Choose the instructions that match your role. You do not need to configure the server or create a developer app just to use a workspace that an administrator has already set up.
I manage this installation
Start with installation and requirements, then configure the site and its services.
Installing the product: follow this product’s installation chapter. Check its PHP, database, environment and installer requirements; do not copy setup commands from another product.
Configuring the site: use Admin features for settings, users and available services. Keep site administration separate from ordinary workspace use.
Connecting an external service: the administrator follows API setup and app review first. Users then connect their own permitted accounts.
Using a feature: start with one controlled record, follow the task’s fields/buttons, then check the saved result before repeating the action with live records.
Operating the installation: review operations for scheduled work, queues, backups and updates relevant to this product.
01 / Overview
Overview
Use this guide to set up a new isolated installation, prepare administrator settings, complete the main user workflows and operate the application. Route paths shown below are relative to your own application domain; configuration overrides can change some defaults.
Installing the application?
Start with Installation. Review the source version and outstanding setup inputs before running commands.
Setting up the business?
Follow Administration before inviting users or enabling external services.
Using the product?
Follow the User guide. Each workflow explains prerequisites, actions and expected results.
Maintaining the service?
Use Operations for background jobs, updates, backup and recovery.
These instructions are grounded in the pinned source snapshot. Runtime/UI acceptance is still pending; a documented expected result is not a completed test. Technical references and known missing inputs are collected at the end of this guide.
02 / Installation
Installation
Check the source and runtime
git clone https://github.com/markhubaai/leadflow-ai.git leadflow-ai-dd
cd leadflow-ai-dd
git checkout --detach 0a97c2b1d8022981713b1f32874690236dcf1610
Verify the source manifest using the shared preparation procedure before changing this checkout. The source alias identifies the seller’s original directory; it does not establish equivalence to production or a specific customer archive.
Project requirements
Use the shared browser-installation procedure. The installer requires PHP 8.3.0 or newer; composer.json/lock constraints must also pass. Its configured writable paths are .env, bootstrap/cache and storage. MySQL is written as the installation database connection.
Extensions explicitly checked by this installer: ctype, fileinfo, filter, hash, json, mbstring, openssl, pdo, tokenizer, xml. Also provide pdo_mysql for the MySQL connection even where it is not in the explicit checklist. Optional media features can require additional extensions/binaries and must be checked independently.
Default configured purchase verification endpoint: https://stackposts.com/api/marketplace/install. This is a source default, not confirmation of service availability or permission to use production entitlements.
Accepted Setup fields: purchase_code, website_title, website_description, website_keywords, db_host, db_port, db_database, db_username, db_password, admin_name, admin_email, admin_username, admin_password, admin_timezone. The password confirmation must also be submitted. Complete the wizard instead of creating an administrator by database edits.
Prepare the server and source working copy
Use a dedicated test host or VM with a separate database and per-project hostname. Do not point any snapshot at production databases, queues, mailboxes, payment accounts or customer channels.
Obtain named read-only GitHub access through the repository owner’s access process. Use your normal authenticated Git workflow; never embed access tokens in clone URLs or documents.
Check out the exact commit shown in the project guide. Keep the working copy and evidence logs separate from the local documentation folder.
Verify every recorded file against the source manifest before making local changes. The manifest covers every other prepared file; its own hash and the Git commit should be recorded separately.
Provision a PHP runtime satisfying composer.json and composer.lock, a reviewed Composer installation, required PHP extensions and a web server serving only public/. Use MySQL with pdo_mysql for the seven browser installers. Exact database server compatibility remains a test item.
Create empty writable bootstrap/cache and storage runtime directories from the included placeholders. Give the application service account the required write access; do not make the entire code tree globally writable.
Resolve the project-specific assets/build gap and obtain approved schema/anonymized fixtures where required. Do not copy an old release’s vendor, assets, database or .env into this snapshot without provenance and version checks.
