Go-live checklist

Confirm knowledge, booking, and human handoff before you announce.

Train the agent on company profile and top FAQs, then run knowledge tests.

If you book appointments, test end-to-end in chat (calendar or EMR) before enabling phone booking.

Set Lead Team Member phone numbers and verify Connect with Human / enhanced transfer works with whisper context.

Install the website widget and confirm greetings and CTAs on mobile and desktop.