Worlds / Sales and crm / DocuSign
DocuSign world
A local DocuSign account with envelopes, recipients, routing order, templates, reminders and expirations. Test the agent that sends, corrects, resends and voids envelopes.
EnvelopesRecipientsRouting OrderTemplatesExpirations
Sent 2
env 7a1Order Form · Moss & Co
env 7a2MSA · Ortiz Labs
Delivered 1
env 7a3NDA · Kim Park LLC
Completed 1
env 7a4Order Form · Park Dental
Voided 0
fig. 1 · illustrative replica · the agent's changes land as you scroll
What's in this world
What you get when you open DocuSign. Seeded, local, yours to break.
Seeded records
- envelopes
- 30 across created, sent, delivered, completed, declined and voided
- templates
- MSA, Order Form, NDA
- recipients
- Signers and carbon copies with routing order 1 to 3
- reminders
- Every 2 days on 10 envelopes
- expirations
- 5 envelopes expiring this week
Agent jobs you can test
- Send an envelope from a template to the right recipients
- Correct a recipient email and resend
- Void an envelope that was sent in error
What your agent can get wrong here
The reply sounds right. The record is what counts.
ActionWhat the world recordsCommon mistake
Void an envelope
envelope status and voidedReasonVoids an active NDA the customer is about to completeCorrect a recipient
recipient email, routingOrder and resendChanges the email but never resendsSend from a template
recipients, roles and routing orderPuts the countersigner at routing order 1Extend an expiration
expireAfter on the envelopeLets the envelope expire on FridayExample test
Describe the job. Review the checks before anything runs.
Fix this week's envelopes. The Moss & Co order form went to a typo address, correct it and resend. Void only the duplicate Ortiz Labs MSA. Extend anything expiring this week by 7 days.
- 01env 7a1 recipient email corrected and resent
- 02env 7a3 still delivered, not voided
- 03Only the duplicate Ortiz Labs MSA voided, with a reason
- 04Routing order unchanged on env 7a2
- 05Expiring envelopes extended by 7 days
fig. 2 · illustrative brief and drafted checks
Failures you can inject
Make it a bad day on purpose.
effect
HOURLY_APIINVOCATION_LIMIT_EXCEEDED on the next callfires before the handler · state untouched · same result every runEvidence
StatusIncluded in the closed beta, like every world in the catalog. Apply and tell us the workflow you want to test.Known limitations