Clone and pin each repository
Each project section gives the exact commands. A new source checkout is recommended so existing local application changes cannot be overwritten. The clone destination must be empty.
Verify prepared file hashes in PowerShell
Run from the root of the checked-out repository before installing dependencies or editing configuration. A clean Git status is a separate check.
The supplied .env.example files contain names only. They are not ready-to-run configurations. An empty variable can override a useful config default, so do not leave every listed variable blank and expect the application to work. Review config/*.php, use a minimal isolated configuration, then add values needed by enabled features. Provider options may also live in the database/admin UI.
Create .env only in a new source working copy. Use the values below as a starting checklist, replacing the hostname, database identity and password privately. APP_KEY is initially empty and must be generated locally; no application key is supplied in this document.
The file session/cache and sync queue values are temporary bootstrap choices, not the final worker configuration. The seven installers switch their final session, cache and queue backends to database unless explicitly configured otherwise. Keep workers stopped until fixtures and outbound destinations are controlled. Never regenerate APP_KEY on an existing installation.
Dependency installation is separate from the browser wizard
The Git snapshots exclude installed root vendor dependencies. Inspect Composer scripts and allowed plugins before running dependency installation. A complete customer release may already contain its matching vendor tree; the source snapshots do not. Review package scripts before any Node dependency install.
# Run only inside the isolated checkout after reviewing scripts/plugins.
composer install --no-dev --prefer-dist --no-interaction
composer check-platform-reqs --no-dev
# Fresh isolated installation only, once dependency bootstrapping works.
php artisan key:generate
php artisan config:clear
If post-autoload package discovery cannot boot because configuration or database-backed options are missing, retain the error. A reviewer may install with --no-scripts for diagnosis, but deferred package-discovery/scripts must be reviewed and completed after the missing configuration is supplied. Do not present --no-scripts as a finished deployment.
Complete the browser installer
This procedure applies to StackPosts, MarkHub, Waziper Official, FlowCRM AI, LocalBoost AI, LeadFlow AI and LinkQR Pro. The Store has its own procedure below. The observed wizard is Requirements → Setup → Finish, served by GET/POST /installer.
Complete dependency, asset and fresh-environment preparation first. Point the virtual host at public/ and use HTTPS for provider-facing tests. In WAMP, use a dedicated virtual host; the v13/docs folder itself is not an application document root.
Create a new empty MySQL database and its isolated user. The installer checks that it is fresh; do not import a production database or run seeders/migrations first.
Open /installer and resolve every Requirements failure. PHP and the exact checked extensions are listed in each project section. Confirm .env, bootstrap/cache and storage can be written by the web process.
At Setup, enter an valid installation purchase code, website title, database host/port/name/user/password and administrator name/email/username/password confirmation/timezone. Optional website description and keywords are also accepted.
Submit once and record the result. The installer verifies the purchase, creates its application key, writes database settings, runs migrations, seeds configured defaults, creates the administrator/plan and marks installation complete.
At Finish, sign in with the administrator you created. Confirm that /installer is no longer available as a fresh setup page and that the final session/cache/queue configuration is consistent.
Configure SMTP, selected themes, plans, integrations, scheduler and workers, then execute the project’s acceptance checks. Local sign-in is not provider acceptance.
A failed install can leave partially created database tables even if the previous .env is restored. Preserve redacted evidence and have the reviewer reset only the confirmed disposable test database before a clean retry. Never use migrate:fresh or delete a production database as troubleshooting.
Prepare the matching interface assets
A root package.json and lockfile are included, but the only declared root script is a placeholder test command. There is no root build script and public/build is absent. Request the matching frontend build recipe or compiled assets; npm run build is not a valid documented step for this snapshot.
Work as an authorized administrator in the isolated installation. Configure one area at a time, save it, then verify its effect with an appropriate test user. Feature access can depend on both the subscription plan and the user’s workspace role.
1
Plans and form permissions
Enable the intended FormLead features and assign form view/edit, response view and funnel/pipeline management rights separately.
