Launch Checklist

Use this checklist before announcing your assistant publicly.

Content Readiness

• Website crawl completed for key support pages
• Core files uploaded and indexed
• FAQs added for exact-answer policy questions
• Critical pages reviewed in content inspector

Behavior Readiness

• System prompt reviewed for tone and escalation rules
• Suggested questions configured for top intents
• AI Demo validation completed for high-risk topics
• Off-topic and “unknown” responses behave as expected

Safety Readiness

• Allowed domains configured for production hosts
• Branding settings confirmed (remove branding if applicable)
• Member/admin permissions verified

Integration Readiness

• Widget publishable key generated and embedded on site
• Widget script installed in site layout
• Webhooks tested for lead_captured
• AI Actions tested with valid and invalid payloads

Operational Readiness

• Team owner assigned for assistant quality
• Conversation review process defined
• Feedback triage workflow defined
• Incident owner and support channel documented

Go-Live Validation

• Perform a live chat from production site
• Confirm X-Conversation-Id continuity across messages
• Confirm lead submission writes a contact and updates conversation status