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Builder Insights — Mobile App Tester Guide

Quick reference for testers to log in and verify key features of the mobile app.

Getting the App

Platform How to Install
iOS TestFlight — install via the TestFlight link on your iPhone
Android APK from GitHub Actions artifacts or local build (see README)
Development npx expo start and scan QR code with Expo Go

Login

Credentials

Account Email Code
Demo demo@builderinsights.app 999999

Login Flow

  1. Open the app.
  2. Enter your email: demo@builderinsights.app
  3. Tap Send Code.
  4. Enter the 6-digit code: 999999
  5. You should land on the Home screen.

Note: If magic link fails (e.g. network issues), the app may show "Dev mode: Use code 123456" — try that code instead.

Allowed domains: Only @mongodb.com or @builderinsights.app emails are accepted.

Things to Check

1. Login & Onboarding

  • Login screen appears on first launch
  • Email validation rejects invalid domains
  • Code entry works (6 digits, auto-advances)
  • Successful login navigates to Home
  • First-time users see onboarding carousel; can dismiss and proceed

2. Home Screen

  • Stats cards show: Events attended, Insights captured, Pending sync
  • Quick Capture button is visible and tappable
  • Review Drafts section appears if you have voice drafts
  • Bottom nav tabs: Home, Capture, Events, Dashboard, Profile

3. Quick Capture (Text)

  • Tap Quick Capture or go to Capture tab
  • Type an insight (e.g. "Developer asked about Vector Search indexing")
  • Select Insight Type (Pain Point, Feature Request, Praise, Question)
  • Select Product Area(s)
  • Set Sentiment and Priority
  • Optionally attach to an Event
  • Save — insight appears in feed and syncs when online

4. Voice Capture

  • Tap microphone icon in capture form
  • Grant mic permission if prompted
  • Record a short insight (e.g. "Developer from fintech struggling with Atlas setup")
  • Transcription appears (requires network)
  • Classify the insight and save
  • Drafts appear under Review Drafts on Home if not yet classified

5. Events

  • Events tab shows list of events
  • Tap an event to view details and sessions
  • Can create new event (if allowed)
  • Checking into an event sets context for new captures

6. Dashboard

  • Dashboard shows analytics (insights by type, product area, sentiment)
  • Charts render correctly
  • Data reflects your captured insights

7. Profile & Settings

  • Profile shows user name and email
  • Settings accessible from Profile
  • Help / Capture Guide opens
  • Security settings (e.g. app lock) work if enabled
  • Logout works and returns to login screen

8. Offline Support

  • Enable airplane mode
  • Capture an insight — it saves locally
  • Pending count increments (badge on Profile tab)
  • Disable airplane mode — pending items sync automatically
  • Pending count returns to 0 after sync

9. Insight Detail & Edit

  • Tap an insight to view full details
  • Edit insight — change type, product area, text, etc.
  • Changes persist and sync

10. Pending Recordings

  • If you have unclassified voice drafts, access Pending Recordings (from Profile or Home)
  • Classify and save each draft
  • Drafts move to insights list after saving

11. Bug Reporting (Mobile App)

  • Shake your phone to open the bug report screen
  • Enter a title and description of the issue
  • Add steps to reproduce (optional but helpful)
  • Attach a screenshot if available
  • Submit — report syncs to the admin portal

Bug Reporting via the Interface

Both the mobile app and the admin portal let you submit bug reports directly. Reports appear in the admin Bug Reports page (/bugs) for triage.

Mobile App

How to open Shake your phone
Fields Title, description, steps to reproduce, optional screenshot
Context Device info and app version are sent automatically
Sync Reports sync when online; offline reports queue and sync later

Admin Portal (Web)

How to open Tap the bug icon (floating button, bottom-right corner) on any page
Fields Bug Title (required), Description (required), Steps to Reproduce (optional), Priority (Low / Medium / High / Critical)
Context Browser user agent is sent automatically
Access Available to all roles (Viewer, Advocate, Manager, Admin)

Tips for good bug reports:

  • Be specific: "Login fails with code 999999" vs "Login broken"
  • Include steps: "1. Open app 2. Enter demo@builderinsights.app 3. Enter 999999 4. See error"
  • Note your environment: device, OS version, app version
  • Screenshots help, especially for UI issues

Troubleshooting

Issue Fix
App won't log in Use demo@builderinsights.app / 999999. Check network. Force-quit and reopen.
Voice recording fails Check mic permissions in device Settings. Ensure phone is not muted. Transcription needs network.
Insights not syncing Check network. Pending count shows unsynced items. Refresh or wait for auto-sync.
App crashes on launch Clear app data/cache, reinstall from TestFlight.

Quick Reference

Resource Value
TestFlight (iOS) https://testflight.apple.com/join/rAqHXs1Y
Demo Email demo@builderinsights.app
Demo Code 999999
Bug report (mobile) Shake phone
Bug report (admin) FAB button, bottom-right corner

Admin portal testing is covered separately. This guide focuses on the mobile app only.