Product Requirements Document (PRD): Sandbox Environment for Agency Handy
TL;DR
We want to provide new users with a sandbox mode where they can explore Agency Handy in a separate environment (URL) with pre-filled dummy data and role-switching. This feature will increase engagement, reduce onboarding friction, and improve trial-to-paid conversions.
Problem Statement
New users often struggle to understand the full capabilities of Agency Handy during their free trial. They need to manually set up clients, projects, and team members before seeing the software in action. This results in friction, lower engagement, and trial drop-offs.
To address this, we will introduce a sandbox environment with:
A separate URL and environment where users can test Agency Handy without affecting their trial workspace. Pre-filled dummy data (clients, tasks, invoices, approvals, conversations). Role-switching to test different team experiences. A guided walkthrough to highlight key features. Automatic reset of sandbox data every 24 hours to keep it fresh. Goals & Objectives
Business Goals
Increase free trial engagement by reducing setup friction. Improve conversion rates from trial to paid plans by showcasing full product value. Enhance onboarding efficiency, reducing the need for manual demo calls. User Goals
Experience the software instantly without manual setup. Understand different roles (admin, team member, client) before inviting real users. Make an informed decision before committing to a subscription. Non-Goals
Allowing sandbox data to persist beyond 24 hours. Using real client data in the sandbox. Merging sandbox data with the trial workspace. User Stories
Try Agency Handy in a Separate Sandbox Environment As a new user, I want to explore the software in a separate sandbox environment so that my trial workspace remains unaffected. Switch Between User Roles As an admin, I want to switch between different user roles (team member, client) so that I can understand their experience before inviting my team. As a new user, I want an interactive walkthrough of key features so that I can learn how to use the software efficiently. Reset Sandbox Data Every 24 Hours As a sandbox user, I want my test data to reset automatically every 24 hours so that I always experience a fresh setup. Exit Sandbox Mode & Start Fresh in My Trial Workspace As a user, I want to leave sandbox mode and return to my trial environment whenever I’m ready. Functional Requirements
1. Sandbox Environment Setup (Separate URL & Database)
Option to enter sandbox mode at signup and within the trial dashboard. Sandbox mode should open in a new URL (e.g., sandbox.agencyhandy.com). Completely separate environment from trial to avoid mixing data. Auto-generate sample data: Clients: 5 sample clients. Projects & Tasks: Pre-filled agency projects. Invoices & Approvals: Simulated transactions. Conversations: Sample messages & approvals. Reset sandbox data every 24 hours to keep a fresh experience. 2. Role-Switching Functionality
Allow users to switch between: Super Admin → Full control, manages everything. Team Member → Limited access, manages tasks & clients. Client → Limited to approvals & viewing invoices. Provide a "View As" dropdown to seamlessly switch roles. 3. Guided Walkthrough & Onboarding
Implement step-by-step onboarding that highlights: Creating & managing projects. Sending invoices & collecting approvals. Communicating with clients. Progress tracker for completing onboarding tasks. 4. Exit Sandbox Mode & Return to Trial Workspace
Sandbox has a dedicated “Exit to Trial” button that redirects users back to their trial workspace. "Ready to start with real data? Click here to return to your trial workspace!" Prevent merging sandbox data with real trial data. User Experience (UX) Flow
User signs up for the free trial Sees option: “Try Sandbox Mode” If selected → Redirects to workspace.sandbox.agencyhandy.com with dummy data User can enter sandbox mode anytime during the trial from the dashboard User is onboarded with a guided walkthrough User explores different roles using the "View As" feature Sandbox data resets automatically every 24 hours User exits sandbox mode → Returns to their trial workspace at app.agencyhandy.com Success Metrics
Increase trial engagement rate (Users actively engaging with 3+ features). Improve trial-to-paid conversion rate (More users upgrading after using sandbox). Reduce support tickets related to “How do I set up my workspace?”. Technical Considerations
Separate Database for Sandbox Mode: No real user data should persist. Dedicated Sandbox URL: Redirect users to sandbox.agencyhandy.com while keeping trial workspaces at app.agencyhandy.com. Role-Switching Performance: Ensure seamless transitions without reloading the page. Automatic Data Reset: Wipe sandbox data every 24 hours. Future Scope
Allow users to customize sandbox scenarios (e.g., different agency types). Enable multi-user testing by inviting dummy team members. Conclusion
The sandbox environment will make onboarding frictionless, engaging, and conversion-focused, ensuring users experience the full power of Agency Handy before committing.
AgencyHandy
V1 Sandbox