2
Publishing defaults
Configure branding, domains, allowed form types, response handling and notification settings for the installation.
3
Communication and recovery
Set up controlled SMTP and review recovery email/automation behavior before publishing public forms.
4
External services
Configure AI, payments and webhook destinations only when those features are in use. Keep payment forms in sandbox during testing and verify tenant ownership.
Before inviting users
Check site identity, timezone and selected themes.
Test sign-in with an owner and a restricted teammate/customer.
Confirm the configured mail mode and recipient identity before sending invitations.
Verify plan/role limits and the workspace that owns each record.
Review any enabled external action, provider cost and recovery procedure.
Product configuration notes
The seller folder formleadai maps to leadflow-ai; FormLead and LeadFlow refer to this source repository.
Configure branding, plans, teams, timezone and SMTP; start with an isolated form and synthetic lead.
Review public submission endpoints, form ownership, validation, abuse controls and file-upload handling before enabling external traffic.
Configure funnel routing, pipeline stages and automations using test targets. AI, payment, custom-domain and notification services need their own keys/accounts and acceptance.
Use the correct workspace and an account with the required plan and role. The workflows below describe the principal product tasks supported by the inspected routes and actions; they are not a manual for every optional module.
Workflow 01
Create a form draft
/portal/forms
Before you start: Your plan includes FormLead and your role may create/edit forms.
What this feature does
Create the fields and pages that a visitor will complete.
Who can use it
The plan must include FormLead; editing requires the form edit permission.
Fields and settings
Field or setting
What to enter or check
Name
Required; up to 255 characters.
Type
form, lead_form, survey, quiz or payment.
Description
Optional; up to 1,000 characters.
Pages / fields
The builder validation requires at least one page and one field.
CTA label
Required in the builder; up to 80 characters.
Thank-you title
Required in the builder; up to 255 characters. Message text is optional, up to 1,000.
Steps
Open Forms and create a draft with a name and type: form, lead_form, survey, quiz or payment.
Add an optional description, then open the form builder.
Add or edit pages and fields; review required fields and the call-to-action label.
Save the draft and preview it before publishing. Keep payment forms disconnected from live processing during testing.
Expected result
The draft opens in its owner workspace with the intended field/page structure.
Check the result
Create the draft, then open the builder for that form.
Add/edit fields and pages, save, and review required-field behavior in preview.
Use a payment form only after its separate sandbox payment setup is ready.
If it does not work: Check form permissions, plan access and validation messages if saving is blocked.
Workflow 02
Publish and verify responses
/portal/forms
Before you start: The draft is saved and its launch checks have been reviewed.
What this feature does
Make a saved form available to visitors and review submissions in the owner workspace.
Who can use it
Publishing requires the relevant edit action; response viewing requires formlead.responses.view.
Fields and settings
Field or setting
What to enter or check
Published state
Use the form’s publish action after saving and reviewing the launch checks.
Public URL
Use the generated /f/{uid} URL for the intended form.
Required fields
Submit the form using synthetic data that satisfies its configured fields.
Thank-you content
Review the message or page shown after a successful submission.
Recovery email
If enabled, the builder requires subject/body; source limits are 255 and 4,000 characters. Verify SMTP/recipient behavior separately.
Steps
Review the builder’s launch checklist/readiness, thank-you content and any enabled automation/recovery-email settings.
Publish using the form’s publish action.
Open the public URL produced by the app (the source pattern is /f/{uid}) and submit synthetic data.
Open /portal/responses and inspect the resulting response detail in the owner workspace.
Expected result
The public submission is stored and readable by authorized users only.
Check the result
Test once with missing/invalid required data and once with valid synthetic data.
Open Responses, select the intended form and inspect the saved response.
Verify that a user from a different workspace cannot open the response detail.
If it does not work: If it is missing, check publish state, field validation, selected form/filter and submission permissions before testing outbound automations.
Workflow 03
Track a lead in the pipeline
/portal/pipeline
Before you start: Your plan includes pipeline access and your role permits pipeline management.
