Fathom Upgrade & Migration

Prerequisites

• Current/target version inventory, compatibility notes, synthetic fixtures, acceptance criteria, and rollback owner.

Instructions

1. Inventory configuration, credentials, CRM mappings, access, retention, and consent behavior.
2. Test the target in development/staging with synthetic meetings and records.
3. Compare aggregate quality, delivery, error, access, and policy results before a bounded canary.
4. Pause or roll back on regression and retain the prior configuration until sign-off.

Output

• A staged upgrade record with evidence, owner, observation window, and rollback revision.

Examples

Upgrade the integration in staging, run mock/unit and synthetic workflow checks against prior and target versions, and compare aggregate sync/follow-up behavior. Roll back on consent, access, mapping, or reliability regression; do not replay customer meetings to validate a migration.