Go-live checklist

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Before you go live

• Tasks. Each task has one clear job, the right goal, and a final stage that means “done”. See Agents and tasks.
• Information to collect. The variables you need to qualify a lead or finish the job are marked required.
• Instructions. They say what the agent should know, what it should never do or promise, and when to hand the conversation to a person.
• Knowledge base. Your prices, policies, and frequent questions are loaded, and the agent uses them.
• Channels. The channel that makes the first contact is connected. If it’s WhatsApp, your message templates are approved. See Channels and leads.
• Working hours. The schedule and the number of follow-ups match how a good salesperson on your team would behave.
• Leads. You know where they come from, and you start with a small batch.
• Tested. You ran your real scenarios, changed something, and saw the change in a new test. See Test your agent.
• Your team. Someone will read the first conversations and answer the ones that land in the Inbox.

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After you go live

• Read the first conversations in Leads and in the Inbox.
• Ask your agent “How are my leads doing?” once it has some leads.
• For any strange reply, mention the lead with @ in the agent’s chat and ask why it answered that way.
• Change one thing at a time, test again, and compare.
• When the results are stable, bring in more leads and add channels.

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Where to go from here