What this feature does
Track the processing stage of a lead after it enters the workspace.
Who can use it
The route requires formlead and formlead_pipeline plan features plus pipeline management permission.
Fields and settings
Field or setting
What to enter or check
Workspace
Use the workspace that owns the lead.
Lead / customer
Select the intended record and review its form/customer association.
Stage / available action
Use only the actions exposed to the current role. Do not assume a fixed stage list from this guide.
Related automation
Check whether a stage/action will trigger a configured notification or external workflow before applying it.
Steps
Open Pipeline in the same workspace as the submitted lead.
Locate the lead and inspect its linked customer/form context.
Apply the intended stage/action available to your role.
Refresh the workspace and confirm the lead remains in the expected stage and team scope.
Expected result
The lead’s pipeline state is consistent with the intended action.
Check the result
Locate the intended lead and record its current stage.
Apply one permitted stage/action and reload the workspace.
Check the new state and any intentionally enabled follow-up; a role/plan failure should be resolved through configuration.
If it does not work: Check pipeline entitlement and role permissions; a visible form does not automatically grant pipeline management.
05 / Operations
Operations
Background processing for this product
The installer’s final defaults use database sessions/cache/queues. Confirm the relevant tables exist, start a worker for the intended queue and register schedule:run once per minute as described in shared operations. Observe the installed schedule before enabling outbound jobs.
Run these procedures only after the isolated installation and outbound configuration have been reviewed. Use the application service account and the same PHP runtime/configuration as the web process. The commands below are operating examples to adapt, not commands executed during documentation preparation.
These commands boot the application and require working configuration. schedule:list shows registered schedules but not every external cron or a complete deployment inventory. Record results before enabling continuous processing.
Scheduler
On a Linux test host, configure one cron entry per application. Replace both absolute paths with the confirmed test runtime and checkout. Preserve restricted test logs; rotate them.
On Windows/WAMP, create a Task Scheduler job repeating every minute: Program = the selected php.exe; Arguments = artisan schedule:run; Start in = the isolated repository root. Use an account with the required file/database permissions. Do not point the task at the seller’s v12 working installation.
This example applies when the intended connection is database and the queue name is default. Use the actual connection, named queues and worker limits from each project/module. Keep timeout below retry_after to reduce duplicate processing; check timeout requirements for media/AI work. StackPosts automation needs its separate lane described in its project guide. Supervisor/systemd or an equivalent process manager must restart long-running workers; cron is not a worker manager.
Record queue tables/backend, queue names, retry policy, failed-job handling, concurrency and restart behavior. Do not run queue:retry all blindly: failed jobs may send messages, charge providers or repeat external changes. Review the target and idempotency before a controlled retry.
Mail and optional services
MAIL_MAILER=log records messages locally and does not prove SMTP delivery. Use a controlled SMTP inbox for authorized notification tests; protect/redact logs containing test personal data.
Redis, object storage, websocket/realtime services, media binaries and social/AI gateways are feature-specific. Determine need from enabled modules and configuration rather than provisioning every possible dependency.
A provider console, approval, billing method and valid token are separate dependencies. A successful local install does not establish API approval or delivery.
Use actual callback/redirect URLs produced by the configured application. This guide intentionally does not invent a generic webhook URL for every provider.
Updates backup and recovery
Before an update
Record the current source commit, dependencies, active modules/themes, schema revision, configuration inventory and artifact hashes. Verify the target release and its change notes.
Take an encrypted database backup, uploaded-file/product-artifact backup and a separately protected copy of application configuration/APP_KEY. Do not place these backups inside source repositories or this documentation folder.
Perform a restore rehearsal into a separate disposable environment. A backup file that has never restored successfully is not acceptance evidence.
Obtain the product-specific upgrade instructions and rehearse on a clone. Waziper’s referenced UPGRADE.md is missing from its snapshot; do not invent an upgrade path.
