approverCustomerRequiredRequired
Content rights confirmationCustomerRequiredRequired

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