Includes: API (Express/TypeScript), Astro site, Python workers, document generators, FCC compliance tools, Canada CRTC formation, Ansible infrastructure, and deployment scripts. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
48 lines
2.6 KiB
Markdown
48 lines
2.6 KiB
Markdown
## Anytime Mailbox Manual Signup Runbook
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Provider confirmation: Anytime Mailbox does not currently offer a bulk API. Each client mailbox must be created as a separate manual application.
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### Recommended operating policy
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1. Use the client's real name, phone, and service address details during signup.
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2. Use a temporary operations email controlled by us only for initial provisioning if the client is not yet available for OTP.
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3. Complete payment with company card.
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4. After mailbox activation and verification checklist is complete, rotate login email/password to the client and record transfer in ERPNext notes.
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### Manual flow (per mailbox)
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1. Go to `https://www.anytimemailbox.com` and select location.
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2. Select service plan and review inclusions with customer.
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3. Pick mailbox number, enter legal name exactly as ID.
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4. Enter customer home address, contact details, and password.
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5. Complete 6-digit email OTP verification.
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6. Review plan and fees.
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7. Enter payment card and complete recurring subscription checkout.
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8. Log in and complete verification workflow immediately.
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### Required controls
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- Record mailbox center, plan tier, recurring price, and renewal date in ERPNext.
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- Confirm customer consent preference for SMS/calls is explicit (optional toggle in form).
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- Add a handoff checklist item before delivery: credentials transferred, recovery email/phone updated, and customer can log in.
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### Playwright-assisted mode
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The BC adapter now automates location/plan/account steps with Playwright and pauses at OTP unless an OTP value is provided.
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- `ANYTIME_MAILBOX_SIGNUP_EMAIL` - mailbox signup email (optional; fallback uses `mailbox+{order_id}@performancewest.net`)
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- `ANYTIME_MAILBOX_SIGNUP_PHONE` - contact phone for signup form (optional)
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- `ANYTIME_MAILBOX_DEFAULT_PASSWORD` - deterministic password for provisioning (optional)
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- `ANYTIME_MAILBOX_OTP_CODE` - six-digit OTP sent by Anytime Mailbox (required to complete non-interactively)
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OTP can now be fetched automatically from your Carbonio/IMAP inbox if these are set:
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- `ANYTIME_MAILBOX_IMAP_HOST` - IMAP host (example: `mail.performancewest.net`)
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- `ANYTIME_MAILBOX_IMAP_PORT` - IMAP port (default `993`)
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- `ANYTIME_MAILBOX_IMAP_SSL` - `true`/`false` (default `true`)
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- `ANYTIME_MAILBOX_IMAP_USER` - inbox username used for Anytime signup emails
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- `ANYTIME_MAILBOX_IMAP_PASS` - inbox password
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- `ANYTIME_MAILBOX_IMAP_FOLDER` - mailbox folder (default `INBOX`)
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- `ANYTIME_MAILBOX_OTP_SENDER_HINT` - sender filter hint (default `anytimemailbox`)
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- `ANYTIME_MAILBOX_OTP_TIMEOUT_SECONDS` - max wait for OTP (default `180`)
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- `ANYTIME_MAILBOX_OTP_POLL_SECONDS` - poll interval (default `6`)
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