Define the maintenance window, queue drain/stop procedure and rollback thresholds. Separate application rollback from schema/data rollback.
During an approved change
Use the seller-approved release/update mechanism and reviewed migration steps. Preserve the existing APP_KEY and customer data. Do not rerun the fresh installer on an existing installation. Rebuild only the assets belonging to the selected release, clear/rebuild applicable caches and restart workers so they load the new code.
# Operational examples after an approved isolated update; adapt to the release.
php artisan optimize:clear
php artisan queue:restart
Re-enabling workers can produce external effects. Confirm the test destinations first. Do not treat copying the previous application code back as a complete rollback if schema or customer data changed.
Post-update checks
Check login, authorization, active themes/static assets, uploads/downloads, cron, queued work and one product-specific user flow.
For Store/license changes, validate synthetic old-install activation/update behavior and download entitlement before any cutover.
For provider integrations, retain separate webhook/publish/delivery evidence and redact tokens and customer identifiers.
Record backups, restore outcome, downtime, errors, rollback decision and remaining gaps. Remove disposable test data according to your retention policy.
Acceptance checklist
These are checks for the person testing the installation, not completed test results. Retain timestamp, commit, environment, fixture identity, expected/actual result and redacted evidence for each.
Create and publish a test form, submit a synthetic lead and verify the result in its owner workspace.
Submit invalid data and confirm validation responses without exposing another tenant’s records.
Move a lead through a test pipeline and confirm role-based access.
Trigger one controlled form automation and inspect retry/duplicate handling.
06 / Troubleshooting
Resolve common problems
Start with the visible error, record it without secret values and check the related setup area. Do not use destructive resets or permission bypasses to make a test appear successful.
Symptom
Checks
Avoid
Missing vendor/autoload.php
Root dependencies are excluded. Review Composer scripts/plugins and install the locked dependencies in the isolated checkout.
Copying vendor from another version or running composer update as a shortcut.
419 or missing application key
Check APP_URL/HTTPS, cookie/session settings, writable runtime directories and a locally generated APP_KEY for this new installation.
Regenerating an existing production APP_KEY or disabling CSRF globally.
500 or missing table
Check the redacted application log, module activation, database configuration, installer state and whether the approved schema/defaults exist.
Importing production data or running migrate:fresh without verifying the disposable target.
Unstyled page or missing manifest
Check the actual active theme, expected asset URL and its matching manifest/build. Several snapshots have documented missing build inputs.
Assuming npm run build exists everywhere or using assets from an older v13 release.
Purchase-code verification fails
Confirm the configured endpoint, valid test entitlement, outbound route and isolated-host identity with the seller. Record redacted HTTP status.
Bypassing purchase checks, using a customer’s code or disabling certificate checks as a remedy.
Wizard refuses nonempty database
Use a new isolated database; retain evidence of previous failed attempt and obtain approval before resetting the disposable test target.
Reusing a customer/production database.
Jobs do not run
Confirm QUEUE_CONNECTION, exact queue names, running worker, scheduler registrations and failed-job logs. Check the automation lane on StackPosts.
Leaving sync as final automation configuration or retrying every failed job.
Email not received
Inspect MAIL_MAILER; log mail is not SMTP. Verify a controlled sender/inbox and message status.
Sending test messages to customer lists.
Provider action or webhook fails
Confirm actual app/account identity, permissions, review status, callback URL, signature setup and test recipient.
Treating a source module or local health page as provider acceptance.
These are source module descriptor locations, not proof that each module is active, configured, sold separately, licensed or provider-approved.
modules/AdminAI
modules/AdminAITemplate
modules/AdminAITemplateCategories
modules/AdminBlogCategories
modules/AdminBlogs
modules/AdminBlogTags
modules/AdminCache
modules/AdminCaptcha
modules/AdminCoupons
modules/AdminCredits
modules/AdminCrons
modules/AdminDashboard
modules/AdminFaker
modules/AdminFaqs
modules/AdminLanguages
modules/AdminMailServer
modules/AdminManualPayments
modules/AdminMarketplace
modules/AdminNotifications
modules/AdminPaymentHistory
modules/AdminPaymentManualConfig
modules/AdminPaymentReport
modules/AdminPaymentSubscriptions
modules/AdminPlans
modules/AdminSupport
modules/AdminSystemInformation
modules/AdminThemes
modules/AdminUser
modules/AppBilling
modules/AppCredits
modules/AppCustomDomain
modules/AppFiles
modules/AppFormLeadAI
modules/AppFormLeadAnalytics
modules/AppFormLeadAutomation
modules/AppFormLeadBrand
modules/AppFormLeadCore
modules/AppFormLeadCreateWizard
modules/AppFormLeadCustomers
modules/AppFormLeadDashboard
modules/AppFormLeadForms
modules/AppFormLeadFunnels
modules/AppFormLeadPipeline
modules/AppFormLeadQR
modules/AppFormLeadSurveys
modules/AppFormLeadTemplates
modules/AppIntegrations
modules/AppPayments
modules/AppProfile
modules/AppSupport
modules/AppTeams
modules/Payment2Checkout
modules/PaymentCCAvenue
modules/PaymentFlutterwave
modules/PaymentInstamojo
modules/PaymentIyzico
modules/PaymentPaypal
modules/PaymentPaystack
modules/PaymentPaytm
modules/PaymentPayTR
modules/PaymentPayU
modules/PaymentRazorpay
modules/PaymentSslCommerz
modules/PaymentStripe
modules/PaymentYooMoney
Names-only environment inventory (60 names)
Derived from the prepared .env.example. This is not a complete settings inventory and contains no secret values. Empty names must not be treated as a working .env.
APP_NAME
APP_ENV
APP_KEY
APP_DEBUG
APP_URL
APP_INSTALLED
APP_DEMO
APP_LOCALE
APP_FALLBACK_LOCALE
APP_FAKER_LOCALE
APP_MAINTENANCE_DRIVER
BCRYPT_ROUNDS
LOG_CHANNEL
LOG_STACK
LOG_DEPRECATIONS_CHANNEL
LOG_LEVEL
DB_CONNECTION
DB_HOST
DB_PORT
DB_DATABASE
DB_USERNAME
DB_PASSWORD
SESSION_DRIVER
SESSION_LIFETIME
SESSION_ENCRYPT
SESSION_PATH
SESSION_COOKIE
SESSION_SECURE_COOKIE
SESSION_DOMAIN
BROADCAST_CONNECTION
FILESYSTEM_DISK
QUEUE_CONNECTION
CACHE_STORE
MEMCACHED_HOST
REDIS_CLIENT
REDIS_HOST
REDIS_PASSWORD
REDIS_PORT
MAIL_MAILER
MAIL_SCHEME
MAIL_HOST
MAIL_PORT
MAIL_USERNAME
MAIL_PASSWORD
MAIL_FROM_ADDRESS
MAIL_FROM_NAME
AWS_ACCESS_KEY_ID
AWS_SECRET_ACCESS_KEY
AWS_DEFAULT_REGION
AWS_BUCKET
AWS_USE_PATH_STYLE_ENDPOINT
OPENAI_API_KEY
FORMLEAD_AI_API_KEY
FORMLEAD_AI_BASE_URL
GEMINI_API_KEY
VITE_APP_NAME
APP_TIMEZONE
SITE_TITLE
SITE_DESCRIPTION
SITE_KEYWORDS
Installation and provider checks
Confirm the exact application version and its required runtime.
Complete installation in a disposable environment before using production data.
Check scheduled jobs, queues, mail and backup/restore behavior.
Configure provider credentials and test each enabled external feature.
Keep actual test results separate from instructions and source inspection notes.
API setup and app review
For provider app creation, callback URLs, account connections and review submission, use the platform guides. The administrator configures the provider; workspace users connect their own authorized assets.